Johnson & Johnson $JNJ Shares Sold by RWC Asset Management LLP

RWC Asset Management LLP reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 3.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 266,405 shares of the company’s stock after selling 9,187 shares during the quarter. Johnson & Johnson accounts for approximately 2.7% of RWC Asset Management LLP’s investment portfolio, making the stock its 7th biggest holding. RWC Asset Management LLP’s holdings in Johnson & Johnson were worth $55,133,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in JNJ. Norges Bank acquired a new stake in shares of Johnson & Johnson during the fourth quarter worth $6,924,523,000. Capital World Investors acquired a new stake in shares of Johnson & Johnson during the fourth quarter worth $2,005,942,000. Vanguard Group Inc. lifted its stake in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after buying an additional 3,731,074 shares during the period. Capital International Investors lifted its stake in shares of Johnson & Johnson by 93.3% during the fourth quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after buying an additional 3,605,981 shares during the period. Finally, Amundi lifted its stake in shares of Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson News Roundup

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 Trading Up 0.0%

NYSE JNJ opened at $232.81 on Monday. The company has a market capitalization of $560.42 billion, a PE ratio of 26.91, a P/E/G ratio of 2.28 and a beta of 0.26. The company has a fifty day moving average of $231.98 and a 200 day moving average of $226.15. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.

Johnson & Johnson (NYSE:JNJ) last posted its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm’s quarterly revenue was up 9.9% on a year-over-year basis. During the same period in the previous year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. 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 disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This represents a $5.36 annualized dividend and a dividend 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 currently 61.97%.

Analysts Set New Price Targets

Several equities research analysts have recently commented on JNJ shares. Stifel Nicolaus lifted their price objective on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research note on Wednesday, April 15th. JPMorgan Chase & Co. lifted their price objective on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Raymond James Financial boosted their target price on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. TD Cowen began coverage on shares of Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 target price for the company. Finally, Johnson Rice upgraded shares of Johnson & Johnson from a “hold” rating to an “outperform” rating in a research report on Wednesday, May 13th. Twenty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target 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.