Mn Services Vermogensbeheer B.V. Increases Position in Johnson & Johnson $JNJ

Mn Services Vermogensbeheer B.V. boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 2.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 933,393 shares of the company’s stock after purchasing an additional 20,208 shares during the period. Johnson & Johnson comprises 1.2% of Mn Services Vermogensbeheer B.V.’s portfolio, making the stock its 12th largest position. Mn Services Vermogensbeheer B.V.’s holdings in Johnson & Johnson were worth $193,166,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of JNJ. Capital International Investors boosted its stake in shares of Johnson & Johnson by 545.6% during the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after buying an additional 3,266,354 shares during the last quarter. Amundi increased its stake in shares of Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares during the last quarter. Marshall Wace LLP raised its holdings in Johnson & Johnson by 126.3% in the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after acquiring an additional 2,000,609 shares in the last quarter. Danske Bank A S bought a new position in Johnson & Johnson during the 3rd quarter valued at $367,467,000. Finally, Wellington Management Group LLP boosted its stake in Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after acquiring an additional 956,239 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 0.1%

Johnson & Johnson stock opened at $244.20 on Thursday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. The firm’s 50-day moving average is $238.92 and its 200-day moving average is $212.08. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The company has a market cap of $588.19 billion, a P/E ratio of 22.10, a PEG ratio of 2.42 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The business had revenue of $24.28 billion during the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. On average, equities analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were issued a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is 47.06%.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction on Tuesday, February 17th. The stock was 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 in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 over the last quarter. Insiders own 0.16% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA approval / commercial launch catalyst — J&J’s new oral psoriasis drug ICOTYDE (icotrokinra) has FDA approval and encouraging 52‑week data, offering a near‑term product growth story that could boost immunology sales and investor sentiment. Will ICOTYDE’s First‑in‑Class Oral Psoriasis Launch Redefine Johnson & Johnson’s (JNJ) Immunology Narrative?
• Positive Sentiment: Analyst support — Royal Bank of Canada reiterated an “Outperform” rating, providing third‑party validation that can support institutional demand. Royal Bank Of Canada Reaffirms “Outperform” Rating for Johnson & Johnson (NYSE:JNJ)
• Positive Sentiment: Earnings momentum — Multiple writeups note J&J’s strong earnings‑surprise history and argue the company has the ingredients to beat again, a tailwind for the stock into the next report. Will Johnson & Johnson (JNJ) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Pipeline and valuation debate — Analysts and commentators are re‑examining J&J’s pipeline and dividend pedigree (Seeking Alpha, 247WallSt pieces). These arguments support a buy‑and‑hold case but leave room for differing valuations after the recent rally. Johnson & Johnson: Is The Stock Still Undervalued After The Rally? A Quantitative Approach
• Neutral Sentiment: Investor interest / trending coverage — Zacks and other outlets note higher retail/investor attention and discuss J&J as a trending defensive/dividend name amid market volatility; this increases liquidity but not necessarily directional conviction. Johnson & Johnson (JNJ) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Bridgewater trimming — Billionaire Ray Dalio’s Bridgewater reduced its J&J stake, which can signal cautious positioning by large funds and pressure headline sentiment despite the holding being long‑term. Johnson & Johnson (JNJ): Billionaire Ray Dalio Trims Position
• Negative Sentiment: Legal/media overhang — Continued media discussion (including Jim Cramer coverage) about prior lawsuits and the stock’s “free fall / rise” dynamic keeps a legal risk premium in place for some investors. Jim Cramer Highlights Johnson & Johnson Stock’s “Free Fall” and Rise Despite Lawsuits

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on JNJ shares. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Stifel Nicolaus lifted their price target on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research note on Thursday, January 22nd. Morgan Stanley set a $253.00 price objective on Johnson & Johnson in a report on Wednesday, March 18th. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Finally, Loop Capital set a $220.00 target price on Johnson & Johnson in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $236.91.

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.