Johnson & Johnson $JNJ Shares Bought by Truist Financial Corp

Truist Financial Corp grew its holdings in Johnson & Johnson (NYSE:JNJ) by 3.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,030,131 shares of the company’s stock after purchasing an additional 76,296 shares during the quarter. Truist Financial Corp’s holdings in Johnson & Johnson were worth $420,136,000 at the end of the most recent quarter.

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

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: TREMFYA showed statistically significant benefit in a Phase 3 study for perianal fistulizing Crohn’s disease — a meaningful clinical win that could expand TREMFYA’s IBD label and support long‑term sales growth in immunology. TREMFYA study press release
• Positive Sentiment: JNJ reported strong Phase 2b data for investigational co‑antibody JNJ‑4804 in refractory IBD (DUET studies), supporting advancement toward Phase 3 and adding pipeline optionality versus current therapies. JNJ‑4804 DUET data
• Positive Sentiment: Johnson & Johnson’s Ottava surgical robot reportedly met endpoints in a pivotal bariatric study — a promising signal for the company’s MedTech R&D and future device commercialization. Ottava study
• Neutral Sentiment: Market pieces and screeners continue to highlight JNJ as a Dividend King and a dividend‑income option (Fool, 247wallst, Zacks coverage), which supports steady investor demand from income-focused holders but is unlikely to move the stock dramatically by itself. Safer Dividend King article
• Neutral Sentiment: Broad reporting notes J&J is expanding its clinical pipeline across immunology, MedTech and AI initiatives — constructive for long‑term growth but mostly early‑stage in terms of revenue impact. Pipeline expansion article
• Negative Sentiment: CVS will drop J&J’s Stelara from its main formularies in favor of lower‑cost interchangeable biosimilars starting July 1 — a near‑term commercial headwind for Stelara sales and an obvious driver of downward pressure on the shares. CVS drops Stelara
• Negative Sentiment: Coverage notes mixed IBD results: while some J&J programs show promise, at least one trial missed its primary endpoint (coverage describes advancement “despite” a miss), creating short‑term uncertainty about timing/scale of benefits and raising questions for near‑term sales guidance. Stat News coverage

Insider Activity

In related news, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, 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 position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the business’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 value of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 30,142 shares of company stock worth $7,360,528 over the last three months. 0.16% of the stock is currently owned by corporate insiders.

Johnson & Johnson Trading Down 0.5%

NYSE JNJ opened at $224.47 on Thursday. The firm has a market capitalization of $540.35 billion, a price-to-earnings ratio of 25.95, a PEG ratio of 2.21 and a beta of 0.27. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a one year low of $146.12 and a one year high of $251.71. The company’s 50 day moving average price is $238.07 and its 200 day moving average price is $220.38.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the previous year, the firm earned $2.77 earnings per share. Johnson & Johnson’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. 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 declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.4%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 60.12%.

Analysts Set New Price Targets

A number of brokerages have issued reports on JNJ. Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Bank of America raised their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. TD Cowen began coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Daiwa Securities Group lifted their price target on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Finally, HSBC boosted their price objective on shares of Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research note on Tuesday, March 17th. Eighteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target 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.