SEB Asset Management AB Invests $314.47 Million in Johnson & Johnson $JNJ

SEB Asset Management AB purchased a new position in Johnson & Johnson (NYSE:JNJ) during the first quarter, HoldingsChannel reports. The fund purchased 1,286,484 shares of the company’s stock, valued at approximately $314,468,000. Johnson & Johnson accounts for approximately 1.3% of SEB Asset Management AB’s portfolio, making the stock its 12th biggest holding.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson in the fourth quarter worth $25,000. Cresta Advisors Ltd. purchased a new position in shares of Johnson & Johnson in the 4th quarter worth approximately $26,000. DecisionPoint Financial LLC increased its position in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC raised its holdings in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the period. Finally, Family CFO Inc bought a new stake in Johnson & Johnson in the fourth quarter worth $31,000. 69.55% of the stock is currently owned by institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: J&J’s robust Q2 performance beat estimates for both earnings and revenue, prompting the company to raise its 2026 outlook and reinforcing confidence in its core pharmaceuticals and MedTech businesses. Article: Should You Buy, Sell or Hold J&J’s Stock Post a Robust Q2 Performance?
• Positive Sentiment: New MedTech developments, including an acquisition in spine technologies and FDA approval for a heart-device platform, add to J&J’s growth story and expand its medical device portfolio. Article: Johnson & Johnson (JNJ) Buys Spine Tech And Wins FDA Nod For Heart Device
• Positive Sentiment: Several articles framed J&J as a long-term defensive holding, citing its diversified healthcare footprint, AAA-like balance sheet strength, and 64-year dividend growth streak, which can support investor demand during market volatility. Article: Why Johnson & Johnson Is a Stock You Can Own Forever

Johnson & Johnson Trading Down 1.7%

Shares of JNJ opened at $248.83 on Tuesday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. The firm has a market capitalization of $598.99 billion, a price-to-earnings ratio of 28.83, a PEG ratio of 2.39 and a beta of 0.24. The company has a 50-day moving average of $240.37 and a 200 day moving average of $235.11. Johnson & Johnson has a 1-year low of $162.78 and a 1-year high of $269.43.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the previous year, the business earned $2.77 earnings per share. Johnson & Johnson’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, research analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.16% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on JNJ. Guggenheim reiterated a “buy” rating and set a $270.00 price objective on shares of Johnson & Johnson in a research report on Friday. TD Cowen lifted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Barclays upped their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Wells Fargo & Company raised their price objective on shares of Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $265.30.

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.