Erste Asset Management GmbH Increases Stock Position in Johnson & Johnson $JNJ

Erste Asset Management GmbH lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 10.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 368,399 shares of the company’s stock after purchasing an additional 34,711 shares during the quarter. Erste Asset Management GmbH’s holdings in Johnson & Johnson were worth $76,415,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of JNJ. Norges Bank purchased a new position in shares of Johnson & Johnson during the fourth quarter worth approximately $6,924,523,000. Capital World Investors purchased a new position in shares of Johnson & Johnson during the fourth quarter worth approximately $2,005,942,000. Vanguard Group Inc. grew its position in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares during the last quarter. Capital International Investors lifted its holdings in shares of Johnson & Johnson by 93.3% during the fourth quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after purchasing an additional 3,605,981 shares during the period. Finally, Amundi lifted its holdings in shares of Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $232.81 on Monday. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The business has a fifty day moving average of $231.98 and a two-hundred day moving average of $226.15. The company has a market cap of $560.42 billion, a P/E ratio of 26.91, a price-to-earnings-growth ratio of 2.28 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last released 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 company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter last year, the company earned $2.77 earnings per share. Johnson & Johnson’s quarterly 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. As a group, 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 announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. 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. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is 61.97%.

More Johnson & Johnson News

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on JNJ shares. Morgan Stanley set a $283.00 price target on Johnson & Johnson in a report on Wednesday, April 15th. Raymond James Financial increased their price target on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Wednesday, May 13th. Guggenheim increased their price target on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Finally, Daiwa Securities Group increased their price target on 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 assigned a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

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.