AEGON ASSET MANAGEMENT UK Plc Has $128.15 Million Stock Position in Johnson & Johnson $JNJ

AEGON ASSET MANAGEMENT UK Plc lowered its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 10.4% during the first quarter, Holdings Channel reports. The firm owned 524,731 shares of the company’s stock after selling 60,861 shares during the period. Johnson & Johnson accounts for about 1.7% of AEGON ASSET MANAGEMENT UK Plc’s portfolio, making the stock its 12th largest position. AEGON ASSET MANAGEMENT UK Plc’s holdings in Johnson & Johnson were worth $128,151,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Sierra Capital LLC lifted its position in shares of Johnson & Johnson by 0.5% in the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock worth $1,685,000 after buying an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC increased its holdings in shares of Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock valued at $501,000 after acquiring an additional 42 shares during the last quarter. Broadleaf Partners LLC raised its stake in shares of Johnson & Johnson by 0.6% in the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after acquiring an additional 43 shares in the last quarter. Jessup Wealth Management Inc lifted its holdings in Johnson & Johnson by 0.6% in the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock worth $1,567,000 after purchasing an additional 44 shares during the last quarter. Finally, Plancorp LLC lifted its holdings in Johnson & Johnson by 0.3% in the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after purchasing an additional 45 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson announced a more than $1 billion expansion of its Jacksonville, Florida Vision operations, boosting domestic manufacturing, packaging, and distribution capacity for ACUVUE contact lenses. The move is part of a broader $55 billion U.S. investment plan and may support long-term growth and supply-chain resilience. Johnson & Johnson (JNJ) Is Spending More Than $1 Billion On Jacksonville Vision Expansion
• Positive Sentiment: Recent commentary highlights Johnson & Johnson as a quality dividend name with improving pharma momentum, including oncology strength and upside to price targets, which may be helping sentiment around the stock. Pharma Momentum Fuels Johnson & Johnson’s Path to Double-Digit Upside
• Neutral Sentiment: Brokerage coverage remains constructive, with Johnson & Johnson still carrying a “Moderate Buy” consensus rating. This supports the stock, but is not a fresh catalyst on its own. Johnson & Johnson (NYSE:JNJ) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Additional articles reiterated the Jacksonville expansion story and its strategic role in strengthening JNJ’s Vision business, reinforcing the same positive theme rather than adding a new development. How Johnson & Johnson (JNJ) Is Using U.S. Manufacturing Investment to Strengthen Its Vision Business
• Negative Sentiment: No major negative company-specific headlines were included in the latest batch, so there is little evidence of a fresh catalyst pushing shares lower today.

Johnson & Johnson Trading Up 1.2%

Shares of JNJ stock opened at $231.12 on Tuesday. The firm has a market capitalization of $556.36 billion, a P/E ratio of 26.72, a price-to-earnings-growth ratio of 2.24 and a beta of 0.26. Johnson & Johnson has a 1 year low of $149.74 and a 1 year high of $251.71. The firm’s fifty day simple moving average is $230.41 and its 200 day simple moving average is $228.43. 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 posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same period last year, the business posted $2.77 EPS. The business’s quarterly revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts predict that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on JNJ shares. Barclays lifted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a research note on Wednesday, May 13th. TD Cowen assumed coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price on the stock. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Finally, Guggenheim raised their price target on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $253.04.

Insider Transactions at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated 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 directly owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.16% of the stock is owned by corporate insiders.

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.