North Dakota State Investment Board Acquires New Position in Johnson & Johnson $JNJ

North Dakota State Investment Board acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, HoldingsChannel reports. The fund acquired 82,529 shares of the company’s stock, valued at approximately $17,079,000. Johnson & Johnson makes up about 0.6% of North Dakota State Investment Board’s investment portfolio, making the stock its 20th biggest holding.

A number of other institutional investors have also modified their holdings of the business. Rossmore Private Capital grew its position in shares of Johnson & Johnson by 16.8% during the 4th quarter. Rossmore Private Capital now owns 100,771 shares of the company’s stock valued at $20,855,000 after buying an additional 14,527 shares during the last quarter. Compass Financial Group Inc. bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $212,000. Abacus Wealth Partners LLC grew its position in shares of Johnson & Johnson by 284.5% during the 4th quarter. Abacus Wealth Partners LLC now owns 19,638 shares of the company’s stock valued at $4,064,000 after buying an additional 14,530 shares during the last quarter. Leuthold Group LLC bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $6,615,000. Finally, L & S Advisors Inc grew its position in shares of Johnson & Johnson by 38.5% during the 4th quarter. L & S Advisors Inc now owns 56,602 shares of the company’s stock valued at $11,714,000 after buying an additional 15,748 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

In related news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 30,142 shares of company stock valued at $7,360,528. Company insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on JNJ shares. Stifel Nicolaus boosted their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group upped their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Sanford C. Bernstein upped their target price on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a research report on Wednesday, April 15th. TD Cowen started coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price for the company. Finally, JPMorgan Chase & Co. upped their target price 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. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson (JNJ) to Outperform, which can help investor sentiment and suggests the firm sees more upside from current levels. Leerink Partners upgrades Johnson & Johnson (JNJ)
• Positive Sentiment: A new article says J&J’s story is shifting as newer drugs such as Icotyde, Inlexzo, Tecvayli and Tremfya gain attention, while a valuation update nudged fair value slightly higher. That points to continued pipeline progress as a key long-term driver. How The Story For Johnson & Johnson (JNJ) Is Shifting With New Drugs And Legal Twists
• Positive Sentiment: CAPLYTA data highlighted favorable efficacy and safety versus competing antipsychotics, reinforcing the value of J&J’s mental-health franchise and broader pipeline depth. CAPLYTA Data Highlights Johnson & Johnson Valuation And Mental Health Story
• Neutral Sentiment: MeiraGTx reported an asset purchase agreement with Johnson & Johnson for bota-vec, a transaction that appears more strategic than immediately material for earnings, but it shows J&J remains active in bolt-on pipeline deals. MeiraGTx Reports First Quarter 2026 Financial and Operational Results
• Neutral Sentiment: Recent bladder-cancer survey coverage reinforces the need for better therapies, which supports the market’s broader view that J&J’s oncology and urology pipeline could have room to grow, though the report itself does not change fundamentals immediately. Groundbreaking global survey captures the significant patient burden experienced with current standard-of-care bladder cancer treatments, underscoring urgency for continued innovation
• Negative Sentiment: Articles note Johnson & Johnson has been down since its last earnings report, indicating some investors remain cautious despite the company’s stable fundamentals and defensive profile. Why Is Johnson & Johnson (JNJ) Down 3.5% Since Last Earnings Report?

Johnson & Johnson Trading Up 0.0%

Shares of NYSE:JNJ opened at $226.81 on Monday. The company has a 50 day moving average of $235.13 and a 200-day moving average of $222.02. The firm has a market cap of $545.98 billion, a P/E ratio of 26.22, a P/E/G ratio of 2.22 and a beta of 0.27. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. 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 (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

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

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.