Forty three Eighteen Advisors LLC bought a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 1st quarter, Holdings Channel.com reports. The institutional investor bought 12,555 shares of the company’s stock, valued at approximately $3,069,000. Johnson & Johnson accounts for 2.3% of Forty three Eighteen Advisors LLC’s holdings, making the stock its 11th largest position.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in JNJ. Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares in the last quarter. State Street Corp grew its stake in Johnson & Johnson by 1.3% during the fourth quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after acquiring an additional 1,663,782 shares in the last quarter. Auto Owners Insurance Co grew its stake in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC increased its holdings in Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after acquiring an additional 1,738,292 shares during the last quarter. Finally, Norges Bank purchased a new stake in Johnson & Johnson in the 4th quarter worth $6,924,523,000. 69.55% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
Several research firms have commented on JNJ. Bank of America increased their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Royal Bank Of Canada boosted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Sanford C. Bernstein increased their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Wall Street Zen upgraded Johnson & Johnson from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Daiwa Securities Group lifted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $265.30.
Key Headlines Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
- Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
- Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
- Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
- Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
- Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
Insider Transactions at Johnson & Johnson
In other 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 value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.16% of the stock is currently owned by company insiders.
Johnson & Johnson Stock Performance
Shares of NYSE:JNJ opened at $252.93 on Friday. The firm has a fifty day simple moving average of $239.82 and a two-hundred day simple moving average of $234.63. Johnson & Johnson has a 52 week low of $162.78 and a 52 week high of $269.43. 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 capitalization of $608.86 billion, a P/E ratio of 29.31, a PEG ratio of 2.39 and a beta of 0.24.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the company earned $2.77 EPS. The business’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio is 62.11%.
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.
Recommended Stories
- Five stocks we like better than Johnson & Johnson
- Netflix May Be Cheap Enough to Tempt Buyers After Earnings Drop
- Delta vs. United: Which Airline Is Better Built for Higher Fuel Costs?
- The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story
- Why Intuitive Surgical’s Strong Quarter Still Spooked Investors
Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
