Commerzbank Aktiengesellschaft FI Raises Stock Holdings in Johnson & Johnson $JNJ

Commerzbank Aktiengesellschaft FI increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 856,749 shares of the company’s stock after acquiring an additional 16,589 shares during the quarter. Johnson & Johnson comprises approximately 3.3% of Commerzbank Aktiengesellschaft FI’s investment portfolio, making the stock its 7th biggest holding. Commerzbank Aktiengesellschaft FI’s holdings in Johnson & Johnson were worth $158,858,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in shares of Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares during the period. Geode Capital Management LLC grew its stake in Johnson & Johnson by 2.1% in the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares during the period. Norges Bank bought a new stake in shares of Johnson & Johnson in the second quarter worth about $4,877,174,000. Bank of New York Mellon Corp raised its position in shares of Johnson & Johnson by 2.7% during the second quarter. Bank of New York Mellon Corp now owns 23,802,503 shares of the company’s stock worth $3,635,832,000 after purchasing an additional 620,039 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock valued at $2,894,979,000 after purchasing an additional 52,074 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Management issued strong FY‑2026 guidance and highlighted accelerating growth, which lifts forward earnings and revenue expectations for JNJ. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®‑based quadruplet (D‑VRd) for newly diagnosed, transplant‑ineligible multiple myeloma — expands label, reinforces DARZALEX as foundational therapy and supports longer‑term oncology sales growth. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised J&J’s price target (to $240) after the solid Q4 results and the strong 2026 guide, signaling buy‑side confidence and potential upward pressure from analysts. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide
• Positive Sentiment: Unusually large call‑option volume (about 37,990 calls, ~23% above average) suggests short‑term bullish positioning by traders and potential added upside momentum in the stock.
• Neutral Sentiment: J&J reported corporate social impact activity — $100M of MedTech donations since 2020 and an additional $20M commitment — positive for brand/ESG but unlikely to move near‑term fundamentals. Johnson & Johnson Marks $100 Million of MedTech Products Donated Since 2020
• Neutral Sentiment: Analyst/commentary pieces (Zacks, coverage on momentum and trending status) highlight market interest and technical strength; useful for sentiment but not a direct catalyst. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Negative Sentiment: Management flagged potential policy and reimbursement headwinds that could raise costs or pressure margins in certain markets — a risk to near‑term profitability if issues intensify. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on JNJ shares. Argus increased their price objective on shares of Johnson & Johnson from $210.00 to $240.00 in a research report on Friday, January 23rd. Guggenheim increased their target price on Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a report on Friday. Morgan Stanley set a $262.00 price target on Johnson & Johnson and gave the company an “overweight” rating in a research note on Wednesday. Johnson Rice set a $190.00 price objective on Johnson & Johnson and gave the stock a “hold” rating in a research report on Wednesday, October 22nd. Finally, Wells Fargo & Company increased their price objective on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $230.36.

Johnson & Johnson Trading Up 1.4%

Johnson & Johnson stock opened at $224.50 on Wednesday. The stock has a 50-day simple moving average of $209.28 and a 200 day simple moving average of $190.32. The stock has a market capitalization of $540.88 billion, a P/E ratio of 20.32, a PEG ratio of 2.15 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $225.50.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.46. The business had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The company’s quarterly revenue was up 9.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.04 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

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.