Aberdeen Group plc Buys 47,996 Shares of Johnson & Johnson $JNJ

Key Points

• Aberdeen Group plc raised its stake in Johnson & Johnson by 1.9% in Q4, buying 47,996 shares to hold 2,538,487 shares, making J&J its 13th-largest position and about 0.8% of Aberdeen’s portfolio.
• Several major institutions (Wellington, BNY Mellon, Legal & General, Amundi, Raymond James) also increased positions, leaving institutional investors with about 69.55% ownership, while analysts hold a Moderate Buy consensus and an average price target of $236.91.
• Near-term positives include a $500M Royalty Pharma R&D deal, supportive cardiovascular trial data and an expected dividend increase, balanced by risks from China MedTech weakness, valuation concerns after a ~61% one‑year rally, and recent insider selling.

Aberdeen Group plc lifted its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 1.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,538,487 shares of the company's stock after acquiring an additional 47,996 shares during the period. Johnson & Johnson accounts for about 0.8% of Aberdeen Group plc's investment portfolio, making the stock its 13th largest position. Aberdeen Group plc owned approximately 0.11% of Johnson & Johnson worth $525,340,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Wellington Management Group LLP boosted its position in shares of Johnson & Johnson by 3.8% in the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company's stock valued at $4,789,914,000 after acquiring an additional 956,239 shares during the period. Bank of New York Mellon Corp raised its stake in Johnson & Johnson by 3.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company's stock valued at $4,568,313,000 after purchasing an additional 835,146 shares during the last quarter. Legal & General Group Plc increased its holdings in shares of Johnson & Johnson by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 19,450,064 shares of the company's stock worth $3,606,431,000 after purchasing an additional 532,790 shares during the period. Amundi raised its position in shares of Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company's stock valued at $2,512,719,000 after buying an additional 2,163,838 shares during the last quarter. Finally, Raymond James Financial Inc. lifted its stake in shares of Johnson & Johnson by 7.3% in the third quarter. Raymond James Financial Inc. now owns 10,137,651 shares of the company's stock valued at $1,879,718,000 after buying an additional 690,887 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Royalty Pharma signed a $500M R&D deal with J&J to support an experimental autoimmune antibody — a meaningful near‑term collaboration and capital inflow that supports JNJ’s pipeline value. Royalty Pharma, Johnson & Johnson Strike $500M Autoimmune Drug Deal
• Positive Sentiment: New randomized controlled trial data presented at ACC 2026 and published in JACC bolster JNJ’s pharma/MedTech credibility — supports revenue upside from adoption of cardiovascular products. Why Johnson & Johnson (JNJ) Is One of the Best Pharma Stocks to Invest in Now
• Positive Sentiment: Analysts and dividend trackers expect J&J to announce another dividend increase in April, reinforcing its income profile for income‑oriented investors. 7 Dividend Increases Expected In April 2026
• Neutral Sentiment: JNJ has become a trending stock on retail/analysis platforms, increasing attention and trading flows but not necessarily changing fundamentals. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: JNJ’s history of earnings beats and solid margins keeps expectations elevated; investors will watch the next report closely for confirmation. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Negative Sentiment: MedTech preview notes China weakness as a potential headwind for Q1 MedTech revenue — regional softness could pressure sales versus expectations. JNJ Q1 MedTech Preview: Key Drivers and China Headwinds to Watch
• Negative Sentiment: After a ~61% one‑year rally, some outlets question valuation and whether upside is limited from current levels — valuation concerns can amplify selling on weakness. Is It Too Late To Consider Johnson & Johnson (JNJ) After Its 61% One-Year Surge?
• Negative Sentiment: Bridgewater’s Ray Dalio trimming his JNJ stake was reported — large-manager trimming can be read negatively by some investors even if position sizes are modest. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position

Insiders Place Their Bets

In other news, EVP Timothy Schmid sold 1,322 shares of the company's stock in a transaction 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 transaction, the executive vice president owned 25,447 shares of the company's stock, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction dated 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on JNJ. Citigroup boosted their price target on Johnson & Johnson from $250.00 to $274.00 and gave the company a "buy" rating in a research note on Wednesday, March 11th. TD Cowen raised their price objective on Johnson & Johnson from $222.00 to $250.00 and gave the stock a "buy" rating in a research report on Thursday, January 22nd. Bank of America restated a "neutral" rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. Royal Bank Of Canada reiterated an "outperform" rating and set a $255.00 target price on shares of Johnson & Johnson in a research report on Monday, March 30th. Finally, Scotiabank reissued an "outperform" rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $236.91.

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $242.93 on Monday. The stock has a 50-day simple moving average of $239.86 and a 200 day simple moving average of $213.26. The stock has a market capitalization of $585.11 billion, a price-to-earnings ratio of 21.98, a P/E/G ratio of 2.41 and a beta of 0.34. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. Johnson & Johnson has a 12-month low of $141.50 and a 12-month high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data on Saturday, January 31st. The company reported $2.46 EPS for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The firm had revenue of $24.28 billion for the quarter. On average, research analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.