Johnson & Johnson $JNJ Position Boosted by Bank Julius Baer & Co. Ltd Zurich

Key Points

• Bank Julius Baer increased its Johnson & Johnson stake by 6.7% in the third quarter, bringing its holdings to 2.91 million shares worth approximately $771 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson reported quarterly EPS of $2.59, beating estimates by $0.06, while revenue rose 5.9% year over year to $25.40 billion. The company maintained 2026 EPS guidance of $11.05–$11.15.
• Positive clinical data for J&J’s Impella heart pumps may support future MedTech growth, but the stock’s recent gains have raised valuation concerns. Shares trade near $271, while analysts’ consensus price target is $275.92 and the company offers a 2.0% dividend yield.

Bank Julius Baer & Co. Ltd Zurich lifted its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 6.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,906,056 shares of the company's stock after acquiring an additional 183,100 shares during the period. Johnson & Johnson makes up about 2.0% of Bank Julius Baer & Co. Ltd Zurich's portfolio, making the stock its 10th largest holding. Bank Julius Baer & Co. Ltd Zurich owned approximately 0.12% of Johnson & Johnson worth $770,978,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in JNJ. Jupiter Topco LLC acquired a new position in Johnson & Johnson during the second quarter valued at approximately $1,967,399,000. Corient Private Wealth LP boosted its holdings in shares of Johnson & Johnson by 127.3% in the 2nd quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company's stock valued at $1,539,292,000 after purchasing an additional 3,393,981 shares in the last quarter. Wellington Management Group LLP boosted its holdings in shares of Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company's stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares in the last quarter. Amundi increased its stake in shares of Johnson & Johnson by 17.5% in the 1st quarter. Amundi now owns 13,406,820 shares of the company's stock valued at $3,277,163,000 after purchasing an additional 2,001,139 shares during the last quarter. Finally, SEB Asset Management AB bought a new position in shares of Johnson & Johnson in the 1st quarter valued at $314,468,000. Institutional investors and hedge funds own 69.55% of the company's stock.

Key Johnson & Johnson News

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

• Positive Sentiment: New real-world and observational analyses presented at the TCT 2026 symposium found lower in-hospital and short-term mortality among high-risk percutaneous coronary intervention patients supported by Impella pumps. The findings covered 1,379 patients in U.S. and European hospitals and compared favorably with results from the CHIP-BCIS3 study. Data Show Positive Survival and Patient Outcomes with Best-Practice Impella Support in HRPCI
• Positive Sentiment: A separate report cited a 94% success rate in a coronary-device trial, adding to evidence that Impella could improve outcomes in complex coronary procedures. Stronger clinical support could help J&J expand adoption of the devices and reinforce its medical-technology growth strategy. Johnson & Johnson reports 94% success rate in trial of coronary artery device
• Positive Sentiment: Clinicians also reviewed progress in the ongoing PROTECT IV trial, which is expected to provide additional evidence for Impella-supported high-risk procedures. Further positive results could improve confidence in the product’s long-term commercial potential. What Is Johnson & Johnson Signaling With Its New Impella Heart Pump Data?
• Neutral Sentiment: Exchange-traded funds purchased approximately $35.1 million of JNJ shares on October 29, suggesting institutional demand, though the transaction alone does not establish a lasting change in investor sentiment. ETFs Are Buying Johnson & Johnson
• Negative Sentiment: Some coverage questioned whether JNJ is fully valued after strong recent performance, including a reported 6.71% 30-day return and 31.76% year-to-date gain. That raises the risk that positive Impella news is already reflected in the stock and could limit near-term upside. Johnson & Johnson As Impella Data Fuels The Story, Is The Stock Fully Valued?

Johnson & Johnson Stock Performance

Johnson & Johnson stock opened at $270.81 on Tuesday. The business has a 50 day moving average of $265.74 and a 200-day moving average of $247.22. The company has a market capitalization of $651.93 billion, a P/E ratio of 41.03, a P/E/G ratio of 2.68 and a beta of 0.21. Johnson & Johnson has a 1 year low of $185.12 and a 1 year high of $282.02. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.74.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The business had revenue of $25.40 billion for the quarter, compared to the consensus estimate of $25.38 billion. During the same period last year, the company earned $2.80 EPS. The firm's revenue was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, equities research analysts predict that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be paid a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is presently 81.21%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on JNJ shares. Sanford C. Bernstein set a $270.00 price target on Johnson & Johnson in a report on Thursday, October 15th. TD Cowen reaffirmed a "buy" rating on shares of Johnson & Johnson in a research note on Tuesday, October 20th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research report on Monday, August 3rd. Freedom Capital raised Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Finally, Evercore set a $300.00 target price on shares of Johnson & Johnson in a report on Tuesday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $275.92.

Insider Transactions at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm's stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company's stock, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm's stock in a transaction on 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 transaction, the executive vice president directly owned 194,451 shares of the company's stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 64,515 shares of company stock worth $17,271,766. Company insiders own 0.16% of the company's stock.

About Johnson & Johnson

Johnson & Johnson NYSE: JNJ is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.

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