Johnson & Johnson $JNJ Stock Holdings Increased by Bank Julius Baer & Co. Ltd Zurich

Bank Julius Baer & Co. Ltd Zurich grew its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 7.8% in the fourth quarter, HoldingsChannel reports. The fund owned 1,787,427 shares of the company’s stock after buying an additional 128,616 shares during the period. Johnson & Johnson makes up about 1.0% of Bank Julius Baer & Co. Ltd Zurich’s portfolio, making the stock its 21st largest holding. Bank Julius Baer & Co. Ltd Zurich’s holdings in Johnson & Johnson were worth $369,865,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Brighton Jones LLC increased its stake in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after buying an additional 6,332 shares during the period. United Bank lifted its stake in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. increased its stake in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after acquiring an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Price Performance

Shares of Johnson & Johnson stock opened at $230.43 on Thursday. The company’s 50-day moving average price is $235.82 and its two-hundred day moving average price is $221.47. The stock has a market cap of $554.69 billion, a PE ratio of 26.64, a price-to-earnings-growth ratio of 2.20 and a beta of 0.27. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $2.68 by $0.02. The firm 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%.Johnson & Johnson’s revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is 60.12%.

Insider Transactions at Johnson & Johnson

In related news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total value of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares of the company’s stock, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock worth $7,360,528 in the last three months. 0.16% of the stock is currently owned by company insiders.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson from “Market Perform” to “Outperform” and lifted its price target to $265 from $252, citing accelerating growth prospects from new drug launches and stronger oncology and immunology franchises. Johnson & Johnson upgraded at Leerink on growth prospects
• Positive Sentiment: Analysts highlighted J&J’s pipeline momentum, including Tremfya and newly approved Icotyde as key drivers for immunology growth as Stelara faces biosimilar pressure, reinforcing the company’s post-Stelara strategy. Tremfya, Icotyde Lead J&J’s Post-Stelara Immunology Strategy
• Positive Sentiment: J&J also announced the global launch of the Shockwave C2 Aero Coronary IVL Catheter, adding another product launch that supports its cardiovascular growth story. Johnson & Johnson Advances the Standard of Calcium Modification with Global Launch of Shockwave™ C2 Aero Coronary IVL Catheter
• Neutral Sentiment: J&J remains in focus as a defensive, high-quality name with one of the market’s strongest credit ratings, which may keep income-focused investors interested but is less likely to be a near-term catalyst. The 2 US Companies With a Better Credit Rating Than Uncle Sam Belong in Every Retirement Portfolio
• Neutral Sentiment: The company also got attention in articles emphasizing its safety, dividend appeal, and retirement-portfolio status, which supports the stock’s defensive reputation rather than signaling a major fundamental change. Russell 1000 Dividend ETF Hits 125 as Johnson & Johnson Leads The Safety Test

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on JNJ shares. JPMorgan Chase & Co. increased their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Citigroup lifted their target price on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. The Goldman Sachs Group boosted their price target on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Finally, Guggenheim boosted their price target on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. 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 MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target 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.