AustralianSuper Pty Ltd Acquires 77,000 Shares of Johnson & Johnson $JNJ

AustralianSuper Pty Ltd increased its stake in Johnson & Johnson (NYSE:JNJ) by 632.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,183 shares of the company’s stock after acquiring an additional 77,000 shares during the period. AustralianSuper Pty Ltd’s holdings in Johnson & Johnson were worth $16,536,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of JNJ. Wisconsin Capital Management LLC purchased a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $233,000. Chancellor Financial Group WB LP raised its position in Johnson & Johnson by 3.6% during the 3rd quarter. Chancellor Financial Group WB LP now owns 17,299 shares of the company’s stock valued at $3,208,000 after purchasing an additional 596 shares in the last quarter. Level Four Advisory Services LLC lifted its holdings in shares of Johnson & Johnson by 2.9% in the 3rd quarter. Level Four Advisory Services LLC now owns 70,498 shares of the company’s stock worth $13,072,000 after buying an additional 1,989 shares during the period. Victory Capital Management Inc. grew its position in shares of Johnson & Johnson by 9.0% during the 3rd quarter. Victory Capital Management Inc. now owns 4,594,658 shares of the company’s stock worth $851,941,000 after buying an additional 377,743 shares in the last quarter. Finally, Blueprint Investment Partners LLC purchased a new position in shares of Johnson & Johnson during the third quarter valued at $2,334,000. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Performance

Shares of JNJ opened at $246.77 on Wednesday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.48. The firm has a market cap of $594.69 billion, a PE ratio of 22.33, a P/E/G ratio of 2.41 and a beta of 0.34. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $251.71. The stock has a fifty day moving average price of $226.32 and a 200-day moving average price of $203.01.

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

Johnson & Johnson Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is currently 47.06%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the company’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 owned 23,003 shares in the company, valued at approximately $5,598,700.17. This represents a 21.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares of the company’s stock, valued at $6,540,469.77. The trade was a 45.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last 90 days. 0.16% of the stock is currently owned by company insiders.

Analyst Ratings Changes

JNJ has been the subject of a number of research reports. Leerink Partners upped their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. Barclays upped their price target 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. Wolfe Research lifted their price objective 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. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $250.00 price target on shares of Johnson & Johnson in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $232.70.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Nipocalimab earned a U.S. FDA Fast Track designation for systemic lupus erythematosus (SLE), accelerating development and review timelines and supporting the therapy’s commercial potential if Phase 3 confirms benefit. This reduces regulatory risk for a late‑stage immunology asset. Johnson & Johnson therapy nipocalimab granted U.S. FDA Fast Track designation in systemic lupus erythematosus (SLE)
• Positive Sentiment: Management and analysts point to immunology and neuroscience (Tremfya, Caplyta, Spravato) as key growth drivers that are offsetting revenue pressure from Stelara’s loss of exclusivity — supporting medium‑term top‑line resilience. Immunology, Neuroscience Step Up as Key Growth Engines for J&J
• Positive Sentiment: Early clinical results for the prostate cancer candidate pasritamig were described as encouraging with plans toward Phase 3—an oncology win could be materially value‑accretive if later‑stage trials succeed. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale
• Neutral Sentiment: JNJ presented at the TD Cowen health‑care conference (transcript available) — useful for detail on pipeline timelines and management tone but not an immediate catalyst absent new disclosures. Johnson & Johnson (JNJ) Presents at TD Cowen 46th Annual Health Care Conference Transcript
• Neutral Sentiment: JNJ scheduled its Q1 results call for April 14 — a routine event that will be the next formal opportunity for management to update guidance and pipeline timing. Johnson & Johnson to Host Investor Conference Call on First-Quarter Results
• Neutral Sentiment: Dividend/income outlets continue to feature JNJ as a top dividend stock, reinforcing its appeal to income investors but not necessarily a near‑term price catalyst. 5 Top Dividend Stocks for March 2026: Chevron (CVX) and Johnson & Johnson (JNJ) Lead the Pack
• Negative Sentiment: Bank of America reiterated a Hold with a note that oncology‑driven estimates are higher but upside is limited, which can curb bullish momentum and keep valuation upside constrained. Balanced Outlook on Johnson & Johnson: Higher Oncology-Driven Estimates but Limited Upside Justify Hold Rating
• Negative Sentiment: Reports that J&J is exploring strategic options for its DePuy Synthes orthopedics unit, including a possible sale that could exceed $20B, introduce near‑term uncertainty (timing, tax/structural outcomes) that can pressure the stock despite potential long‑term value realization. Johnson And Johnson Weighs Drug Breakthroughs Against Possible DePuy Synthes Sale

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.