PensionDanmark Pensionsforsikringsaktieselskab boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 461,491 shares of the company’s stock after buying an additional 12,613 shares during the period. Johnson & Johnson comprises 1.0% of PensionDanmark Pensionsforsikringsaktieselskab’s portfolio, making the stock its 15th largest holding. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Johnson & Johnson were worth $117,205,000 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. Greenberg Financial Group acquired a new stake in Johnson & Johnson in the 4th quarter valued at $954,000. World Investment Advisors lifted its holdings in shares of Johnson & Johnson by 19.6% during the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after acquiring an additional 26,450 shares during the period. Benchmark Financial LLC bought a new stake in shares of Johnson & Johnson in the 4th quarter worth about $554,000. Robinhood Asset Management LLC bought a new position in Johnson & Johnson during the 4th quarter valued at about $11,853,000. Finally, Principal Financial Group Inc. boosted its position in Johnson & Johnson by 0.8% in the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after buying an additional 28,370 shares in the last quarter. 69.55% of the stock is owned by institutional investors.
Trending Headlines about Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Citi reiterated a Buy view: The endorsement reinforces confidence in JNJ’s earnings durability and diversified healthcare portfolio, potentially supporting investor demand. Johnson & Johnson Gets a Buy from Citi
- Positive Sentiment: Wells Fargo sees additional upside: An analyst expects JNJ’s stock price to rise, adding to the positive sell-side sentiment around the company. Johnson & Johnson Stock Price Expected to Rise
- Positive Sentiment: Contact-lens investment could expand medical-device capacity: JNJ plans to spend more than $1 billion to increase U.S. contact-lens production. The investment may support long-term growth and domestic manufacturing, though reimbursement limitations reduce the immediate benefit for Medicare patients. Johnson & Johnson Contact Lens Investment
- Positive Sentiment: Dividend-focused investors continue to favor JNJ: Recent retirement and dividend-stock coverage highlights JNJ as a dependable income holding, which may provide support from defensive and income-oriented portfolios. Strong Buy Dividend Aristocrat Stocks
- Neutral Sentiment: Division transition remains a focus: Coverage describes JNJ as steady while it reorganizes its business, suggesting investors are watching execution rather than reacting to a major new fundamental change. Johnson & Johnson Amid a Division Transition
- Neutral Sentiment: Upcoming Wells Fargo healthcare conference: JNJ’s participation could provide updates on strategy and the division transition, but no new financial information has been announced. Johnson & Johnson Wells Fargo Healthcare Conference
- Negative Sentiment: Medicare coverage limits the contact-lens opportunity: The narrow reimbursement situation could constrain near-term demand and temper the investment’s immediate revenue impact. JNJ also faces broader pharmaceutical competition as rival Eli Lilly reports strong GLP-1 growth and raises guidance. Eli Lilly Q2 Earnings and GLP-1 Growth
Insiders Place Their Bets
Johnson & Johnson Stock Down 0.1%
Shares of Johnson & Johnson stock opened at $257.30 on Friday. The business has a fifty day simple moving average of $247.80 and a 200 day simple moving average of $239.59. The stock has a market cap of $620.07 billion, a PE ratio of 29.81, a price-to-earnings-growth ratio of 2.46 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $169.92 and a 12 month high of $274.90.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.
Johnson & Johnson Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.
Analyst Upgrades and Downgrades
Several research analysts have recently commented on JNJ shares. Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday. Daiwa Securities Group boosted their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. TD Cowen raised their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Bank of America upped their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $268.22.
View Our Latest Stock Report on JNJ
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.
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