OP Asset Management Ltd Invests $110.09 Million in Johnson & Johnson $JNJ

OP Asset Management Ltd acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the 1st quarter, HoldingsChannel.com reports. The firm acquired 450,359 shares of the company’s stock, valued at approximately $110,086,000. Johnson & Johnson accounts for about 1.1% of OP Asset Management Ltd’s holdings, making the stock its 15th biggest holding.

Other large investors have also recently bought and sold shares of the company. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson in the fourth quarter worth about $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the 4th quarter valued at about $26,000. DecisionPoint Financial LLC raised its stake in shares of 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 in the last quarter. Family CFO Inc acquired a new stake in Johnson & Johnson in the 4th quarter worth approximately $31,000. Finally, Bay Harbor Wealth Management LLC boosted its position in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after purchasing an additional 49 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.16% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Guggenheim raised its price target on Johnson & Johnson to $270 from $266 and reiterated a Buy rating, reinforcing bullish analyst sentiment after recent strength in the shares. Benzinga reference
• Positive Sentiment: The company said new data from its IMAAVY (nipocalimab-aahu) program support sustained disease control in generalized myasthenia gravis, adding to optimism around its immunology pipeline and future growth prospects. PR Newswire reference
• Positive Sentiment: European regulators also issued a CHMP recommendation advancing TECVAYLI plus daratumumab as a potential standard of care in relapsed/refractory multiple myeloma, which could help support J&J’s oncology franchise. Article reference
• Positive Sentiment: Broader market commentary also points to healthcare stocks like Johnson & Johnson becoming a haven for investors rotating out of tech, which is helping lift sentiment across the sector. MarketWatch reference
• Neutral Sentiment: Recent articles also highlighted J&J as a “best stock for beginners” and a dependable dividend name, but those are more general reputation pieces than immediate stock-moving catalysts. Article reference
• Neutral Sentiment: Analysts are still looking for only single-digit earnings growth ahead of the next quarterly report, so while expectations remain solid, the near-term upside may depend on continued pipeline and product execution. Article reference

Johnson & Johnson Trading Up 4.0%

Shares of JNJ stock opened at $254.64 on Friday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $612.98 billion, a P/E ratio of 29.44, a P/E/G ratio of 2.40 and a beta of 0.26. Johnson & Johnson has a 12-month low of $151.01 and a 12-month high of $255.11. The firm has a 50-day moving average price of $230.92 and a 200 day moving average price of $229.43.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. The company 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 company’s revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the business 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 fiscal year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were given a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.1%. The ex-dividend date was Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Analyst Upgrades and Downgrades

Several brokerages have commented on JNJ. Sanford C. Bernstein increased their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Argus boosted their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Stifel Nicolaus raised their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research note on Wednesday, April 15th. Barclays lifted 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. Finally, Wells Fargo & Company boosted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $256.70.

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.