Nissay Asset Management Corp Japan Has $85.21 Million Stock Position in Johnson & Johnson $JNJ

Key Points

• Nissay Asset Management Japan increased its Johnson & Johnson stake by 3.2% in the second quarter, holding 335,504 shares worth approximately $85.2 million. Institutional investors collectively own 69.55% of JNJ.
• Johnson & Johnson beat quarterly earnings and revenue expectations, reporting $2.90 in EPS and $25.31 billion in revenue, with revenue up 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75.
• The company maintains a quarterly dividend of $1.34 per share, equivalent to a 2.0% annual yield, while analysts give JNJ a “Moderate Buy” consensus rating and an average price target of $272.83. Recent insider sales, including a $9.23 million transaction by an executive, could weigh modestly on sentiment.

Nissay Asset Management Corp Japan boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 3.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 335,504 shares of the company's stock after acquiring an additional 10,489 shares during the quarter. Nissay Asset Management Corp Japan's holdings in Johnson & Johnson were worth $85,208,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Auto Owners Insurance Co increased its stake in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company's stock valued at $1,436,633,000 after buying an additional 69,108,368 shares during the period. Norges Bank acquired a new position in shares of Johnson & Johnson in the fourth quarter worth $6,924,523,000. Capital World Investors purchased a new stake in shares of Johnson & Johnson during the fourth quarter worth $2,005,942,000. Jupiter Topco LLC acquired a new stake in Johnson & Johnson during the second quarter valued at $1,967,399,000. Finally, Diamant Asset Management Inc. increased its position in Johnson & Johnson by 24,436.5% in the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company's stock worth $109,338,000 after purchasing an additional 4,454,778 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Down 2.3%

NYSE JNJ opened at $269.04 on Wednesday. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $281.07. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock's 50 day moving average is $262.61 and its two-hundred day moving average is $245.47. The company has a market capitalization of $648.35 billion, a price-to-earnings ratio of 31.17, a PEG ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the previous year, the firm earned $2.77 EPS. Johnson & Johnson's quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were given a dividend of $1.34 per share. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is 62.11%.

Analyst Ratings Changes

Several brokerages recently commented on JNJ. The Goldman Sachs Group reissued a "buy" rating and issued a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Freedom Capital raised shares of Johnson & Johnson from a "hold" rating to a "strong-buy" rating in a research report on Thursday, July 16th. Argus set a $300.00 price objective on Johnson & Johnson in a research note on Wednesday, July 29th. UBS Group initiated coverage on shares of Johnson & Johnson in a report on Wednesday, September 2nd. They set a "buy" rating and a $320.00 price target for the company. Finally, Leerink Partners raised Johnson & Johnson from a "market perform" rating to an "outperform" rating and set a $265.00 price objective for the company in a research report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company's stock. According to MarketBeat, Johnson & Johnson has an average rating of "Moderate Buy" and an average price target of $272.83.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
• Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
• Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
• Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
• Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Insider Activity

In related news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of the transaction, the executive vice president directly owned 25,447 shares of the company's stock, valued at $6,991,308.78. This trade represents a 56.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the company's stock in a transaction dated 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 sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 97,569 shares of company stock worth $25,476,044 over the last ninety days. Corporate insiders own 0.16% of the company's stock.

About Johnson & Johnson

Johnson & Johnson NYSE: JNJ is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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