PBU The Pension Fund of Early Childhood & Youth Educators Buys New Position in Johnson & Johnson $JNJ

PBU The Pension Fund of Early Childhood & Youth Educators bought a new stake in Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 102,246 shares of the company’s stock, valued at approximately $21,160,000. Johnson & Johnson makes up about 0.8% of PBU The Pension Fund of Early Childhood & Youth Educators’ holdings, making the stock its 23rd largest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of JNJ. Guinness Asset Management LTD lifted its position in shares of Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after purchasing an additional 5,994 shares in the last quarter. Greenberg Financial Group acquired a new position in Johnson & Johnson during the fourth quarter worth $954,000. Varma Mutual Pension Insurance Co increased its holdings in Johnson & Johnson by 8.9% during the third quarter. Varma Mutual Pension Insurance Co now owns 378,256 shares of the company’s stock worth $70,136,000 after buying an additional 30,900 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in Johnson & Johnson by 4.3% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 5,030,835 shares of the company’s stock worth $932,835,000 after buying an additional 208,765 shares during the last quarter. Finally, JT Stratford LLC increased its holdings in Johnson & Johnson by 7.6% during the third quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock worth $11,047,000 after buying an additional 4,216 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

Johnson & Johnson Trading Up 2.0%

Shares of Johnson & Johnson stock opened at $232.81 on Friday. The firm has a 50-day moving average of $231.98 and a 200-day moving average of $225.96. The stock has a market cap of $560.42 billion, a PE ratio of 26.91, a PEG ratio of 2.24 and a beta of 0.26. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. 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 announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.77 earnings per share. 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 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Tuesday, May 26th. 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 dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Guggenheim boosted their target price on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Raymond James Financial boosted their target price on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a report on Wednesday, May 13th. Stifel Nicolaus upped their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Finally, Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Twenty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus 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.