Johnson & Johnson $JNJ Position Decreased by Capital Research Global Investors

Capital Research Global Investors decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 4.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,869,810 shares of the company’s stock after selling 144,917 shares during the period. Capital Research Global Investors’ holdings in Johnson & Johnson were worth $593,907,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. Blueline Advisors LLC bought a new position in shares of Johnson & Johnson during the 4th quarter valued at about $25,000. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson during the 3rd quarter valued at about $26,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson during the 4th quarter valued at about $26,000. DecisionPoint Financial LLC boosted its position in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares in the last quarter. Finally, Family CFO Inc bought a new position in shares of Johnson & Johnson during the 4th quarter valued at about $31,000. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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?

Johnson & Johnson Stock Performance

Shares of JNJ opened at $232.81 on Monday. The company has a 50-day moving average of $231.98 and a two-hundred day moving average of $226.15. 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 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 has a one year low of $149.04 and a one year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm’s revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities research analysts expect 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. Stockholders of record on Tuesday, May 26th will be given a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.3%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s payout ratio is currently 61.97%.

Analyst Ratings Changes

Several brokerages have commented on JNJ. Rothschild & Co Redburn raised their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Barclays raised their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 15th. Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a report on Wednesday, May 13th. Morgan Stanley set a $283.00 target price on shares of Johnson & Johnson in a report on Wednesday, April 15th. Finally, Bank of America raised their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $253.04.

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.