Commerzbank Aktiengesellschaft FI Raises Stock Position in Johnson & Johnson $JNJ

Key Points

• Commerzbank Aktiengesellschaft FI increased its Johnson & Johnson position by 5.9% in the second quarter, owning 630,281 shares worth approximately $160.1 million. Institutional investors collectively hold 69.55% of J&J’s stock.
• Analysts maintain a generally positive view, with J&J carrying a “Moderate Buy” consensus rating and an average price target of $268.22. Recent upgrades and target increases included Guggenheim and RBC, while insiders sold 63,972 shares worth about $16.2 million over the past quarter.
• J&J exceeded quarterly earnings and revenue expectations, reporting $2.90 EPS and $25.31 billion in revenue, up 6.6% year over year. The company also declared a quarterly dividend of $1.34 per share, equivalent to a 2.0% annualized yield.

Commerzbank Aktiengesellschaft FI boosted its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 5.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 630,281 shares of the company's stock after buying an additional 34,975 shares during the quarter. Johnson & Johnson makes up about 3.2% of Commerzbank Aktiengesellschaft FI's holdings, making the stock its 9th biggest holding. Commerzbank Aktiengesellschaft FI's holdings in Johnson & Johnson were worth $160,072,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in JNJ. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson in the fourth quarter worth about $25,000. Cresta Advisors Ltd. bought a new position in Johnson & Johnson during the 4th quarter valued at approximately $26,000. Bay Harbor Wealth Management LLC raised its position in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after purchasing an additional 49 shares during the last quarter. Semmax Financial Advisors Inc. lifted its stake in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company's stock worth $31,000 after acquiring an additional 72 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. lifted its position in shares of Johnson & Johnson by 946.7% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company's stock worth $32,000 after purchasing an additional 142 shares during the period. Institutional investors own 69.55% of the company's stock.

Insider Buying and Selling

In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm's stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares of the company's stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 63,972 shares of company stock valued at $16,245,605. Company insiders own 0.16% of the company's stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on JNJ shares. Freedom Capital upgraded shares of Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Guggenheim lifted their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the company a "buy" rating in a research report on Thursday, August 6th. HSBC set a $290.00 target price on Johnson & Johnson and gave the stock a "buy" rating in a report on Monday, July 6th. Royal Bank Of Canada raised their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an "outperform" rating in a research note on Monday, July 13th. Finally, Weiss Ratings raised Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $268.22.

Johnson & Johnson News Roundup

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

• Positive Sentiment: China approved J&J’s oral psoriasis pill, Icotyde, expanding the company’s immunology portfolio and giving it a simpler treatment option to compete with rival products from Bristol Myers Squibb and AbbVie. The pill could also broaden J&J’s presence in China, although it may compete with the company’s established injectable Tremfya franchise. China approves J&J's oral psoriasis pill
• Positive Sentiment: The FDA expanded approval of Imaavy for warm autoimmune hemolytic anemia in patients 12 and older who are receiving or have previously received steroids. As the first approved treatment for this rare, potentially life-threatening disorder, Imaavy addresses an unmet need and could support J&J’s rare-disease growth strategy. Imaavy expands into rare blood disorder
• Positive Sentiment: Recent analysis points to a favorable shift in J&J’s product mix, with newer products increasingly offsetting pressure from the STELARA patent loss. This supports the view that growth in the broader Innovative Medicine portfolio may be more important than the shrinking contribution from STELARA. Did a product swap fuel JNJ stock's surge?
• Positive Sentiment: Investors continue to view JNJ as a defensive dividend holding, supported by its balance sheet, diversified healthcare operations and ability to generate dependable returns through economic cycles. Johnson & Johnson is a top dividend stock

Johnson & Johnson Stock Performance

JNJ stock opened at $268.30 on Friday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $276.47. The company has a market cap of $646.58 billion, a P/E ratio of 31.09, a price-to-earnings-growth ratio of 2.56 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The stock's fifty day moving average price is $258.88 and its 200-day moving average price is $243.94.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted 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 net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the firm posted $2.77 earnings per share. The firm's revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson's payout ratio is presently 62.11%.

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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