Mitsubishi UFJ Trust & Banking Corp Has $427.78 Million Stock Position in Johnson & Johnson $JNJ

Mitsubishi UFJ Trust & Banking Corp increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 1.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,684,383 shares of the company’s stock after buying an additional 32,205 shares during the quarter. Johnson & Johnson accounts for approximately 0.9% of Mitsubishi UFJ Trust & Banking Corp’s holdings, making the stock its 14th biggest position. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.07% of Johnson & Johnson worth $427,783,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in JNJ. Auto Owners Insurance Co raised its stake in shares of Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Norges Bank acquired a new position in Johnson & Johnson during the fourth quarter worth $6,924,523,000. Capital World Investors bought a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $2,005,942,000. Diamant Asset Management Inc. increased its position in Johnson & Johnson by 24,436.5% in the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares during the period. Finally, Vanguard Group Inc. increased its position in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Johnson & Johnson Trading Down 1.0%

NYSE JNJ opened at $270.43 on Thursday. The company has a market capitalization of $651.71 billion, a price-to-earnings ratio of 31.34, a PEG ratio of 2.61 and a beta of 0.24. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $276.47. The stock’s 50-day simple moving average is $257.32 and its two-hundred day simple moving average is $243.59. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last announced its 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 for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the previous year, the firm posted $2.77 EPS. The company’s revenue for the quarter 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. Research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

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

More Johnson & Johnson News

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J’s Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

Insider Transactions at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 over the last quarter. 0.16% of the stock is owned by insiders.

Wall Street Analyst Weigh In

JNJ has been the topic of several analyst reports. Wells Fargo & Company upped their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. HSBC set a $290.00 price target on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Scotiabank restated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $268.22.

Johnson & Johnson 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.