PFA Pension Forsikringsaktieselskab Makes New $307.94 Million Investment in Johnson & Johnson $JNJ

Key Points

• PFA Pension Forsikringsaktieselskab bought 1,488,275 shares of Johnson & Johnson for about $307.94 million, making JNJ roughly 0.9% of PFA’s holdings and the firm's 14th-largest position; PFA now owns about 0.06% of JNJ.
• Q1 results beat: JNJ reported $2.70 EPS vs. $2.68 expected and revenue of $24.06 billion (up 9.9% YoY), and set FY‑2026 guidance of $11.45–$11.65 EPS (consensus ~11.57).
• Dividend raised to $1.34 quarterly ($5.36 annualized, ~2.4% yield), with an ex‑dividend date of May 26 and a payment scheduled for June 9.

PFA Pension Forsikringsaktieselskab purchased a new stake in Johnson & Johnson (NYSE:JNJ - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,488,275 shares of the company's stock, valued at approximately $307,939,000. Johnson & Johnson accounts for about 0.9% of PFA Pension Forsikringsaktieselskab's holdings, making the stock its 14th largest position. PFA Pension Forsikringsaktieselskab owned 0.06% of Johnson & Johnson as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in JNJ. WealthCollab LLC raised its position in shares of Johnson & Johnson by 4.7% in the fourth quarter. WealthCollab LLC now owns 1,015 shares of the company's stock valued at $210,000 after purchasing an additional 46 shares during the period. Vista Investment Partners II LLC boosted its holdings in Johnson & Johnson by 1.2% in the 4th quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company's stock worth $789,000 after buying an additional 47 shares during the period. Campbell Deegan Wealth Management LLC grew its stake in Johnson & Johnson by 1.6% in the 4th quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company's stock valued at $619,000 after buying an additional 48 shares in the last quarter. Finivi Inc. grew its stake in Johnson & Johnson by 2.0% in the 4th quarter. Finivi Inc. now owns 2,458 shares of the company's stock valued at $509,000 after buying an additional 48 shares in the last quarter. Finally, Centennial Wealth Advisory LLC raised its holdings in Johnson & Johnson by 2.2% during the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company's stock valued at $473,000 after acquiring an additional 49 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Price Performance

Johnson & Johnson stock opened at $224.15 on Tuesday. The business has a 50-day simple moving average of $238.83 and a 200 day simple moving average of $219.90. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The stock has a market cap of $539.57 billion, a price-to-earnings ratio of 25.91, a PEG ratio of 2.23 and a beta of 0.27. 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 (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping 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 analyst estimates of $23.60 billion. During the same quarter in the previous year, the firm earned $2.77 earnings per share. 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, research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal 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 issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. This is an increase from Johnson & Johnson's previous quarterly dividend of $1.30. Johnson & Johnson's payout ratio is 60.12%.

Insiders Place Their Bets

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 transaction of $1,508,287.83. Following the completion of the sale, the executive vice president 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 document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares of the company's stock, valued at approximately $6,540,469.77. This represents a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on JNJ shares. Bank of America raised their price target on Johnson & Johnson from $253.00 to $254.00 and gave the stock a "neutral" rating in a report on Wednesday, April 15th. UBS Group reissued a "buy" rating on shares of Johnson & Johnson in a report on Monday, January 5th. The Goldman Sachs Group raised their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a "buy" rating in a research note on Wednesday, April 15th. Wells Fargo & Company upped their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an "overweight" rating in a research report on Wednesday, April 15th. Finally, 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 report on Thursday, April 16th. Eighteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $252.48.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: FDA wins and regulatory progress could boost future revenue for JNJ’s rare‑disease and schizophrenia programs; the article discusses how investors may respond to those approvals. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
• Positive Sentiment: JNJ’s CAPLYTA (lumateperone) ranked highest in a network meta‑analysis for adjunctive MDD efficacy and showed no weight gain versus placebo — a favorable positioning for psychiatry sales and prescribing. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments
• Positive Sentiment: FDA accepted a protocol amendment for the NANORAY‑312 Phase 3 head & neck cancer trial sponsored by JNJ (Nanobiotix program) — regulatory acceptance reduces an execution risk for a partnered oncology asset. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
• Positive Sentiment: A J&J study supports use of Abiomed’s Impella 5.5 in non‑shock, high‑risk patients, which may help device adoption and hospital use cases relevant to JNJ’s devices/solutions exposure. Johnson & Johnson study backs Abiomed Impella 5.5 in non-shock, high-risk patients
• Neutral Sentiment: Wall Street analysts remain moderately optimistic on JNJ after recent performance — supportive but not a catalyst by itself. Are Wall Street Analysts Bullish on Johnson & Johnson Stock?
• Neutral Sentiment: Investor letters and coverage (Baron/InsiderMonkey pieces) argue JNJ’s accelerating growth justifies a higher multiple — positive for medium‑term thesis but highlights valuation sensitivity. Johnson & Johnson’s (JNJ) Accelerating Growth Justifies the Higher Multiple
• Negative Sentiment: Sector dynamics: AbbVie’s strong Q1 results and raised guidance have lifted ABBV shares, which can divert investor funds within the healthcare group and pressure JNJ’s relative performance today. ABBV Stock Up 5% on Robust Q1 Performance: Time to Buy, Sell or Hold?

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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