Handelsbanken Fonder AB Has $348.63 Million Stake in Johnson & Johnson $JNJ

Handelsbanken Fonder AB grew its stake in Johnson & Johnson (NYSE:JNJ) by 29.9% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,880,207 shares of the company’s stock after purchasing an additional 433,283 shares during the quarter. Johnson & Johnson makes up about 1.1% of Handelsbanken Fonder AB’s holdings, making the stock its 12th largest position. Handelsbanken Fonder AB owned approximately 0.08% of Johnson & Johnson worth $348,628,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson in the 3rd quarter worth $26,000. Evolution Wealth Management Inc. bought a new stake in Johnson & Johnson in the 2nd quarter worth about $27,000. Clayton Financial Group LLC purchased a new stake in Johnson & Johnson in the 3rd quarter valued at about $28,000. Semmax Financial Advisors Inc. lifted its position in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. Finally, Compass Financial Services Inc boosted its stake in shares of Johnson & Johnson by 707.1% in the 3rd quarter. Compass Financial Services Inc now owns 226 shares of the company’s stock worth $42,000 after buying an additional 198 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Early Phase 1b data for pasritamig (JNJ‑78278343) combined with docetaxel showed deep PSA responses and a safety profile consistent with docetaxel alone; J&J plans to advance the regimen toward Phase 3, which supports upside to long‑term oncology revenue and pipeline valuation. Early study results from Johnson & Johnson show promising antitumor activity
• Positive Sentiment: Momentum in J&J’s oncology franchise (Darzalex leadership and execution in both hematology and solid tumors) and commentary that the company is pivoting to higher‑margin medical technology underpin expectations for steadier earnings growth. Boring Is Beautiful: Why Johnson & Johnson Is Beating the Tech Sector
• Neutral Sentiment: Analyst fair‑value tweaks have been minor (slight upward adjustments to targets), signaling incremental Street optimism but not a consensus bullish re‑rating — watch for more material target changes tied to Phase 3 plans or guidance updates. How Shifting Analyst Targets Are Rewriting The Johnson & Johnson (JNJ) Investment Story
• Neutral Sentiment: Industry/research reports on J&J’s enterprise technology and digital initiatives highlight long‑term efficiency and innovation potential, but these are unlikely to move the stock near term absent concrete deal or margin outcomes. Johnson & Johnson Enterprise Technology Analysis Report 2025
• Negative Sentiment: A recent downgrade / cautionary take on Seeking Alpha flagged the risk that J&J’s multi‑year run of outperformance may cool, which can pressure sentiment and amplify short‑term selling despite the clinical progress. Johnson and Johnson: Strong Run May Be Ending (Rating Downgrade)

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s 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 directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Timothy Schmid sold 1,322 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 30,142 shares of company stock worth $7,360,528 over the last ninety days. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Trading Down 0.7%

Johnson & Johnson stock opened at $243.47 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $247.25. The stock has a market cap of $586.74 billion, a P/E ratio of 22.03, a PEG ratio of 2.38 and a beta of 0.35. The firm’s fifty day moving average price is $223.83 and its 200-day moving average price is $201.09.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. The company had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. Equities research analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is presently 47.06%.

Analysts Set New Price Targets

A number of brokerages recently commented on JNJ. Citigroup increased their price target on Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Weiss Ratings reissued a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. Finally, Morgan Stanley set a $262.00 price target on shares of Johnson & Johnson and gave the company an “overweight” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $232.70.

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.