Johnson & Johnson $JNJ Shares Purchased by Oddo BHF Asset Management Sas

Oddo BHF Asset Management Sas raised its position in Johnson & Johnson (NYSE:JNJ) by 1,271.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,336 shares of the company’s stock after purchasing an additional 31,833 shares during the quarter. Oddo BHF Asset Management Sas’ holdings in Johnson & Johnson were worth $8,389,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Greenberg Financial Group acquired a new position in shares of Johnson & Johnson during the fourth quarter worth about $954,000. World Investment Advisors raised its holdings in Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after acquiring an additional 26,450 shares in the last quarter. Benchmark Financial LLC purchased a new position in Johnson & Johnson in the fourth quarter worth approximately $554,000. Robinhood Asset Management LLC acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $11,853,000. Finally, Principal Financial Group Inc. increased its position in shares of Johnson & Johnson by 0.8% in the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after purchasing an additional 28,370 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on JNJ shares. Sanford C. Bernstein raised their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a report on Wednesday, April 15th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a report on Wednesday, July 15th. Scotiabank restated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. Finally, Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $266.39.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Expansion into next-generation oncology. J&J completed its $1 billion cash acquisition of Firefly Bio, gaining the Firelink™ degrader antibody conjugate platform. The technology is intended to support targeted treatments for difficult solid tumors, including KRAS-driven cancers, and strengthens the company’s long-term oncology pipeline. Firefly Bio acquisition article
• Positive Sentiment: Strategic collaboration adds autoimmune-disease potential. J&J agreed to work with Sail Biomedicines on in vivo CAR-T therapies designed to reset the immune system and treat immune-mediated diseases. The agreement includes $785 million in initial payments and an exclusive option to acquire Sail for $2.58 billion, giving J&J access to a potentially transformative platform. Wall Street Journal Sail collaboration article
• Positive Sentiment: Operating momentum remains solid. J&J’s latest quarterly results exceeded analyst expectations, with revenue up 6.6% year over year to $25.31 billion and earnings per share of $2.90 versus a $2.84 consensus estimate. Analysts also raised some longer-term earnings forecasts, suggesting confidence in the underlying business. Johnson & Johnson earnings information
• Neutral Sentiment: Talc settlement may reduce legal uncertainty. J&J’s proposed payment of up to $5.5 billion would address roughly 76,000 ovarian-cancer claims, potentially removing a major litigation overhang. However, the agreement requires at least 95% claimant participation and does not eliminate all future litigation risk. Reuters talc litigation article
• Negative Sentiment: 2026 profit forecast was lowered. J&J cited the combined financial impact of the Firefly acquisition and Sail agreement when reducing its 2026 profit forecast. The lower near-term earnings outlook appears to be the most direct reason for investor caution today, despite the deals’ potential long-term strategic value. Reuters profit forecast article

Johnson & Johnson Trading Down 0.4%

NYSE JNJ opened at $265.71 on Thursday. The firm’s fifty day moving average price is $244.93 and its 200 day moving average price is $237.82. Johnson & Johnson has a 12 month low of $164.23 and a 12 month high of $274.90. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The company has a market capitalization of $640.34 billion, a price-to-earnings ratio of 30.79, a price-to-earnings-growth ratio of 2.53 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the previous year, the company earned $2.77 earnings per share. Johnson & Johnson’s quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Insider Transactions at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is owned by corporate insiders.

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.