Capital World Investors Invests $2.01 Billion in Johnson & Johnson $JNJ

Capital World Investors acquired a new position in shares of Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 9,692,884 shares of the company’s stock, valued at approximately $2,005,942,000. Capital World Investors owned about 0.40% of Johnson & Johnson at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Johnson & Johnson during the 4th quarter worth about $6,924,523,000. Vanguard Group Inc. boosted its holdings in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares during the period. Capital International Investors boosted its holdings in shares of Johnson & Johnson by 93.3% during the 4th quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after buying an additional 3,605,981 shares during the period. Amundi boosted its holdings in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares during the period. Finally, Marshall Wace LLP boosted its holdings in shares of Johnson & Johnson by 126.3% during the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after buying an additional 2,000,609 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

More Johnson & Johnson News

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Analyst Upgrades and Downgrades

A number of research firms have issued reports on JNJ. HSBC boosted their price objective on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. The Goldman Sachs Group boosted their price objective on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. Royal Bank Of Canada reissued an “outperform” rating and issued a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Bank of America boosted their price objective on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Finally, Johnson Rice raised shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a report on Wednesday, May 13th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $232.81 on Friday. The firm has a 50 day moving average of $231.98 and a 200-day moving average of $225.96. The stock has a market capitalization of $560.42 billion, a PE ratio of 26.91, a PEG ratio of 2.28 and a beta of 0.26. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same period in the previous year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

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.