UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $3.58 Billion Holdings in Johnson & Johnson $JNJ

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 8.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,275,937 shares of the company’s stock after buying an additional 1,376,828 shares during the period. Johnson & Johnson comprises approximately 0.8% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings, making the stock its 16th largest holding. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Johnson & Johnson were worth $3,575,255,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Jessup Wealth Management Inc raised its stake in Johnson & Johnson by 0.6% during the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock worth $1,567,000 after buying an additional 44 shares during the period. Plancorp LLC raised its stake in Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after buying an additional 45 shares during the period. Baron Silver Stevens Financial Advisors LLC raised its stake in Johnson & Johnson by 0.8% during the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company’s stock worth $1,168,000 after buying an additional 45 shares during the period. Strategic Financial Services Inc. raised its stake in Johnson & Johnson by 0.5% during the 4th quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company’s stock worth $1,862,000 after buying an additional 45 shares during the period. Finally, WealthCollab LLC raised its stake in Johnson & Johnson by 4.7% during the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after buying an additional 46 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $240.57 on Friday. The stock has a market capitalization of $579.10 billion, a price-to-earnings ratio of 27.81, a PEG ratio of 2.33 and a beta of 0.26. The business has a 50-day moving average of $231.51 and a 200-day moving average of $227.20. 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 has a fifty-two week low of $149.04 and a fifty-two week high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share 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 return on equity of 32.60% and a net margin of 21.83%.Johnson & Johnson’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter last year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts predict that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were issued a dividend of $1.34 per share. The ex-dividend date was Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio is 61.97%.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a research note on Wednesday, May 13th. HSBC lifted their price target on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. Bank of America lifted their price target on Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Raymond James Financial lifted their price target on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Finally, Weiss Ratings downgraded Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $253.04.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson agreed to pay about $1 billion for Firefly Bio technology, a bet on improving treatment options for one of cancer’s most hard-to-target areas. Article Title
• Positive Sentiment: J&J also reported encouraging late-stage results for IMAAVY in warm autoimmune hemolytic anemia, reinforcing the company’s pipeline momentum in rare diseases. Article Title
• Positive Sentiment: Analysts and commentators highlighted J&J as a defensive healthcare name with attractive valuation and dividend appeal, which can support buying interest in a volatile market. Article Title
• Neutral Sentiment: Jim Cramer mentioned J&J while favoring healthcare over technology, which is a sentiment tailwind but not a direct company-specific catalyst. Article Title
• Neutral Sentiment: Johnson & Johnson expanded U.S. availability of its TECNIS PureSee cataract lens, a positive commercial update but likely a smaller stock mover than the acquisition and pipeline news. Article Title
• Negative Sentiment: Ongoing talc-related legal headlines remain an overhang and could limit upside if investors focus back on litigation risk. Article Title

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.