Ilmarinen Mutual Pension Insurance Co Sells 3,000 Shares of Johnson & Johnson $JNJ

Ilmarinen Mutual Pension Insurance Co lowered its stake in shares of Johnson & Johnson (NYSE:JNJ) by 0.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 406,100 shares of the company’s stock after selling 3,000 shares during the quarter. Johnson & Johnson makes up approximately 0.7% of Ilmarinen Mutual Pension Insurance Co’s portfolio, making the stock its 18th largest holding. Ilmarinen Mutual Pension Insurance Co’s holdings in Johnson & Johnson were worth $84,042,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Plancorp LLC grew its position in Johnson & Johnson by 0.3% during the fourth quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after buying an additional 45 shares during the period. Baron Silver Stevens Financial Advisors LLC grew its holdings in Johnson & Johnson by 0.8% during the fourth quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company’s stock valued at $1,168,000 after purchasing an additional 45 shares during the period. Strategic Financial Services Inc. grew its holdings in Johnson & Johnson by 0.5% during the fourth quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company’s stock valued at $1,862,000 after purchasing an additional 45 shares during the period. WealthCollab LLC grew its holdings in Johnson & Johnson by 4.7% during the fourth quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after purchasing an additional 46 shares during the period. Finally, MMA Asset Management LLC grew its holdings in Johnson & Johnson by 1.3% during the fourth quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock valued at $745,000 after purchasing an additional 46 shares during the period. Institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on JNJ shares. Royal Bank Of Canada reissued an “outperform” rating and set a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. JPMorgan Chase & Co. increased their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Guggenheim increased their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a report on Monday, April 20th. Argus increased their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $253.04.

Key Johnson & Johnson News

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 Trading Down 0.1%

Shares of Johnson & Johnson stock opened at $231.02 on Friday. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71. The company has a market cap of $556.12 billion, a price-to-earnings ratio of 26.71, a PEG ratio of 2.27 and a beta of 0.27. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company’s 50-day moving average price is $233.26 and its 200-day moving average price is $224.82.

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, topping analysts’ consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same period in the prior year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 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.