Fideuram Intesa Sanpaolo Private Banking S.P.A. Boosts Stake in Johnson & Johnson $JNJ

Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its stake in Johnson & Johnson (NYSE:JNJ) by 34.5% in the 1st quarter, Holdings Channel reports. The firm owned 113,380 shares of the company’s stock after purchasing an additional 29,080 shares during the period. Johnson & Johnson comprises about 1.0% of Fideuram Intesa Sanpaolo Private Banking S.P.A.’s portfolio, making the stock its 20th largest holding. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in Johnson & Johnson were worth $27,715,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. SOL Capital Management CO grew its stake in shares of Johnson & Johnson by 21.8% in the first quarter. SOL Capital Management CO now owns 9,228 shares of the company’s stock valued at $2,256,000 after buying an additional 1,652 shares in the last quarter. Patten Group Inc. lifted its stake in Johnson & Johnson by 1.7% during the 1st quarter. Patten Group Inc. now owns 22,839 shares of the company’s stock worth $5,583,000 after acquiring an additional 381 shares in the last quarter. Axis Wealth Partners LLC lifted its stake in Johnson & Johnson by 5.7% during the 1st quarter. Axis Wealth Partners LLC now owns 1,119 shares of the company’s stock worth $274,000 after acquiring an additional 60 shares in the last quarter. Eagle Bay Advisors LLC boosted its holdings in Johnson & Johnson by 1.9% during the 1st quarter. Eagle Bay Advisors LLC now owns 4,345 shares of the company’s stock valued at $1,062,000 after acquiring an additional 83 shares during the period. Finally, Stevens Capital Partners grew its position in Johnson & Johnson by 13.1% in the 1st quarter. Stevens Capital Partners now owns 1,619 shares of the company’s stock valued at $396,000 after acquiring an additional 187 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $262.52 on Monday. The firm has a market capitalization of $631.93 billion, a PE ratio of 30.35, a price-to-earnings-growth ratio of 2.58 and a beta of 0.24. 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 business’s fifty day moving average price is $233.72 and its 200 day moving average price is $231.37. Johnson & Johnson has a 12 month low of $154.21 and a 12 month high of $263.10.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 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 business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the business posted $2.77 EPS. The business’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. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was 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%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Members of Congress have been buying J&J shares, which can signal confidence in the company’s prospects and may attract attention from retail investors. Members of Congress Are Loading Up on Johnson & Johnson and UnitedHealth. Here’s Why Retail Investors Should Pay Attention.
• Positive Sentiment: Johnson & Johnson launched its Dual-Energy THERMOCOOL SMARTTOUCH SF cardiac ablation platform in Europe, adding a commercial growth catalyst in its medtech business. Johnson & Johnson (JNJ) Launches Dual-Energy Cardiac Ablation Catheter in Europe
• Positive Sentiment: J&J is being highlighted as a top dividend and defensive healthcare name, with articles pointing to its reliable cash flow, dividend profile, and long-term appeal. Johnson & Johnson (JNJ): Focused on Cancer and Neuroscience as a Top Dividend Aristocrat Stock to Buy
• Positive Sentiment: Recent updates say J&J is strengthening its cancer pipeline, including European progress for Tecvayli in combination with Darzalex and an acquisition of Firefly Bio to expand oncology research. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk
• Neutral Sentiment: Several market commentary pieces reiterated bullish Wall Street views and compared J&J favorably with AbbVie, supporting the stock’s valuation narrative but not adding a major new catalyst. Is It Worth Investing in Johnson & Johnson (JNJ) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: J&J was also featured in dividend-income and portfolio articles, which helps reinforce its reputation as a stable income stock, though these pieces are unlikely to move shares much on their own. J&J or AbbVie: Which Stock Deserves a Place in Your Portfolio Now?
• Negative Sentiment: No major negative company-specific headline stood out in the latest set of articles; the closest risk item is that ongoing litigation remains a background concern, even as one recent talc verdict went J&J’s way. Johnson & Johnson (JNJ) Expands Cancer Pipeline As Talc Verdict Eases One Risk

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on JNJ shares. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Barclays upped their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research note on Wednesday, May 13th. Finally, HSBC upped their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, March 17th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $256.70.

Johnson & Johnson 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.