Signaturefd 13F: Adds $1.3M to Johnson & Johnson (JNJ) Stake

Key Points

  • Signaturefd's stake in Johnson & Johnson rose to 77,490 shares after the fund added 4,917 shares, reflecting a 6.8% increase.
  • The stock trades recently around $266.35, which is about 1.0% above its closing price of $263.81 on the filing date.
  • Johnson & Johnson has a market cap of approximately $635 billion and a forward P/E ratio of 22.7.

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On October 23, 2026, Signaturefd boosted its stake in Johnson & Johnson (JNJ) by 4,917 shares, raising its total holdings to 77,490 shares valued at approximately $20.5 million. This move was disclosed in the fund's latest Form 13F filing with the SEC.

JNJ Johnson & Johnson
$263.81 +29.27% year to date
Daily close · Oct 23, 2026
13F track record

Signaturefd vs. the S&P 500

YTD return +7.14% hypothetical
All-time return +7.14% S&P 500 +8.77%
vs. S&P 500 -1.63% behind the index

Hypothetical returns from Signaturefd's disclosed trades, not real profit or advice. How we model this.

What Changed in Signaturefd's Johnson & Johnson Position

Signaturefd's reported position in Johnson & Johnson grew by 4,917 shares, marking a 6.8% increase from the previous total of 72,573 shares. The change in value for this position was about $1.3 million, reflecting the fund's continued confidence in the company.

Where Johnson & Johnson Fits in Signaturefd's Portfolio

Johnson & Johnson now represents 0.44% of Signaturefd's overall portfolio, ranking 28th out of 3,528 positions.

Other Institutional Activity in Johnson & Johnson

Several other funds also adjusted their positions in Johnson & Johnson on the same day. NTV Asset Management increased its stake by 4,128 shares, bringing its total to 37,037 shares valued at about $9.8 million. Ascent Wealth Partners raised its holdings by 6,011 shares to 8,951 shares, worth around $2.4 million. SBI Securities added 10,021 shares, totaling 122,412 shares valued at about $32.4 million.

Johnson & Johnson Stock Up 1.0%

As of October 27, 2026, Johnson & Johnson shares traded around $266.35, which is 1.0% above the closing price of $263.81 on the filing date. The stock is currently above both its 50-day moving average of $265.20 and its 200-day moving average of $245.47, suggesting a strong recent performance.

Recent Earnings

Johnson & Johnson reported trailing twelve-month revenue of approximately $99.3 billion, with a net margin of 16.2%. The next earnings report is scheduled for January 26, 2027.

Dividend

Johnson & Johnson pays an annual dividend rate of $5.36 per share, giving it a yield of approximately 2.03% based on recent trading prices.

Insider Buying and Selling at Johnson & Johnson

Several insiders sold shares recently. Elizabeth Forminard, an officer, sold 15,918 shares on August 6, 2026. CEO Joaquin Duato sold 123,291 shares on August 13, 2026. Jennifer L Taubert, another officer, sold 15,000 shares on August 17, 2026, and Timothy Schmid sold 33,597 shares on September 2, 2026. These transactions occurred before the recent filing.

Analysts Set New Price Targets

On October 14, 2026, several analysts maintained their ratings on Johnson & Johnson. Leerink Partners kept an "Outperform" rating with a target of $272. Wells Fargo maintained an "Overweight" rating with a target of $275. RBC Capital also kept an "Outperform" rating with a target of $280. The consensus recommendation is a "buy" with a mean price target of $279.41 based on 22 analyst opinions.

About Johnson & Johnson

Johnson & Johnson is a healthcare company based in New Brunswick, NJ, focusing on research, development, and manufacturing of a wide range of healthcare products. Its operations are divided into two segments: Innovative Medicine and MedTech, which are crucial for its growth and stability in the market.

Bottom Line

Investors will be watching for the upcoming earnings report on January 26, 2027, and further filings from Signaturefd and other funds. Signaturefd's increase in its Johnson & Johnson stake reflects its ongoing commitment to the healthcare sector.

Source: Signaturefd's 13F filing on $JNJ (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts

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