SBI Okasan Asset Management Co.Ltd. bought a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 3,900 shares of the company’s stock, valued at approximately $809,000.
A number of other institutional investors have also recently modified their holdings of the business. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its holdings in Johnson & Johnson by 2,192.9% in the 4th quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund now owns 32,100 shares of the company’s stock worth $6,643,000 after buying an additional 30,700 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in Johnson & Johnson by 2.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 368,778 shares of the company’s stock worth $76,319,000 after buying an additional 9,696 shares during the last quarter. Jupiter Asset Management Ltd. boosted its holdings in Johnson & Johnson by 508.5% in the 4th quarter. Jupiter Asset Management Ltd. now owns 803,956 shares of the company’s stock worth $166,379,000 after buying an additional 671,834 shares during the last quarter. EagleClaw Capital Managment LLC boosted its holdings in Johnson & Johnson by 0.3% in the 4th quarter. EagleClaw Capital Managment LLC now owns 23,296 shares of the company’s stock worth $4,821,000 after buying an additional 75 shares during the last quarter. Finally, Houlihan Financial Resource Group Ltd. boosted its holdings in Johnson & Johnson by 133.7% in the 4th quarter. Houlihan Financial Resource Group Ltd. now owns 7,340 shares of the company’s stock worth $1,583,000 after buying an additional 4,199 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
JNJ has been the topic of several research analyst reports. Argus lifted their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Daiwa Securities Group lifted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Wells Fargo & Company lifted their price objective on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. TD Cowen assumed coverage on Johnson & Johnson in a report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective on the stock. Finally, Raymond James Financial boosted their target price on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $253.04.
Johnson & Johnson Trading Down 2.4%
Shares of Johnson & Johnson stock opened at $225.16 on Friday. The stock has a market cap of $542.01 billion, a P/E ratio of 26.03, a P/E/G ratio of 2.26 and a beta of 0.27. The stock’s 50 day simple moving average is $233.02 and its 200-day simple moving average is $224.82. Johnson & Johnson has a 1-year low of $149.04 and a 1-year high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.
Johnson & Johnson Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 61.97%.
More Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson reported updated Phase 1/1b data showing RYBREVANT plus LAZCLUZE delivered prolonged clinical benefit in atypical EGFR-mutated non-small cell lung cancer, with median overall survival nearing 3.5 years. This strengthens the case for the company’s lung cancer pipeline. Article Title
- Positive Sentiment: New Phase 3 MajesTEC-9 data showed TECVAYLI improved progression-free and overall survival versus standard of care in relapsed multiple myeloma, reinforcing Johnson & Johnson’s momentum in blood-cancer treatments and expanding confidence in the drug’s earlier-line use. Article Title
- Positive Sentiment: The FDA approved a label expansion for TREMFYA in psoriatic arthritis, adding evidence that it can help stop structural joint damage. That makes TREMFYA more differentiated in a large immunology market and may support future sales growth. Article Title
- Neutral Sentiment: Several analyst and market commentary pieces noted that JNJ has outperformed the Dow and that Wall Street sentiment remains moderately optimistic, but these were mostly retrospective and did not add new fundamental catalysts. Article Title
- Neutral Sentiment: Johnson & Johnson also announced it will host its second-quarter earnings conference call on July 15, which is routine corporate communication rather than a price-moving event on its own. Article Title
- Negative Sentiment: Broader commentary highlighted that J&J still faces exposure from patent-loss pressure on older products, even though oncology growth and MedTech demand are helping offset it. This remains an overhang on the stock’s longer-term earnings mix. Article Title
About Johnson & Johnson
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
Featured Stories
- Five stocks we like better than Johnson & Johnson
- Shares Fall, Targets Rise—Markets and Analysts Diverge on Synopsys
- Salesforce Stock Finds Support as AI Momentum Builds
- Dollar Tree Keeps Winning After Family Dollar Divorce
- Apple’s Agentic AI Plans Could Be Its Biggest Growth Story Yet
Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
