AG2R LA Mondiale Gestion D Actifs Acquires 7,833 Shares of Johnson & Johnson $JNJ

AG2R LA Mondiale Gestion D Actifs increased its stake in Johnson & Johnson (NYSE:JNJ) by 6.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 129,882 shares of the company’s stock after buying an additional 7,833 shares during the period. Johnson & Johnson makes up about 1.2% of AG2R LA Mondiale Gestion D Actifs’ portfolio, making the stock its 12th biggest position. AG2R LA Mondiale Gestion D Actifs’ holdings in Johnson & Johnson were worth $26,879,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Brighton Jones LLC lifted 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 buying an additional 6,332 shares during the period. United Bank grew its holdings in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after buying an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. grew its holdings in Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson 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 sale, the executive vice president directly owned 26,769 shares in the company, valued at $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 sale, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson highlighted encouraging Phase 3 FUZION results for Tremfya in adults with active perianal fistulizing Crohn’s disease, reinforcing confidence in one of its key immunology assets and broader growth pipeline. Article Title
• Positive Sentiment: The company announced 18 abstracts for upcoming APA and ASCP meetings, including new data on Caplyta and seltorexant, signaling continued momentum in neuropsychiatry and potential future label or commercial opportunities. Article Title
• Neutral Sentiment: Johnson & Johnson said it will participate in Goldman Sachs’ Global Healthcare Conference in June; this is an investor-relations update and usually does not move the stock by itself. Article Title
• Neutral Sentiment: A valuation-focused article noted that JNJ has pulled back recently but also has conflicting fair-value signals; this may be contributing to a more cautious tone rather than a clear catalyst. Article Title
• Negative Sentiment: The valuation commentary emphasizes that shares have been under pressure over the past month and quarter, which suggests investors are still digesting a recent re-rating despite J&J’s long-term operating strength. Article Title

Johnson & Johnson Price Performance

JNJ opened at $221.36 on Tuesday. The stock’s 50 day simple moving average is $236.67 and its 200 day simple moving average is $220.98. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The firm has a market cap of $532.86 billion, a price-to-earnings ratio of 25.59, a PEG ratio of 2.17 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data 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 return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter last year, the business posted $2.77 EPS. The business’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, analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current 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 paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s payout ratio is currently 60.12%.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Barclays increased their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. The Goldman Sachs Group increased their price objective on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Loop Capital set a $220.00 price target on Johnson & Johnson in a report on Tuesday, January 27th. Finally, HSBC raised their price target on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus target price of $252.48.

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.