Johnson & Johnson $JNJ is Commerzbank Aktiengesellschaft FI’s 9th Largest Position

Commerzbank Aktiengesellschaft FI trimmed its holdings in Johnson & Johnson (NYSE:JNJ) by 33.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 595,306 shares of the company’s stock after selling 294,084 shares during the quarter. Johnson & Johnson makes up about 3.0% of Commerzbank Aktiengesellschaft FI’s portfolio, making the stock its 9th biggest position. Commerzbank Aktiengesellschaft FI’s holdings in Johnson & Johnson were worth $145,517,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of JNJ. Greenberg Financial Group purchased a new position in Johnson & Johnson during the 4th quarter worth $954,000. World Investment Advisors grew its position in shares of 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 buying an additional 26,450 shares in the last quarter. Benchmark Financial LLC purchased a new position in shares of Johnson & Johnson during the fourth quarter valued at $554,000. Principal Financial Group Inc. increased its stake in shares of Johnson & Johnson by 0.8% during the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after buying an additional 28,370 shares during the period. Finally, Robinhood Asset Management LLC bought a new stake in shares of Johnson & Johnson in the fourth quarter valued at about $11,853,000. 69.55% of the stock is owned by institutional investors.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson was highlighted as one of the best dividend aristocrat names for steady cash flow, reinforcing its appeal to income-focused investors. 3 ‘Strong Buy’ Dividend Aristocrat Stocks for Steady Cash Flow, 7/21/26
• Positive Sentiment: The company’s Q2 results were described as robust, with earnings and sales both beating estimates and management raising its 2026 outlook, which supports the bullish case for the stock. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: Johnson & Johnson was also noted as trading near 52-week highs while broader market attention has shifted away from AI names, suggesting investors are rotating into defensive large-cap healthcare stocks. 5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama (JNJ)
• Neutral Sentiment: Another article compared JNJ with Abbott Laboratories, saying the two healthcare giants are moving in different strategic directions as J&J trims its portfolio while Abbott expands into cancer diagnostics. This is more of a strategy-watch item than an immediate catalyst. Johnson & Johnson vs Abbott Laboratories: Two Healthcare Giants on Opposite Trajectories
• Neutral Sentiment: DelveInsight noted that J&J’s Amivantamab is expected to help drive growth in the head and neck cancer market, underscoring pipeline potential, but the article focused on the broader market rather than a near-term company-specific event. Correction: Head and Neck Squamous Cell Carcinoma Market is Projected to Boost at a CAGR of 10.5% During the Forecast Period (2026–2036) Due to the Launch of Emerging Novel Immunotherapies | DelveInsight
• Negative Sentiment: One commentary on JNJ raised the familiar risks of patent losses and MedTech challenges, which could limit upside if pipeline execution slows or competition intensifies. Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?

Insider Activity

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Wall Street Zen raised shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research report on Saturday. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Morgan Stanley upped their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Finally, Daiwa Securities Group increased their target price on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $265.30.

Johnson & Johnson Stock Performance

JNJ stock opened at $250.68 on Wednesday. Johnson & Johnson has a one year low of $164.23 and a one year high of $269.43. The firm has a market cap of $603.44 billion, a price-to-earnings ratio of 29.05, a PEG ratio of 2.35 and a beta of 0.24. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a 50-day simple moving average of $240.90 and a two-hundred day simple moving average of $235.42.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.

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.