Johnson & Johnson $JNJ Stake Lowered by Legal & General Group Plc

Legal & General Group Plc reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.6% during the 4th quarter, HoldingsChannel reports. The fund owned 18,744,587 shares of the company’s stock after selling 705,477 shares during the period. Johnson & Johnson accounts for 0.9% of Legal & General Group Plc’s holdings, making the stock its 13th biggest position. Legal & General Group Plc’s holdings in Johnson & Johnson were worth $3,879,192,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of the business. Main Street Research LLC boosted its holdings in Johnson & Johnson by 1,475.0% in the fourth quarter. Main Street Research LLC now owns 179,318 shares of the company’s stock worth $37,110,000 after purchasing an additional 167,933 shares in the last quarter. Glenview Trust Co boosted its holdings in Johnson & Johnson by 1.0% in the fourth quarter. Glenview Trust Co now owns 151,770 shares of the company’s stock worth $31,409,000 after purchasing an additional 1,564 shares in the last quarter. Genus Capital Management Inc. boosted its holdings in Johnson & Johnson by 399.0% in the fourth quarter. Genus Capital Management Inc. now owns 54,548 shares of the company’s stock worth $11,289,000 after purchasing an additional 43,617 shares in the last quarter. New Age Alpha Advisors LLC boosted its holdings in Johnson & Johnson by 10.9% in the fourth quarter. New Age Alpha Advisors LLC now owns 34,722 shares of the company’s stock worth $7,186,000 after purchasing an additional 3,426 shares in the last quarter. Finally, Allen Capital Group LLC boosted its holdings in Johnson & Johnson by 2.4% in the fourth quarter. Allen Capital Group LLC now owns 26,432 shares of the company’s stock worth $5,470,000 after purchasing an additional 612 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Stock Up 0.1%

Shares of JNJ opened at $234.67 on Monday. The company has a 50-day simple moving average of $234.02 and a 200-day simple moving average of $223.54. The firm has a market capitalization of $564.91 billion, a P/E ratio of 27.13, a P/E/G ratio of 2.29 and a beta of 0.27. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71.

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

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 60.12%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson received favorable coverage for its diversified pharma and MedTech businesses, with analysts saying its pipeline progress and stronger 2026 outlook make it better positioned than Pfizer despite patent risks. J&J & Pfizer Face Patent Risks: Which Stock Looks Better Positioned?
• Positive Sentiment: The company announced China approval for nipocalimab, a regulatory win that expands the drug’s commercial potential and supports sentiment around J&J’s pipeline. Johnson & Johnson says nipocalimab approved in China
• Positive Sentiment: J&J also highlighted a next-generation coronary artery disease catheter, reinforcing growth prospects in its MedTech segment and ongoing innovation in interventional medicine. Johnson & Johnson (JNJ) Unveils Next-Gen Catheter for Coronary Artery Disease
• Positive Sentiment: J&J announced a collaboration to build a global intelligent operating room network with Abu Dhabi’s health department, adding another AI-driven MedTech initiative that could strengthen its long-term growth story. Johnson & Johnson Advances Creation of Global Intelligent OR Network
• Neutral Sentiment: J&J was included in broader dividend and blue-chip stock commentary, which may reinforce its reputation as a defensive income stock but does not appear to be a major direct driver. The Dividend Stocks That Can Replace a $65,000 Income and What They’ll Cost You
• Neutral Sentiment: Another article framed J&J as a defensive growth stock, supporting the bull case but offering little new fundamental information. Why Johnson & Johnson (JNJ) Still Fits a Defensive Growth Case
• Negative Sentiment: ImmunityBio said its ANKTIVA-based bladder cancer data shows a cost advantage versus J&J’s TAR-200, which could raise competitive pressure in an important oncology area. IBRX Says ANKTIVA Delivers Up To $314K Cost Advantage Over J&J’s TAR-200

Analysts Set New Price Targets

JNJ has been the subject of a number of recent research reports. Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. Bank of America upped their price objective on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Argus upped their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. Finally, Daiwa Securities Group upped their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target 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.