Fjarde AP Fonden Fourth Swedish National Pension Fund Has $297.23 Million Holdings in Johnson & Johnson $JNJ

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 52.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,215,969 shares of the company’s stock after acquiring an additional 419,769 shares during the period. Johnson & Johnson comprises approximately 1.6% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings, making the stock its 11th largest holding. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Johnson & Johnson were worth $297,231,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Greenberg Financial Group bought a new position in Johnson & Johnson in the fourth quarter valued at approximately $954,000. World Investment Advisors raised its stake in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares in the last quarter. Coldstream Capital Management Inc. raised its stake in shares of Johnson & Johnson by 9.8% during the 3rd quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company’s stock worth $17,738,000 after purchasing an additional 8,533 shares in the last quarter. Benchmark Financial LLC acquired a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $554,000. Finally, Sienna Gestion grew its stake in shares of Johnson & Johnson by 9.3% in the third quarter. Sienna Gestion now owns 142,127 shares of the company’s stock valued at $24,027,000 after buying an additional 12,073 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Down 0.2%

Johnson & Johnson stock opened at $262.52 on Monday. The company’s 50-day moving average price is $233.72 and its two-hundred day moving average price is $231.37. 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 $631.93 billion, a P/E ratio of 30.35, a P/E/G ratio of 2.58 and a beta of 0.24. Johnson & Johnson has a twelve month low of $154.21 and a twelve month high of $263.10.

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

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were issued a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 61.97%.

Wall Street Analyst Weigh In

JNJ has been the topic of several analyst reports. TD Cowen started coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Raymond James Financial lifted their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. HSBC boosted their price objective on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. Stifel Nicolaus raised their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Finally, Bank of America lifted their price target on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $256.70.

Insiders Place Their Bets

In other news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction 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 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 trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.16% of the stock is owned by insiders.

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

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.