SBI Securities Co. Ltd. Acquires 10,021 Shares of Johnson & Johnson $JNJ

SBI Securities Co. Ltd. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 8.9% in the third quarter, HoldingsChannel reports. The firm owned 122,412 shares of the company’s stock after acquiring an additional 10,021 shares during the period. Johnson & Johnson makes up 0.7% of SBI Securities Co. Ltd.’s portfolio, making the stock its 27th biggest position. SBI Securities Co. Ltd.’s holdings in Johnson & Johnson were worth $32,407,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Jupiter Topco LLC acquired a new position in Johnson & Johnson in the second quarter worth $1,967,399,000. Diamant Asset Management Inc. increased its stake in shares of Johnson & Johnson by 24,436.5% in the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after buying an additional 4,454,778 shares in the last quarter. Corient Private Wealth LP increased its stake in shares of Johnson & Johnson by 127.3% in the second quarter. Corient Private Wealth LP now owns 6,060,922 shares of the company’s stock valued at $1,539,292,000 after buying an additional 3,393,981 shares in the last quarter. Wellington Management Group LLP increased its stake in shares of Johnson & Johnson by 12.5% in the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after buying an additional 2,513,321 shares in the last quarter. Finally, Amundi raised its holdings in shares of Johnson & Johnson by 17.5% in the first quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after buying an additional 2,001,139 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The United Kingdom approved J&J’s oral psoriasis treatment, expanding the company’s commercial opportunity in a major market and strengthening its immunology pipeline. UK approves J&J’s oral psoriasis pill
• Positive Sentiment: J&J reported first real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its MedTech portfolio and help offset weakness in other device businesses. J&J reports VARIPULSE Pro and OMNYPULSE data
• Positive Sentiment: J&J has benefited from investor rotation into defensive healthcare and consumer-staples companies amid broader large-cap weakness, reinforcing demand for its relatively stable earnings and dividend profile. Defensive stocks attract buyers
• Neutral Sentiment: J&J’s implied fair value was raised from $270.59 to $279.41 per share, but analyst views remain divided. Supporters cite earnings resilience and the drug pipeline, while others point to valuation, MedTech execution risk and possible dilution from recent deals. J&J fair value adjustment
• Negative Sentiment: A proposed combination involving J&J’s orthopedics business and Smith & Nephew reportedly collapsed over a leadership dispute. The development removes potential strategic benefits and may raise questions about execution, although Smith & Nephew declined to comment. Orthopedics merger reportedly collapsed
• Negative Sentiment: J&J reclaimed its 50-day moving average, but falling earnings estimates, a premium valuation and weakness in MedTech are limiting the bullish technical signal. Erste Group also downgraded the shares to “Hold,” adding to near-term investor caution. J&J stock outlook and valuation concerns

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on JNJ shares. Argus set a $300.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 29th. Scotiabank reissued an “outperform” rating and set a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Sanford C. Bernstein set a $270.00 price objective on shares of Johnson & Johnson in a research report on Thursday, October 15th. Erste Group Bank downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Wednesday. Finally, Guggenheim reiterated a “buy” rating and set a $287.00 target price on shares of Johnson & Johnson in a research report on Wednesday, October 7th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $275.92.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 64,515 shares of company stock worth $17,271,766. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Trading Down 1.3%

JNJ stock opened at $264.13 on Friday. The company has a market cap of $635.85 billion, a P/E ratio of 40.02, a PEG ratio of 2.61 and a beta of 0.21. Johnson & Johnson has a twelve month low of $184.66 and a twelve month high of $281.07. The company has a quick ratio of 0.81, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. The business has a fifty day moving average of $265.64 and a 200-day moving average of $250.21.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.53 by $0.06. The business had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The firm’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, equities research analysts expect that Johnson & Johnson will post 11.12 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, November 24th. Johnson & Johnson’s payout ratio is currently 81.21%.

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.