DNB Asset Management AS Lowers Stock Holdings in Johnson & Johnson $JNJ

DNB Asset Management AS decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 43.7% during the fourth quarter, HoldingsChannel reports. The firm owned 653,850 shares of the company’s stock after selling 507,365 shares during the period. DNB Asset Management AS’s holdings in Johnson & Johnson were worth $135,314,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson during the fourth quarter valued at about $26,000. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson during the third quarter valued at about $26,000. DecisionPoint Financial LLC grew its stake in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC grew its stake in shares of Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the last quarter. Finally, Family CFO Inc bought a new position in shares of Johnson & Johnson during the fourth quarter valued at about $31,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Johnson & Johnson Stock Down 1.7%

NYSE JNJ opened at $226.81 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The stock has a market capitalization of $545.98 billion, a PE ratio of 26.22, a PEG ratio of 2.26 and a beta of 0.27. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71. The business’s 50-day moving average is $235.13 and its 200 day moving average is $221.79.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion for 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 quarterly revenue was up 9.9% on a year-over-year basis. During the same period last year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is presently 60.12%.

Analysts Set New Price Targets

JNJ has been the topic of a number of recent research reports. Wells Fargo & Company raised their price objective on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Weiss Ratings cut Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Guggenheim raised their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Finally, The Goldman Sachs Group raised their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 30,142 shares of company stock worth $7,360,528. Insiders own 0.16% of the company’s stock.

About Johnson & Johnson

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.