Deutsche Bank AG Has $3.98 Billion Stake in Johnson & Johnson $JNJ

Key Points

• Deutsche Bank increased its Johnson & Johnson stake by 8.5% in the second quarter to 15.66 million shares, worth approximately $3.98 billion. J&J now represents 1.2% of Deutsche Bank’s portfolio, while institutional investors own 69.55% of the stock.
• Analysts remain broadly positive, with J&J holding a “Moderate Buy” consensus rating and an average price target of $268.22. Recent ratings included TD Cowen raising its target to $300 and Leerink Partners upgrading the stock to “outperform.”
• J&J reported quarterly EPS and revenue above expectations, with revenue up 6.6% year over year, and reaffirmed 2026 EPS guidance of $11.60–$11.75. The company also declared a quarterly dividend of $1.34 per share, equivalent to a 2.0% annualized yield at the reported share price.

Deutsche Bank AG raised its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 8.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,661,323 shares of the company's stock after acquiring an additional 1,225,676 shares during the quarter. Johnson & Johnson comprises 1.2% of Deutsche Bank AG's investment portfolio, making the stock its 13th biggest holding. Deutsche Bank AG owned about 0.65% of Johnson & Johnson worth $3,977,506,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank grew its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company's stock worth $1,539,000 after purchasing an additional 4,876 shares during the period. Sivia Capital Partners LLC grew its holdings in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock worth $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. increased its stake in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on JNJ. TD Cowen boosted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a "buy" rating in a research report on Monday, July 13th. The Goldman Sachs Group reissued a "buy" rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Weiss Ratings upgraded Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday, July 24th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Finally, Leerink Partners raised shares of Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price target for the company in a research report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of "Moderate Buy" and an average target price of $268.22.

Key Johnson & Johnson News

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

Insider Activity at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing 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 dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,972 shares of company stock valued at $16,245,605 over the last quarter. Corporate insiders own 0.16% of the company's stock.

Johnson & Johnson Trading Up 1.0%

Shares of JNJ stock opened at $268.30 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market capitalization of $646.58 billion, a price-to-earnings ratio of 31.09, a PEG ratio of 2.56 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The company has a 50-day simple moving average of $258.88 and a two-hundred day simple moving average of $243.94.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts' consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company's revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently announced 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 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is currently 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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