Artemis Investment Management LLP Has $11.62 Million Stock Position in Johnson & Johnson $JNJ

Key Points

• Artemis Investment Management increased its Johnson & Johnson stake by 75.8% in Q4 to 56,163 shares, valued at about $11.62 million.
• Johnson & Johnson beat Q1 estimates with $2.70 EPS (vs. $2.68 expected) and $24.06B revenue (vs. $23.60B), and set FY2026 guidance of $11.45–$11.65 EPS.
• Wall Street sentiment is broadly positive with a consensus "Moderate Buy" and an average price target of $252.48 (18 Buys, 9 Holds), and the company raised its quarterly dividend to $1.34 (≈2.4% yield).

Artemis Investment Management LLP boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 75.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 56,163 shares of the company's stock after buying an additional 24,216 shares during the quarter. Artemis Investment Management LLP's holdings in Johnson & Johnson were worth $11,623,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in JNJ. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $26,000. DecisionPoint Financial LLC lifted its stake in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Family CFO Inc bought a new position in shares of Johnson & Johnson in the 4th quarter valued at $31,000. Semmax Financial Advisors Inc. increased its holdings in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock valued at $31,000 after purchasing an additional 72 shares during the period. Finally, Stone House Investment Management LLC increased its holdings in Johnson & Johnson by 58.9% in the fourth quarter. Stone House Investment Management LLC now owns 197 shares of the company's stock valued at $41,000 after purchasing an additional 73 shares during the period. Institutional investors and hedge funds own 69.55% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on JNJ. Loop Capital set a $220.00 price objective on Johnson & Johnson in a report on Tuesday, January 27th. UBS Group reiterated a "buy" rating on shares of Johnson & Johnson in a report on Monday, January 5th. 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. JPMorgan Chase & Co. increased their price target on Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a report on Wednesday, April 15th. Finally, 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. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $252.48.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $224.15 on Tuesday. Johnson & Johnson has a fifty-two week low of $146.12 and a fifty-two week high of $251.71. The firm's 50-day simple moving average is $238.83 and its 200 day simple moving average is $219.90. 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 stock has a market cap of $539.57 billion, a price-to-earnings ratio of 25.91, a PEG ratio of 2.23 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to analysts' expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company's quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter last year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, research analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. Johnson & Johnson's dividend payout ratio (DPR) is presently 60.12%.

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the business's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Timothy Schmid sold 22,623 shares of the company's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the transaction, the executive vice president owned 26,769 shares of the company's stock, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 over the last 90 days. Company insiders own 0.16% of the company's stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: FDA wins and regulatory progress could boost future revenue for JNJ’s rare‑disease and schizophrenia programs; the article discusses how investors may respond to those approvals. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
• Positive Sentiment: JNJ’s CAPLYTA (lumateperone) ranked highest in a network meta‑analysis for adjunctive MDD efficacy and showed no weight gain versus placebo — a favorable positioning for psychiatry sales and prescribing. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments
• Positive Sentiment: FDA accepted a protocol amendment for the NANORAY‑312 Phase 3 head & neck cancer trial sponsored by JNJ (Nanobiotix program) — regulatory acceptance reduces an execution risk for a partnered oncology asset. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
• Positive Sentiment: A J&J study supports use of Abiomed’s Impella 5.5 in non‑shock, high‑risk patients, which may help device adoption and hospital use cases relevant to JNJ’s devices/solutions exposure. Johnson & Johnson study backs Abiomed Impella 5.5 in non-shock, high-risk patients
• Neutral Sentiment: Wall Street analysts remain moderately optimistic on JNJ after recent performance — supportive but not a catalyst by itself. Are Wall Street Analysts Bullish on Johnson & Johnson Stock?
• Neutral Sentiment: Investor letters and coverage (Baron/InsiderMonkey pieces) argue JNJ’s accelerating growth justifies a higher multiple — positive for medium‑term thesis but highlights valuation sensitivity. Johnson & Johnson’s (JNJ) Accelerating Growth Justifies the Higher Multiple
• Negative Sentiment: Sector dynamics: AbbVie’s strong Q1 results and raised guidance have lifted ABBV shares, which can divert investor funds within the healthcare group and pressure JNJ’s relative performance today. ABBV Stock Up 5% on Robust Q1 Performance: Time to Buy, Sell or Hold?

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.

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