313,929 Shares in Johnson & Johnson $JNJ Purchased by Arrowpoint Investment Partners Singapore Pte. Ltd.

Arrowpoint Investment Partners Singapore Pte. Ltd. purchased a new position in Johnson & Johnson (NYSE:JNJ) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 313,929 shares of the company’s stock, valued at approximately $64,968,000. Johnson & Johnson makes up 9.6% of Arrowpoint Investment Partners Singapore Pte. Ltd.’s investment portfolio, making the stock its 3rd largest holding.

Several other hedge funds have also recently added to or reduced their stakes in JNJ. Brighton Jones LLC raised its position in Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank grew its stake in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after buying an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after buying an additional 692 shares during the last quarter. Wealth Group Ltd. grew its stake in Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after buying an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after buying an additional 6,584 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Ratings Changes

JNJ has been the topic of several research analyst reports. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Argus upped 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. Daiwa Securities Group upped their price objective on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Finally, Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price objective on the stock in a research note on Wednesday, May 13th. Twenty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $253.04.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $228.32 on Friday. Johnson & Johnson has a 52-week low of $149.04 and a 52-week high of $251.71. The stock has a market cap of $549.63 billion, a PE ratio of 26.40, a PEG ratio of 2.19 and a beta of 0.26. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm’s 50 day moving average price is $232.12 and its two-hundred day moving average price is $225.92.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analysts’ expectations of $23.60 billion. During the same period last year, the firm earned $2.77 earnings per share. The business’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be paid a $1.34 dividend. 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. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson’s payout ratio is 61.97%.

Key Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson presented multiple favorable ASCO 2026 data readouts, including practice-changing prostate cancer results for apalutamide and encouraging oncology/myeloma updates that support its specialty drug growth narrative. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Nipocalimab showed sustained lupus disease control in Phase 2 JASMINE data, with stronger responses in autoantibody-positive patients, bolstering J&J’s autoimmune pipeline and the case for future commercialization. Johnson & Johnson late-breaking results show nipocalimab significantly reduced systemic lupus erythematosus disease activity in a Phase 2 study
• Positive Sentiment: New Sjögren’s disease data further reinforced nipocalimab’s potential, showing greater clinical response in patients with higher autoantibody and IgG levels, which may indicate a meaningful treatment effect in more severe cases. Johnson & Johnson presents new data further reinforcing the role of nipocalimab in lowering the autoantibodies driving Sjögren’s disease
• Neutral Sentiment: Newsweek named Johnson & Johnson among the World’s Greenest Companies 2026, a positive reputation item but not a major immediate earnings driver. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026

About Johnson & Johnson

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.