Johnson & Johnson $JNJ Shares Bought by Commerzbank Aktiengesellschaft FI

Key Points

• Commerzbank Aktiengesellschaft FI boosted its Johnson & Johnson stake by 3.8% in the fourth quarter, buying 32,641 more shares and bringing its total holding to 889,390 shares worth about $184.1 million.
• Johnson & Johnson recently reported better-than-expected quarterly results, with EPS of $2.70 and revenue of $24.06 billion, and it raised its full-year FY2026 EPS guidance to 11.45-11.65.
• The company also announced a higher quarterly dividend of $1.34 per share, up from $1.30, while analysts currently rate the stock a “Moderate Buy” with a consensus price target of $253.04.

Commerzbank Aktiengesellschaft FI increased its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 3.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 889,390 shares of the company's stock after buying an additional 32,641 shares during the quarter. Johnson & Johnson makes up 3.7% of Commerzbank Aktiengesellschaft FI's holdings, making the stock its 5th biggest position. Commerzbank Aktiengesellschaft FI's holdings in Johnson & Johnson were worth $184,059,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Brighton Jones LLC lifted its holdings in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank lifted its holdings in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company's stock valued at $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock valued at $896,000 after purchasing an additional 692 shares during the last quarter. Wealth Group Ltd. lifted its holdings in Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock valued at $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Johnson & Johnson by 9.8% during the 2nd 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 last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Johnson & Johnson Stock Down 1.7%

JNJ opened at $226.81 on Friday. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The company has a market capitalization of $545.98 billion, a P/E ratio of 26.22, a P/E/G ratio of 2.26 and a beta of 0.27. The stock has a fifty day moving average of $235.13 and a 200-day moving average of $221.79.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its earnings results 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. 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 the consensus estimate of $23.60 billion. During the same quarter last year, the firm earned $2.77 earnings per share. The company's 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, equities analysts expect that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson's dividend payout ratio (DPR) is currently 60.12%.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred 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 sale, the executive vice president owned 25,447 shares of the company's stock, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 in the last three months. 0.16% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. JPMorgan Chase & Co. raised their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a report on Wednesday, April 15th. Rothschild & Co Redburn raised their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a report on Thursday, February 19th. Morgan Stanley set a $283.00 price target on Johnson & Johnson in a report on Wednesday, April 15th. Sanford C. Bernstein raised their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a "market perform" rating in a report on Wednesday, April 15th. Finally, Weiss Ratings downgraded Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a report on Friday, April 24th. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $253.04.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Johnson & Johnson Profile

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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