GF Fund Management CO. LTD. Sells 5,981 Shares of Johnson & Johnson $JNJ

GF Fund Management CO. LTD. cut its holdings in Johnson & Johnson (NYSE:JNJ) by 9.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 60,720 shares of the company’s stock after selling 5,981 shares during the period. GF Fund Management CO. LTD.’s holdings in Johnson & Johnson were worth $12,566,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in JNJ. Capital International Investors lifted its stake in Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock worth $716,657,000 after purchasing an additional 3,266,354 shares during the last quarter. Amundi raised its stake in shares of Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock valued at $2,512,719,000 after acquiring an additional 2,163,838 shares during the last quarter. Marshall Wace LLP raised its stake in shares of Johnson & Johnson by 126.3% during the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock valued at $664,575,000 after acquiring an additional 2,000,609 shares during the last quarter. Danske Bank A S bought a new position in shares of Johnson & Johnson during the third quarter valued at about $367,467,000. Finally, Wellington Management Group LLP raised its stake in shares of Johnson & Johnson by 3.8% during the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after acquiring an additional 956,239 shares during the last quarter. 69.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently commented on JNJ. Raymond James Financial upped their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Wells Fargo & Company upped their price objective on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Wednesday, January 28th. Guggenheim upped their price objective on shares of Johnson & Johnson from $244.00 to $266.00 and gave the company a “buy” rating in a research note on Monday. Finally, Morgan Stanley set a $283.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $252.48.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $226.21 on Wednesday. Johnson & Johnson has a 1 year low of $146.12 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The company’s 50-day moving average is $241.08 and its 200 day moving average is $218.04. The stock has a market capitalization of $544.85 billion, a P/E ratio of 26.15, a P/E/G ratio of 2.26 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) 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 32.75%. The company had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the previous year, the company earned $2.77 earnings per share. Johnson & Johnson’s quarterly revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, sell-side analysts expect that Johnson & Johnson will post 11.57 earnings per share for the current 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 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, May 26th. Johnson & Johnson’s dividend payout ratio is presently 61.97%.

Insider Activity

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Timothy Schmid sold 22,623 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the completion of the sale, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. This trade represents a 45.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,142 shares of company stock worth $7,360,528 in the last quarter. 0.16% of the stock is owned by corporate insiders.

Key Johnson & Johnson News

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

• Positive Sentiment: Q1 beat-and-raise: J&J posted stronger-than-expected revenue and EPS, raised full?year revenue expectations and reiterated solid growth in Innovative Medicines — supports longer?term earnings visibility. How to Play J&J Stock Post a Beat-and-Raise Performance in Q1
• Positive Sentiment: Analyst bullishness: Guggenheim raised its price target to $266 and kept a Buy rating after Q1 — an incremental catalyst for upside. Guggenheim Adjusts Price Target on Johnson & Johnson
• Positive Sentiment: Dividend support: J&J was highlighted among large dividend payers and recently raised its payout — keeps appeal for income investors. 3 Giant Dividend Stocks Raising Payouts
• Positive Sentiment: MedTech product news: J&J debuted CARTOSOUND SONATA and highlighted CARTO innovations at HRS 2026 — supports MedTech growth narrative. CARTO-Powered Innovation Including Debut of CARTOSOUND SONATA
• Neutral Sentiment: Investor access: Management will host a fireside chat at the RBC Healthcare Conference (May 19) — useful for updates but not an immediate earnings event. Johnson & Johnson to Participate in the 2026 RBC Capital Markets Global Healthcare Conference
• Neutral Sentiment: Corporate mentions: J&J appears as a reference customer in tech product coverage (Mindtickle) and in lists by prominent investors — supportive background but low direct impact. Mindtickle Launches ElevateOS
• Negative Sentiment: Stelara LOE and patent erosion remain a structural headwind cited in post?earnings commentary; management is citing offsets but market sensitivity to LOE keeps upside capped. How to Play J&J Stock Post a Beat-and-Raise Performance in Q1
• Negative Sentiment: Insider selling and profit?taking: Social/filing summaries show significant insider share sales and chatter about pre?market weakness — can pressure sentiment near term. JNJ Opinions on Q1 Earnings Release
• Negative Sentiment: Technical/short?term setup: price is trading below the 50?day moving average (resistance) with above?average volume today — typical conditions for short?term pullbacks even after good results.

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.