Rokos Capital Management LLP Has $5.94 Million Holdings in Johnson & Johnson $JNJ

Posted by Brenda Bartman on Jul 28th, 2026

Rokos Capital Management LLP lessened its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 10.6% during the 1st quarter, Holdings Channel reports. The firm owned 24,288 shares of the company’s stock after selling 2,879 shares during the period. Rokos Capital Management LLP’s holdings in Johnson & Johnson were worth $5,937,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. boosted its stake in Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after acquiring an additional 3,731,074 shares during the last quarter. State Street Corp raised its position in shares of Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after acquiring an additional 1,663,782 shares during the last quarter. Auto Owners Insurance Co raised its position in shares of Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after purchasing an additional 1,738,292 shares during the period. Finally, Norges Bank bought a new position in shares of Johnson & Johnson in the 4th quarter worth $6,924,523,000. 69.55% of the stock is owned by institutional investors.

Key Headlines Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

Positive Sentiment: Johnson & Johnson reported second-quarter revenue of $25.31 billion, up 6.6% year over year and ahead of analyst expectations. Adjusted EPS of $2.90 also exceeded consensus estimates, while management raised its 2026 earnings outlook to $11.60–$11.75 per share. Johnson & Johnson Raised Its Outlook
Positive Sentiment: The proposed talc settlement could remove a major source of legal uncertainty for Johnson & Johnson by resolving tens of thousands of ovarian-cancer claims, provided at least 95% of remaining claims participate. The agreement follows a favorable ruling by the federal multidistrict-litigation court. Johnson & Johnson Agrees to Pay Up to $5.5 Billion to Settle Talc Lawsuits

Johnson & Johnson Stock Performance

JNJ stock opened at $266.35 on Tuesday. The business’s 50-day moving average price is $243.46 and its two-hundred day moving average price is $236.98. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The firm has a market cap of $641.88 billion, a PE ratio of 30.86, a P/E/G ratio of 2.50 and a beta of 0.24. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $269.43.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the previous year, the firm earned $2.77 earnings per share. The company’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts forecast that Johnson & Johnson will post 11.68 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s payout ratio is currently 62.11%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on JNJ shares. 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 research note on Thursday, April 16th. Scotiabank restated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Citigroup boosted their target price on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Barclays upped their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Finally, Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $265.30.

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About Johnson & Johnson

(Free Report)

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.