Johnson & Johnson $JNJ Shares Acquired by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 4.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 410,637 shares of the company’s stock after acquiring an additional 18,460 shares during the quarter. Johnson & Johnson accounts for approximately 1.1% of Mediolanum International Funds Ltd’s investment portfolio, making the stock its 12th biggest holding. Mediolanum International Funds Ltd’s holdings in Johnson & Johnson were worth $99,575,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Auto Owners Insurance Co boosted its position in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Norges Bank purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $6,924,523,000. Capital World Investors purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $2,005,942,000. Diamant Asset Management Inc. raised its stake in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares during the period. Finally, Vanguard Group Inc. lifted its position in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after buying an additional 3,731,074 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on JNJ. Guggenheim reissued a “buy” rating and issued a $270.00 price target on shares of Johnson & Johnson in a research note on Friday. JPMorgan Chase & Co. upped their price objective on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Wells Fargo & Company increased their price objective on shares of Johnson & Johnson from $263.00 to $272.00 and gave the company an “overweight” rating in a report on Thursday. Scotiabank reissued an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research note on Thursday. Finally, Raymond James Financial upped their price target on shares of Johnson & Johnson from $258.00 to $265.00 and gave the stock an “outperform” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $265.30.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson beat Q2 earnings and revenue estimates, showing solid demand and execution in its core business. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why
• Positive Sentiment: The company raised its 2026 guidance after the report, reinforcing confidence in its growth outlook and pipeline momentum. Johnson & Johnson Raises 2026 Outlook After Q2 Earnings Beat
• Positive Sentiment: Guggenheim reaffirmed its Buy rating and set a $270 price target, signaling continued analyst confidence. Benzinga article on Guggenheim rating reaffirmation
• Positive Sentiment: Some market commentary suggests the post-earnings pullback could be an opportunity to buy JNJ on strength after a run to 52-week highs. Why Johnson and Johnson’s Earnings Dip Looks Like a Buying Opportunity
• Neutral Sentiment: Investors are also digesting the full Q2 earnings call transcript and several commentary pieces framing the company’s growth beyond legacy drugs and its collaboration announcements. Full Transcript: Johnson & Johnson Q2 2026 Earnings Call
• Negative Sentiment: Despite the earnings beat, the stock fell because MedTech results missed expectations, creating concern that one important division is lagging behind the company’s otherwise solid performance. J&J Stock Falls Despite Strong Q2 Beat & Higher 2026 View: Here’s Why

Insiders Place Their Bets

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were 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 of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Stock Down 0.0%

Shares of JNJ opened at $252.93 on Monday. The stock has a 50 day moving average price of $239.82 and a 200 day moving average price of $234.82. Johnson & Johnson has a one year low of $162.78 and a one year high of $269.43. 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 stock has a market capitalization of $608.86 billion, a price-to-earnings ratio of 29.31, a PEG ratio of 2.39 and a beta of 0.24.

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

Johnson & Johnson Announces Dividend

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