Fideuram Asset Management Ireland dac Takes $14.36 Million Position in Johnson & Johnson $JNJ

Fideuram Asset Management Ireland dac acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 69,409 shares of the company’s stock, valued at approximately $14,364,000. Johnson & Johnson accounts for about 1.1% of Fideuram Asset Management Ireland dac’s portfolio, making the stock its 19th largest holding.

Several other institutional investors have also recently made changes to their positions in the stock. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson during the 4th quarter valued at approximately $25,000. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the 3rd quarter worth approximately $26,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the fourth quarter worth approximately $26,000. DecisionPoint Financial LLC increased its stake in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares in the last quarter. Finally, Family CFO Inc purchased a new stake in shares of Johnson & Johnson in the fourth quarter worth $31,000. Institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved a label expansion for TREMFYA, allowing J&J to highlight evidence that the drug helps inhibit progression of structural joint damage in adults with active psoriatic arthritis. That strengthens TREMFYA’s differentiation versus other IL-23 inhibitors and could support sales growth in immunology. Article Title
• Positive Sentiment: Recent analyst and market commentary remains constructive, with brokerages giving JNJ an average “Moderate Buy” rating and several reports pointing to strong year-to-date performance, oncology growth, MedTech demand, and pipeline progress helping offset Stelara patent-loss pressure. Article Title
• Positive Sentiment: Investor-focused coverage also highlighted that J&J has outperformed the Dow over the past year, reinforcing the view that the company’s defensive profile and diversified pipeline continue to appeal to investors. Article Title
• Neutral Sentiment: J&J announced it will host its second-quarter earnings conference call on July 15. The event is standard investor-relations news, but it keeps attention on upcoming results and guidance. Article Title
• Neutral Sentiment: Several commentary pieces discussed J&J’s cancer biotech deal-making strategy and a DePuy Synthes orthopedic-tech acquisition, but these were largely analytical rather than immediate stock-moving catalysts. Article Title
• Negative Sentiment: Some reporting raised questions about whether J&J can keep pace on the cutting edge of cancer biotech, which may temper enthusiasm around long-term innovation even as near-term fundamentals remain solid. Article Title

Johnson & Johnson Price Performance

JNJ opened at $231.02 on Friday. The business has a fifty day moving average of $233.26 and a 200 day moving average of $224.82. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The stock has a market cap of $556.12 billion, a P/E ratio of 26.71, a PEG ratio of 2.27 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the previous year, the business earned $2.77 EPS. Johnson & Johnson’s revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Analysts Set New Price Targets

Several analysts recently issued reports on JNJ shares. The Goldman Sachs Group increased their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Raymond James Financial increased their target price on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Stifel Nicolaus increased their target price on Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th. Bank of America increased their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Finally, Daiwa Securities Group increased their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $253.04.

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.