KBC Group NV Has $335.79 Million Stake in Johnson & Johnson $JNJ

KBC Group NV raised its stake in shares of Johnson & Johnson (NYSE:JNJ) by 4.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,322,168 shares of the company’s stock after purchasing an additional 52,861 shares during the quarter. Johnson & Johnson accounts for about 0.7% of KBC Group NV’s investment portfolio, making the stock its 19th biggest position. KBC Group NV’s holdings in Johnson & Johnson were worth $335,791,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. increased its stake in Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after acquiring an additional 3,731,074 shares during the period. State Street Corp lifted its position in shares of Johnson & Johnson by 1.3% in the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock worth $27,704,364,000 after acquiring an additional 1,663,782 shares during the period. Auto Owners Insurance Co grew its holdings in shares of Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Johnson & Johnson by 3.1% during the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after purchasing an additional 1,738,292 shares during the period. Finally, Norges Bank bought a new stake in shares of Johnson & Johnson during the fourth quarter valued at approximately $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated Monday, July 20th. The stock was 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 directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 63,972 shares of company stock worth $16,245,605. 0.16% of the stock is owned by insiders.

Analyst Ratings Changes

Several brokerages recently commented on JNJ. Argus set a $300.00 target price on Johnson & Johnson in a research report on Wednesday, July 29th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $273.28 on Wednesday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $276.47. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The firm’s 50 day moving average is $256.59 and its 200-day moving average is $243.36. The firm has a market capitalization of $658.58 billion, a price-to-earnings ratio of 31.67, a PEG ratio of 2.61 and a beta of 0.24.

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

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s payout ratio is presently 62.11%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved Imaavy (nipocalimab) as the first specifically indicated treatment for warm autoimmune hemolytic anemia (wAIHA) in adults and patients aged 12 and older who currently or previously received corticosteroids. The approval expands J&J’s immunology franchise, addresses an unmet need in a rare, life-threatening disease and provides another potential growth driver for the company’s FcRn antibody platform. FDA approves Imaavy for wAIHA
• Positive Sentiment: Analysts and industry coverage view Imaavy’s approval as progress toward J&J’s goal of achieving approximately $5 billion in peak sales for the drug, although the initial wAIHA patient population is relatively small. The company also received European approval to expand the use of its cancer medicine Tecvayli, broadening its oncology reach. Imaavy and Tecvayli approvals
• Positive Sentiment: J&J’s recent operating momentum remains supportive: its latest quarterly results exceeded revenue and earnings expectations, revenue rose year over year, and management set fiscal 2026 EPS guidance of $11.60-$11.75. J&J pipeline momentum
• Neutral Sentiment: Healthcare stocks have benefited from investors seeking stability amid weakness or elevated valuations in technology shares. J&J’s defensive profile and dividend consistency may support demand, though higher Treasury yields make dividend stocks less relatively attractive. Investors seek stability in J&J
• Neutral Sentiment: J&J shares have risen more than 50% over the past year and are near their 12-month high. Commentary describes the stock as a hold, suggesting that much of the pipeline and earnings optimism may already be reflected in the valuation.
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case, renewing concerns about the company’s asbestos litigation liabilities despite J&J’s proposed multibillion-dollar settlement. FDA approval and talc litigation coverage
• Negative Sentiment: Investors continue to monitor the rapid erosion of Stelara following patent and exclusivity losses, making successful launches such as Imaavy important for replacing declining revenue from older products. J&J patent-cliff comparison

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.