Johnson & Johnson $JNJ Stock Position Raised by Allianz SE

Allianz SE raised its stake in Johnson & Johnson (NYSE:JNJ) by 2.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 135,166 shares of the company’s stock after purchasing an additional 3,554 shares during the quarter. Allianz SE’s holdings in Johnson & Johnson were worth $27,973,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Norges Bank acquired a new position in shares of Johnson & Johnson during the 4th quarter worth $6,924,523,000. Capital World Investors acquired a new position in shares of Johnson & Johnson during the 4th quarter worth $2,005,942,000. Vanguard Group Inc. increased its stake in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. Capital International Investors increased its stake in shares of Johnson & Johnson by 93.3% during the 4th quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after purchasing an additional 3,605,981 shares during the last quarter. Finally, Amundi increased its stake in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Up 0.9%

JNJ opened at $240.57 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The company has a market cap of $579.10 billion, a price-to-earnings ratio of 27.81, a price-to-earnings-growth ratio of 2.33 and a beta of 0.26. The firm has a 50 day simple moving average of $231.51 and a 200 day simple moving average of $227.20. 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 posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the previous year, the firm posted $2.77 earnings per share. Johnson & Johnson’s revenue for the quarter 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. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were paid a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.2%. Johnson & Johnson’s payout ratio is currently 61.97%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on JNJ shares. HSBC raised their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. TD Cowen started coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price on the stock. Bank of America raised their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Citigroup increased their price target 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. Finally, Sanford C. Bernstein increased their price target 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. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson agreed to pay about $1 billion for Firefly Bio technology, a bet on improving treatment options for one of cancer’s most hard-to-target areas. Article Title
• Positive Sentiment: J&J also reported encouraging late-stage results for IMAAVY in warm autoimmune hemolytic anemia, reinforcing the company’s pipeline momentum in rare diseases. Article Title
• Positive Sentiment: Analysts and commentators highlighted J&J as a defensive healthcare name with attractive valuation and dividend appeal, which can support buying interest in a volatile market. Article Title
• Neutral Sentiment: Jim Cramer mentioned J&J while favoring healthcare over technology, which is a sentiment tailwind but not a direct company-specific catalyst. Article Title
• Neutral Sentiment: Johnson & Johnson expanded U.S. availability of its TECNIS PureSee cataract lens, a positive commercial update but likely a smaller stock mover than the acquisition and pipeline news. Article Title
• Negative Sentiment: Ongoing talc-related legal headlines remain an overhang and could limit upside if investors focus back on litigation risk. Article Title

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.