Johnson & Johnson $JNJ Stake Decreased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 7.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,812,545 shares of the company’s stock after selling 153,564 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.08% of Johnson & Johnson worth $479,853,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Wellington Management Group LLP raised its position in Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares during the last quarter. Deutsche Bank AG lifted its stake in Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock valued at $3,977,506,000 after acquiring an additional 1,225,676 shares during the period. Amundi lifted its stake in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after acquiring an additional 2,001,139 shares during the period. Janus Henderson Group PLC boosted its holdings in shares of Johnson & Johnson by 1.9% during the 1st quarter. Janus Henderson Group PLC now owns 7,872,478 shares of the company’s stock valued at $1,924,323,000 after acquiring an additional 148,497 shares during the last quarter. Finally, Jupiter Topco LLC purchased a new stake in shares of Johnson & Johnson during the 2nd quarter valued at about $1,967,399,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the company’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at $6,991,308.78. This represents a 56.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 64,515 shares of company stock worth $17,271,766 in the last 90 days. 0.16% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages have recently commented on JNJ. Morgan Stanley decreased their price objective on shares of Johnson & Johnson from $294.00 to $292.00 and set an “overweight” rating for the company in a report on Thursday, October 15th. The Goldman Sachs Group restated a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. HSBC raised their target price on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, September 10th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Evercore set a $300.00 target price on shares of Johnson & Johnson in a research note on Tuesday. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus target price of $275.92.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Positive sector rotation: JNJ is benefiting from fresh demand for defensive healthcare stocks, alongside gains in Procter & Gamble and Coca-Cola. Investors appear to be favoring companies with relatively stable demand and cash flows amid broader market pressure. Procter & Gamble Jumps as Defensive Buyers Enter
• Positive Sentiment: Medical-device progress: Johnson & Johnson reported real-world data for its VARIPULSE Pro platform and 12-month outcomes for the OMNYPULSE platform in atrial-fibrillation treatment. The results could support adoption of its electrophysiology portfolio and provide another growth avenue beyond pharmaceuticals. Johnson & Johnson Reports VARIPULSE and OMNYPULSE Data
• Positive Sentiment: Drug growth and guidance: Recent coverage highlights stronger pharmaceutical performance and Johnson & Johnson’s higher 2026 outlook, with projected sales of approximately $101.2 billion at the midpoint. The company also maintains a 64-year record of annual dividend increases, reinforcing its appeal to income-focused investors. Johnson & Johnson Drugs Lift Guidance
• Neutral Sentiment: Mixed business outlook: One business is advancing strongly while another has stalled, leaving investors focused on whether new growth can justify JNJ’s premium valuation relative to competitors such as Merck and AbbVie. JNJ Stock Has a New Growth Story
• Negative Sentiment: Analyst caution and valuation risk: Erste Group Bank downgraded JNJ from “buy” to “hold.” Commentary also notes that the stock’s elevated valuation could constrain returns, particularly as Treasury yields near 5% make government bonds more competitive with dividend stocks. Erste Group Bank Ratings

Johnson & Johnson Stock Up 3.8%

JNJ stock opened at $267.67 on Friday. Johnson & Johnson has a fifty-two week low of $184.66 and a fifty-two week high of $281.07. The business’s 50-day moving average is $265.57 and its two-hundred day moving average is $250.11. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market cap of $645.05 billion, a price-to-earnings ratio of 40.56, a P/E/G ratio of 2.55 and a beta of 0.21.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, October 13th. The company reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.53 by $0.06. The business had revenue of $25.40 billion for the quarter, compared to analysts’ expectations of $25.38 billion. Johnson & Johnson had a return on equity of 31.54% and a net margin of 16.20%. The business’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same period last year, the firm posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 81.21%.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.