Clearbridge Investments LLC Has $1.16 Billion Stock Holdings in Johnson & Johnson $JNJ

Clearbridge Investments LLC raised its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 5.1% in the 4th quarter, HoldingsChannel reports. The firm owned 5,609,012 shares of the company’s stock after buying an additional 273,320 shares during the period. Johnson & Johnson makes up approximately 0.9% of Clearbridge Investments LLC’s holdings, making the stock its 16th largest holding. Clearbridge Investments LLC’s holdings in Johnson & Johnson were worth $1,160,785,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. Syon Capital LLC lifted its holdings in Johnson & Johnson by 7.0% during the 4th quarter. Syon Capital LLC now owns 29,211 shares of the company’s stock valued at $6,045,000 after purchasing an additional 1,914 shares during the last quarter. Vermillion Wealth Management Inc. grew its position in shares of Johnson & Johnson by 10.5% in the fourth quarter. Vermillion Wealth Management Inc. now owns 1,031 shares of the company’s stock valued at $213,000 after purchasing an additional 98 shares during the last quarter. Capital World Investors acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $2,005,942,000. Capital International Sarl acquired a new position in shares of Johnson & Johnson in the fourth quarter valued at approximately $913,000. Finally, Capital International Inc. CA grew its position in shares of Johnson & Johnson by 342.3% in the fourth quarter. Capital International Inc. CA now owns 142,851 shares of the company’s stock valued at $29,563,000 after purchasing an additional 110,553 shares during the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on JNJ shares. The Goldman Sachs Group upped their target price on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Barclays upped their target price on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Stifel Nicolaus upped their target price on Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a research report on Wednesday, April 15th. HSBC upped their target price 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, JPMorgan Chase & Co. upped their target price on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $253.04.

Johnson & Johnson Trading Up 2.0%

Shares of NYSE:JNJ opened at $232.81 on Friday. The company has a market capitalization of $560.42 billion, a P/E ratio of 26.91, a P/E/G ratio of 2.28 and a beta of 0.26. Johnson & Johnson has a 1 year low of $149.04 and a 1 year high of $251.71. 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 business’s 50 day simple moving average is $231.98 and its 200 day simple moving average is $225.96.

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

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th will be given a dividend of $1.34 per share. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 61.97%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Jim Cramer highlighted Johnson & Johnson’s lack of major patent expirations and pointed to its billion-dollar drugs and growing businesses as reasons to own the stock. Jim Cramer Highlights Johnson & Johnson Having No Big Patent Expirations
• Positive Sentiment: ASCO 2026 updates underscored Johnson & Johnson’s expanding specialty-drug pipeline, with encouraging data in autoimmunity, oncology, and myeloma that could support longer-term revenue growth. ASCO 2026 Data Underscore Johnson & Johnson’s Expanding Specialty Drug Story
• Positive Sentiment: Separate market coverage noted Johnson & Johnson has been outperforming the broader market recently, reinforcing investor confidence in the defensive healthcare name. Johnson & Johnson (JNJ) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Newsweek named Johnson & Johnson among the world’s greenest companies for 2026, which is supportive for ESG-focused investors but unlikely to move the stock on its own. Goldman Sachs, Johnson & Johnson, MetLife Named Among Newsweek’s World’s Greenest Companies 2026
• Neutral Sentiment: Analysts highlighted ongoing headwinds, including Stelara erosion, China MedTech pressure, and talc litigation, though J&J is still targeting $100 billion in revenue and faster growth in 2026. Can JNJ Sustain Growth Amid Patent, Legal and China Risks?

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.