Johnson & Johnson $JNJ Shares Acquired by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 597.0% during the fourth quarter, Holdings Channel reports. The firm owned 316,901 shares of the company’s stock after acquiring an additional 271,433 shares during the quarter. Johnson & Johnson makes up about 0.2% of Rakuten Investment Management Inc.’s portfolio, making the stock its 28th largest holding. Rakuten Investment Management Inc.’s holdings in Johnson & Johnson were worth $65,776,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the 4th quarter valued at about $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the 4th quarter valued at about $26,000. Abich Financial Wealth Management LLC acquired a new position in Johnson & Johnson in the 3rd quarter valued at about $26,000. DecisionPoint Financial LLC increased its position in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the period. Finally, Bay Harbor Wealth Management LLC increased its position in Johnson & Johnson by 49.0% in the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Insider Activity at Johnson & Johnson

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

Johnson & Johnson Stock Performance

NYSE JNJ opened at $236.06 on Tuesday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The business’s 50 day moving average is $231.37 and its two-hundred day moving average is $227.56. Johnson & Johnson has a 12-month low of $149.04 and a 12-month high of $251.71. The stock has a market capitalization of $568.25 billion, a price-to-earnings ratio of 27.29, a PEG ratio of 2.36 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, topping the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a return on equity of 32.60% and a net margin of 21.83%.The firm’s quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts expect that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were paid a dividend of $1.34 per share. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. Johnson & Johnson’s dividend payout ratio is presently 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 in Jacksonville, Florida to expand Vision manufacturing, packaging, and distribution. The move supports its U.S. expansion strategy and could improve long-term supply resilience and growth in its eye-care business. Article Title
• Positive Sentiment: J&J is also seeing renewed optimism around its pipeline after reporting strong Phase 2/3 results for IMAAVY (nipocalimab) in a rare autoimmune anemia and receiving FDA Priority Review, which could support future revenue growth if approved. Article Title
• Neutral Sentiment: Recent commentary suggests J&J’s shares have already had a strong multi-month run, so some investors are now debating whether the stock still offers value after a sharp one-year advance. Article Title
• Neutral Sentiment: J&J’s dividend increase and ongoing manufacturing push reinforce its defensive, income-oriented profile, but these items are more supportive of long-term sentiment than immediate share-price upside. Article Title

Analysts Set New Price Targets

Several brokerages recently issued reports on JNJ. Barclays boosted their price target 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. HSBC boosted their price target on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. JPMorgan Chase & Co. boosted their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Raymond James Financial boosted their price target on Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. Finally, Daiwa Securities Group boosted their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus 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.