Johnson & Johnson $JNJ Shares Purchased by IFM Investors Pty Ltd

IFM Investors Pty Ltd boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 3.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 489,545 shares of the company’s stock after buying an additional 17,014 shares during the period. Johnson & Johnson makes up 0.8% of IFM Investors Pty Ltd’s portfolio, making the stock its 15th biggest holding. IFM Investors Pty Ltd’s holdings in Johnson & Johnson were worth $101,311,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Greenberg Financial Group acquired a new stake in Johnson & Johnson in the 4th quarter worth about $954,000. Varma Mutual Pension Insurance Co boosted its stake in Johnson & Johnson by 8.9% in the 3rd quarter. Varma Mutual Pension Insurance Co now owns 378,256 shares of the company’s stock worth $70,136,000 after buying an additional 30,900 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Johnson & Johnson by 4.3% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company’s stock valued at $932,835,000 after purchasing an additional 208,765 shares in the last quarter. JT Stratford LLC lifted its stake in shares of Johnson & Johnson by 7.6% in the 3rd quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock valued at $11,047,000 after purchasing an additional 4,216 shares in the last quarter. Finally, World Investment Advisors increased its position in Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently issued reports on the stock. Raymond James Financial increased their target price on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Argus increased their target price 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. HSBC increased their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, March 17th. The Goldman Sachs Group increased their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Finally, TD Cowen assumed coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $238.59 on Friday. The company has a market cap of $574.33 billion, a P/E ratio of 27.58, a PEG ratio of 2.34 and a beta of 0.26. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71. The business’s 50-day simple moving average is $231.58 and its 200 day simple moving average is $227.11.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion for 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%.The company’s revenue was up 9.9% on a year-over-year basis. During the same period last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, sell-side analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson reported strong Phase 2/3 results for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia, showing a statistically significant durable hemoglobin response and rapid onset of effect in a disease with no FDA-approved therapies. That strengthens the company’s rare-disease pipeline and could create a new growth driver. Article Title
• Positive Sentiment: The company is expanding U.S. availability of TECNIS PureSee IOL, a cataract surgery lens, which adds another incremental commercial win in medtech and supports recurring product revenue. Article Title
• Positive Sentiment: Johnson & Johnson will acquire Firefly Bio for about $1 billion, a move aimed at strengthening its oncology pipeline and signaling continued investment in high-growth cancer treatments. Article Title
• Positive Sentiment: Several recent pieces highlight bullish valuation and dividend arguments, with investors pointing to JNJ’s strong balance sheet, durable cash flow, and attractive long-term total returns. Analysts also lifted some earnings estimates, reinforcing the view that the stock remains a defensive compounder. Article Title
• Neutral Sentiment: Recent commentary from Jim Cramer and other market writers praised Johnson & Johnson’s “great new drug profits” and “AAA balance sheet,” which may have helped sentiment but did not include a major new fundamental update. Article Title
• Negative Sentiment: The main offsetting headline is a $32 million asbestos/talc verdict in Los Angeles, which keeps legal risk in focus and could pressure sentiment around the stock’s litigation overhang. Article Title

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.