Johnson & Johnson $JNJ Shares Purchased by USS Investment Management Ltd

USS Investment Management Ltd boosted its stake in Johnson & Johnson (NYSE:JNJ) by 0.5% during the 4th quarter, HoldingsChannel reports. The fund owned 1,184,280 shares of the company’s stock after buying an additional 5,670 shares during the period. Johnson & Johnson comprises 1.2% of USS Investment Management Ltd’s portfolio, making the stock its 14th largest position. USS Investment Management Ltd’s holdings in Johnson & Johnson were worth $245,087,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in JNJ. Greenberg Financial Group bought a new stake in Johnson & Johnson in the fourth quarter valued at $954,000. Mitsubishi UFJ Asset Management Co. Ltd. grew 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 acquiring an additional 208,765 shares during the period. JT Stratford LLC increased its stake in Johnson & Johnson by 7.6% in the 3rd quarter. JT Stratford LLC now owns 59,577 shares of the company’s stock worth $11,047,000 after purchasing an additional 4,216 shares in the last quarter. World Investment Advisors increased its stake in Johnson & Johnson by 19.6% in the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares in the last quarter. Finally, Coldstream Capital Management Inc. boosted its position in Johnson & Johnson by 9.8% during the 3rd quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company’s stock worth $17,738,000 after acquiring an additional 8,533 shares during the period. 69.55% of the stock is currently owned by institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson said it will invest more than $1 billion in Jacksonville, Florida to expand U.S. Vision manufacturing, packaging and distribution. The project includes a new distribution facility and advanced production technology, reinforcing JNJ’s long-term commitment to domestic capacity and eye-care growth. Article: Johnson & Johnson Invests more than $1 Billion to Strengthen U.S. Vision Manufacturing in Jacksonville, Florida
• Positive Sentiment: The company’s broader U.S. manufacturing push and expansion of Acuvue-related operations were also highlighted by recent coverage, which may be viewed positively as JNJ works to strengthen supply chains and invest in higher-margin consumer health and vision businesses. Article: Johnson & Johnson (JNJ) Commits Over $1B to Acuvue Contact Lens Expansion
• Positive Sentiment: Investor sentiment may also be supported by ongoing pipeline progress, including positive Phase 2/3 data for IMAAVY (nipocalimab) in a rare autoimmune blood disorder and FDA Priority Review for the drug, which could broaden JNJ’s future revenue base if approved. Article: IMAAVY Breakthrough And Priority Review Reframe Johnson And Johnson Growth Story
• Neutral Sentiment: Separately, commentary from Jim Cramer noted that Johnson & Johnson shares have been gaining, but the piece did not identify a new fundamental catalyst beyond general market discussion. Article: Jim Cramer Explains Johnson & Johnson’s (JNJ) Shares Have Gained
• Neutral Sentiment: One article about dividend portfolios and another about market volatility are not JNJ-specific, but they reflect the broader investor focus on income, defensive stocks, and risk reduction that can indirectly benefit large healthcare names like Johnson & Johnson. Article: The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer
• Negative Sentiment: Marketwide risk-off concerns tied to a possible AI-led valuation correction could weigh on equities generally, though the article is not specific to JNJ and Johnson & Johnson is typically seen as more defensive than high-growth tech names. Article: Today’s AI market hits all 5 warning signs that preceded 2000 Nasdaq crash.

Johnson & Johnson Stock Performance

Shares of NYSE:JNJ opened at $236.06 on Tuesday. The business’s fifty day moving average price is $231.37 and its two-hundred day moving average price is $227.56. Johnson & Johnson has a fifty-two week low of $149.04 and a fifty-two week high of $251.71. The stock has a market capitalization of $568.25 billion, a price-to-earnings ratio of 27.29, a price-to-earnings-growth ratio of 2.36 and a beta of 0.26. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share 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 business posted $2.77 earnings per share. The business’s 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. As a group, analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. The ex-dividend date was Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on JNJ shares. JPMorgan Chase & Co. lifted their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Citigroup increased their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a report on Tuesday, April 7th. Raymond James Financial increased their price target on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a report on Wednesday, April 15th. Stifel Nicolaus increased their price target 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, Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Wednesday, May 13th. Twenty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Insider Activity at Johnson & Johnson

In other 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 in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.16% of the company’s stock.

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.