Financiere des Professionnels Fonds d investissement inc. Lowers Holdings in Johnson & Johnson $JNJ

Financiere des Professionnels Fonds d investissement inc. reduced its position in Johnson & Johnson (NYSE:JNJ) by 19.3% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 46,180 shares of the company’s stock after selling 11,024 shares during the quarter. Johnson & Johnson comprises about 0.7% of Financiere des Professionnels Fonds d investissement inc.’s holdings, making the stock its 29th largest position. Financiere des Professionnels Fonds d investissement inc.’s holdings in Johnson & Johnson were worth $11,288,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in JNJ. Vanguard Group Inc. increased its stake in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares during the period. State Street Corp lifted its position in Johnson & Johnson by 1.3% in the fourth quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after purchasing an additional 1,663,782 shares during the period. Auto Owners Insurance Co boosted its holdings in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC boosted 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 purchasing an additional 1,738,292 shares in the last quarter. Finally, Norges Bank acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

Wall Street Analyst Weigh In

Several research firms have recently commented on JNJ. Barclays raised their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Guggenheim reaffirmed a “buy” rating and set a $270.00 price objective on shares of Johnson & Johnson in a report on Friday. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Argus boosted their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Finally, Bank of America upped their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $265.30.

Insider Activity at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Stock Performance

JNJ opened at $252.93 on Friday. Johnson & Johnson has a 1-year low of $162.78 and a 1-year high of $269.43. The stock has a market cap of $608.86 billion, a P/E ratio of 29.31, a P/E/G ratio of 2.39 and a beta of 0.24. The stock’s 50 day simple moving average is $239.82 and its 200 day simple moving average is $234.63. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts anticipate that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.

About Johnson & Johnson

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.