OMERS ADMINISTRATION Corp Acquires 38,472 Shares of Johnson & Johnson $JNJ

OMERS ADMINISTRATION Corp boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 22.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 213,047 shares of the company’s stock after acquiring an additional 38,472 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in Johnson & Johnson were worth $52,077,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in JNJ. 44 Wealth Management LLC grew its position in shares of Johnson & Johnson by 15.4% in the 1st quarter. 44 Wealth Management LLC now owns 19,117 shares of the company’s stock valued at $4,673,000 after buying an additional 2,546 shares during the last quarter. Van Diest Capital LLC raised its position in shares of Johnson & Johnson by 67.9% during the first quarter. Van Diest Capital LLC now owns 3,842 shares of the company’s stock worth $939,000 after acquiring an additional 1,554 shares during the last quarter. Lombard Odier Asset Management Switzerland SA lifted its stake in shares of Johnson & Johnson by 15.9% in the first quarter. Lombard Odier Asset Management Switzerland SA now owns 135,229 shares of the company’s stock worth $33,055,000 after acquiring an additional 18,600 shares during the period. Waverly Advisors LLC lifted its stake in shares of Johnson & Johnson by 1.7% in the first quarter. Waverly Advisors LLC now owns 272,321 shares of the company’s stock worth $66,566,000 after acquiring an additional 4,561 shares during the period. Finally, Asset Management Group Inc. boosted its holdings in Johnson & Johnson by 1.2% in the first quarter. Asset Management Group Inc. now owns 18,156 shares of the company’s stock valued at $4,438,000 after acquiring an additional 208 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 Johnson & Johnson stock opened at $263.43 on Friday. The business has a 50-day simple moving average of $242.71 and a 200 day simple moving average of $236.32. Johnson & Johnson has a one year low of $164.23 and a one year high of $269.43. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The firm has a market capitalization of $634.13 billion, a price-to-earnings ratio of 30.52, a PEG ratio of 2.50 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the prior year, the company earned $2.77 earnings per share. The company’s quarterly 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. On average, research analysts anticipate that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm 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 of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Company insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on JNJ shares. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. 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. Guggenheim reissued a “buy” rating and set a $270.00 target price on shares of Johnson & Johnson in a research note on Friday, July 17th. Royal Bank Of Canada boosted their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Finally, TD Cowen upped their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $265.30.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
• Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J’s Innovative Medicine Unit Proves Its Resilience in Q2
• Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
• Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
• Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
• Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ’s Q2 Earnings Beat & Bullish 2026 Outlook

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.