Nomura Asset Management Co. Ltd. Has $299.45 Million Stake in Johnson & Johnson $JNJ

Nomura Asset Management Co. Ltd. decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 4.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,446,966 shares of the company’s stock after selling 70,184 shares during the quarter. Johnson & Johnson makes up approximately 0.8% of Nomura Asset Management Co. Ltd.’s portfolio, making the stock its 14th biggest position. Nomura Asset Management Co. Ltd. owned 0.06% of Johnson & Johnson worth $299,450,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Plancorp LLC boosted its holdings in shares of Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock valued at $3,288,000 after acquiring an additional 45 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC boosted its holdings in shares of Johnson & Johnson by 0.8% during the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company’s stock valued at $1,168,000 after acquiring an additional 45 shares in the last quarter. Strategic Financial Services Inc. boosted its holdings in shares of Johnson & Johnson by 0.5% during the 4th quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company’s stock valued at $1,862,000 after acquiring an additional 45 shares in the last quarter. WealthCollab LLC boosted its holdings in shares of Johnson & Johnson by 4.7% during the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock valued at $210,000 after acquiring an additional 46 shares in the last quarter. Finally, MMA Asset Management LLC boosted its holdings in shares of Johnson & Johnson by 1.3% during the 4th quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock valued at $745,000 after acquiring an additional 46 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson reported updated Phase 1/1b data showing RYBREVANT plus LAZCLUZE delivered prolonged clinical benefit in atypical EGFR-mutated non-small cell lung cancer, with median overall survival nearing 3.5 years. This strengthens the case for the company’s lung cancer pipeline. Article Title
• Positive Sentiment: New Phase 3 MajesTEC-9 data showed TECVAYLI improved progression-free and overall survival versus standard of care in relapsed multiple myeloma, reinforcing Johnson & Johnson’s momentum in blood-cancer treatments and expanding confidence in the drug’s earlier-line use. Article Title
• Positive Sentiment: The FDA approved a label expansion for TREMFYA in psoriatic arthritis, adding evidence that it can help stop structural joint damage. That makes TREMFYA more differentiated in a large immunology market and may support future sales growth. Article Title
• Neutral Sentiment: Several analyst and market commentary pieces noted that JNJ has outperformed the Dow and that Wall Street sentiment remains moderately optimistic, but these were mostly retrospective and did not add new fundamental catalysts. Article Title
• Neutral Sentiment: Johnson & Johnson also announced it will host its second-quarter earnings conference call on July 15, which is routine corporate communication rather than a price-moving event on its own. Article Title
• Negative Sentiment: Broader commentary highlighted that J&J still faces exposure from patent-loss pressure on older products, even though oncology growth and MedTech demand are helping offset it. This remains an overhang on the stock’s longer-term earnings mix. Article Title

Johnson & Johnson Stock Down 2.4%

Shares of JNJ opened at $225.16 on Friday. The company has a market capitalization of $542.01 billion, a PE ratio of 26.03, a PEG ratio of 2.21 and a beta of 0.27. Johnson & Johnson has a 12 month low of $149.04 and a 12 month high of $251.71. The stock’s 50-day moving average price is $233.02 and its two-hundred day moving average price is $224.82. 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 announced its earnings results on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same period in the previous year, the business earned $2.77 EPS. The business’s quarterly revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio is 61.97%.

Wall Street Analyst Weigh In

JNJ has been the topic of several recent research reports. Morgan Stanley set a $283.00 price objective on Johnson & Johnson in a report on Wednesday, April 15th. Daiwa Securities Group raised their price objective on Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. The Goldman Sachs Group lifted their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Rothschild & Co Redburn lifted their target price on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Finally, Bank of America lifted their target price on Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average target price of $253.04.

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.