Johnson & Johnson $JNJ Shares Acquired by Mawer Investment Management Ltd.

Mawer Investment Management Ltd. grew its stake in Johnson & Johnson (NYSE:JNJ) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 415,882 shares of the company’s stock after buying an additional 14,220 shares during the quarter. Mawer Investment Management Ltd.’s holdings in Johnson & Johnson were worth $86,067,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of JNJ. Norges Bank acquired a new position in Johnson & Johnson in the 4th quarter worth about $6,924,523,000. Vanguard Group Inc. raised its holdings in Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. Capital International Investors raised its holdings in Johnson & Johnson by 545.6% in the 3rd quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after purchasing an additional 3,266,354 shares during the period. Amundi raised its holdings in Johnson & Johnson by 19.3% in the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares during the period. Finally, Marshall Wace LLP raised its holdings in Johnson & Johnson by 126.3% in the 3rd quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after purchasing an additional 2,000,609 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Wall Street Analyst Weigh In

JNJ has been the subject of a number of analyst reports. Daiwa Securities Group upped their price target on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Johnson Rice upgraded Johnson & Johnson from a “hold” rating to an “outperform” rating in a research note on Wednesday, May 13th. Royal Bank Of Canada reiterated an “outperform” rating and set a $265.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Rothschild & Co Redburn boosted their price objective on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Finally, Sanford C. Bernstein upped their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research report on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $253.04.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson announced strong late-stage prostate cancer data for ERLEADA (apalutamide), showing it significantly reduced the risk of metastasis or death and improved key surgical outcomes. The results, presented at ASCO and published in The New England Journal of Medicine, could strengthen the drug’s commercial outlook. Article Title
• Positive Sentiment: J&J also reported pivotal data for RYBREVANT FASPRO (amivantamab and hyaluronidase-lpuj) in advanced head and neck cancer, with durable responses and a meaningful complete-response rate. The company has already submitted for FDA approval in this indication, which could expand its oncology pipeline. Article Title
• Positive Sentiment: Separate coverage highlighted Johnson & Johnson as one of the best dividend-paying stocks to buy right now, reinforcing its appeal as a defensive income name for investors seeking stability and yield. Article Title
• Neutral Sentiment: Another article asked whether J&J is too expensive after its 48% one-year surge, reflecting valuation concerns rather than a direct change in fundamentals. The piece suggests some investors may be pausing after the stock’s strong rally. Article Title
• Negative Sentiment: Recent commentary also noted the stock has slipped in the short term, implying some near-term profit-taking as investors digest the large year-to-date move and weigh whether upside is already reflected in the price. Article Title

Johnson & Johnson Price Performance

JNJ stock opened at $223.90 on Tuesday. 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 business has a 50 day simple moving average of $232.75 and a 200-day simple moving average of $225.29. The firm has a market capitalization of $538.96 billion, a PE ratio of 25.88, a price-to-earnings-growth ratio of 2.21 and a beta of 0.26. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $23.60 billion. During the same period in the prior year, the firm posted $2.77 earnings per share. The firm’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. Equities research analysts anticipate 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. Investors of record on Tuesday, May 26th will be issued a $1.34 dividend. 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 is Tuesday, May 26th. Johnson & Johnson’s payout ratio is currently 61.97%.

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.