Nykredit A S Invests $278.98 Million in Johnson & Johnson $JNJ

Nykredit A S purchased a new stake in shares of Johnson & Johnson (NYSE:JNJ) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 1,098,456 shares of the company’s stock, valued at approximately $278,975,000. Johnson & Johnson makes up 0.9% of Nykredit A S’s investment portfolio, making the stock its 18th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Blueline Advisors LLC purchased a new stake in Johnson & Johnson in the fourth quarter valued at $25,000. Semmax Financial Advisors Inc. grew its holdings in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its position in shares of Johnson & Johnson by 946.7% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after purchasing an additional 142 shares during the last quarter. MidAtlantic Capital Management Inc. purchased a new stake in Johnson & Johnson in the 4th quarter valued at about $37,000. Finally, Matrix Trust Co lifted its position in Johnson & Johnson by 56.2% in the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after buying an additional 54 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson received CE Marking in Europe for ACUVUE OASYS MAX 2-Week reusable contact lenses, expanding its Vision Care product portfolio. The approval could support future sales, though its immediate financial impact is likely limited. Johnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses
• Positive Sentiment: China approved Icotyde, J&J’s once-daily oral treatment for moderate-to-severe plaque psoriasis. The drug gives the company access to a large patient population and may attract patients who prefer an oral therapy to injectable alternatives, creating a potential growth catalyst. Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?
• Positive Sentiment: Investor-focused coverage continues to highlight J&J as a Dividend Aristocrat that has maintained and increased its payout through past crises, supporting its appeal as a defensive income stock. The company also recently exceeded quarterly earnings and revenue expectations. 3 Top Dividend Aristocrats To Own Near All-Time Highs
• Neutral Sentiment: J&J is trading near its 12-month high after a strong advance, indicating sustained market confidence but also leaving less room for upside without additional earnings growth.
• Negative Sentiment: Analysts are questioning whether the rally is losing momentum. With shares valued at roughly 31 times earnings, profit-taking or valuation concerns could weigh on the stock despite the company’s defensive qualities and new growth opportunities. JNJ Stock: Is the Rally Running Out of Steam?

Johnson & Johnson Stock Performance

NYSE JNJ opened at $265.91 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a market cap of $640.82 billion, a P/E ratio of 30.81, a P/E/G ratio of 2.54 and a beta of 0.24. The stock has a 50-day moving average of $263.03 and a two-hundred day moving average of $245.93. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $281.07.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the company earned $2.77 earnings per share. The business’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

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

Analysts Set New Price Targets

Several brokerages have weighed in on JNJ. Wells Fargo & Company increased their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Citigroup upped their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Argus set a $300.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 29th. Finally, HSBC boosted their target price on Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $274.13.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is currently owned by corporate insiders.

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.