Capital International Sarl Makes New Investment in Johnson & Johnson $JNJ

Capital International Sarl bought a new position in shares of Johnson & Johnson (NYSE:JNJ) during the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 4,413 shares of the company’s stock, valued at approximately $913,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Vanguard Group Inc. lifted its stake in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. Geode Capital Management LLC lifted its stake in shares of Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after purchasing an additional 1,738,292 shares during the period. Norges Bank acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at about $6,924,523,000. Wellington Management Group LLP lifted its stake in shares of Johnson & Johnson by 3.8% in the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after purchasing an additional 956,239 shares during the period. Finally, Legal & General Group Plc lifted its stake in shares of Johnson & Johnson by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock valued at $3,606,431,000 after purchasing an additional 532,790 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Performance

Shares of Johnson & Johnson stock opened at $232.17 on Tuesday. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71. The firm has a market capitalization of $558.89 billion, a price-to-earnings ratio of 26.84, a PEG ratio of 2.28 and a beta of 0.26. The business has a 50-day simple moving average of $231.83 and a 200 day simple moving average of $226.38. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the previous year, the company posted $2.77 EPS. The firm’s revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, research analysts anticipate 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. Shareholders of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson agreed to buy Firefly Bio for $1 billion, adding a novel degrader antibody conjugate platform that could broaden its oncology pipeline and improve its position in difficult-to-treat cancers. Johnson & Johnson to Acquire Firefly Bio, Inc. to Expand Oncology Pipeline with Novel Degrader Antibody Conjugate Platform
• Positive Sentiment: The Firefly deal signals continued capital deployment into high-value cancer assets, which can support investor confidence in J&J’s long-term earnings growth beyond its core healthcare franchise. Johnson & Johnson to buy Firefly Bio for $1 billion
• Neutral Sentiment: Commentary highlighting J&J as a “cheap robotics stock” focused on coronary artery disease treatment may reinforce the company’s medical technology story, but it is not a major new catalyst on its own. Johnson & Johnson (JNJ): A Cheap Robotics Stock Redefining Coronary Artery Disease Treatment
• Neutral Sentiment: A separate mention that J&J received a buy rating from Guggenheim may be supportive, but the note appears older and less likely to be driving today’s move. Johnson & Johnson (JNJ) Gets a Buy from Guggenheim

Analysts Set New Price Targets

A number of research analysts have recently issued reports on JNJ shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $265.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Raymond James Financial boosted their price objective on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Rothschild & Co Redburn boosted their price objective on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Finally, HSBC boosted their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $253.04.

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.