Johnson & Johnson $JNJ Shares Bought by Geode Capital Management LLC

Posted by Stanley Muller on May 28th, 2026

Geode Capital Management LLC raised its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 57,953,747 shares of the company’s stock after purchasing an additional 1,738,292 shares during the period. Johnson & Johnson comprises 0.7% of Geode Capital Management LLC’s portfolio, making the stock its 14th largest holding. Geode Capital Management LLC’s holdings in Johnson & Johnson were worth $11,967,947,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the stock. Vanguard Group Inc. boosted its stake in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares during the period. Wellington Management Group LLP boosted its stake in shares of Johnson & Johnson by 3.8% during the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after buying an additional 956,239 shares during the period. Bank of New York Mellon Corp boosted its stake in shares of Johnson & Johnson by 3.5% during the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after buying an additional 835,146 shares during the period. Legal & General Group Plc boosted its stake in shares of Johnson & Johnson by 2.8% during the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock worth $3,606,431,000 after buying an additional 532,790 shares during the period. Finally, Amundi boosted its stake in shares of Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Up 0.5%

NYSE JNJ opened at $231.38 on Thursday. The stock has a market capitalization of $556.97 billion, a P/E ratio of 26.75, a P/E/G ratio of 2.25 and a beta of 0.27. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. The firm has a 50-day moving average price of $233.41 and a 200 day moving average price of $224.50. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings results 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. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same period in the prior year, the company posted $2.77 earnings per share. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts expect that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 61.97%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. TD Cowen assumed coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Bank of America increased their price target on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Wells Fargo & Company increased their price target on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $253.04.

Get Our Latest Analysis on Johnson & Johnson

Johnson & Johnson News Roundup

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

Positive Sentiment: Johnson & Johnson announced it will hold its second-quarter earnings conference call on July 15, reinforcing near-term focus on results, guidance, and management commentary. Johnson & Johnson to Host Investor Conference Call on Second-Quarter Results
Positive Sentiment: DePuy Synthes, J&J’s orthopedic business, struck an exclusive distribution deal for the NOVOSIS bone graft product, adding another growth-oriented medtech move. DePuy Synthes secures exclusive NOVOSIS bone graft distribution partnership
Positive Sentiment: Market commentary highlighted J&J as one of several large-cap pharma stocks worth holding as the industry recovery accelerates, supporting sentiment toward the stock. 4 Large-Cap Pharma Stocks to Buy as Industry Recovery Accelerates
Positive Sentiment: J&J was reported to have an average brokerage recommendation of “Moderate Buy,” suggesting analysts remain constructive on the shares. Johnson & Johnson Receives Average Recommendation of Moderate Buy from Brokerages
Neutral Sentiment: J&J also presented at Bernstein’s Strategic Decisions Conference, but the transcript does not point to a fresh, stock-moving surprise by itself. Johnson & Johnson Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Negative Sentiment: Talc litigation remains an overhang, with new verdict headlines reinforcing legal risk that could pressure valuation multiples. Assessing Johnson & Johnson Valuation After Guidance Raise Growth Initiatives And Talc Litigation Update
Negative Sentiment: Broader healthcare weakness also weighed on sentiment, with pharma and healthcare stocks described as a drag on the market in recent trading. Dow Gives Back Early Gains. Healthcare Stocks Are a Drag.

Johnson & Johnson Profile

(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.