Flossbach Von Storch SE Has $290.89 Million Stock Position in Johnson & Johnson $JNJ

Flossbach Von Storch SE lowered its stake in Johnson & Johnson (NYSE:JNJ) by 53.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,405,626 shares of the company’s stock after selling 1,589,548 shares during the period. Johnson & Johnson makes up 1.2% of Flossbach Von Storch SE’s investment portfolio, making the stock its 27th biggest position. Flossbach Von Storch SE’s holdings in Johnson & Johnson were worth $290,894,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in JNJ. Abich Financial Wealth Management LLC acquired a new stake in Johnson & Johnson in the third quarter valued at approximately $26,000. DecisionPoint Financial LLC boosted its position in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares in the last quarter. Semmax Financial Advisors Inc. boosted its position in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after buying an additional 72 shares in the last quarter. Family CFO Inc acquired a new stake in Johnson & Johnson in the fourth quarter valued at approximately $31,000. Finally, Turning Point Benefit Group Inc. acquired a new stake in Johnson & Johnson in the third quarter valued at approximately $41,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the sale, the executive vice president directly owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,142 shares of company stock valued at $7,360,528 in the last three months. 0.16% of the stock is owned by insiders.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $227.51 on Friday. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71. The firm has a fifty day simple moving average of $238.83 and a 200 day simple moving average of $219.50. The company has a market capitalization of $547.66 billion, a PE ratio of 26.30, a P/E/G ratio of 2.25 and a beta of 0.27. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last announced its 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. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter last year, the firm earned $2.77 earnings per share. Johnson & Johnson’s quarterly 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 forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The company 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 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is 60.12%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. The Goldman Sachs Group lifted their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Citigroup lifted their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. TD Cowen assumed coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target on the stock. Finally, Stifel Nicolaus lifted their price target on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a report on Wednesday, April 15th. Eighteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $252.48.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Analysts and retail-finance outlets renewed focus on JNJ’s dividend durability and income appeal, reinforcing the stock’s attraction for income investors; that supports long-term demand. Why Johnson & Johnson (JNJ) is a Top Dividend Stock for Your Portfolio Zacks: Why JNJ is a Top Dividend Stock
• Positive Sentiment: Clinical pipeline update: J&J highlighted sustained efficacy in its Vivacity‑MG3 trial (IMAAVY/nipocalimab) — positive for long‑term growth potential in neuromuscular therapeutics if regulatory progress continues. JNJ Highlights Sustained Efficacy in Vivacity-MG3 Trial
• Positive Sentiment: Corporate governance/IR: J&J named Ryan Koors VP of Investor Relations — a stabilizing move ahead of upcoming investor outreach that can help messaging around guidance and capital allocation. Johnson & Johnson Appoints Ryan Koors as Vice President, Investor Relations
• Neutral Sentiment: Peer/sector news: AbbVie is being highlighted for durable growth into the mid‑2030s — reflects positive sentiment toward large pharma but also underscores competition for investor capital within healthcare. AbbVie Expected to Post Durable Growth
• Neutral Sentiment: Related personnel moves: Halozyme’s executive hiring notes include ex‑J&J connections — a reminder of talent flows inside the sector but with limited direct impact on JNJ’s fundamentals. Halozyme Appoints New Chief Financial Officer
• Negative Sentiment: Market rotation toward AI/growth and strong tech engagement (e.g., Microsoft Copilot adoption) can pull capital away from defensive/dividend names like JNJ, contributing to near‑term selling pressure. Microsoft says it has over 20M paid Copilot users

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.