Avanza Fonder AB Grows Stock Holdings in Johnson & Johnson $JNJ

Avanza Fonder AB boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 259,061 shares of the company’s stock after buying an additional 8,940 shares during the period. Johnson & Johnson makes up about 1.4% of Avanza Fonder AB’s holdings, making the stock its 10th largest holding. Avanza Fonder AB’s holdings in Johnson & Johnson were worth $53,613,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in JNJ. AustralianSuper Pty Ltd raised its position in Johnson & Johnson by 632.0% in the 3rd quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after buying an additional 77,000 shares during the last quarter. J.W. Cole Advisors Inc. grew its stake in shares of Johnson & Johnson by 2.2% in the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after acquiring an additional 2,769 shares during the period. Guinness Asset Management LTD grew its stake in shares of Johnson & Johnson by 0.4% in the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after acquiring an additional 5,994 shares during the period. Treasurer of the State of North Carolina raised its holdings in shares of Johnson & Johnson by 8.3% during the second quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after purchasing an additional 94,957 shares during the last quarter. Finally, National Pension Service lifted its position in Johnson & Johnson by 3.2% during the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock valued at $913,484,000 after purchasing an additional 151,707 shares during the period. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction 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 trade represents a 4.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson 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 in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 30,142 shares of company stock valued at $7,360,528 over the last three months. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Trading Down 0.3%

NYSE:JNJ opened at $239.30 on Friday. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71. The business has a fifty day moving average price of $236.97 and a 200-day moving average price of $210.03. The firm has a market capitalization of $576.39 billion, a price-to-earnings ratio of 21.66, a price-to-earnings-growth ratio of 2.37 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.

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

Johnson & Johnson Dividend Announcement

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

Analysts Set New Price Targets

A number of equities research analysts have commented on JNJ shares. Rothschild & Co Redburn lifted their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a “neutral” rating in a research report on Thursday, February 19th. Citigroup raised their price target on Johnson & Johnson from $250.00 to $274.00 and gave the stock a “buy” rating in a research note on Wednesday, March 11th. Leerink Partners lifted their price objective on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a report on Thursday, January 22nd. HSBC upped their price objective on Johnson & Johnson from $265.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, March 17th. Finally, Bank of America reissued a “neutral” rating on shares of Johnson & Johnson in a research report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $236.91.

Key Headlines Impacting Johnson & Johnson

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

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.