Johnson & Johnson $JNJ Shares Acquired by Xponance LLC

Xponance LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 5.0% in the fourth quarter, HoldingsChannel reports. The firm owned 410,272 shares of the company’s stock after acquiring an additional 19,527 shares during the quarter. Johnson & Johnson makes up about 0.6% of Xponance LLC’s investment portfolio, making the stock its 20th biggest position. Xponance LLC’s holdings in Johnson & Johnson were worth $84,906,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Norges Bank purchased a new position in Johnson & Johnson in the fourth quarter valued at $6,924,523,000. Capital World Investors purchased a new position in Johnson & Johnson in the fourth quarter valued at $2,005,942,000. Vanguard Group Inc. boosted its holdings in Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. Capital International Investors boosted its holdings in Johnson & Johnson by 93.3% in the fourth quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock valued at $1,546,130,000 after purchasing an additional 3,605,981 shares during the period. Finally, Amundi boosted its holdings in Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported encouraging late-stage results for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia, showing statistically significant durable hemoglobin response and rapid onset of effect in a disease with no FDA-approved treatment options. That supports the company’s immunology pipeline and possible future revenue growth. Article Title
• Positive Sentiment: The company expanded U.S. availability of TECNIS PureSee, an advanced cataract lens option, adding another incremental growth driver in medtech and reinforcing its leadership in eye care. Article Title
• Positive Sentiment: J&J announced plans to acquire Firefly Bio for about $1 billion, a move aimed at strengthening its cancer-treatment pipeline and signaling continued deal-making to support long-term growth. Article Title
• Positive Sentiment: Multiple analyst/commentary pieces remained constructive on JNJ’s valuation, with investors highlighting its “discount” relative to quality, strong drug profits, and AAA balance-sheet profile. Article Title
• Neutral Sentiment: Several articles reiterated that J&J remains a favored defensive dividend stock, which supports investor interest but does not change fundamentals on its own. Article Title
• Negative Sentiment: A Los Angeles jury awarded $32 million in a talc/asbestos case, renewing legal risk concerns that have long weighed on Johnson & Johnson’s shares and could keep a lid on valuation. Article Title
• Negative Sentiment: Coverage of the latest talc verdict underscores that litigation remains an important risk factor investors are still watching closely. Article Title

Johnson & Johnson Stock Up 0.0%

Shares of NYSE JNJ opened at $238.59 on Friday. The company has a market capitalization of $574.33 billion, a price-to-earnings ratio of 27.58, a price-to-earnings-growth ratio of 2.34 and a beta of 0.26. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The business has a 50-day moving average of $231.58 and a two-hundred day moving average of $227.11. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.Johnson & Johnson’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same period in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, 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 declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. Rothschild & Co Redburn lifted their target price on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Wells Fargo & Company lifted their target price on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. Barclays lifted their target price on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. HSBC lifted their target price on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, March 17th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $265.00 price target on shares of Johnson & Johnson in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

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.