Fideuram Asset Management Ireland dac Acquires New Stake in Johnson & Johnson $JNJ

Fideuram Asset Management Ireland dac bought a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 69,409 shares of the company’s stock, valued at approximately $14,364,000. Johnson & Johnson accounts for approximately 1.1% of Fideuram Asset Management Ireland dac’s portfolio, making the stock its 19th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of JNJ. AustralianSuper Pty Ltd raised its position in shares of Johnson & Johnson by 632.0% in the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after acquiring an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. grew its stake in Johnson & Johnson by 2.2% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after buying an additional 2,769 shares during the last quarter. Guinness Asset Management LTD grew its stake in Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after buying an additional 5,994 shares during the last quarter. Greenberg Financial Group purchased a new position in Johnson & Johnson during the 4th quarter worth $954,000. Finally, National Pension Service grew its stake in Johnson & Johnson by 3.2% during the 3rd quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after buying an additional 151,707 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Johnson Rice upgraded Johnson & Johnson from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 13th. Bank of America boosted their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating 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 target price on the stock in a research note on Wednesday, May 13th. HSBC boosted their target price on Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. Finally, Sanford C. Bernstein boosted their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research note on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Stock Down 0.1%

Shares of JNJ opened at $231.02 on Friday. Johnson & Johnson has a 52 week low of $149.04 and a 52 week 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 company has a market capitalization of $556.12 billion, a price-to-earnings ratio of 26.71, a PEG ratio of 2.27 and a beta of 0.27. The stock’s 50-day moving average price is $233.26 and its 200-day moving average price is $224.82.

Johnson & Johnson (NYSE:JNJ) last issued 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. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the business earned $2.77 earnings per share. The company’s revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, sell-side analysts predict that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be paid 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 dividend on an annualized basis and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved a label expansion for TREMFYA, allowing J&J to highlight evidence that the drug helps inhibit progression of structural joint damage in adults with active psoriatic arthritis. That strengthens TREMFYA’s differentiation versus other IL-23 inhibitors and could support sales growth in immunology. Article Title
• Positive Sentiment: Recent analyst and market commentary remains constructive, with brokerages giving JNJ an average “Moderate Buy” rating and several reports pointing to strong year-to-date performance, oncology growth, MedTech demand, and pipeline progress helping offset Stelara patent-loss pressure. Article Title
• Positive Sentiment: Investor-focused coverage also highlighted that J&J has outperformed the Dow over the past year, reinforcing the view that the company’s defensive profile and diversified pipeline continue to appeal to investors. Article Title
• Neutral Sentiment: J&J announced it will host its second-quarter earnings conference call on July 15. The event is standard investor-relations news, but it keeps attention on upcoming results and guidance. Article Title
• Neutral Sentiment: Several commentary pieces discussed J&J’s cancer biotech deal-making strategy and a DePuy Synthes orthopedic-tech acquisition, but these were largely analytical rather than immediate stock-moving catalysts. Article Title
• Negative Sentiment: Some reporting raised questions about whether J&J can keep pace on the cutting edge of cancer biotech, which may temper enthusiasm around long-term innovation even as near-term fundamentals remain solid. Article Title

Johnson & Johnson Company 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.