Healthcare of Ontario Pension Plan Trust Fund Buys 281,192 Shares of Johnson & Johnson $JNJ

Healthcare of Ontario Pension Plan Trust Fund increased its stake in Johnson & Johnson (NYSE:JNJ) by 29.7% in the first quarter, Holdings Channel reports. The institutional investor owned 1,227,947 shares of the company’s stock after acquiring an additional 281,192 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Johnson & Johnson were worth $300,159,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of JNJ. Bollard Group LLC grew its holdings in Johnson & Johnson by 11.6% during the 1st quarter. Bollard Group LLC now owns 55,723 shares of the company’s stock valued at $13,621,000 after purchasing an additional 5,790 shares during the last quarter. Morningstar Investment Management LLC lifted its stake in Johnson & Johnson by 9.6% in the first quarter. Morningstar Investment Management LLC now owns 43,576 shares of the company’s stock worth $10,652,000 after purchasing an additional 3,822 shares during the last quarter. Pennington Partners & CO. LLC boosted its position in shares of Johnson & Johnson by 64.7% during the first quarter. Pennington Partners & CO. LLC now owns 1,663 shares of the company’s stock valued at $406,000 after buying an additional 653 shares during the period. Compound Planning Inc. raised its holdings in shares of Johnson & Johnson by 3.7% in the first quarter. Compound Planning Inc. now owns 61,390 shares of the company’s stock worth $15,006,000 after buying an additional 2,169 shares during the period. Finally, Klingman & Associates LLC lifted its stake in shares of Johnson & Johnson by 1.6% during the 1st quarter. Klingman & Associates LLC now owns 18,072 shares of the company’s stock worth $4,418,000 after acquiring an additional 280 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Up 1.6%

Shares of Johnson & Johnson stock opened at $263.43 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The stock has a market cap of $634.13 billion, a price-to-earnings ratio of 30.52, a PEG ratio of 2.46 and a beta of 0.24. The firm’s 50-day moving average is $242.71 and its two-hundred day moving average is $236.32. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $269.43.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the company earned $2.77 EPS. The company’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson’s payout ratio is 62.11%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on JNJ. Wells Fargo & Company boosted their price objective on Johnson & Johnson from $263.00 to $272.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Weiss Ratings downgraded Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. TD Cowen boosted their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research note on Monday, July 13th. Guggenheim restated a “buy” rating and issued a $270.00 price target on shares of Johnson & Johnson in a report on Friday, July 17th. Finally, Daiwa Securities Group raised their price target on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $265.30.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.16% of the stock is currently owned by corporate insiders.

Key Johnson & Johnson News

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

• Positive Sentiment: Analysts highlighted that JNJ raised its outlook, with guidance upgrades adding to investor confidence after the company’s recent earnings beat. Q2 Earnings: Guidance Upgrades Push These 3 Stocks Higher
• Positive Sentiment: JNJ’s Innovative Medicine unit reported strong Q2 growth, helping show resilience even after Stelara patent loss and suggesting momentum can continue into the second half of 2026. J&J’s Innovative Medicine Unit Proves Its Resilience in Q2
• Positive Sentiment: Positive topline Phase 3 data for TECVAYLI and TALVEY showed large reductions in disease progression and death risk in relapsed/refractory multiple myeloma, strengthening JNJ’s oncology pipeline. TECVAYLI® + TALVEY® reduced the risk of disease progression or death by 89% and the risk of death by 62% in earlier-line relapsed/refractory multiple myeloma
• Positive Sentiment: JNJ also received FDA De Novo authorization for its OTTAVA robotic surgical system, expanding its competitiveness in soft-tissue robotic surgery and broadening a potentially important growth platform. Should FDA’s De Novo Nod for OTTAVA Robotic System Require Action From Johnson & Johnson (JNJ) Investors?
• Neutral Sentiment: Several articles framed JNJ as a defensive dividend stock and a steady healthcare holding, which reinforces its safe-haven appeal but is less likely to move the shares on its own. 3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives
• Neutral Sentiment: Commentary on JNJ’s steadiness during market volatility and ETF exposure after earnings mainly reflects investor interest in the stock rather than a new fundamental change. ETFs to Buy Post JNJ’s Q2 Earnings Beat & Bullish 2026 Outlook

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.