Sumitomo Mitsui DS Asset Management Company Ltd Boosts Stake in Johnson & Johnson $JNJ

Sumitomo Mitsui DS Asset Management Company Ltd grew its position in shares of Johnson & Johnson (NYSE:JNJ) by 0.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 600,208 shares of the company’s stock after acquiring an additional 2,398 shares during the quarter. Johnson & Johnson comprises 1.1% of Sumitomo Mitsui DS Asset Management Company Ltd’s portfolio, making the stock its 19th biggest position. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Johnson & Johnson were worth $152,435,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in Johnson & Johnson during the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson during the fourth quarter valued at approximately $26,000. DecisionPoint Financial LLC grew its stake in Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the period. Bay Harbor Wealth Management LLC grew its stake in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after buying an additional 49 shares during the period. Finally, Semmax Financial Advisors Inc. increased its position in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Johnson & Johnson Stock Up 0.0%

NYSE:JNJ opened at $260.44 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market capitalization of $627.63 billion, a price-to-earnings ratio of 30.18, a price-to-earnings-growth ratio of 2.48 and a beta of 0.24. Johnson & Johnson has a one year low of $173.33 and a one year high of $274.90. The stock has a 50-day simple moving average of $251.92 and a 200 day simple moving average of $241.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the firm posted $2.77 earnings per share. Johnson & Johnson’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
• Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
• Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
• Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
• Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

Insider Buying and Selling

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, 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 document filed with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 48,972 shares of company stock worth $12,295,205 over the last ninety days. 0.16% of the stock is owned by insiders.

Analysts Set New Price Targets

JNJ has been the topic of a number of research reports. Bank of America raised their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 15th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Wednesday, May 13th. Argus set a $300.00 price objective on Johnson & Johnson in a research report on Wednesday, July 29th. Finally, Citigroup upped their target price on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $268.22.

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.