North Dallas Bank & Trust Co. Buys New Stake in Johnson & Johnson $JNJ

North Dallas Bank & Trust Co. bought a new stake in Johnson & Johnson (NYSE:JNJ) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 14,878 shares of the company’s stock, valued at approximately $3,079,000. Johnson & Johnson comprises about 2.0% of North Dallas Bank & Trust Co.’s holdings, making the stock its 12th largest position.

A number of other hedge funds have also recently modified their holdings of JNJ. Norges Bank purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at $6,924,523,000. Capital World Investors purchased a new position in Johnson & Johnson during the 4th quarter worth $2,005,942,000. Vanguard Group Inc. grew its position in Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. Capital International Investors grew its position in Johnson & Johnson by 93.3% during the 4th quarter. Capital International Investors now owns 7,471,031 shares of the company’s stock worth $1,546,130,000 after purchasing an additional 3,605,981 shares during the last quarter. Finally, Amundi grew its position in Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Johnson & Johnson Stock Up 2.0%

Shares of NYSE JNJ opened at $236.88 on Wednesday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71. The firm has a 50-day moving average price of $231.76 and a 200 day moving average price of $226.61. The stock has a market capitalization of $570.22 billion, a price-to-earnings ratio of 27.39, a price-to-earnings-growth ratio of 2.27 and a beta of 0.26.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter last year, the business earned $2.77 earnings per share. The business’s revenue for the quarter 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. Equities research analysts anticipate that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were paid a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.3%. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date was Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Johnson & Johnson News Summary

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

• Positive Sentiment: J&J’s $1 billion acquisition of Firefly Bio strengthens its oncology pipeline with Firelink DAC technology aimed at hard-to-treat KRAS-driven cancers, which could improve long-term growth prospects. Johnson And Johnson Buys Firefly Bio To Deepen Oncology Growth Story
• Positive Sentiment: NICE preliminarily recommended D-VRd for first-line treatment of transplant-ineligible multiple myeloma in the NHS, a potential commercial boost for J&J’s Darzalex franchise. J&J secures extended NICE approval for Darzalex following earlier refusal
• Positive Sentiment: Commentary around J&J’s strong oncology and MedTech execution, including recent product momentum, is helping fuel bullish sentiment and expectations for continued growth. Will Johnson & Johnson Stock Hit $300 This Year?
• Neutral Sentiment: J&J also presented at Goldman Sachs’ healthcare conference, but the transcript does not provide a clear new catalyst on its own. Johnson & Johnson (JNJ) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript
• Neutral Sentiment: Broader sector articles highlighting healthcare as a defensive trade may provide background support, but they are not J&J-specific catalysts. Middle East Erupts Again: Buy these Healthcare ETFs Before the Next Strike
• Negative Sentiment: Some coverage noted patent and legal headwinds facing J&J, which remain a risk factor even as the company’s diversified business and pipeline help offset concerns. JNJ and AZN Face Patent Headwinds: Which Stock Looks Stronger Now?

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on JNJ shares. Argus raised their price objective on shares of Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research report on Thursday, April 16th. Raymond James Financial raised their target price on shares of Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. JPMorgan Chase & Co. raised their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Barclays raised their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday, April 15th. Finally, Royal Bank Of Canada restated an “outperform” rating and issued a $265.00 target price on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

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.