E. Ohman J or Asset Management AB Cuts Position in Johnson & Johnson $JNJ

E. Ohman J or Asset Management AB lowered its position in shares of Johnson & Johnson (NYSE:JNJ) by 41.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 58,974 shares of the company’s stock after selling 42,523 shares during the period. E. Ohman J or Asset Management AB’s holdings in Johnson & Johnson were worth $12,205,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of JNJ. Brighton Jones LLC lifted its stake 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 during the last quarter. United Bank raised its stake in shares of Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of 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 purchasing an additional 692 shares during the period. Wealth Group Ltd. grew its position in shares of Johnson & Johnson by 12.8% in the 2nd 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 position in shares of Johnson & Johnson by 9.8% in the 2nd 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. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Activity

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the company’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,598,700.17. This represents a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,142 shares of company stock worth $7,360,528 in the last three months. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson News Roundup

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

• Positive Sentiment: MarketBeat highlights JNJ as a defensive growth pick after the Kenvue spin‑off, noting durable revenue growth, medtech/robotics upside and Dividend King status — a reason income‑oriented investors may keep buying. A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
• Positive Sentiment: Wolfe Research added JNJ to a favorites list and the company was noted among Dividend Kings/Aristocrats — institutional endorsement that can support demand for the stock. Johnson & Johnson (JNJ) Gains Spot on Wolfe Favorites amid Growth Outlook
• Positive Sentiment: Analyst coverage: Erste Group nudged up its FY2027 EPS forecast for JNJ (small raise to $12.54), signaling incremental confidence in the company’s earnings trajectory after recent product approvals and commercialization progress.
• Positive Sentiment: Zacks notes a surge in J&J’s pipeline and 2025 approvals that set up stronger growth from new drugs in 2026 — a material upside driver if approvals translate into accelerating top‑line contribution. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
• Positive Sentiment: Investor commentary (Seeking Alpha) reiterates JNJ’s place in conservative dividend‑growth portfolios — supporting steady, long‑term demand from income investors. Johnson & Johnson: Deserves A Place In Conservative Dividend Growth Portfolios
• Neutral Sentiment: Preparation for Q1 results: a Barchart preview notes analysts expect a single‑digit EPS decline next quarter — this sets modest downside risk to near‑term sentiment but is already priced in to some extent. What You Need To Know Ahead of Johnson & Johnson’s Earnings Release
• Neutral Sentiment: Valuation check: recent strong 12‑month returns have drawn attention; some analysts view the stock as having outperformed, so volatility around re‑ratings is possible. Assessing Johnson & Johnson (JNJ) Valuation After Recent Gains And Kenvue Spin Off
• Negative Sentiment: Legal and perception risks persist: while a punitive damages award (~$950M) was overturned, a $16M talc verdict remains and some outlets label JNJ overvalued — ongoing litigation headlines and valuation criticism can pressure the stock. Punitive Damages Award Worth $950 Million Overturned Against Johnson & Johnson (JNJ), $16M Talc Verdict Stands

Analyst Ratings Changes

A number of brokerages recently commented on JNJ. Morgan Stanley set a $253.00 target price on Johnson & Johnson in a report on Wednesday, March 18th. TD Cowen boosted their price objective on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Sanford C. Bernstein upped their price objective on shares of Johnson & Johnson from $208.00 to $225.00 and gave the stock a “market perform” rating in a report on Friday, January 23rd. Stifel Nicolaus raised their target price on shares of Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research report on Thursday, January 22nd. Finally, Royal Bank Of Canada boosted their price target on shares of Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $236.91.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $239.30 on Friday. The business’s fifty day moving average is $236.97 and its 200 day moving average is $210.03. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The stock has a market cap of $576.39 billion, a price-to-earnings ratio of 21.66, a PEG ratio of 2.37 and a beta of 0.34. Johnson & Johnson has a twelve month low of $141.50 and a twelve month high of $251.71.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Saturday, January 31st. The company reported $2.46 EPS for the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.The business had revenue of $24.28 billion during the quarter. Research analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 47.06%.

Johnson & Johnson Company 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.