PensionDanmark Pensionsforsikringsaktieselskab Has $117.20 Million Stake in Johnson & Johnson $JNJ

PensionDanmark Pensionsforsikringsaktieselskab raised its position in Johnson & Johnson (NYSE:JNJ) by 2.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 461,491 shares of the company’s stock after acquiring an additional 12,613 shares during the quarter. Johnson & Johnson makes up about 1.0% of PensionDanmark Pensionsforsikringsaktieselskab’s investment portfolio, making the stock its 15th largest holding. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Johnson & Johnson were worth $117,205,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of JNJ. Blueline Advisors LLC bought a new position in Johnson & Johnson during the fourth quarter worth about $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC raised its stake in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the period. Family CFO Inc acquired a new stake in Johnson & Johnson during the 4th quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC lifted its holdings in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $257.30 on Friday. Johnson & Johnson has a 12-month low of $169.92 and a 12-month high of $274.90. The company’s 50 day moving average price is $247.80 and its two-hundred day moving average price is $239.59. The firm has a market cap of $620.07 billion, a PE ratio of 29.81, a PEG ratio of 2.46 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the previous year, the company posted $2.77 earnings per share. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insider Transactions at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the 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 sale, the executive vice president 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. Additional details regarding this sale are available in the official SEC disclosure. 0.16% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on JNJ. Bank of America increased their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 15th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Wells Fargo & Company upped their target price on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Argus set a $300.00 target price on Johnson & Johnson in a research note on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Citi reiterated a Buy view: The endorsement reinforces confidence in JNJ’s earnings durability and diversified healthcare portfolio, potentially supporting investor demand. Johnson & Johnson Gets a Buy from Citi
• Positive Sentiment: Wells Fargo sees additional upside: An analyst expects JNJ’s stock price to rise, adding to the positive sell-side sentiment around the company. Johnson & Johnson Stock Price Expected to Rise
• Positive Sentiment: Contact-lens investment could expand medical-device capacity: JNJ plans to spend more than $1 billion to increase U.S. contact-lens production. The investment may support long-term growth and domestic manufacturing, though reimbursement limitations reduce the immediate benefit for Medicare patients. Johnson & Johnson Contact Lens Investment
• Positive Sentiment: Dividend-focused investors continue to favor JNJ: Recent retirement and dividend-stock coverage highlights JNJ as a dependable income holding, which may provide support from defensive and income-oriented portfolios. Strong Buy Dividend Aristocrat Stocks
• Neutral Sentiment: Division transition remains a focus: Coverage describes JNJ as steady while it reorganizes its business, suggesting investors are watching execution rather than reacting to a major new fundamental change. Johnson & Johnson Amid a Division Transition
• Neutral Sentiment: Upcoming Wells Fargo healthcare conference: JNJ’s participation could provide updates on strategy and the division transition, but no new financial information has been announced. Johnson & Johnson Wells Fargo Healthcare Conference
• Negative Sentiment: Medicare coverage limits the contact-lens opportunity: The narrow reimbursement situation could constrain near-term demand and temper the investment’s immediate revenue impact. JNJ also faces broader pharmaceutical competition as rival Eli Lilly reports strong GLP-1 growth and raises guidance. Eli Lilly Q2 Earnings and GLP-1 Growth

Johnson & Johnson Company 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.