Mirae Asset Global Investments Co. Ltd. raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 11.7% during the second quarter, Holdings Channel.com reports. The firm owned 718,900 shares of the company’s stock after purchasing an additional 75,115 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Johnson & Johnson were worth $182,579,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. World Investment Advisors grew its stake in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares during the period. Benchmark Financial LLC acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $554,000. Principal Financial Group Inc. boosted its holdings in Johnson & Johnson by 0.8% during the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after buying an additional 28,370 shares in the last quarter. KBC Group NV boosted its holdings in Johnson & Johnson by 21.8% during the fourth quarter. KBC Group NV now owns 2,296,831 shares of the company’s stock worth $475,330,000 after buying an additional 410,720 shares in the last quarter. Finally, SageGuard Financial Group LLC acquired a new position in Johnson & Johnson during the fourth quarter worth about $1,019,000. Institutional investors and hedge funds own 69.55% of the company’s stock.
Analysts Set New Price Targets
A number of brokerages have issued reports on JNJ. Bank of America increased their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a report on Friday, July 10th. Argus set a $300.00 price target on Johnson & Johnson in a report on Wednesday, July 29th. Scotiabank reaffirmed an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $268.22.
Insider Activity
In related news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 48,972 shares of company stock worth $12,295,205 over the last three months. 0.16% of the stock is currently owned by corporate insiders.
Johnson & Johnson Stock Up 0.0%
Shares of NYSE JNJ opened at $260.44 on Monday. The firm’s 50-day moving average is $251.92 and its two-hundred day moving average is $241.34. The company has a market capitalization of $627.63 billion, a PE ratio of 30.18, a price-to-earnings-growth ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $274.90. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period last year, the company posted $2.77 EPS. The company’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.
Johnson & Johnson Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.
Key Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
- Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
- Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
- Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
- Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
- Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results
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.
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