Siemens Fonds Invest GmbH Has $17.05 Million Position in Johnson & Johnson $JNJ

Siemens Fonds Invest GmbH cut its position in Johnson & Johnson (NYSE:JNJ) by 5.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 82,414 shares of the company’s stock after selling 4,554 shares during the period. Johnson & Johnson makes up 0.9% of Siemens Fonds Invest GmbH’s portfolio, making the stock its 13th biggest holding. Siemens Fonds Invest GmbH’s holdings in Johnson & Johnson were worth $17,052,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the company. Greenberg Financial Group bought a new stake in Johnson & Johnson in the fourth quarter valued at approximately $954,000. Mitsubishi UFJ Asset Management Co. Ltd. increased its position in Johnson & Johnson by 4.3% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company’s stock valued at $932,835,000 after purchasing an additional 208,765 shares during the period. JT Stratford LLC increased its position in Johnson & Johnson by 7.6% during the 3rd quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock valued at $11,047,000 after purchasing an additional 4,216 shares during the period. World Investment Advisors increased its position in Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after purchasing an additional 26,450 shares during the period. Finally, Coldstream Capital Management Inc. increased its position in Johnson & Johnson by 9.8% during the 3rd quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company’s stock valued at $17,738,000 after purchasing an additional 8,533 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced a more than $1 billion investment to expand U.S. Vision manufacturing in Jacksonville, Florida, adding new packaging, distribution, and advanced manufacturing capacity. The move supports its long-term manufacturing push and could improve supply-chain resilience. Article Title
• Positive Sentiment: J&J’s rare-disease drug IMAAVY (nipocalimab) posted strong Phase 2/3 results in warm autoimmune hemolytic anemia and received FDA Priority Review, reinforcing the company’s pipeline growth story. Article Title
• Positive Sentiment: TipRanks highlighted Johnson & Johnson as one of three dividend aristocrats with a Strong Buy rating, which may support investor interest in the stock’s defensive income profile. Article Title
• Neutral Sentiment: Analyst commentary noted JNJ’s strong recent share performance and asked whether the stock still offers value after a big one-year run, suggesting valuation concerns may be tempering upside.
• Negative Sentiment: Wall Street reacted to late-stage TALVEY blood-cancer trial results, with the article framing the data as important for whether J&J can keep growing after losing a multibillion-dollar drug, making the readout a potential pressure point for the stock. Article Title

Insiders Place Their Bets

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Shares of JNJ opened at $235.29 on Wednesday. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. 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 business’s 50 day moving average price is $231.22 and its two-hundred day moving average price is $227.75. The firm has a market cap of $566.40 billion, a PE ratio of 27.20, a price-to-earnings-growth ratio of 2.31 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate 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 analyst estimates of $23.60 billion. During the same period in the previous year, the firm 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, equities analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were paid a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.3%. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. Johnson & Johnson’s payout ratio is presently 61.97%.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on JNJ shares. JPMorgan Chase & Co. increased their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Weiss Ratings downgraded shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday. Sanford C. Bernstein increased their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research report on Wednesday, April 15th. Daiwa Securities Group upped 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. Finally, Guggenheim lifted their target price on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target 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.