Mitsubishi UFJ Asset Management Co. Ltd. Has $1.09 Billion Position in Johnson & Johnson $JNJ

Key Points

• Mitsubishi UFJ Asset Management boosted its Johnson & Johnson stake by 4.9% in the fourth quarter, bringing its holdings to 5.28 million shares worth about $1.09 billion. J&J is now its 18th-largest holding.
• Wall Street remains constructive on J&J, with 18 Buy ratings and 9 Hold ratings and a consensus “Moderate Buy” rating. The average analyst price target is $252.48.
• Johnson & Johnson reported better-than-expected quarterly earnings and revenue, raised its full-year EPS guidance to 11.45–11.65, and increased its quarterly dividend to $1.34 per share, implying a 2.4% yield.

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,278,800 shares of the company's stock after purchasing an additional 247,965 shares during the period. Johnson & Johnson makes up about 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.'s portfolio, making the stock its 18th biggest holding. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.22% of Johnson & Johnson worth $1,094,505,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson in the 3rd quarter valued at $26,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the 4th quarter valued at $26,000. DecisionPoint Financial LLC raised its holdings in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock valued at $30,000 after acquiring an additional 75 shares in the last quarter. Family CFO Inc acquired a new position in Johnson & Johnson in the 4th quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC raised its holdings in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock valued at $31,000 after acquiring an additional 49 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Weiss Ratings cut Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a report on Friday, April 24th. Stifel Nicolaus lifted their price objective on Johnson & Johnson from $220.00 to $250.00 and gave the company a "hold" rating in a report on Wednesday, April 15th. Raymond James Financial lifted their price objective on Johnson & Johnson from $237.00 to $258.00 and gave the company an "outperform" rating in a report on Wednesday, April 15th. Freedom Capital cut Johnson & Johnson from a "strong-buy" rating to a "hold" rating in a report on Friday, January 16th. Finally, Argus lifted their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the company a "buy" rating in a report on Thursday, April 16th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $252.48.

Insiders Place Their Bets

In other news, EVP Vanessa Broadhurst sold 6,197 shares of the business's stock in a transaction 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 completion of the transaction, the executive vice president owned 23,003 shares of the company's stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the business's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This represents a 45.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is owned by insiders.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $222.37 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The stock has a market capitalization of $535.30 billion, a P/E ratio of 25.71, a price-to-earnings-growth ratio of 2.20 and a beta of 0.27. The stock has a fifty day moving average of $237.59 and a 200-day moving average of $220.58.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 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 analysts' expectations of $23.60 billion. During the same quarter in the previous year, the firm earned $2.77 EPS. Johnson & Johnson'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, sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. This is an increase 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 dividend yield of 2.4%. Johnson & Johnson's payout ratio is presently 60.12%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Oncology sales continue to drive growth — J&J reported strong oncology momentum (Darzalex, Erleada and recent launches) with double‑digit oncology sales growth and management reiterating an aggressive cancer revenue ambition toward long‑term targets. Darzalex, Erleada & New Drugs Keep J&J's Oncology Engine Charged in Q1
• Positive Sentiment: Ottava surgical robot hit endpoints in a pivotal bariatric study, supporting MedTech commercialization prospects and an expanded addressable market for JNJ’s surgical‑robotics push. This outcome can underpin future revenue diversification. Johnson & Johnson says Ottava surgical robot met endpoints in pivotal bariatric surgery study
• Positive Sentiment: Corporate PR and patient‑engagement push — J&J launched the “Generation Fine” global campaign targeting depression care, which bolsters the company’s neuropsychiatry profile and may aid uptake if upcoming therapies get approvals. (Reputational/market positioning benefit.) Johnson & Johnson launches "Generation Fine"
• Neutral Sentiment: Pipeline expansion and R&D investments — J&J is advancing programs across immunology, MedTech and AI-enabled care; these longer‑term investments support future growth but carry typical development timelines and execution risk. Johnson And Johnson Expands Clinical Pipeline In Immunology MedTech And AI
• Negative Sentiment: Clinical setbacks weigh on sentiment — JNJ’s dual‑target antibody for IBD (JNJ‑4804) failed to meet its primary endpoint in Phase 2b, and related IBD program readouts were described as showing no meaningful improvement, raising doubts about near-term immunology launches. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook
• Negative Sentiment: Independent coverage highlights a trial miss — reporting on the IBD trial outcome underscores execution risk and likely near‑term pressure on sentiment until clearer data or program pivots are provided. Johnson and Johnson advances IBD therapy, despite trial miss

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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