Johnson & Johnson $JNJ Shares Bought by Kepler Cheuvreux Suisse SA

Kepler Cheuvreux Suisse SA grew its holdings in Johnson & Johnson (NYSE:JNJ) by 13.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 94,740 shares of the company’s stock after purchasing an additional 11,416 shares during the period. Kepler Cheuvreux Suisse SA’s holdings in Johnson & Johnson were worth $19,606,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of JNJ. Vanguard Group Inc. lifted its stake in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. Capital International Investors lifted its stake in shares of Johnson & Johnson by 545.6% in the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after purchasing an additional 3,266,354 shares during the last quarter. Amundi lifted its stake in shares of Johnson & Johnson by 19.3% in the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. Marshall Wace LLP lifted its stake in shares of Johnson & Johnson by 126.3% in the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after purchasing an additional 2,000,609 shares during the last quarter. Finally, Danske Bank A S acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at $367,467,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the sale, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. Stifel Nicolaus upped their price target on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. TD Cowen started coverage on Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price target on the stock. Royal Bank Of Canada reiterated an “outperform” rating and issued a $265.00 price objective on shares of Johnson & Johnson in a report on Wednesday, April 15th. JPMorgan Chase & Co. boosted their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Finally, Rothschild & Co Redburn boosted their price objective on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Eighteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $252.48.

Johnson & Johnson Price Performance

JNJ stock opened at $221.36 on Tuesday. The business’s fifty day moving average price is $236.67 and its 200 day moving average price is $220.98. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 12-month low of $146.12 and a 12-month high of $251.71. The company has a market capitalization of $532.86 billion, a PE ratio of 25.59, a P/E/G ratio of 2.17 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping 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 company 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 EPS. Johnson & Johnson’s revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

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

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson highlighted encouraging Phase 3 FUZION results for Tremfya in adults with active perianal fistulizing Crohn’s disease, reinforcing confidence in one of its key immunology assets and broader growth pipeline. Article Title
• Positive Sentiment: The company announced 18 abstracts for upcoming APA and ASCP meetings, including new data on Caplyta and seltorexant, signaling continued momentum in neuropsychiatry and potential future label or commercial opportunities. Article Title
• Neutral Sentiment: Johnson & Johnson said it will participate in Goldman Sachs’ Global Healthcare Conference in June; this is an investor-relations update and usually does not move the stock by itself. Article Title
• Neutral Sentiment: A valuation-focused article noted that JNJ has pulled back recently but also has conflicting fair-value signals; this may be contributing to a more cautious tone rather than a clear catalyst. Article Title
• Negative Sentiment: The valuation commentary emphasizes that shares have been under pressure over the past month and quarter, which suggests investors are still digesting a recent re-rating despite J&J’s long-term operating strength. 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.