5,446 Shares in Johnson & Johnson $JNJ Bought by Eleva Capital SAS

Eleva Capital SAS acquired a new stake in Johnson & Johnson (NYSE:JNJ) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 5,446 shares of the company’s stock, valued at approximately $1,442,000. Johnson & Johnson makes up 1.2% of Eleva Capital SAS’s investment portfolio, making the stock its 18th largest position.

A number of other institutional investors also recently bought and sold shares of the company. Wellington Management Group LLP raised its stake in shares of Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after buying an additional 2,513,321 shares during the last quarter. Deutsche Bank AG grew its stake in Johnson & Johnson by 8.5% in the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock valued at $3,977,506,000 after acquiring an additional 1,225,676 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Johnson & Johnson by 8.7% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 17,275,937 shares of the company’s stock valued at $3,575,255,000 after acquiring an additional 1,376,828 shares in the last quarter. Amundi raised its position in Johnson & Johnson by 17.5% during the first quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after acquiring an additional 2,001,139 shares during the last quarter. Finally, Nuveen LLC raised its position in shares of Johnson & Johnson by 6.9% during the 4th quarter. Nuveen LLC now owns 10,609,171 shares of the company’s stock worth $2,195,568,000 after purchasing an additional 683,967 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: Johnson & Johnson’s diversified pharmaceutical, medical-device and consumer-health businesses, along with new drug launches and sales growth, give it an advantage over Pfizer despite Pfizer’s lower valuation and higher dividend yield. Pfizer vs. J&J: Comparing Growth, Patent Risks and Valuation
• Positive Sentiment: Analysts and financial commentators continue to view J&J as a defensive dividend holding: demand for healthcare products may remain resilient during an economic downturn, supporting its long record of dividend increases. Looking for a Dividend Stock That Can Weather a Downturn?
• Neutral Sentiment: J&J and Procter & Gamble trade at similar valuations, with the investment comparison centered on which company can sustain dividend growth over the next two decades. The discussion supports J&J’s income-investment appeal but does not introduce a new company-specific catalyst. Johnson & Johnson or Procter & Gamble
• Neutral Sentiment: Johnson & Johnson is expected to report earnings on October 13. Although earnings are projected to grow, one analysis says the company lacks the usual combination of estimate revisions and other factors associated with a likely earnings beat, potentially limiting pre-earnings optimism. Johnson & Johnson Earnings Expected to Grow
• Negative Sentiment: Investors remain concerned that a roughly $4 billion revenue patent cliff in 2027 could pressure growth. The key issue is whether J&J’s replacement pipeline and new launches can offset the loss of exclusivity, making the upcoming earnings report more important than the quarterly EPS result alone. Why a $4 Billion 2027 Patent Cliff Matters

Wall Street Analyst Weigh In

JNJ has been the topic of a number of analyst reports. Royal Bank Of Canada increased their target price on Johnson & Johnson from $287.00 to $290.00 and gave the company an “outperform” rating in a report on Tuesday. Argus set a $300.00 price objective on Johnson & Johnson in a research note on Wednesday, July 29th. UBS Group restated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, September 22nd. Bank of America reaffirmed a “neutral” rating and set a $278.00 price target on shares of Johnson & Johnson in a research note on Tuesday, September 29th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $276.22.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is currently owned by company insiders.

Johnson & Johnson Trading Up 0.6%

JNJ stock traded up $1.59 on Tuesday, hitting $254.52. 2,347,308 shares of the company were exchanged, compared to its average volume of 7,977,202. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The stock has a market capitalization of $613.37 billion, a price-to-earnings ratio of 29.49, a price-to-earnings-growth ratio of 2.52 and a beta of 0.21. Johnson & Johnson has a twelve month low of $182.94 and a twelve month high of $281.07. The business’s fifty day moving average is $266.10 and its two-hundred day moving average is $248.51.

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. The company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts forecast that Johnson & Johnson will post 11.54 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th were issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.

Johnson & Johnson Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.