Eurizon Capital SGR S.p.A. Purchases New Position in Johnson & Johnson $JNJ

Eurizon Capital SGR S.p.A. bought a new stake in shares of Johnson & Johnson (NYSE:JNJ) in the 4th quarter, Holdings Channel reports. The fund bought 1,922,990 shares of the company’s stock, valued at approximately $397,819,000. Johnson & Johnson comprises approximately 1.2% of Eurizon Capital SGR S.p.A.’s portfolio, making the stock its 11th largest holding.

Several other large investors also recently modified their holdings of JNJ. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson during the fourth quarter valued at about $25,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Johnson & Johnson during the third quarter valued at about $26,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson during the fourth quarter valued at about $26,000. DecisionPoint Financial LLC grew its stake in shares of Johnson & Johnson by 104.2% during the fourth 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. Finally, Family CFO Inc acquired a new stake in shares of Johnson & Johnson during the fourth quarter valued at about $31,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $225.16 on Friday. The firm’s 50 day moving average is $233.02 and its two-hundred day moving average is $224.82. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71. The firm has a market capitalization of $542.01 billion, a P/E ratio of 26.03, 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 results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates of $23.60 billion. During the same quarter in the previous year, the business posted $2.77 earnings per share. The firm’s quarterly revenue was up 9.9% compared to the same quarter last year. 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 firm 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 $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported updated Phase 1/1b data showing RYBREVANT plus LAZCLUZE delivered prolonged clinical benefit in atypical EGFR-mutated non-small cell lung cancer, with median overall survival nearing 3.5 years. This strengthens the case for the company’s lung cancer pipeline. Article Title
• Positive Sentiment: New Phase 3 MajesTEC-9 data showed TECVAYLI improved progression-free and overall survival versus standard of care in relapsed multiple myeloma, reinforcing Johnson & Johnson’s momentum in blood-cancer treatments and expanding confidence in the drug’s earlier-line use. Article Title
• Positive Sentiment: The FDA approved a label expansion for TREMFYA in psoriatic arthritis, adding evidence that it can help stop structural joint damage. That makes TREMFYA more differentiated in a large immunology market and may support future sales growth. Article Title
• Neutral Sentiment: Several analyst and market commentary pieces noted that JNJ has outperformed the Dow and that Wall Street sentiment remains moderately optimistic, but these were mostly retrospective and did not add new fundamental catalysts. Article Title
• Neutral Sentiment: Johnson & Johnson also announced it will host its second-quarter earnings conference call on July 15, which is routine corporate communication rather than a price-moving event on its own. Article Title
• Negative Sentiment: Broader commentary highlighted that J&J still faces exposure from patent-loss pressure on older products, even though oncology growth and MedTech demand are helping offset it. This remains an overhang on the stock’s longer-term earnings mix. Article Title

Analyst Ratings Changes

Several brokerages have recently weighed in on JNJ. Royal Bank Of Canada restated an “outperform” rating and set a $265.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Citigroup increased their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research report on Wednesday, May 13th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Finally, HSBC increased their price target on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, March 17th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price 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.