Mirae Asset Global Investments Co. Ltd. Boosts Stock Position in Johnson & Johnson $JNJ

Mirae Asset Global Investments Co. Ltd. grew its holdings in Johnson & Johnson (NYSE:JNJ) by 21.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 594,256 shares of the company’s stock after buying an additional 105,770 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Johnson & Johnson were worth $122,981,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Transcendent Capital Group LLC increased its position in shares of Johnson & Johnson by 11.9% in the fourth quarter. Transcendent Capital Group LLC now owns 1,467 shares of the company’s stock valued at $304,000 after buying an additional 156 shares in the last quarter. Quadrant Private Wealth Management LLC increased its position in shares of Johnson & Johnson by 0.7% in the fourth quarter. Quadrant Private Wealth Management LLC now owns 22,268 shares of the company’s stock valued at $4,608,000 after buying an additional 164 shares in the last quarter. Thomasville National Bank increased its position in shares of Johnson & Johnson by 3.9% in the fourth quarter. Thomasville National Bank now owns 18,211 shares of the company’s stock valued at $3,769,000 after buying an additional 681 shares in the last quarter. Forteris Wealth Management Inc. purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $544,000. Finally, Discipline Wealth Solutions LLC purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $202,000. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 1.6%

NYSE JNJ opened at $230.51 on Tuesday. The business has a fifty day moving average price of $241.32 and a 200 day moving average price of $217.78. Johnson & Johnson has a one year low of $146.12 and a one year high of $251.71. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The company has a market cap of $555.21 billion, a P/E ratio of 26.65, a P/E/G ratio of 2.29 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The firm’s revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business 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 $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Q1 beat-and-raise — J&J reported stronger-than-expected Q1 revenue and EPS, raised full‑year targets and highlighted resilience in Innovative Medicines and MedTech, which supports earnings momentum and the company’s dividend policy. Johnson & Johnson Stock (JNJ) Opinions on Q1 Earnings Release
• Positive Sentiment: Analyst upgrades — Guggenheim raised its price target to $266 and kept a Buy rating, citing upside from Icotyde and model updates after Q1; other brokers have nudged targets higher as well, which supports upside expectations. Guggenheim Adjusts Price Target on Johnson & Johnson to $266 from $244; Maintains Buy Rating
• Positive Sentiment: Income investor appeal — J&J was named among high‑dividend picks (Ray Dalio list) and is being highlighted in dividend-income roundups, reinforcing its attractiveness to yield-focused investors after the recent dividend increase. Johnson & Johnson (JNJ) – One of the 12 High Dividend Stocks Picked by Billionaire Ray Dalio
• Neutral Sentiment: MedTech clinical update — new Tecnis PureSee intraocular lens data were presented, adding credibility to MedTech growth but representing longer‑term value rather than an immediate earnings shock. Johnson & Johnson MedTech Data Sparks Fresh Look At JNJ Valuation
• Neutral Sentiment: Dividend‑income coverage — J&J appears on curated lists of dividend giants, which tends to stabilize long-term demand but may not move the stock immediately. Put $5,000 In These Dividend Giants and Earn Passive Income Every Quarter
• Negative Sentiment: Insider and institutional selling — QuiverQuant data show heavy insider sales recently and large institutional position changes (some big reductions), which can pressure short‑term sentiment and amplify profit‑taking after the post‑earnings rally. Johnson & Johnson Stock (JNJ) Opinions on Q1 Earnings Release

Analyst Ratings Changes

A number of analysts have recently commented on the company. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Guggenheim raised their target price on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research report on Monday. TD Cowen assumed coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price on the stock. Raymond James Financial raised their target price on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. Finally, JPMorgan Chase & Co. increased their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $252.48.

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last 90 days. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Profile

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.