Pekao Towarzystwo Funduszy Inwestycyjnych S.A. Purchases Shares of 5,517 Johnson & Johnson $JNJ

Pekao Towarzystwo Funduszy Inwestycyjnych S.A. purchased a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 5,517 shares of the company’s stock, valued at approximately $1,142,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Hobart Private Capital LLC bought a new stake in Johnson & Johnson during the 4th quarter valued at $227,000. MASTERINVEST Kapitalanlage GmbH increased its stake in Johnson & Johnson by 13.5% during the 4th quarter. MASTERINVEST Kapitalanlage GmbH now owns 20,711 shares of the company’s stock valued at $4,285,000 after purchasing an additional 2,469 shares in the last quarter. Jackson Grant Investment Advisers Inc. increased its stake in Johnson & Johnson by 2.2% during the 4th quarter. Jackson Grant Investment Advisers Inc. now owns 13,912 shares of the company’s stock valued at $2,879,000 after purchasing an additional 296 shares in the last quarter. Ring Mountain Capital LLC grew its stake in shares of Johnson & Johnson by 3.5% in the 4th quarter. Ring Mountain Capital LLC now owns 2,022 shares of the company’s stock worth $442,000 after acquiring an additional 68 shares in the last quarter. Finally, HCR Wealth Advisors grew its stake in shares of Johnson & Johnson by 1.8% in the 4th quarter. HCR Wealth Advisors now owns 11,847 shares of the company’s stock worth $2,452,000 after acquiring an additional 214 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on JNJ shares. Stifel Nicolaus upped their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. Morgan Stanley set a $283.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Leerink Partners upped their target price on shares of Johnson & Johnson from $232.00 to $252.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Finally, The Goldman Sachs Group upped their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $252.48.

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 over the last three months. 0.16% of the stock is owned by insiders.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $225.94 on Thursday. The company’s 50-day moving average is $240.78 and its 200 day moving average is $218.10. 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 capitalization of $544.21 billion, a P/E ratio of 26.12, a price-to-earnings-growth ratio of 2.22 and a beta of 0.34. Johnson & Johnson has a fifty-two week low of $146.12 and a fifty-two week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The company had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The firm’s quarterly revenue was up 9.9% on a year-over-year basis. During the same period in the previous year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is presently 60.12%.

Key Johnson & Johnson News

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

• Positive Sentiment: Long-term clinical win: IMAAVY (nipocalimab-aahu) data show sustained disease control through ~120 weeks in antibody‑positive generalized myasthenia gravis, strengthening the drug’s commercial outlook and supporting neurology revenue growth. IMAAVY® (nipocalimab-aahu) shows over two years of sustained disease control in a broad population with generalized myasthenia gravis (gMG)
• Positive Sentiment: Regulatory/device expansion: J&J received CE Mark approval for the new ETHICON™ 4000 surgical stapler, which could help drive device sales in Europe and refresh its surgical portfolio. Johnson & Johnson Announces CE-Mark Approval for the New ETHICON™ 4000 Stapler
• Positive Sentiment: Product innovation: J&J debuted the CARTOSOUND SONATA AI module and presented VARIPULSE data at HRS 2026, expanding its electrophysiology and AI-enabled imaging capabilities — a long-term valuation positive for MedTech. Johnson & Johnson Showcases CARTO-Powered Innovation, Including Debut of CARTOSOUND SONATA, to Advance Arrhythmia Care at HRS 2026
• Positive Sentiment: Analyst backing: Guggenheim raised its JNJ price target (to $266) and kept a Buy rating after Q1, highlighting upside from pipeline assets (Icotyde and others). Analyst upgrades can support share gains. Guggenheim Raises Johnson & Johnson (JNJ) Target on Icotyde Upside, Keeps Buy Rating
• Neutral Sentiment: Investor outreach: Management will appear at the RBC Global Healthcare Conference in May (fireside chat webcast), providing a scheduled forum for updating guidance and strategy — watch the event for color. Johnson & Johnson to Participate in the 2026 RBC Capital Markets Global Healthcare Conference
• Neutral Sentiment: Coverage and sentiment pieces (Zacks, market write-ups) note JNJ’s Q1 strength driven by Innovative Medicines; useful for sentiment but largely reiterative. J&J Innovative Medicine Drives Q1 Strength: Key to Long-Term Growth?
• Negative Sentiment: Short-term technical/analyst caution: Some outlets highlight technical buy zones and conservative analyst views (Bank of America kept a Neutral stance, others suggest buying at lower levels), which can cap upside and prompt profit-taking after a recent rally. Johnson & Johnson (JNJ) forecast: Buyers should enter between 227.80 – 215.80 area

Johnson & Johnson Company 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.