KBC Group NV lifted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 4.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,322,168 shares of the company's stock after buying an additional 52,861 shares during the period. Johnson & Johnson comprises approximately 0.7% of KBC Group NV's portfolio, making the stock its 19th biggest position. KBC Group NV owned about 0.05% of Johnson & Johnson worth $335,791,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company's stock valued at $49,740,362,000 after acquiring an additional 3,731,074 shares in the last quarter. State Street Corp lifted its position in shares of Johnson & Johnson by 1.3% in the fourth quarter. State Street Corp now owns 133,869,843 shares of the company's stock worth $27,704,364,000 after purchasing an additional 1,663,782 shares in the last quarter. Auto Owners Insurance Co boosted its holdings in shares of Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company's stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares during the period. Geode Capital Management LLC grew its position in Johnson & Johnson by 3.1% during the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company's stock valued at $11,967,947,000 after purchasing an additional 1,738,292 shares in the last quarter. Finally, Norges Bank purchased a new position in Johnson & Johnson during the fourth quarter valued at approximately $6,924,523,000. 69.55% of the stock is 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: The FDA approved Imaavy (nipocalimab) as the first specifically indicated treatment for warm autoimmune hemolytic anemia (wAIHA) in adults and patients aged 12 and older who currently or previously received corticosteroids. The approval expands J&J’s immunology franchise, addresses an unmet need in a rare, life-threatening disease and provides another potential growth driver for the company’s FcRn antibody platform. FDA approves Imaavy for wAIHA
- Positive Sentiment: Analysts and industry coverage view Imaavy’s approval as progress toward J&J’s goal of achieving approximately $5 billion in peak sales for the drug, although the initial wAIHA patient population is relatively small. The company also received European approval to expand the use of its cancer medicine Tecvayli, broadening its oncology reach. Imaavy and Tecvayli approvals
- Positive Sentiment: J&J’s recent operating momentum remains supportive: its latest quarterly results exceeded revenue and earnings expectations, revenue rose year over year, and management set fiscal 2026 EPS guidance of $11.60-$11.75. J&J pipeline momentum
- Neutral Sentiment: Healthcare stocks have benefited from investors seeking stability amid weakness or elevated valuations in technology shares. J&J’s defensive profile and dividend consistency may support demand, though higher Treasury yields make dividend stocks less relatively attractive. Investors seek stability in J&J
- Neutral Sentiment: J&J shares have risen more than 50% over the past year and are near their 12-month high. Commentary describes the stock as a hold, suggesting that much of the pipeline and earnings optimism may already be reflected in the valuation.
- Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case, renewing concerns about the company’s asbestos litigation liabilities despite J&J’s proposed multibillion-dollar settlement. FDA approval and talc litigation coverage
- Negative Sentiment: Investors continue to monitor the rapid erosion of Stelara following patent and exclusivity losses, making successful launches such as Imaavy important for replacing declining revenue from older products. J&J patent-cliff comparison
Analysts Set New Price Targets
A number of equities research analysts have issued reports on JNJ shares. The Goldman Sachs Group reiterated a "buy" rating and issued a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Bank of America upped their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a "neutral" rating in a research note on Friday, July 10th. Leerink Partners upgraded Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective for the company in a report on Wednesday, May 13th. Citigroup boosted their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a "buy" rating in a research note on Wednesday, July 8th. Finally, HSBC set a $290.00 target price on Johnson & Johnson and gave the stock a "buy" rating in a research report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $268.22.
Check Out Our Latest Research Report on Johnson & Johnson
Johnson & Johnson Trading Up 0.1%
Shares of JNJ stock opened at $273.28 on Wednesday. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The business's 50 day moving average is $256.59 and its two-hundred day moving average is $243.36. The company has a market cap of $658.58 billion, a PE ratio of 31.67, a price-to-earnings-growth ratio of 2.61 and a beta of 0.24.
Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data 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 business had revenue of $25.31 billion during the quarter, compared to analysts' expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson's revenue for the quarter was up 6.6% on a year-over-year basis. During the same period in the previous year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts predict that Johnson & Johnson will post 11.61 EPS for the current year.
Johnson & Johnson Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders 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 yield of 2.0%. Johnson & Johnson's payout ratio is currently 62.11%.
Insider Activity
In other news, EVP Elizabeth Forminard sold 15,918 shares of the firm's stock in a transaction dated 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 value of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 63,972 shares of company stock valued at $16,245,605 over the last three months. 0.16% of the stock is currently owned by insiders.
Johnson & Johnson Company Profile
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Free Report)
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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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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