Handelsbanken Fonder AB Purchases 81,225 Shares of Johnson & Johnson $JNJ

Handelsbanken Fonder AB increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 4.3% during the 4th quarter, Holdings Channel reports. The firm owned 1,961,432 shares of the company’s stock after acquiring an additional 81,225 shares during the period. Johnson & Johnson comprises 1.2% of Handelsbanken Fonder AB’s investment portfolio, making the stock its 12th biggest position. Handelsbanken Fonder AB’s holdings in Johnson & Johnson were worth $405,918,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Abich Financial Wealth Management LLC bought a new stake in shares of Johnson & Johnson during the 3rd quarter valued at $26,000. Cresta Advisors Ltd. bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at $26,000. DecisionPoint Financial LLC raised its position in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the period. Family CFO Inc bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC raised its position in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, 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 value of $5,527,477.59. Following the completion of the transaction, the executive vice president directly owned 26,769 shares of the company’s stock, valued at $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 is available at this link. 0.16% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on JNJ shares. TD Cowen started coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price objective on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $265.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. The Goldman Sachs Group raised their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday, April 15th. Barclays raised their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Finally, HSBC raised their target price 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. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson to Outperform from Market Perform and raised its price target to $265, citing strong new-drug momentum and improved growth prospects. Article: Is Johnson & Johnson (JNJ) One of the Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026?
• Positive Sentiment: J&J’s oncology pipeline received attention after the company presented encouraging early/Phase 2 data for JNJ-1900 (NBTXR3) in inoperable lung cancer, reinforcing the company’s cancer-treatment growth story. Article: Johnson & Johnson Lung Cancer Data Adds Dimension To Oncology Valuation Story
• Positive Sentiment: Multiple articles highlighted Johnson & Johnson as a strong dividend and “Dogs of the Dow” name, which supports the stock’s defensive appeal for income-focused investors. Article: Why Johnson & Johnson (JNJ) is a Great Dividend Stock Right Now
• Neutral Sentiment: Nanobiotix also said J&J presented Part 1 data from the CONVERGE study, adding more visibility to the company’s oncology collaboration, though the market impact appears limited so far. Article: Nanobiotix Reports Promising Phase 2 Data for NBTXR3 in Stage 3 Inoperable Lung Cancer
• Negative Sentiment: The U.S. Supreme Court declined to hear a challenge to the Medicare drug-price negotiation program, leaving intact a policy that could continue to pressure pricing for Johnson & Johnson’s pharmaceutical business. Article: Supreme Court Rejects Drugmakers’ Challenge to Medicare Price Negotiation Program

Johnson & Johnson Stock Performance

JNJ opened at $228.80 on Tuesday. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The stock has a market capitalization of $550.76 billion, a price-to-earnings ratio of 26.45, a PEG ratio of 2.22 and a beta of 0.27. The company has a fifty day moving average of $234.91 and a 200 day moving average of $222.31. 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 (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS 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 analysts’ expectations of $23.60 billion. During the same period last year, the company posted $2.77 EPS. The business’s 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. As a group, sell-side analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is 60.12%.

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.