Johnson & Johnson $JNJ Shares Acquired by Commerzbank Aktiengesellschaft FI

Commerzbank Aktiengesellschaft FI grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 856,749 shares of the company’s stock after acquiring an additional 16,589 shares during the quarter. Johnson & Johnson comprises about 3.3% of Commerzbank Aktiengesellschaft FI’s investment portfolio, making the stock its 7th largest holding. Commerzbank Aktiengesellschaft FI’s holdings in Johnson & Johnson were worth $158,858,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Clark Asset Management LLC lifted its holdings in Johnson & Johnson by 51.6% in the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after purchasing an additional 3,025 shares during the last quarter. Treasurer of the State of North Carolina lifted its stake in shares of Johnson & Johnson by 8.3% in the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock worth $188,638,000 after buying an additional 94,957 shares during the last quarter. Talbot Financial LLC boosted its holdings in shares of Johnson & Johnson by 4.6% during the 3rd quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock worth $25,667,000 after buying an additional 6,143 shares during the period. Liberty One Investment Management LLC grew its stake in Johnson & Johnson by 83.9% in the 3rd quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock valued at $68,040,000 after buying an additional 167,353 shares during the last quarter. Finally, Winnow Wealth LLC bought a new position in Johnson & Johnson in the 2nd quarter worth $295,000. Institutional investors and hedge funds own 69.55% of the company’s stock.

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 Price Performance

Shares of Johnson & Johnson stock opened at $224.50 on Wednesday. The stock has a market capitalization of $540.88 billion, a price-to-earnings ratio of 20.32, a P/E/G ratio of 2.15 and a beta of 0.34. The firm’s 50-day moving average price is $209.28 and its two-hundred day moving average price is $190.32. 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 1-year low of $141.50 and a 1-year high of $225.50.

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

Johnson & Johnson Announces Dividend

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

Wall Street Analyst Weigh In

JNJ has been the subject of several recent analyst reports. Guggenheim increased their target price on Johnson & Johnson from $227.00 to $240.00 and gave the company a “buy” rating in a research note on Friday. BMO Capital Markets reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Barclays boosted their target price on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 30th. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Finally, Daiwa Capital Markets upgraded shares of Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective on the stock in a report on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $230.36.

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.