8,600 Johnson & Johnson $JNJ Shares Acquired by Mn Services Vermogensbeheer B.V.

Key Points

• Mn Services Vermogensbeheer B.V. increased its Johnson & Johnson stake by 1.2%, purchasing 8,600 shares to hold 710,393 shares valued at approximately $188.1 million. Institutional investors collectively own 69.55% of J&J.
• Johnson & Johnson reported quarterly EPS of $2.90 and revenue of $25.31 billion, exceeding analyst expectations, while revenue grew 6.6% year over year. The company also pays a $1.34 quarterly dividend, equivalent to a 2.1% annual yield.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and an average price target of $276.22, although premium valuation, biosimilar competition, medical-device weakness and talc litigation remain risks.

Mn Services Vermogensbeheer B.V. boosted its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 1.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 710,393 shares of the company's stock after buying an additional 8,600 shares during the quarter. Johnson & Johnson makes up about 1.4% of Mn Services Vermogensbeheer B.V.'s portfolio, making the stock its 15th biggest position. Mn Services Vermogensbeheer B.V.'s holdings in Johnson & Johnson were worth $188,069,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Silver Coast Investments LLC raised its holdings in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock valued at $271,000 after purchasing an additional 39 shares during the last quarter. Townsend Asset Management Corp NC ADV boosted its holdings in Johnson & Johnson by 0.6% during the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock worth $1,630,000 after purchasing an additional 39 shares during the last quarter. Triumph Capital Management grew its position in Johnson & Johnson by 1.6% in the second quarter. Triumph Capital Management now owns 2,531 shares of the company's stock valued at $643,000 after purchasing an additional 39 shares in the last quarter. Kwmg LLC grew its position in Johnson & Johnson by 1.7% in the third quarter. Kwmg LLC now owns 2,383 shares of the company's stock valued at $631,000 after purchasing an additional 39 shares in the last quarter. Finally, Denali Advisors LLC increased its stake in Johnson & Johnson by 1.2% in the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company's stock valued at $839,000 after buying an additional 40 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Johnson & Johnson Stock Down 0.6%

Shares of JNJ opened at $256.85 on Friday. The firm has a market cap of $618.99 billion, a P/E ratio of 29.76, a price-to-earnings-growth ratio of 2.59 and a beta of 0.21. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 52 week low of $184.66 and a 52 week high of $281.07. The firm's 50-day simple moving average is $265.73 and its 200 day simple moving average is $248.93.

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 (EPS) for the quarter, topping analysts' consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. During the same quarter in the previous year, the company posted $2.77 earnings per share. The business'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. On average, analysts forecast that Johnson & Johnson will post 11.3 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson's dividend payout ratio is currently 62.11%.

Insider Transactions at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company's stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the business's stock in a transaction dated Thursday, August 6th. The shares were 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 directly owned 16,994 shares of the company's stock, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 87,569 shares of company stock worth $23,064,544 over the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson’s oncology pipeline received favorable attention after Phase 3 data showed the Tecvayli–Talvey combination reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma. The results could support broader use of the therapies, although the combination remains investigational. 2026 Cancer Treatment Advances
• Positive Sentiment: Long-term Phase 3 psoriasis data for oral ICOTYDE reportedly showed maintained skin clearance and consistent safety through Week 112, potentially strengthening JNJ’s immunology pipeline and offering a targeted alternative for difficult-to-treat psoriasis. ICOTYDE Long-Term Psoriasis Data
• Positive Sentiment: Analyst support remains constructive: Guggenheim reaffirmed a Buy rating with a $287 price target, while other recent commentary describes JNJ as an increasingly growth-oriented healthcare company. JNJ Dividend Royalty Status
• Neutral Sentiment: Third-quarter earnings are approaching, with analysts focused on sales, margins, pharmaceutical growth, medical-device performance and management’s outlook for the September 2026 quarter. Forecast revisions or an earnings surprise could be the next major trading catalyst. JNJ Q3 Earnings Preview
• Negative Sentiment: Investors remain cautious because JNJ trades at a premium valuation relative to slower-growing pharmaceutical peers. Commentary also highlights biosimilar competition, a medical-device slowdown and ongoing talc litigation as risks that could limit upside or pressure investor confidence. JNJ Growth Stock Valuation

Wall Street Analysts Forecast Growth

JNJ has been the subject of a number of recent research reports. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, July 15th. Wells Fargo & Company upped their target price on Johnson & Johnson from $272.00 to $282.00 and gave the stock an "overweight" rating in a report on Monday, August 3rd. Guggenheim restated a "buy" rating and issued a $287.00 price target on shares of Johnson & Johnson in a research note on Wednesday. Weiss Ratings raised Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 24th. Finally, UBS Group reissued a "buy" rating on shares of Johnson & Johnson in a research note on Tuesday, September 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $276.22.

Johnson & Johnson Company Profile

Johnson & Johnson NYSE: JNJ is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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