Capital International Investors Purchases 3,605,981 Shares of Johnson & Johnson $JNJ

Capital International Investors increased its holdings in Johnson & Johnson (NYSE:JNJ) by 93.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 7,471,031 shares of the company’s stock after acquiring an additional 3,605,981 shares during the period. Capital International Investors’ holdings in Johnson & Johnson were worth $1,546,130,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the company. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson in the 4th quarter worth approximately $25,000. Abich Financial Wealth Management LLC purchased a new position in Johnson & Johnson in the third quarter worth about $26,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson during the fourth quarter valued at $26,000. DecisionPoint Financial LLC boosted its holdings in Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares during the last quarter. Finally, Family CFO Inc purchased a new position in Johnson & Johnson in the fourth quarter worth about $31,000. Institutional investors own 69.55% of the company’s stock.

Key Stories 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?

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on JNJ shares. Guggenheim boosted their price objective on Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research note on Monday, April 20th. The Goldman Sachs Group lifted 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. Weiss Ratings lowered Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Raymond James Financial raised their price objective 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 increased their target price on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $253.04.

Johnson & Johnson Price Performance

NYSE JNJ opened at $232.81 on Friday. 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 $231.98 and its 200 day moving average price is $225.96. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71. The company has a market cap of $560.42 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 2.28 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $23.60 billion. During the same period in the prior year, the firm earned $2.77 EPS. The firm’s revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities research analysts forecast that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 annualized dividend and a yield of 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is 61.97%.

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.