Mitsubishi UFJ Asset Management Co. Ltd. Purchases 247,965 Shares of Johnson & Johnson $JNJ

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 4.9% during the fourth quarter, HoldingsChannel reports. The fund owned 5,278,800 shares of the company’s stock after buying an additional 247,965 shares during the quarter. Johnson & Johnson comprises about 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s portfolio, making the stock its 18th largest holding. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Johnson & Johnson were worth $1,094,505,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Abich Financial Wealth Management LLC bought a new stake in Johnson & Johnson during the 3rd quarter worth $26,000. Cresta Advisors Ltd. bought a new stake in shares of Johnson & Johnson in the 4th quarter valued at about $26,000. DecisionPoint Financial LLC grew its position in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares during the last quarter. Family CFO Inc bought a new stake in shares of Johnson & Johnson in the 4th quarter valued at about $31,000. Finally, Bay Harbor Wealth Management LLC grew its position in shares of Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Oncology sales continue to drive growth — J&J reported strong oncology momentum (Darzalex, Erleada and recent launches) with double‑digit oncology sales growth and management reiterating an aggressive cancer revenue ambition toward long‑term targets. Darzalex, Erleada & New Drugs Keep J&J’s Oncology Engine Charged in Q1
• Positive Sentiment: Ottava surgical robot hit endpoints in a pivotal bariatric study, supporting MedTech commercialization prospects and an expanded addressable market for JNJ’s surgical‑robotics push. This outcome can underpin future revenue diversification. Johnson & Johnson says Ottava surgical robot met endpoints in pivotal bariatric surgery study
• Positive Sentiment: Corporate PR and patient‑engagement push — J&J launched the “Generation Fine” global campaign targeting depression care, which bolsters the company’s neuropsychiatry profile and may aid uptake if upcoming therapies get approvals. (Reputational/market positioning benefit.) Johnson & Johnson launches “Generation Fine”
• Neutral Sentiment: Pipeline expansion and R&D investments — J&J is advancing programs across immunology, MedTech and AI-enabled care; these longer‑term investments support future growth but carry typical development timelines and execution risk. Johnson And Johnson Expands Clinical Pipeline In Immunology MedTech And AI
• Negative Sentiment: Clinical setbacks weigh on sentiment — JNJ’s dual‑target antibody for IBD (JNJ‑4804) failed to meet its primary endpoint in Phase 2b, and related IBD program readouts were described as showing no meaningful improvement, raising doubts about near-term immunology launches. Johnson And Johnson Balances Mental Health Push With Mixed Pipeline Outlook
• Negative Sentiment: Independent coverage highlights a trial miss — reporting on the IBD trial outcome underscores execution risk and likely near‑term pressure on sentiment until clearer data or program pivots are provided. Johnson and Johnson advances IBD therapy, despite trial miss

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president directly owned 26,769 shares in the company, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by company insiders.

Johnson & Johnson Stock Down 1.0%

Shares of Johnson & Johnson stock opened at $222.37 on Friday. Johnson & Johnson has a one year low of $146.12 and a one 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 stock’s 50-day moving average is $237.59 and its 200 day moving average is $220.58. The firm has a market cap of $535.30 billion, a price-to-earnings ratio of 25.71, a PEG ratio of 2.20 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the prior year, the business earned $2.77 EPS. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis. 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 year.

Johnson & Johnson Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on JNJ shares. Barclays upped their price target on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Citigroup upped their price target on Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. The Goldman Sachs Group upped their price target on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Wells Fargo & Company upped their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Finally, Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Eighteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average target price of $252.48.

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.