Johnson & Johnson $JNJ Stock Holdings Lifted by Keybank National Association OH

Key Points

• KeyBank National Association OH raised its Johnson & Johnson stake by 15.6% in Q4, buying 183,181 shares to own 1,354,595 shares valued at about $280.3 million, making JNJ its 20th-largest position.
• Johnson & Johnson beat Q1 estimates (EPS $2.70 vs. $2.68; revenue $24.06B), set FY2026 guidance of 11.45–11.65 EPS, and raised its quarterly dividend to $1.34 (annualized $5.36, 2.4% yield), while analysts maintain a "Moderate Buy" consensus with an average target of $252.48.

Keybank National Association OH raised its position in Johnson & Johnson (NYSE:JNJ - Free Report) by 15.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,354,595 shares of the company's stock after purchasing an additional 183,181 shares during the quarter. Johnson & Johnson makes up approximately 1.0% of Keybank National Association OH's holdings, making the stock its 20th biggest position. Keybank National Association OH owned about 0.06% of Johnson & Johnson worth $280,334,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock worth $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank boosted its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company's stock worth $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company's stock worth $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. boosted its holdings in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock worth $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock worth $11,255,000 after purchasing an additional 6,584 shares in the last quarter. Hedge funds and other institutional investors 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: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

Johnson & Johnson Stock Performance

JNJ opened at $227.51 on Friday. The firm has a market capitalization of $547.66 billion, a P/E ratio of 26.30, a price-to-earnings-growth ratio of 2.22 and a beta of 0.27. The stock's 50 day moving average price is $238.83 and its two-hundred day moving average price is $219.70. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate 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 analysts' expectations of $23.60 billion. During the same period in the prior year, the business earned $2.77 earnings per share. Johnson & Johnson's revenue for the quarter was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend 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 Activity at Johnson & Johnson

In other news, 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 completion of the sale, the executive vice president directly owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 value of $324,762.52. Following the completion of the sale, the executive vice president directly 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 SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last three months. 0.16% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of brokerages recently issued reports on JNJ. Citigroup upped their price objective on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a "buy" rating in a report on Tuesday, April 7th. Leerink Partners upped their price objective on shares of Johnson & Johnson from $232.00 to $252.00 and gave the stock a "market perform" rating in a report on Wednesday, April 15th. Rothschild & Co Redburn upped their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a "neutral" rating in a report on Thursday, February 19th. Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a "hold" rating in a report on Wednesday, April 15th. Finally, TD Cowen assumed coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They set a "buy" rating and a $250.00 price objective for the company. Eighteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $252.48.

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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