MASTERINVEST Kapitalanlage GmbH Has $8.22 Million Position in Johnson & Johnson $JNJ

MASTERINVEST Kapitalanlage GmbH grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 62.4% during the 1st quarter, HoldingsChannel reports. The fund owned 33,629 shares of the company’s stock after acquiring an additional 12,918 shares during the period. Johnson & Johnson accounts for 0.9% of MASTERINVEST Kapitalanlage GmbH’s holdings, making the stock its 25th biggest position. MASTERINVEST Kapitalanlage GmbH’s holdings in Johnson & Johnson were worth $8,220,000 as of its most recent filing with the Securities & Exchange Commission.

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

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson beat Q2 estimates, posting earnings of $2.90 per share on revenue of $25.31 billion, helped by strong growth in Innovative Medicine products such as Darzalex, Tremfya and Spravato. Article Title
• Positive Sentiment: The company raised its 2026 guidance, signaling confidence in continued growth from its pharma pipeline and broader portfolio. Article Title
• Positive Sentiment: Analysts and commentary pointed to momentum beyond legacy drugs, with newer treatments and innovation in medtech and AI-enabled tools supporting the growth story. Article Title
• Neutral Sentiment: J&J also declared its quarterly dividend, reinforcing its appeal as a defensive income stock. Article Title
• Neutral Sentiment: Despite the earnings beat and higher outlook, some reports noted the stock slipped because the market had already priced in strong results and is still weighing mixed MedTech performance and ongoing litigation risk. Article Title

Insider Transactions at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.16% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have issued reports on the stock. Citigroup lifted their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Barclays increased their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Morgan Stanley lifted their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday. Bank of America upped their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Finally, HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Nineteen equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average target price of $265.30.

Johnson & Johnson Trading Up 1.1%

Shares of JNJ stock opened at $249.70 on Friday. Johnson & Johnson has a 12 month low of $162.30 and a 12 month high of $269.43. The company has a market cap of $601.08 billion, a PE ratio of 28.93, a price-to-earnings-growth ratio of 2.34 and a beta of 0.24. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The business’s 50 day moving average is $239.19 and its two-hundred day moving average is $234.50.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. 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 earned $2.77 earnings per share. Johnson & Johnson’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts predict that Johnson & Johnson will post 11.67 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

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.