National Bank of Canada FI Has $385.59 Million Stock Position in Johnson & Johnson $JNJ

National Bank of Canada FI grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 66.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,863,268 shares of the company’s stock after purchasing an additional 745,686 shares during the quarter. National Bank of Canada FI’s holdings in Johnson & Johnson were worth $385,585,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in JNJ. Norges Bank acquired a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $6,924,523,000. Capital World Investors acquired a new position in shares of Johnson & Johnson during the 4th quarter worth approximately $2,005,942,000. Vanguard Group Inc. increased its position in shares of Johnson & Johnson by 1.6% during 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 last quarter. Capital International Investors increased its position in shares of Johnson & Johnson by 93.3% during the 4th quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after purchasing an additional 3,605,981 shares during the last quarter. Finally, Amundi increased its position in shares of Johnson & Johnson by 19.3% during 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 last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of NYSE JNJ opened at $235.29 on Wednesday. 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’s fifty day moving average price is $231.22 and its two-hundred day moving average price is $227.75. Johnson & Johnson has a one year low of $149.04 and a one year high of $251.71. The firm has a market cap of $566.40 billion, a price-to-earnings ratio of 27.20, a P/E/G ratio of 2.31 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last issued 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 analyst estimates of $23.60 billion. During the same period in the prior year, the firm posted $2.77 EPS. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were issued a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 61.97%.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson announced a more than $1 billion investment to expand U.S. Vision manufacturing in Jacksonville, Florida, adding new packaging, distribution, and advanced manufacturing capacity. The move supports its long-term manufacturing push and could improve supply-chain resilience. Article Title
• Positive Sentiment: J&J’s rare-disease drug IMAAVY (nipocalimab) posted strong Phase 2/3 results in warm autoimmune hemolytic anemia and received FDA Priority Review, reinforcing the company’s pipeline growth story. Article Title
• Positive Sentiment: TipRanks highlighted Johnson & Johnson as one of three dividend aristocrats with a Strong Buy rating, which may support investor interest in the stock’s defensive income profile. Article Title
• Neutral Sentiment: Analyst commentary noted JNJ’s strong recent share performance and asked whether the stock still offers value after a big one-year run, suggesting valuation concerns may be tempering upside.
• Negative Sentiment: Wall Street reacted to late-stage TALVEY blood-cancer trial results, with the article framing the data as important for whether J&J can keep growing after losing a multibillion-dollar drug, making the readout a potential pressure point for the stock. Article Title

Insider Buying and Selling

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

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Citigroup boosted their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Rothschild & Co Redburn boosted their target price on Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. The Goldman Sachs Group boosted their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Raymond James Financial boosted their target price on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. Finally, Barclays boosted their target price on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $253.04.

Johnson & Johnson 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.