Danske Bank A S Boosts Position in Johnson & Johnson $JNJ

Key Points

• Danske Bank A/S increased its position in Johnson & Johnson by 7.1% in Q4 to 2,123,341 shares (about $439.4M), making JNJ 1.0% of Danske's portfolio and its 13th-largest holding.
• Company insiders sold a total of 30,142 JNJ shares in the past 90 days (≈$7.36M), including EVP Timothy Schmid's sale of 22,623 shares, leaving insiders with about 0.16% ownership.
• Johnson & Johnson beat Q1 estimates (EPS $2.70 vs. $2.68; revenue $24.06B vs. $23.60B), set FY2026 EPS guidance of $11.45–$11.65, raised its quarterly dividend to $1.34 ($5.36 annual, 2.4% yield), and carries a consensus "Moderate Buy" analyst target of $252.48.

Danske Bank A S boosted its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 7.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,123,341 shares of the company's stock after acquiring an additional 141,534 shares during the quarter. Johnson & Johnson accounts for 1.0% of Danske Bank A S's portfolio, making the stock its 13th biggest holding. Danske Bank A S owned 0.09% of Johnson & Johnson worth $439,425,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of JNJ. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson during the third quarter valued at $26,000. DecisionPoint Financial LLC increased its position in Johnson & Johnson by 104.2% during the fourth 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. Semmax Financial Advisors Inc. increased its position 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 buying an additional 72 shares in the last quarter. Family CFO Inc purchased a new stake in Johnson & Johnson in the fourth quarter worth about $31,000. Finally, Turning Point Benefit Group Inc. purchased a new stake in Johnson & Johnson in the third quarter worth about $41,000. Hedge funds and other institutional investors own 69.55% of the company's stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

Insider Transactions at Johnson & Johnson

In other news, EVP Timothy Schmid sold 22,623 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value 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 represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 30,142 shares of company stock valued at $7,360,528. Corporate insiders own 0.16% of the company's stock.

Wall Street Analyst Weigh In

JNJ has been the subject of a number of analyst reports. HSBC upped their price target on Johnson & Johnson from $265.00 to $280.00 and gave the stock a "buy" rating in a research report on Tuesday, March 17th. Stifel Nicolaus upped their price target on Johnson & Johnson from $220.00 to $250.00 and gave the stock a "hold" rating in a research report on Wednesday, April 15th. Royal Bank Of Canada restated an "outperform" rating and issued a $265.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 15th. Finally, Leerink Partners upped their price target on Johnson & Johnson from $232.00 to $252.00 and gave the stock a "market perform" rating in a research report on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $252.48.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $227.51 on Monday. The firm has a market cap of $547.66 billion, a price-to-earnings ratio of 26.30, a price-to-earnings-growth ratio of 2.23 and a beta of 0.27. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The business has a 50-day moving average price of $238.83 and a 200-day moving average price of $219.90. 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 released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts' consensus estimates of $2.68 by $0.02. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business's quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities research analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio is currently 60.12%.

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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