United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Buys 30,700 Shares of Johnson & Johnson $JNJ

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund lifted its stake in Johnson & Johnson (NYSE:JNJ) by 2,192.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,100 shares of the company’s stock after buying an additional 30,700 shares during the quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Johnson & Johnson were worth $6,643,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. AustralianSuper Pty Ltd grew its position in shares of Johnson & Johnson by 632.0% during the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock worth $16,536,000 after purchasing an additional 77,000 shares in the last quarter. J.W. Cole Advisors Inc. grew its position in shares of Johnson & Johnson by 2.2% during the third quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after purchasing an additional 2,769 shares in the last quarter. Guinness Asset Management LTD grew its position in shares of Johnson & Johnson by 0.4% during the third quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock worth $251,216,000 after purchasing an additional 5,994 shares in the last quarter. Greenberg Financial Group purchased a new stake in shares of Johnson & Johnson during the fourth quarter worth about $954,000. Finally, National Pension Service grew its position in shares of Johnson & Johnson by 3.2% during the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after purchasing an additional 151,707 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported updated Phase 1/1b data showing RYBREVANT plus LAZCLUZE delivered prolonged clinical benefit in atypical EGFR-mutated non-small cell lung cancer, with median overall survival nearing 3.5 years. This strengthens the case for the company’s lung cancer pipeline. Article Title
• Positive Sentiment: New Phase 3 MajesTEC-9 data showed TECVAYLI improved progression-free and overall survival versus standard of care in relapsed multiple myeloma, reinforcing Johnson & Johnson’s momentum in blood-cancer treatments and expanding confidence in the drug’s earlier-line use. Article Title
• Positive Sentiment: The FDA approved a label expansion for TREMFYA in psoriatic arthritis, adding evidence that it can help stop structural joint damage. That makes TREMFYA more differentiated in a large immunology market and may support future sales growth. Article Title
• Neutral Sentiment: Several analyst and market commentary pieces noted that JNJ has outperformed the Dow and that Wall Street sentiment remains moderately optimistic, but these were mostly retrospective and did not add new fundamental catalysts. Article Title
• Neutral Sentiment: Johnson & Johnson also announced it will host its second-quarter earnings conference call on July 15, which is routine corporate communication rather than a price-moving event on its own. Article Title
• Negative Sentiment: Broader commentary highlighted that J&J still faces exposure from patent-loss pressure on older products, even though oncology growth and MedTech demand are helping offset it. This remains an overhang on the stock’s longer-term earnings mix. Article Title

Johnson & Johnson Trading Down 2.4%

Shares of JNJ opened at $225.16 on Friday. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. The company has a market cap of $542.01 billion, a P/E ratio of 26.03, a P/E/G ratio of 2.26 and a beta of 0.27. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company’s fifty day simple moving average is $233.02 and its 200-day simple moving average is $224.82.

Johnson & Johnson (NYSE:JNJ) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. The business’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, analysts expect that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be issued a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, May 26th. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s dividend payout ratio (DPR) is presently 61.97%.

Wall Street Analyst Weigh In

JNJ has been the subject of several research analyst reports. The Goldman Sachs Group increased their target price on Johnson & Johnson from $265.00 to $275.00 and gave the stock a “buy” rating in a research report on Wednesday, April 15th. Guggenheim increased their target price on Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Weiss Ratings cut Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Rothschild & Co Redburn raised their price target on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a report on Thursday, February 19th. Finally, Argus raised their price target on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Twenty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $253.04.

About Johnson & Johnson

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.