Varma Mutual Pension Insurance Co Has $98.20 Million Stock Position in Johnson & Johnson $JNJ

Varma Mutual Pension Insurance Co boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 386,656 shares of the company’s stock after purchasing an additional 5,300 shares during the period. Johnson & Johnson comprises approximately 0.5% of Varma Mutual Pension Insurance Co’s investment portfolio, making the stock its 21st biggest position. Varma Mutual Pension Insurance Co’s holdings in Johnson & Johnson were worth $98,199,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. X Square Capital LLC raised its holdings in shares of Johnson & Johnson by 3.4% during the 2nd quarter. X Square Capital LLC now owns 7,053 shares of the company’s stock worth $1,791,000 after buying an additional 229 shares in the last quarter. Emerald Investment Advisers LLC boosted its stake in Johnson & Johnson by 28.0% in the second quarter. Emerald Investment Advisers LLC now owns 32,530 shares of the company’s stock valued at $8,262,000 after buying an additional 7,121 shares in the last quarter. Westpac Banking Corp grew its position in Johnson & Johnson by 1.4% in the second quarter. Westpac Banking Corp now owns 43,862 shares of the company’s stock valued at $11,140,000 after acquiring an additional 588 shares during the last quarter. EP Wealth Advisors LLC grew its position in Johnson & Johnson by 15.9% in the second quarter. EP Wealth Advisors LLC now owns 708,767 shares of the company’s stock valued at $180,006,000 after acquiring an additional 97,152 shares during the last quarter. Finally, Rakuten Securities Inc. lifted its holdings in shares of Johnson & Johnson by 153.8% in the second quarter. Rakuten Securities Inc. now owns 2,241 shares of the company’s stock worth $569,000 after acquiring an additional 1,358 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 1.3%

NYSE:JNJ opened at $278.66 on Friday. The firm’s 50 day simple moving average is $261.57 and its 200 day simple moving average is $244.85. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. Johnson & Johnson has a one year low of $173.33 and a one year high of $281.07. The company has a market cap of $671.54 billion, a PE ratio of 32.29, a P/E/G ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Insider Buying and Selling

In other news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 63,972 shares of company stock valued at $16,245,605 in the last quarter. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson News Summary

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

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320
• Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones
• Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating.
• Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk?

Wall Street Analysts Forecast Growth

JNJ has been the topic of several research reports. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Scotiabank reissued an “outperform” rating and issued a $305.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. UBS Group began coverage on shares of Johnson & Johnson in a report on Wednesday. They set a “buy” rating and a $320.00 price target for the company. Finally, TD Cowen increased their price target on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $272.83.

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.