National Pension Service Grows Stock Holdings in Johnson & Johnson $JNJ

National Pension Service raised its position in shares of Johnson & Johnson (NYSE:JNJ) by 1.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 4,990,526 shares of the company’s stock after buying an additional 63,957 shares during the quarter. Johnson & Johnson comprises about 0.8% of National Pension Service’s investment portfolio, making the stock its 18th largest holding. National Pension Service’s holdings in Johnson & Johnson were worth $1,032,789,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of JNJ. Brighton Jones LLC boosted its stake in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank boosted its stake in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in 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 acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. boosted its stake in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. Sanford C. Bernstein raised their target price 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. Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 13th. HSBC lifted 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 lifted 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. Finally, Wells Fargo & Company lifted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson News Roundup

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

• Positive Sentiment: The FDA approved a label expansion for TREMFYA, allowing J&J to highlight evidence that the drug helps inhibit progression of structural joint damage in adults with active psoriatic arthritis. That strengthens TREMFYA’s differentiation versus other IL-23 inhibitors and could support sales growth in immunology. Article Title
• Positive Sentiment: Recent analyst and market commentary remains constructive, with brokerages giving JNJ an average “Moderate Buy” rating and several reports pointing to strong year-to-date performance, oncology growth, MedTech demand, and pipeline progress helping offset Stelara patent-loss pressure. Article Title
• Positive Sentiment: Investor-focused coverage also highlighted that J&J has outperformed the Dow over the past year, reinforcing the view that the company’s defensive profile and diversified pipeline continue to appeal to investors. Article Title
• Neutral Sentiment: J&J announced it will host its second-quarter earnings conference call on July 15. The event is standard investor-relations news, but it keeps attention on upcoming results and guidance. Article Title
• Neutral Sentiment: Several commentary pieces discussed J&J’s cancer biotech deal-making strategy and a DePuy Synthes orthopedic-tech acquisition, but these were largely analytical rather than immediate stock-moving catalysts. Article Title
• Negative Sentiment: Some reporting raised questions about whether J&J can keep pace on the cutting edge of cancer biotech, which may temper enthusiasm around long-term innovation even as near-term fundamentals remain solid. Article Title

Johnson & Johnson Stock Down 0.1%

JNJ stock opened at $231.02 on Friday. The firm has a 50 day moving average of $233.26 and a 200 day moving average of $224.82. The stock has a market capitalization of $556.12 billion, a PE ratio of 26.71, a price-to-earnings-growth ratio of 2.27 and a beta of 0.27. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating 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 business had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same period in the previous year, the business posted $2.77 EPS. The business’s quarterly revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently announced 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. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s payout ratio is presently 61.97%.

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.