KLP Kapitalforvaltning AS Buys 2,300 Shares of Johnson & Johnson $JNJ

KLP Kapitalforvaltning AS increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 0.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,062,814 shares of the company’s stock after buying an additional 2,300 shares during the quarter. Johnson & Johnson accounts for about 0.8% of KLP Kapitalforvaltning AS’s holdings, making the stock its 14th biggest holding. KLP Kapitalforvaltning AS’s holdings in Johnson & Johnson were worth $219,949,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson during the 3rd quarter worth $26,000. Clayton Financial Group LLC bought a new stake in shares of Johnson & Johnson during the 3rd quarter worth $28,000. Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the last quarter. Family CFO Inc bought a new stake in shares of Johnson & Johnson during the 4th quarter worth $31,000. Finally, Turning Point Benefit Group Inc. bought a new stake in shares of Johnson & Johnson during the 3rd quarter worth $41,000. 69.55% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages recently weighed in on JNJ. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research report on Wednesday, April 15th. TD Cowen began coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price objective for the company. The Goldman Sachs Group increased their target price on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. JPMorgan Chase & Co. increased their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Finally, HSBC increased their target price on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $252.48.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised guidance — JNJ reported a quarterly revenue and EPS beat and set full‑year 2026 guidance of $11.45–$11.65, reinforcing its earnings trajectory and reducing near‑term execution risk. This is the primary fundamental bullish driver. Johnson & Johnson (JNJ) Exceeds First-quarter Earnings Projections
• Positive Sentiment: Acquisition expands device footprint — JNJ agreed to buy Atraverse Medical to bolster left‑heart access and radiofrequency capabilities in its cardiac device lineup, supporting growth in electrophysiology and procedural devices. Expect modest near‑term cost/integration considerations but potential long‑term revenue upside. Johnson & Johnson to Acquire Atraverse Medical in Cardiac Device Expansion
• Positive Sentiment: Pipeline progress — positive Phase 3/long‑term data for IMAAVY (nipocalimab) in generalized myasthenia gravis and initiation of a head‑to‑head study strengthen JNJ’s autoimmune franchise and de‑risk future revenue potential from this asset. Johnson And Johnson Autoimmune Pipeline Gains With IMAAVY Trial Results
• Positive Sentiment: Strategic partnerships — a commercialization collaboration with Viz.ai to integrate AI subdural hemorrhage detection into JNJ’s neurovascular offerings could accelerate adoption and add software/recurring revenue to device sales. Viz.ai Announces Strategic Collaboration to Expand Access to AI-Powered Subdural Hemorrhage Care
• Neutral Sentiment: TrumpRx listing — JNJ plans to list four prescription drugs on the TrumpRx site. That could increase patient access or volumes but carries political/PR risk and uncertain commercial impact. Johnson & Johnson to launch on TrumpRx with four of its prescription drugs, CBS News reports
• Neutral Sentiment: Positive analyst/commentary pieces — multiple articles frame JNJ as a “value” growth play and a defensive dividend name; helpful for sentiment but not an immediate catalyst. Johnson & Johnson (JNJ): Growth Engine at a Value Price
• Negative Sentiment: Short‑term technical/volume pressure — trading volume is below average, the stock is under its 50‑day moving average, and recent profit‑taking after a strong run may be driving today’s downward move despite the fundamentally positive headlines. (See recent session notes.) JNJ snaps six straight sessions of losses

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $227.45 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $547.84 billion, a PE ratio of 26.30, a P/E/G ratio of 2.26 and a beta of 0.34. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71. The stock has a 50-day moving average price of $240.18 and a two-hundred day moving average price of $218.67.

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 firm had revenue of $24.06 billion during 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 business’s quarterly revenue was up 9.9% on a year-over-year basis. During the same period last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Analysts expect that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is currently 61.97%.

Insider Activity

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 30,142 shares of company stock valued at $7,360,528. 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.