AEGON ASSET MANAGEMENT UK Plc Grows Position in Johnson & Johnson $JNJ

AEGON ASSET MANAGEMENT UK Plc lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 11.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 647,271 shares of the company’s stock after purchasing an additional 65,526 shares during the quarter. Johnson & Johnson comprises 1.4% of AEGON ASSET MANAGEMENT UK Plc’s investment portfolio, making the stock its 13th biggest holding. AEGON ASSET MANAGEMENT UK Plc’s holdings in Johnson & Johnson were worth $119,820,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank purchased a new stake in Johnson & Johnson in the second quarter worth about $4,877,174,000. Laurel Wealth Advisors LLC boosted its position in shares of Johnson & Johnson by 15,040.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock worth $1,133,512,000 after purchasing an additional 7,371,687 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after buying an additional 3,085,180 shares during the last quarter. Geode Capital Management LLC increased its position in Johnson & Johnson by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after buying an additional 1,225,676 shares in the last quarter. Finally, Legal & General Group Plc boosted its holdings in Johnson & Johnson by 6.2% in the second quarter. Legal & General Group Plc now owns 18,917,274 shares of the company’s stock worth $2,889,614,000 after acquiring an additional 1,097,855 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on JNJ shares. Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, January 22nd. Leerink Partners lifted their target price on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a report on Thursday, January 22nd. Wolfe Research increased their price target on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a report on Monday, January 5th. HSBC reaffirmed a “buy” rating and issued a $240.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, December 10th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $230.36.

Key Johnson & Johnson News

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

• Positive Sentiment: Management issued strong FY‑2026 guidance and highlighted accelerating growth, which lifts forward earnings and revenue expectations for JNJ. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®‑based quadruplet (D‑VRd) for newly diagnosed, transplant‑ineligible multiple myeloma — expands label, reinforces DARZALEX as foundational therapy and supports longer‑term oncology sales growth. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised J&J’s price target (to $240) after the solid Q4 results and the strong 2026 guide, signaling buy‑side confidence and potential upward pressure from analysts. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide
• Positive Sentiment: Unusually large call‑option volume (about 37,990 calls, ~23% above average) suggests short‑term bullish positioning by traders and potential added upside momentum in the stock.
• Neutral Sentiment: J&J reported corporate social impact activity — $100M of MedTech donations since 2020 and an additional $20M commitment — positive for brand/ESG but unlikely to move near‑term fundamentals. Johnson & Johnson Marks $100 Million of MedTech Products Donated Since 2020
• Neutral Sentiment: Analyst/commentary pieces (Zacks, coverage on momentum and trending status) highlight market interest and technical strength; useful for sentiment but not a direct catalyst. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Negative Sentiment: Management flagged potential policy and reimbursement headwinds that could raise costs or pressure margins in certain markets — a risk to near‑term profitability if issues intensify. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Johnson & Johnson Stock Up 1.4%

Shares of JNJ stock opened at $224.50 on Wednesday. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $225.50. The stock has a market cap of $540.88 billion, a P/E ratio of 20.32, a P/E/G ratio of 2.15 and a beta of 0.34. The company has a 50 day simple moving average of $209.28 and a two-hundred day simple moving average of $190.32.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The firm had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same quarter in the previous year, the firm posted $2.04 EPS. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is currently 47.06%.

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.