OMERS ADMINISTRATION Corp Buys 38,472 Shares of Johnson & Johnson $JNJ

Key Points

• OMERS Administration Corp boosted its Johnson & Johnson stake by 22% in Q1, buying 38,472 shares and bringing its total holding to 213,047 shares worth about $52.1 million.
• Johnson & Johnson recently beat quarterly earnings and revenue expectations, reporting $2.90 EPS on $25.31 billion in revenue, and it raised its FY2026 guidance to 11.60–11.75 EPS.
• The company continues to draw support from both dividend investors and analysts, with a quarterly dividend of $1.34 per share and an average Wall Street rating of Moderate Buy with a $265.30 price target.

OMERS ADMINISTRATION Corp increased its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 22.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 213,047 shares of the company's stock after buying an additional 38,472 shares during the quarter. OMERS ADMINISTRATION Corp's holdings in Johnson & Johnson were worth $52,077,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson in the fourth quarter worth $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the fourth quarter valued at about $26,000. DecisionPoint Financial LLC lifted its position in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company's stock worth $30,000 after purchasing an additional 75 shares during the period. Family CFO Inc acquired a new stake in Johnson & Johnson during the fourth quarter worth about $31,000. Finally, Bay Harbor Wealth Management LLC grew its stake in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company's stock worth $31,000 after buying an additional 49 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.16% of the company's stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
• Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J's Innovative Medicine Unit Proves Its Resilience in Q2
• Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
• Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
• Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
• Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ's Q2 Earnings Beat & Bullish 2026 Outlook

Johnson & Johnson Stock Up 1.6%

JNJ stock opened at $263.43 on Friday. The firm has a 50-day moving average price of $242.71 and a 200-day moving average price of $236.32. Johnson & Johnson has a 12 month low of $164.23 and a 12 month high of $269.43. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The stock has a market capitalization of $634.13 billion, a P/E ratio of 30.52, a price-to-earnings-growth ratio of 2.50 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 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The firm's revenue was up 6.6% on a year-over-year basis. During the same period in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities research analysts anticipate that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson's payout ratio is presently 62.11%.

Analyst Ratings Changes

Several brokerages have recently commented on JNJ. Wall Street Zen upgraded shares of Johnson & Johnson from a "hold" rating to a "buy" rating in a research report on Saturday, July 18th. Argus increased their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a "buy" rating in a research report on Thursday, April 16th. Daiwa Securities Group lifted their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an "outperform" rating in a research note on Thursday, April 16th. JPMorgan Chase & Co. upped their target price on Johnson & Johnson from $250.00 to $260.00 and gave the stock a "neutral" rating in a research note on Wednesday, April 15th. Finally, Raymond James Financial raised their target price on Johnson & Johnson from $258.00 to $265.00 and gave the company an "outperform" rating in a report on Thursday, July 16th. 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 currently has an average rating of "Moderate Buy" and an average target price of $265.30.

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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