Johnson & Johnson $JNJ Holdings Raised by Tredje AP fonden

Key Points

• Tredje AP fonden increased its Johnson & Johnson stake by 28% in the fourth quarter, bringing its holdings to 141,665 shares valued at about $29.3 million.
• Johnson & Johnson reported better-than-expected quarterly results, with EPS of $2.70 versus estimates of $2.68 and revenue of $24.06 billion, up 9.9% year over year.
• The company also raised its quarterly dividend to $1.34 per share from $1.30, while analysts largely remain positive with a consensus “Moderate Buy” rating and an average price target of $253.04.

Tredje AP fonden grew its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 28.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 141,665 shares of the company's stock after acquiring an additional 31,014 shares during the quarter. Tredje AP fonden's holdings in Johnson & Johnson were worth $29,318,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in JNJ. Brighton Jones LLC increased its holdings 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 during the last quarter. United Bank increased its holdings in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company's stock valued at $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC increased its holdings 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 valued at $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. increased its holdings 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 valued at $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings 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 valued at $11,255,000 after acquiring an additional 6,584 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Price Performance

Shares of JNJ opened at $229.97 on Wednesday. The company has a market cap of $553.59 billion, a P/E ratio of 26.59, a PEG ratio of 2.24 and a beta of 0.27. The stock has a fifty day moving average price of $234.70 and a 200 day moving average price of $222.62. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71.

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

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is a boost from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson's payout ratio is presently 60.12%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the business's stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.16% of the company's stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson launched its next-generation Shockwave C2 Aero Coronary IVL catheter, a new cardiovascular product that could support future sales growth in the medtech segment. Johnson And Johnson Catheter Launch Adds New Angle To JNJ Valuation
• Positive Sentiment: Analysts at Leerink upgraded Johnson & Johnson to Outperform and raised their price target, citing strong new drug momentum and improving fundamentals. Is Johnson & Johnson (JNJ) One of the Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026?
• Positive Sentiment: Recent coverage highlighted J&J’s expanding pipeline, new drug approvals, and rising cancer-medicine sales, reinforcing the company’s long-term growth story. J&J's Pipeline Progress & New Drugs Promise Stronger Long-Term Growth
• Positive Sentiment: J&J was also highlighted in dividend-stock and “Dogs of the Dow” pieces, which can attract income-focused buyers looking for stability and yield. These 3 Dividend Stocks Are as Close to a Sure Thing as Investing Gets

Analysts Set New Price Targets

A number of brokerages have recently weighed in on JNJ. Argus boosted their price target on Johnson & Johnson from $240.00 to $275.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Barclays upped their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an "equal weight" rating in a research note on Wednesday, April 15th. Wells Fargo & Company upped their price objective on Johnson & Johnson from $240.00 to $263.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 15th. Weiss Ratings downgraded Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research note on Friday, April 24th. Finally, The Goldman Sachs Group upped their price objective on Johnson & Johnson from $265.00 to $275.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $253.04.

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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