Natixis Advisors LLC Raises Stock Holdings in Johnson & Johnson $JNJ

Natixis Advisors LLC lifted its holdings in Johnson & Johnson (NYSE:JNJ) by 3.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,552,256 shares of the company’s stock after purchasing an additional 47,620 shares during the period. Natixis Advisors LLC’s holdings in Johnson & Johnson were worth $321,240,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. J.W. Cole Advisors Inc. increased its holdings in Johnson & Johnson by 2.2% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after purchasing an additional 2,769 shares during the period. Guinness Asset Management LTD increased its holdings in Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after purchasing an additional 5,994 shares during the period. Greenberg Financial Group purchased a new position in Johnson & Johnson during the 4th quarter worth $954,000. National Pension Service increased its holdings in Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after purchasing an additional 151,707 shares during the period. Finally, Envestnet Asset Management Inc. increased its holdings in Johnson & Johnson by 4.4% during the 3rd quarter. Envestnet Asset Management Inc. now owns 5,135,378 shares of the company’s stock worth $952,202,000 after purchasing an additional 214,830 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have commented on JNJ shares. Guggenheim raised their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a report on Wednesday, May 13th. Barclays lifted their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. HSBC lifted their price target on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Finally, Johnson Rice upgraded Johnson & Johnson from a “hold” rating to an “outperform” rating in a report on Wednesday, May 13th. Twenty 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 has an average rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $223.90 on Tuesday. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a market capitalization of $538.96 billion, a price-to-earnings ratio of 25.88, a PEG ratio of 2.21 and a beta of 0.26. The stock’s 50-day simple moving average is $232.75 and its 200-day simple moving average is $225.29.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson’s revenue was up 9.9% on a year-over-year basis. During the same period last year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is presently 61.97%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced strong late-stage prostate cancer data for ERLEADA (apalutamide), showing it significantly reduced the risk of metastasis or death and improved key surgical outcomes. The results, presented at ASCO and published in The New England Journal of Medicine, could strengthen the drug’s commercial outlook. Article Title
• Positive Sentiment: J&J also reported pivotal data for RYBREVANT FASPRO (amivantamab and hyaluronidase-lpuj) in advanced head and neck cancer, with durable responses and a meaningful complete-response rate. The company has already submitted for FDA approval in this indication, which could expand its oncology pipeline. Article Title
• Positive Sentiment: Separate coverage highlighted Johnson & Johnson as one of the best dividend-paying stocks to buy right now, reinforcing its appeal as a defensive income name for investors seeking stability and yield. Article Title
• Neutral Sentiment: Another article asked whether J&J is too expensive after its 48% one-year surge, reflecting valuation concerns rather than a direct change in fundamentals. The piece suggests some investors may be pausing after the stock’s strong rally. Article Title
• Negative Sentiment: Recent commentary also noted the stock has slipped in the short term, implying some near-term profit-taking as investors digest the large year-to-date move and weigh whether upside is already reflected in the price. Article Title

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.