BLI Banque de Luxembourg Investments Sells 15,500 Shares of Johnson & Johnson $JNJ

BLI Banque de Luxembourg Investments lessened its holdings in Johnson & Johnson (NYSE:JNJ) by 12.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 109,599 shares of the company’s stock after selling 15,500 shares during the period. BLI Banque de Luxembourg Investments’ holdings in Johnson & Johnson were worth $22,682,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Greenberg Financial Group bought a new position in Johnson & Johnson in the 4th quarter valued at approximately $954,000. Varma Mutual Pension Insurance Co raised its holdings in Johnson & Johnson by 8.9% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 378,256 shares of the company’s stock valued at $70,136,000 after buying an additional 30,900 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Johnson & Johnson by 4.3% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company’s stock valued at $932,835,000 after buying an additional 208,765 shares during the last quarter. JT Stratford LLC raised its holdings in Johnson & Johnson by 7.6% in the 3rd quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock valued at $11,047,000 after buying an additional 4,216 shares during the last quarter. Finally, World Investment Advisors raised its holdings in Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after buying an additional 26,450 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on JNJ shares. Argus raised their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Citigroup raised their price objective on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Sanford C. Bernstein raised their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. TD Cowen initiated coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective for the company. Finally, Guggenheim increased their target price on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $232.17 on Tuesday. The company has a market capitalization of $558.89 billion, a PE ratio of 26.84, a P/E/G ratio of 2.28 and a beta of 0.26. The company has a 50 day simple moving average of $231.83 and a two-hundred day simple moving average of $226.38. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion during 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 32.60%. The company’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is a positive change 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 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s payout ratio is 61.97%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson agreed to buy Firefly Bio for $1 billion, adding a novel degrader antibody conjugate platform that could broaden its oncology pipeline and improve its position in difficult-to-treat cancers. Johnson & Johnson to Acquire Firefly Bio, Inc. to Expand Oncology Pipeline with Novel Degrader Antibody Conjugate Platform
• Positive Sentiment: The Firefly deal signals continued capital deployment into high-value cancer assets, which can support investor confidence in J&J’s long-term earnings growth beyond its core healthcare franchise. Johnson & Johnson to buy Firefly Bio for $1 billion
• Neutral Sentiment: Commentary highlighting J&J as a “cheap robotics stock” focused on coronary artery disease treatment may reinforce the company’s medical technology story, but it is not a major new catalyst on its own. Johnson & Johnson (JNJ): A Cheap Robotics Stock Redefining Coronary Artery Disease Treatment
• Neutral Sentiment: A separate mention that J&J received a buy rating from Guggenheim may be supportive, but the note appears older and less likely to be driving today’s move. Johnson & Johnson (JNJ) Gets a Buy from Guggenheim

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.