9,692,884 Shares in Johnson & Johnson $JNJ Acquired by Capital World Investors

Capital World Investors acquired a new position in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 9,692,884 shares of the company’s stock, valued at approximately $2,005,942,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. Capital International Sarl acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $913,000. Capital International Inc. CA increased its position in Johnson & Johnson by 342.3% during the 4th quarter. Capital International Inc. CA now owns 142,851 shares of the company’s stock worth $29,563,000 after purchasing an additional 110,553 shares in the last quarter. Capital International Investors increased its position in Johnson & Johnson by 93.3% during the 4th quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after purchasing an additional 3,605,981 shares in the last quarter. Capital Group Private Client Services Inc. acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $608,000. Finally, Tacita Capital Inc increased its position in Johnson & Johnson by 3.1% during the 4th quarter. Tacita Capital Inc now owns 2,892 shares of the company’s stock worth $598,000 after purchasing an additional 88 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson News Summary

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Johnson & Johnson Trading Up 2.0%

Shares of NYSE JNJ opened at $232.81 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. The firm has a 50 day moving average price of $231.98 and a two-hundred day moving average price of $225.96. The stock has a market cap of $560.42 billion, a P/E ratio of 26.91, a price-to-earnings-growth ratio of 2.28 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (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 firm had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same period in the prior year, the company posted $2.77 EPS. The company’s 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, equities analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The company also recently disclosed 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 represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 61.97%.

Analyst Ratings Changes

A number of research firms recently issued reports on JNJ. Guggenheim upped their price objective on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Wells Fargo & Company upped their price objective 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. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a research report on Wednesday, May 13th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Finally, The Goldman Sachs Group upped their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Profile

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.