Voya Investment Management LLC Has $182.40 Million Stock Holdings in Johnson & Johnson $JNJ

Voya Investment Management LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 23.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 985,024 shares of the company’s stock after acquiring an additional 189,081 shares during the quarter. Voya Investment Management LLC’s holdings in Johnson & Johnson were worth $182,403,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of Johnson & Johnson by 1.3% in the second quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after purchasing an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC lifted its holdings in Johnson & Johnson by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock worth $9,227,988,000 after buying an additional 1,225,676 shares during the period. Norges Bank bought a new stake in shares of Johnson & Johnson in the 2nd quarter valued at about $4,877,174,000. Bank of New York Mellon Corp increased its stake in shares of Johnson & Johnson by 2.7% in the second quarter. Bank of New York Mellon Corp now owns 23,802,503 shares of the company’s stock valued at $3,635,832,000 after buying an additional 620,039 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its position in shares of Johnson & Johnson by 0.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock worth $2,894,979,000 after acquiring an additional 52,074 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: FDA approves a subcutaneous version of Rybrevant (amivantamab) that reduces administration time from hours to minutes for EGFR‑mutated NSCLC — this materially improves patient convenience, may raise uptake vs. IV therapy and supports long‑term revenue potential for JNJ’s lung‑cancer franchise. J&J Wins FDA Nod for Subcutaneous Version of NSCLC Drug Rybrevant
• Positive Sentiment: FDA clears RYBREVANT FASPRO (amivantamab + hyaluronidase) as the first subcutaneous therapy across Rybrevant indications, enabling much shorter, simpler first‑line regimens when combined with LAZCLUZE — a regulatory win that supports commercial uptake and margins. U.S. FDA Approval of RYBREVANT FASPRO
• Positive Sentiment: JNJ’s MedTech unit won FDA clearance for the TRUFILL n‑BCA liquid embolic system to treat symptomatic chronic subdural hematoma (cSDH), expanding neurovascular indications and supporting device revenue growth. Johnson & Johnson Receives FDA Approval for TRUFILL n‑BCA
• Positive Sentiment: Media and investor sentiment is bullish: Jim Cramer highlighted JNJ’s oncology momentum and broader rotation into healthcare/defensive names, which can drive retail interest and support multiple expansion. Jim Cramer Couldn’t Stop Gushing About Johnson & Johnson (JNJ)’s Cancer Drugs
• Neutral Sentiment: Analyst/valuation commentary argues JNJ’s premium multiple is supported by accelerating growth and portfolio mix; useful context for longer‑term positioning but less likely to move near‑term price. Johnson and Johnson: Valuation Premium Justified By Accelerating Growth
• Neutral Sentiment: Macro note: rate cuts and dividend‑friendly ETF flows (e.g., mentions in MarketBeat pieces) can support demand for high‑quality dividend payers like JNJ, but impact is gradual. Rate Cuts Make These 3 Income ETFs More Attractive Than Ever
• Negative Sentiment: Near‑term pullback likely driven by profit‑taking after a large YTD move (shares are up significantly year‑to‑date); heavy volume suggests short‑term selling pressure despite positive catalysts.

Johnson & Johnson Stock Down 0.9%

Shares of NYSE JNJ opened at $206.49 on Friday. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. The firm has a market cap of $497.49 billion, a PE ratio of 19.93, a P/E/G ratio of 2.24 and a beta of 0.36. The company’s fifty day simple moving average is $198.10 and its 200 day simple moving average is $179.19. Johnson & Johnson has a 12-month low of $140.68 and a 12-month high of $215.18.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, August 30th. The company reported $2.26 earnings per share for the quarter. The firm had revenue of $24.02 billion for the quarter. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. As a group, sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Tuesday, November 25th were issued a $1.30 dividend. The ex-dividend date was Tuesday, November 25th. This represents a $5.20 annualized dividend and a yield of 2.5%. Johnson & Johnson’s dividend payout ratio is presently 50.19%.

Wall Street Analyst Weigh In

Several analysts recently commented on JNJ shares. The Goldman Sachs Group upped their target price on Johnson & Johnson from $213.00 to $240.00 and gave the company a “buy” rating in a report on Thursday. Scotiabank started coverage on shares of Johnson & Johnson in a research note on Thursday, November 13th. They issued a “sector outperform” rating and a $230.00 price objective on the stock. Cowen reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, October 14th. Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $212.00 to $230.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Finally, HSBC reiterated a “buy” rating and set a $240.00 price target on shares of Johnson & Johnson in a report on Wednesday, December 10th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $210.25.

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.