Johnson & Johnson $JNJ Shares Purchased by TD Waterhouse Canada Inc.

Key Points

• TD Waterhouse Canada Inc. increased its Johnson & Johnson stake by 7.6% in Q4, adding 30,838 shares to hold 434,592 shares worth about $89.93 million; institutional investors now own 69.55% of JNJ.
• J&J beat Q1 expectations, reporting $2.70 EPS (vs. $2.68 est.) and $24.06B revenue, set FY2026 guidance of $11.45–$11.65 EPS, and raised the quarterly dividend to $1.34 (2.3% yield) payable June 9.

TD Waterhouse Canada Inc. boosted its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 7.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 434,592 shares of the company's stock after purchasing an additional 30,838 shares during the quarter. TD Waterhouse Canada Inc.'s holdings in Johnson & Johnson were worth $89,934,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in the company. AustralianSuper Pty Ltd increased its stake in shares of Johnson & Johnson by 632.0% during the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company's stock valued at $16,536,000 after acquiring an additional 77,000 shares during the last quarter. J.W. Cole Advisors Inc. increased its stake in shares of Johnson & Johnson by 2.2% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company's stock valued at $24,278,000 after acquiring an additional 2,769 shares during the last quarter. Guinness Asset Management LTD increased its stake in shares of Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company's stock valued at $251,216,000 after acquiring an additional 5,994 shares during the last quarter. Greenberg Financial Group acquired a new position in shares of Johnson & Johnson during the 4th quarter valued at about $954,000. Finally, National Pension Service increased its stake in shares of Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company's stock valued at $913,484,000 after acquiring an additional 151,707 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

Johnson & Johnson Stock Up 2.0%

JNJ opened at $230.67 on Friday. The firm has a 50 day moving average price of $240.50 and a 200 day moving average price of $218.19. The company has a market cap of $555.60 billion, a PE ratio of 26.67, a price-to-earnings-growth ratio of 2.21 and a beta of 0.34. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its 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. The firm had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The company's revenue was up 9.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently announced 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 a boost from Johnson & Johnson's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson's dividend payout ratio 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 shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares of the company's stock, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 transaction of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 30,142 shares of company stock valued at $7,360,528. Corporate insiders own 0.16% of the company's stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: Long‑term Phase 3 and open‑label extension data for IMAAVY (nipocalimab) showed sustained disease control and safety through ~120 weeks in generalized myasthenia gravis; J&J also started the first industry head‑to‑head FcRn study — these clinical wins strengthen JNJ’s immunology franchise and future revenue potential. IMAAVY press release
• Positive Sentiment: New AI and EP (electrophysiology) product updates — including the CARTOSOUND SONATA AI module and expanded VARIPULSE data — add visible growth optionality in cardiac devices and services, helping justify premium valuation for the MedTech segment. AI Cardiac Tools article
• Positive Sentiment: Strategic commercial collaboration with Viz.ai to deploy AI subdural hemorrhage detection across U.S. hospitals broadens J&J’s neurovascular offering and supports recurring software/solution revenue opportunities. Viz.ai collaboration
• Positive Sentiment: CE Mark approval for the new ETHICON 4000 surgical stapler is a commercial milestone that supports device sales growth in Europe and enhances the surgical portfolio’s near‑term revenue trajectory. ETHICON 4000 CE Mark
• Positive Sentiment: Technical and sentiment catalysts: Seeking Alpha notes JNJ snapped a six‑session losing streak, and high‑profile endorsements / analyst attention (including Jim Cramer buys and a Guggenheim mention) are drawing retail and institutional interest. Seeking Alpha: snap losses Jim Cramer mention Guggenheim analyst note
• Neutral Sentiment: Coverage pieces highlight JNJ as a defensive/dividend and counter‑cyclical pick, which can attract income‑oriented buyers but is a longer‑term narrative rather than an immediate catalyst. Dividend stocks article Counter cyclical article

Analyst Upgrades and Downgrades

A number of research firms have recently commented on JNJ. Freedom Capital downgraded shares of Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 16th. Loop Capital set a $220.00 price objective on shares of Johnson & Johnson in a research note on Tuesday, January 27th. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an "overweight" rating in a research note on Wednesday, April 15th. Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Finally, Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a research note on Wednesday, April 15th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $252.48.

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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