Johnson & Johnson $JNJ Holdings Raised by ABN AMRO Bank N.V.

ABN AMRO Bank N.V. increased its stake in Johnson & Johnson (NYSE:JNJ) by 1,674.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,679 shares of the company’s stock after purchasing an additional 40,274 shares during the quarter. ABN AMRO Bank N.V.’s holdings in Johnson & Johnson were worth $7,797,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new position in Johnson & Johnson during the 2nd quarter worth approximately $4,877,174,000. Laurel Wealth Advisors LLC grew its holdings in shares of Johnson & Johnson by 15,040.6% during the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock valued at $1,133,512,000 after buying an additional 7,371,687 shares in the last quarter. Vanguard Group Inc. raised its position in Johnson & Johnson by 1.3% during the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares during the period. Geode Capital Management LLC lifted its stake in Johnson & Johnson by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after acquiring an additional 1,225,676 shares in the last quarter. Finally, Legal & General Group Plc boosted its position in Johnson & Johnson by 6.2% during the 2nd quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after acquiring an additional 1,097,855 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on JNJ. Citigroup upped their target price on Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Johnson Rice set a $190.00 price objective on shares of Johnson & Johnson and gave the company a “hold” rating in a research note on Wednesday, October 22nd. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Finally, Wolfe Research increased their price objective on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $233.73.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $237.66 on Friday. The firm has a market cap of $572.60 billion, a price-to-earnings ratio of 21.51, a price-to-earnings-growth ratio of 2.28 and a beta of 0.35. The company’s fifty day moving average is $212.87 and its 200-day moving average is $193.33. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $239.58.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The firm had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. During the same period in the prior year, the company posted $2.04 earnings per share. Johnson & Johnson’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. Equities analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

Key Johnson & Johnson News

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

• Positive Sentiment: RBC Capital raised its price target to $255 and reiterated an Outperform, saying J&J is well positioned to manage legal overhang — a bullish signal that likely supported buying interest. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Royal Bank of Canada published the PT increase to $255 (coverage note) — another explicit valuation lift that supports upward momentum in the share price. Royal Bank Of Canada Increases Johnson & Johnson (NYSE:JNJ) Price Target to $255.00
• Positive Sentiment: Bank of America bumped its price target to $227 from $221, citing the company’s stronger growth outlook — incremental analyst support that helps lift sentiment. BofA Lifts PT on Johnson & Johnson (JNJ) to $227 From $221 – Here’s Why
• Positive Sentiment: J&J received new approvals that deepen its oncology and medtech footprint — supports the company’s revenue mix shift toward higher-growth areas and longer-term upside. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Clinical updates on ERLEADA and DARZALEX FASPRO further shape J&J’s oncology growth story, supporting expectations that oncology revenue could meaningfully expand. ERLEADA And DARZALEX FASPRO Updates Shape Johnson And Johnson Oncology Story
• Positive Sentiment: Coverage pieces (including The Motley Fool) highlight J&J’s return to double‑digit growth and question whether the stock is a bargain, increasing investor interest around valuation versus growth prospects. Johnson & Johnson’s Getting Back to Double-Digit Growth. Has the Stock Become a Bargain Buy?
• Neutral Sentiment: Discussion on whether current J&J pricing fully reflects its healthcare portfolio focus — useful context for valuation debate but ambiguous for immediate price impact. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

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.