Fifth Third Bancorp Boosts Holdings in Johnson & Johnson $JNJ

Fifth Third Bancorp raised its holdings in Johnson & Johnson (NYSE:JNJ) by 2.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,165,469 shares of the company’s stock after purchasing an additional 28,353 shares during the quarter. Fifth Third Bancorp’s holdings in Johnson & Johnson were worth $241,194,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the business. WealthCollab LLC boosted its holdings in Johnson & Johnson by 4.7% in the fourth quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after purchasing an additional 46 shares during the last quarter. Vista Investment Partners II LLC boosted its holdings in Johnson & Johnson by 1.2% in the fourth quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock valued at $789,000 after purchasing an additional 47 shares during the last quarter. Campbell Deegan Wealth Management LLC boosted its holdings in Johnson & Johnson by 1.6% in the fourth quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock valued at $619,000 after purchasing an additional 48 shares during the last quarter. Finivi Inc. boosted its holdings in Johnson & Johnson by 2.0% in the fourth quarter. Finivi Inc. now owns 2,458 shares of the company’s stock valued at $509,000 after purchasing an additional 48 shares during the last quarter. Finally, Centennial Wealth Advisory LLC boosted its stake in shares of Johnson & Johnson by 2.2% during the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock worth $473,000 after acquiring an additional 49 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Up 0.1%

JNJ opened at $227.51 on Monday. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71. 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 company has a 50-day moving average price of $238.83 and a 200 day moving average price of $219.90. The company has a market cap of $547.66 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 2.23 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share 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 firm had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the firm earned $2.77 EPS. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is currently 60.12%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 over the last 90 days. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on JNJ. Leerink Partners increased their target price on shares of Johnson & Johnson from $232.00 to $252.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. HSBC increased their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. Stifel Nicolaus increased their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. Wolfe Research increased their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Finally, UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Eighteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $252.48.

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.