Handelsbanken Fonder AB Boosts Stock Position in Johnson & Johnson $JNJ

Handelsbanken Fonder AB lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,959,262 shares of the company’s stock after buying an additional 18,653 shares during the quarter. Johnson & Johnson makes up approximately 1.4% of Handelsbanken Fonder AB’s investment portfolio, making the stock its 13th largest position. Handelsbanken Fonder AB’s holdings in Johnson & Johnson were worth $497,594,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in JNJ. Greenberg Financial Group acquired a new stake in Johnson & Johnson in the 4th quarter worth about $954,000. World Investment Advisors raised its holdings in shares of Johnson & Johnson by 19.6% during 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 during the last quarter. Benchmark Financial LLC purchased a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $554,000. Principal Financial Group Inc. boosted its stake in shares of Johnson & Johnson by 0.8% in the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after acquiring an additional 28,370 shares during the last quarter. Finally, KBC Group NV increased its position in shares of Johnson & Johnson by 21.8% during the fourth quarter. KBC Group NV now owns 2,296,831 shares of the company’s stock worth $475,330,000 after purchasing an additional 410,720 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

More Johnson & Johnson News

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

• Positive Sentiment: Strong second-quarter results and raised outlook: J&J reported sales of $25.31 billion, up nearly 7% year over year and above expectations, while adjusted EPS of $2.90 exceeded consensus. Management raised or reaffirmed a fiscal 2026 EPS outlook of $11.60–$11.75, supporting the recent share-price gains. Johnson & Johnson vs Abbott Laboratories: Which Healthcare Giant Offers the More Compelling Growth Story After Earnings?
• Positive Sentiment: Growth-focused restructuring: Coverage highlights J&J’s efforts to reshape its businesses, including potential separation or restructuring initiatives, as the 140-year-old company seeks faster growth beyond its traditional dividend and consumer-health profile. Investors may view the changes as a way to unlock value and improve business focus. 140-year-old Dividend King eyes bold update to unlock new growth
• Positive Sentiment: MedTech expansion: FDA De Novo authorization for the OTTAVA robotic surgical system gives J&J an entry point into U.S. soft-tissue robotic surgery. The opportunity could expand its medical-device growth profile, although Intuitive Surgical has a substantial competitive lead. Can Johnson & Johnson Challenge Intuitive Surgical After Ottava’s FDA Approval?
• Positive Sentiment: Cardiac-care agreement: A multiyear preferred-portfolio agreement with ACCESS GPO will support adoption of J&J’s cardiac electrophysiology technologies at U.S. ambulatory surgery centers, potentially strengthening recurring MedTech demand. ACCESS Announces Multi-Year Strategic Agreement
• Neutral Sentiment: Income appeal remains intact: J&J has raised its dividend for 64 consecutive years, but the recent rally has reduced its dividend yield. Brokerages currently assign the stock an average “Moderate Buy” rating. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Negative Sentiment: Valuation and competition are risks: With J&J trading close to its annual high and at roughly 30 times earnings, further gains may require continued execution. OTTAVA also faces entrenched competition from Intuitive Surgical, while an insider sale of 15,918 shares may create a modest sentiment overhang. Elizabeth Forminard Sells Shares of Johnson & Johnson

Johnson & Johnson Price Performance

JNJ stock opened at $260.80 on Tuesday. Johnson & Johnson has a 52-week low of $171.81 and a 52-week high of $274.90. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The stock has a market cap of $628.50 billion, a price-to-earnings ratio of 30.22, a price-to-earnings-growth ratio of 2.47 and a beta of 0.24. The business has a fifty day moving average of $249.21 and a two-hundred day moving average of $240.18.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s revenue was up 6.6% compared to the same quarter last year. During the same period in the prior year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Insider Transactions at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 48,972 shares of company stock worth $12,295,205. 0.16% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Citigroup increased their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a research report on Monday, August 3rd. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Finally, Argus set a $300.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $268.22.

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.