B. Metzler seel. Sohn & Co. AG Purchases 45,458 Shares of Johnson & Johnson $JNJ

Key Points

• B. Metzler seel. Sohn & Co. AG increased its stake in Johnson & Johnson by 10.5% in Q4, purchasing 45,458 shares to hold 480,148 shares worth $99.36 million, about 0.9% of its portfolio and its 23rd-largest position.
• Johnson & Johnson reported Q1 EPS of $2.70 and revenue of $24.06 billion, both beating estimates, and set FY2026 EPS guidance of $11.45–$11.65.
• The company raised its quarterly dividend to $1.34 ($5.36 annualized, ~2.4% yield; ex-dividend May 26), while analysts have lifted price targets and the consensus rating on JNJ is a “Moderate Buy”.

B. Metzler seel. Sohn & Co. AG grew its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 10.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 480,148 shares of the company's stock after buying an additional 45,458 shares during the quarter. Johnson & Johnson makes up about 0.9% of B. Metzler seel. Sohn & Co. AG's investment portfolio, making the stock its 23rd biggest position. B. Metzler seel. Sohn & Co. AG's holdings in Johnson & Johnson were worth $99,356,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. AustralianSuper Pty Ltd lifted its holdings in Johnson & Johnson by 632.0% in the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company's stock valued at $16,536,000 after buying an additional 77,000 shares during the period. J.W. Cole Advisors Inc. lifted its holdings in Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company's stock valued at $24,278,000 after buying an additional 2,769 shares during the period. Guinness Asset Management LTD lifted its holdings in Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company's stock valued at $251,216,000 after buying an additional 5,994 shares during the period. Greenberg Financial Group acquired a new position in Johnson & Johnson in the fourth quarter valued at approximately $954,000. Finally, National Pension Service lifted its holdings in Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company's stock valued at $913,484,000 after buying an additional 151,707 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q1 beat and raised guidance — JNJ reported a quarterly revenue and EPS beat and set full‑year 2026 guidance of $11.45–$11.65, reinforcing its earnings trajectory and reducing near‑term execution risk. This is the primary fundamental bullish driver. Johnson & Johnson (JNJ) Exceeds First-quarter Earnings Projections
• Positive Sentiment: Acquisition expands device footprint — JNJ agreed to buy Atraverse Medical to bolster left‑heart access and radiofrequency capabilities in its cardiac device lineup, supporting growth in electrophysiology and procedural devices. Expect modest near‑term cost/integration considerations but potential long‑term revenue upside. Johnson & Johnson to Acquire Atraverse Medical in Cardiac Device Expansion
• Positive Sentiment: Pipeline progress — positive Phase 3/long‑term data for IMAAVY (nipocalimab) in generalized myasthenia gravis and initiation of a head‑to‑head study strengthen JNJ’s autoimmune franchise and de‑risk future revenue potential from this asset. Johnson And Johnson Autoimmune Pipeline Gains With IMAAVY Trial Results
• Positive Sentiment: Strategic partnerships — a commercialization collaboration with Viz.ai to integrate AI subdural hemorrhage detection into JNJ’s neurovascular offerings could accelerate adoption and add software/recurring revenue to device sales. Viz.ai Announces Strategic Collaboration to Expand Access to AI-Powered Subdural Hemorrhage Care
• Neutral Sentiment: TrumpRx listing — JNJ plans to list four prescription drugs on the TrumpRx site. That could increase patient access or volumes but carries political/PR risk and uncertain commercial impact. Johnson & Johnson to launch on TrumpRx with four of its prescription drugs, CBS News reports
• Neutral Sentiment: Positive analyst/commentary pieces — multiple articles frame JNJ as a “value” growth play and a defensive dividend name; helpful for sentiment but not an immediate catalyst. Johnson & Johnson (JNJ): Growth Engine at a Value Price
• Negative Sentiment: Short‑term technical/volume pressure — trading volume is below average, the stock is under its 50‑day moving average, and recent profit‑taking after a strong run may be driving today’s downward move despite the fundamentally positive headlines. (See recent session notes.) JNJ snaps six straight sessions of losses

Johnson & Johnson Trading Down 0.0%

JNJ opened at $227.45 on Monday. The firm's fifty day moving average is $240.18 and its two-hundred day moving average is $218.87. 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 firm has a market cap of $547.53 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 2.23 and a beta of 0.34. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion for 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 business's revenue for the quarter was up 9.9% compared to the same quarter last year. During the same period last year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently disclosed 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 a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson's payout ratio is currently 60.12%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, 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 Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities analysts recently weighed in on JNJ shares. Leerink Partners increased their price objective on shares of Johnson & Johnson from $232.00 to $252.00 and gave the company a "market perform" rating in a report on Wednesday, April 15th. Citigroup increased their target price on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a report on Tuesday, April 7th. Stifel Nicolaus increased their target price 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. JPMorgan Chase & Co. increased their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a report on Wednesday, April 15th. Finally, The Goldman Sachs Group increased their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a "buy" rating in a report on Wednesday, April 15th. Eighteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $252.48.

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.

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