Andra AP fonden Has $97.26 Million Stock Holdings in Johnson & Johnson $JNJ

Andra AP fonden grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 16.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 397,877 shares of the company’s stock after acquiring an additional 55,772 shares during the quarter. Johnson & Johnson comprises 1.2% of Andra AP fonden’s holdings, making the stock its 11th largest holding. Andra AP fonden’s holdings in Johnson & Johnson were worth $97,257,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank raised its stake in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. boosted its position in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after buying an additional 6,584 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

JNJ has been the topic of a number of analyst reports. Scotiabank reaffirmed an “outperform” rating and set a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the company a “buy” rating in a report on Monday, July 6th. Citigroup upped their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Sanford C. Bernstein increased their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Finally, Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $265.30.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $250.68 on Wednesday. The business’s 50 day simple moving average is $240.90 and its 200 day simple moving average is $235.42. Johnson & Johnson has a 12 month low of $164.23 and a 12 month high of $269.43. The company has a market cap of $603.44 billion, a price-to-earnings ratio of 29.05, a PEG ratio of 2.35 and a beta of 0.24. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

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

Johnson & Johnson Announces Dividend

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

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson was highlighted as one of the best dividend aristocrat names for steady cash flow, reinforcing its appeal to income-focused investors. 3 ‘Strong Buy’ Dividend Aristocrat Stocks for Steady Cash Flow, 7/21/26
• Positive Sentiment: The company’s Q2 results were described as robust, with earnings and sales both beating estimates and management raising its 2026 outlook, which supports the bullish case for the stock. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: Johnson & Johnson was also noted as trading near 52-week highs while broader market attention has shifted away from AI names, suggesting investors are rotating into defensive large-cap healthcare stocks. 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JNJ)
• Neutral Sentiment: Another article compared JNJ with Abbott Laboratories, saying the two healthcare giants are moving in different strategic directions as J&J trims its portfolio while Abbott expands into cancer diagnostics. This is more of a strategy-watch item than an immediate catalyst. Johnson & Johnson vs Abbott Laboratories: Two Healthcare Giants on Opposite Trajectories
• Neutral Sentiment: DelveInsight noted that J&J’s Amivantamab is expected to help drive growth in the head and neck cancer market, underscoring pipeline potential, but the article focused on the broader market rather than a near-term company-specific event. Correction: Head and Neck Squamous Cell Carcinoma Market is Projected to Boost at a CAGR of 10.5% During the Forecast Period (2026–2036) Due to the Launch of Emerging Novel Immunotherapies | DelveInsight
• Negative Sentiment: One commentary on JNJ raised the familiar risks of patent losses and MedTech challenges, which could limit upside if pipeline execution slows or competition intensifies. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?

Insider Transactions at Johnson & Johnson

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

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.