Johnson & Johnson $JNJ Shares Bought by MUFG Securities EMEA plc

MUFG Securities EMEA plc increased its holdings in Johnson & Johnson (NYSE:JNJ) by 425.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 242,009 shares of the company’s stock after purchasing an additional 195,912 shares during the quarter. MUFG Securities EMEA plc’s holdings in Johnson & Johnson were worth $50,084,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the 4th quarter worth about $25,000. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson in the 3rd quarter worth about $26,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the 4th quarter worth about $26,000. DecisionPoint Financial LLC increased its stake in Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares in the last quarter. Finally, Family CFO Inc purchased a new stake in Johnson & Johnson during the 4th quarter worth approximately $31,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Price Performance

JNJ stock opened at $225.16 on Friday. The firm has a market capitalization of $542.01 billion, a PE ratio of 26.03, a price-to-earnings-growth ratio of 2.21 and a beta of 0.27. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71. 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 simple moving average of $233.02 and a 200-day simple moving average of $224.82.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the prior year, the business posted $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 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a yield of 2.4%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson reported updated Phase 1/1b data showing RYBREVANT plus LAZCLUZE delivered prolonged clinical benefit in atypical EGFR-mutated non-small cell lung cancer, with median overall survival nearing 3.5 years. This strengthens the case for the company’s lung cancer pipeline. Article Title
• Positive Sentiment: New Phase 3 MajesTEC-9 data showed TECVAYLI improved progression-free and overall survival versus standard of care in relapsed multiple myeloma, reinforcing Johnson & Johnson’s momentum in blood-cancer treatments and expanding confidence in the drug’s earlier-line use. Article Title
• Positive Sentiment: The FDA approved a label expansion for TREMFYA in psoriatic arthritis, adding evidence that it can help stop structural joint damage. That makes TREMFYA more differentiated in a large immunology market and may support future sales growth. Article Title
• Neutral Sentiment: Several analyst and market commentary pieces noted that JNJ has outperformed the Dow and that Wall Street sentiment remains moderately optimistic, but these were mostly retrospective and did not add new fundamental catalysts. Article Title
• Neutral Sentiment: Johnson & Johnson also announced it will host its second-quarter earnings conference call on July 15, which is routine corporate communication rather than a price-moving event on its own. Article Title
• Negative Sentiment: Broader commentary highlighted that J&J still faces exposure from patent-loss pressure on older products, even though oncology growth and MedTech demand are helping offset it. This remains an overhang on the stock’s longer-term earnings mix. Article Title

Analyst Upgrades and Downgrades

Several research firms have commented on JNJ. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a research note on Wednesday, April 15th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective for the company in a research note on Wednesday, May 13th. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Finally, Bank of America boosted their price objective on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $253.04.

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.