Pensionfund Sabic Makes New $4.82 Million Investment in Johnson & Johnson $JNJ

Pensionfund Sabic bought a new position in Johnson & Johnson (NYSE:JNJ) during the 4th quarter, HoldingsChannel.com reports. The fund bought 23,300 shares of the company’s stock, valued at approximately $4,822,000. Johnson & Johnson comprises approximately 1.3% of Pensionfund Sabic’s holdings, making the stock its 14th biggest holding.

Several other hedge funds have also made changes to their positions in the company. Abich Financial Wealth Management LLC purchased a new position in shares of Johnson & Johnson during the third quarter valued at $26,000. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson in the 2nd quarter worth about $27,000. Clayton Financial Group LLC acquired a new stake in Johnson & Johnson during the 3rd quarter worth about $28,000. Semmax Financial Advisors Inc. grew its stake in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares in the last quarter. Finally, Turning Point Benefit Group Inc. acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at about $41,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the transaction, the executive vice president directly owned 25,447 shares in the company, 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 valued at $7,360,528 over the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Trading Down 0.3%

NYSE:JNJ opened at $239.30 on Friday. The company has a market capitalization of $576.39 billion, a P/E ratio of 21.66, a P/E/G ratio of 2.37 and a beta of 0.34. The stock’s 50 day moving average price is $236.97 and its 200 day moving average price is $210.03. 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 52 week low of $141.50 and a 52 week high of $251.71.

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

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Tuesday, February 24th. Johnson & Johnson’s payout ratio is presently 47.06%.

Key Johnson & Johnson News

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

• Positive Sentiment: MarketBeat highlights JNJ as a defensive growth pick after the Kenvue spin‑off, noting durable revenue growth, medtech/robotics upside and Dividend King status — a reason income‑oriented investors may keep buying. A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Positive Sentiment: Wolfe Research added JNJ to a favorites list and the company was noted among Dividend Kings/Aristocrats — institutional endorsement that can support demand for the stock. Johnson & Johnson (JNJ) Gains Spot on Wolfe Favorites amid Growth Outlook
• Positive Sentiment: Analyst coverage: Erste Group nudged up its FY2027 EPS forecast for JNJ (small raise to $12.54), signaling incremental confidence in the company’s earnings trajectory after recent product approvals and commercialization progress.
• Positive Sentiment: Zacks notes a surge in J&J’s pipeline and 2025 approvals that set up stronger growth from new drugs in 2026 — a material upside driver if approvals translate into accelerating top‑line contribution. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Positive Sentiment: Investor commentary (Seeking Alpha) reiterates JNJ’s place in conservative dividend‑growth portfolios — supporting steady, long‑term demand from income investors. Johnson & Johnson: Deserves A Place In Conservative Dividend Growth Portfolios
• Neutral Sentiment: Preparation for Q1 results: a Barchart preview notes analysts expect a single‑digit EPS decline next quarter — this sets modest downside risk to near‑term sentiment but is already priced in to some extent. What You Need To Know Ahead of Johnson & Johnson’s Earnings Release
• Neutral Sentiment: Valuation check: recent strong 12‑month returns have drawn attention; some analysts view the stock as having outperformed, so volatility around re‑ratings is possible. Assessing Johnson & Johnson (JNJ) Valuation After Recent Gains And Kenvue Spin Off
• Negative Sentiment: Legal and perception risks persist: while a punitive damages award (~$950M) was overturned, a $16M talc verdict remains and some outlets label JNJ overvalued — ongoing litigation headlines and valuation criticism can pressure the stock. Punitive Damages Award Worth $950 Million Overturned Against Johnson & Johnson (JNJ), $16M Talc Verdict Stands

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. JPMorgan Chase & Co. increased their price target on shares of Johnson & Johnson from $225.00 to $250.00 and gave the stock a “neutral” rating in a research report on Thursday, March 5th. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. TD Cowen increased their target price on shares of Johnson & Johnson from $222.00 to $250.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. BMO Capital Markets reissued an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, December 11th. Finally, Argus upped their price target on shares of Johnson & Johnson from $210.00 to $240.00 in a research note on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.

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.