Daiwa Securities Group Inc. Acquires 4,815 Shares of Johnson & Johnson $JNJ

Key Points

• Daiwa Securities Group increased its Johnson & Johnson stake by 0.9% in the fourth quarter, adding 4,815 shares to bring its total holdings to 544,488 shares worth about $112.7 million.
• Other institutional investors also raised positions in J&J, and overall institutional ownership stands at 69.55% of the company’s stock.
• Johnson & Johnson posted better-than-expected Q1 earnings and raised its quarterly dividend to $1.34 per share, while analysts currently rate the stock a Moderate Buy with an average target price of $253.04.

Daiwa Securities Group Inc. raised its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 0.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 544,488 shares of the company's stock after purchasing an additional 4,815 shares during the quarter. Daiwa Securities Group Inc.'s holdings in Johnson & Johnson were worth $112,682,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of JNJ. Brighton Jones LLC increased its stake in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank grew its stake in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company's stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock worth $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. grew its stake in shares of Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock worth $226,000 after acquiring an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Johnson & Johnson by 9.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock worth $11,255,000 after acquiring an additional 6,584 shares in the last quarter. Institutional investors own 69.55% of the company's stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on JNJ. Morgan Stanley set a $283.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Weiss Ratings lowered shares of Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research note on Friday, April 24th. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 15th. Leerink Partners upgraded shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 target price for the company in a research note on Wednesday, May 13th. Finally, Guggenheim upped their target price on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a "buy" rating in a research note on Monday, April 20th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $253.04.

Johnson & Johnson Price Performance

JNJ opened at $228.32 on Friday. The firm has a 50-day moving average of $232.12 and a 200 day moving average of $225.92. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The firm has a market cap of $549.63 billion, a P/E ratio of 26.40, a PEG ratio of 2.19 and a beta of 0.26.

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

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's dividend payout ratio (DPR) is 61.97%.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson presented multiple favorable ASCO 2026 data readouts, including practice-changing prostate cancer results for apalutamide and encouraging oncology/myeloma updates that support its specialty drug growth narrative. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Nipocalimab showed sustained lupus disease control in Phase 2 JASMINE data, with stronger responses in autoantibody-positive patients, bolstering J&J’s autoimmune pipeline and the case for future commercialization. Johnson & Johnson late-breaking results show nipocalimab significantly reduced systemic lupus erythematosus disease activity in a Phase 2 study
• Positive Sentiment: New Sjögren’s disease data further reinforced nipocalimab’s potential, showing greater clinical response in patients with higher autoantibody and IgG levels, which may indicate a meaningful treatment effect in more severe cases. Johnson & Johnson presents new data further reinforcing the role of nipocalimab in lowering the autoantibodies driving Sjögren's disease
• Neutral Sentiment: Newsweek named Johnson & Johnson among the World’s Greenest Companies 2026, a positive reputation item but not a major immediate earnings driver. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026

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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