PFA Pension Forsikringsaktieselskab Purchases New Position in Johnson & Johnson $JNJ

PFA Pension Forsikringsaktieselskab acquired a new position in Johnson & Johnson (NYSE:JNJ) in the 4th quarter, Holdings Channel reports. The firm acquired 1,488,275 shares of the company’s stock, valued at approximately $307,939,000. Johnson & Johnson makes up 0.9% of PFA Pension Forsikringsaktieselskab’s holdings, making the stock its 14th biggest holding.

Several other large investors have also bought and sold shares of JNJ. WealthCollab LLC grew its position in shares of Johnson & Johnson by 4.7% during the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after acquiring an additional 46 shares during the period. Vista Investment Partners II LLC lifted its position in Johnson & Johnson by 1.2% during the fourth quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock valued at $789,000 after purchasing an additional 47 shares in the last quarter. Campbell Deegan Wealth Management LLC grew its holdings in Johnson & Johnson by 1.6% during the fourth quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock valued at $619,000 after purchasing an additional 48 shares during the period. Finivi Inc. increased its position in Johnson & Johnson by 2.0% in the fourth quarter. Finivi Inc. now owns 2,458 shares of the company’s stock worth $509,000 after buying an additional 48 shares in the last quarter. Finally, Centennial Wealth Advisory LLC raised its stake in shares of Johnson & Johnson by 2.2% in the fourth quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock worth $473,000 after buying an additional 49 shares during the period. 69.55% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on JNJ. Barclays boosted their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Bank of America lifted their price target on shares of Johnson & Johnson from $253.00 to $254.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Wells Fargo & Company increased their price objective on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Finally, Raymond James Financial lifted their target price on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $252.48.

Insiders Place Their Bets

In related news, EVP Timothy Schmid sold 22,623 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Trading Down 1.3%

Shares of Johnson & Johnson stock opened at $224.15 on Tuesday. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The business has a 50-day moving average price of $238.83 and a 200-day moving average price of $219.90. The firm 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.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The company 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 firm’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 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Equities research analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.4%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is currently 60.12%.

Johnson & Johnson News Roundup

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?

About Johnson & Johnson

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.