Meiji Yasuda Asset Management Co Ltd. Reduces Holdings in Johnson & Johnson $JNJ

Posted by Brenda Bartman on May 22nd, 2026

Meiji Yasuda Asset Management Co Ltd. decreased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 110,240 shares of the company’s stock after selling 2,824 shares during the period. Johnson & Johnson accounts for approximately 1.1% of Meiji Yasuda Asset Management Co Ltd.’s investment portfolio, making the stock its 11th largest position. Meiji Yasuda Asset Management Co Ltd.’s holdings in Johnson & Johnson were worth $22,814,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. AustralianSuper Pty Ltd boosted its holdings in Johnson & Johnson by 632.0% during the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after acquiring an additional 77,000 shares during the period. J.W. Cole Advisors Inc. boosted its holdings in Johnson & Johnson by 2.2% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock valued at $24,278,000 after acquiring an additional 2,769 shares during the period. Guinness Asset Management LTD boosted its holdings in Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after acquiring an additional 5,994 shares during the period. Greenberg Financial Group purchased a new position in Johnson & Johnson during the 4th quarter valued at about $954,000. Finally, National Pension Service boosted its holdings in Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after acquiring an additional 151,707 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

Positive Sentiment: Johnson & Johnson reported that nipocalimab was approved in China, adding another growth opportunity for its immunology portfolio and reinforcing the company’s global pipeline momentum. Reuters article on nipocalimab approval in China
Positive Sentiment: The company unveiled the Shockwave C2 Aero Coronary IVL Catheter, a next-generation device for treating calcified coronary artery disease, highlighting continued innovation in its MedTech segment. Yahoo Finance article on next-gen catheter
Positive Sentiment: Johnson & Johnson also announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s Department of Health, which could strengthen its surgical technology and AI strategy over time. Yahoo Finance article on global intelligent OR network
Neutral Sentiment: Recent commentary from analysts and market outlets continues to frame J&J as a relatively stable large-cap healthcare name with defensive characteristics, which may be helping investors rotate into the stock during market uncertainty. Yahoo Finance article on top stock reports

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Royal Bank Of Canada reissued an “outperform” rating and issued a $265.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. HSBC raised their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. JPMorgan Chase & Co. raised their price target on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Finally, Daiwa Securities Group lifted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $253.04.

View Our Latest Stock Report on JNJ

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $231.69 on Friday. The stock has a market cap of $557.73 billion, a P/E ratio of 26.79, a price-to-earnings-growth ratio of 2.25 and a beta of 0.27. The company has a fifty day simple moving average of $234.19 and a 200-day simple moving average of $223.20. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same period in the previous year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 60.12%.

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.