Johnson & Johnson $JNJ Position Lowered by Bessemer Group Inc.

Bessemer Group Inc. decreased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 775,121 shares of the company’s stock after selling 29,584 shares during the period. Bessemer Group Inc.’s holdings in Johnson & Johnson were worth $160,410,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares during the last quarter. Wellington Management Group LLP lifted its holdings in Johnson & Johnson by 3.8% in the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after acquiring an additional 956,239 shares during the last quarter. Bank of New York Mellon Corp lifted its holdings in Johnson & Johnson by 3.5% in the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after acquiring an additional 835,146 shares during the last quarter. Legal & General Group Plc lifted its holdings in Johnson & Johnson by 2.8% in the third quarter. Legal & General Group Plc now owns 19,450,064 shares of the company’s stock worth $3,606,431,000 after acquiring an additional 532,790 shares during the last quarter. Finally, Amundi lifted its holdings in Johnson & Johnson by 19.3% in the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after acquiring an additional 2,163,838 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on JNJ. The Goldman Sachs Group raised their target price on shares of Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Morgan Stanley set a $283.00 target price on shares of Johnson & Johnson in a report on Wednesday, April 15th. Argus raised their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a report on Thursday, April 16th. TD Cowen started coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They issued a “buy” rating and a $250.00 target price on the stock. Finally, Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Twenty investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $253.04.

Insider Buying and Selling

In related news, EVP Timothy Schmid sold 22,623 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,142 shares of company stock worth $7,360,528 in the last quarter. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $230.61 on Friday. The firm’s 50 day moving average is $235.49 and its two-hundred day moving average is $221.76. Johnson & Johnson has a 52 week low of $147.33 and a 52 week high of $251.71. The firm has a market capitalization of $555.13 billion, a P/E ratio of 26.66, a PEG ratio of 2.26 and a beta of 0.27. 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 posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter last year, the business earned $2.77 earnings per share. The business’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Analysts anticipate that Johnson & Johnson will post 11.57 earnings per share for the current year.

Johnson & Johnson Increases Dividend

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

Johnson & Johnson News Roundup

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

• Positive Sentiment: Leerink Partners upgraded Johnson & Johnson to Outperform and lifted its price target, citing stronger growth prospects from upcoming drug launches and broader oncology/immunology momentum. Article Title
• Positive Sentiment: New clinical and commercial updates around CAPLYTA, cardiology, Crohn’s disease, and robotics may support confidence in J&J’s innovation pipeline. Article Title
• Neutral Sentiment: J&J’s stock remains below some recent highs and has been consolidating after earnings, suggesting investors are still weighing valuation and execution. Article Title
• Negative Sentiment: A bladder-cancer survey highlighted the significant burden of current standard treatments, which may reinforce concerns about unmet needs and the pace of innovation in that area. Article Title

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.