SBI Securities Co. Ltd. Acquires 10,021 Shares of Johnson & Johnson $JNJ

Key Points

• SBI Securities increased its Johnson & Johnson position by 8.9% in the third quarter, purchasing 10,021 additional shares for a total holding of 122,412 shares valued at $32.4 million. Institutional investors collectively own 69.55% of J&J.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $275.92. Recent targets range from $282 to $300, although Weiss Ratings downgraded its buy rating and some analysts cite valuation and MedTech risks.
• J&J exceeded quarterly earnings expectations with EPS of $2.59 and revenue of $25.40 billion, while setting fiscal 2026 EPS guidance of $11.05–$11.15. The company also declared a quarterly dividend of $1.34 per share, equal to a 2.0% annualized yield.

SBI Securities Co. Ltd. lifted its holdings in Johnson & Johnson (NYSE:JNJ - Free Report) by 8.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 122,412 shares of the company's stock after buying an additional 10,021 shares during the period. Johnson & Johnson comprises approximately 0.7% of SBI Securities Co. Ltd.'s portfolio, making the stock its 27th biggest position. SBI Securities Co. Ltd.'s holdings in Johnson & Johnson were worth $32,407,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of JNJ. Wellington Management Group LLP lifted its stake in Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company's stock worth $5,736,851,000 after acquiring an additional 2,513,321 shares in the last quarter. Deutsche Bank AG boosted its position in Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company's stock worth $3,977,506,000 after acquiring an additional 1,225,676 shares during the period. Amundi grew its stake in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company's stock valued at $3,277,163,000 after acquiring an additional 2,001,139 shares in the last quarter. Janus Henderson Group PLC grew its stake in Johnson & Johnson by 1.9% during the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company's stock valued at $1,924,323,000 after acquiring an additional 148,497 shares in the last quarter. Finally, Jupiter Topco LLC acquired a new position in shares of Johnson & Johnson in the 2nd quarter valued at about $1,967,399,000. Hedge funds and other institutional investors own 69.55% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Johnson & Johnson from a "buy (b+)" rating to a "buy (b-)" rating in a research report on Friday. Argus set a $300.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Evercore set a $300.00 price objective on shares of Johnson & Johnson in a research note on Tuesday. The Goldman Sachs Group reiterated a "buy" rating and issued a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Finally, Wells Fargo & Company lifted their price target on Johnson & Johnson from $275.00 to $287.00 and gave the stock an "overweight" rating in a research report on Friday, October 16th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and an average price target of $275.92.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the 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 completion of the transaction, the executive vice president directly owned 16,994 shares of the company's stock, valued at $4,367,458. This trade represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 64,515 shares of company stock valued at $17,271,766 in the last 90 days. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $264.13 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.02 and a quick ratio of 0.81. Johnson & Johnson has a fifty-two week low of $184.66 and a fifty-two week high of $281.07. The firm has a fifty day moving average price of $265.64 and a two-hundred day moving average price of $250.21. The company has a market cap of $635.85 billion, a PE ratio of 40.02, a price-to-earnings-growth ratio of 2.61 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last posted its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a net margin of 16.20% and a return on equity of 31.64%. The company had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. During the same period last year, the business posted $2.80 EPS. The business's quarterly revenue was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Analysts expect that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Stockholders of record on Tuesday, November 24th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson's payout ratio is currently 81.21%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The United Kingdom approved J&J’s oral psoriasis treatment, expanding the company’s commercial opportunity in a major market and strengthening its immunology pipeline. UK approves J&J's oral psoriasis pill
• Positive Sentiment: J&J reported first real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its MedTech portfolio and help offset weakness in other device businesses. J&J reports VARIPULSE Pro and OMNYPULSE data
• Positive Sentiment: J&J has benefited from investor rotation into defensive healthcare and consumer-staples companies amid broader large-cap weakness, reinforcing demand for its relatively stable earnings and dividend profile. Defensive stocks attract buyers
• Neutral Sentiment: J&J’s implied fair value was raised from $270.59 to $279.41 per share, but analyst views remain divided. Supporters cite earnings resilience and the drug pipeline, while others point to valuation, MedTech execution risk and possible dilution from recent deals. J&J fair value adjustment
• Negative Sentiment: A proposed combination involving J&J’s orthopedics business and Smith & Nephew reportedly collapsed over a leadership dispute. The development removes potential strategic benefits and may raise questions about execution, although Smith & Nephew declined to comment. Orthopedics merger reportedly collapsed
• Negative Sentiment: J&J reclaimed its 50-day moving average, but falling earnings estimates, a premium valuation and weakness in MedTech are limiting the bullish technical signal. Erste Group also downgraded the shares to “Hold,” adding to near-term investor caution. J&J stock outlook and valuation concerns

About Johnson & Johnson

Johnson & Johnson NYSE: JNJ is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.

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