Janus Henderson Group PLC Has $1.92 Billion Position in Johnson & Johnson $JNJ

Janus Henderson Group PLC boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 1.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,872,478 shares of the company’s stock after buying an additional 148,497 shares during the quarter. Johnson & Johnson makes up approximately 0.9% of Janus Henderson Group PLC’s investment portfolio, making the stock its 13th largest position. Janus Henderson Group PLC owned 0.33% of Johnson & Johnson worth $1,924,323,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after purchasing an additional 3,731,074 shares during the period. State Street Corp raised its position in Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock worth $27,704,364,000 after purchasing an additional 1,663,782 shares during the last quarter. Auto Owners Insurance Co lifted its holdings in Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after buying an additional 69,108,368 shares during the period. Geode Capital Management LLC increased its stake in shares of Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after buying an additional 1,738,292 shares during the period. Finally, Norges Bank bought a new position in shares of Johnson & Johnson during the fourth quarter worth about $6,924,523,000. 69.55% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on JNJ. Bank of America increased their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Citigroup lifted their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Morgan Stanley boosted their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a report on Thursday, July 16th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a report on Wednesday, July 15th. Finally, Raymond James Financial boosted their price objective on Johnson & Johnson from $258.00 to $265.00 and gave the company an “outperform” rating in a research note on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average target price of $266.39.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’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 completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.16% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Expansion into next-generation oncology. J&J completed its $1 billion cash acquisition of Firefly Bio, gaining the Firelink™ degrader antibody conjugate platform. The technology is intended to support targeted treatments for difficult solid tumors, including KRAS-driven cancers, and strengthens the company’s long-term oncology pipeline. Firefly Bio acquisition article
• Positive Sentiment: Strategic collaboration adds autoimmune-disease potential. J&J agreed to work with Sail Biomedicines on in vivo CAR-T therapies designed to reset the immune system and treat immune-mediated diseases. The agreement includes $785 million in initial payments and an exclusive option to acquire Sail for $2.58 billion, giving J&J access to a potentially transformative platform. Wall Street Journal Sail collaboration article
• Positive Sentiment: Operating momentum remains solid. J&J’s latest quarterly results exceeded analyst expectations, with revenue up 6.6% year over year to $25.31 billion and earnings per share of $2.90 versus a $2.84 consensus estimate. Analysts also raised some longer-term earnings forecasts, suggesting confidence in the underlying business. Johnson & Johnson earnings information
• Neutral Sentiment: Talc settlement may reduce legal uncertainty. J&J’s proposed payment of up to $5.5 billion would address roughly 76,000 ovarian-cancer claims, potentially removing a major litigation overhang. However, the agreement requires at least 95% claimant participation and does not eliminate all future litigation risk. Reuters talc litigation article
• Negative Sentiment: 2026 profit forecast was lowered. J&J cited the combined financial impact of the Firefly acquisition and Sail agreement when reducing its 2026 profit forecast. The lower near-term earnings outlook appears to be the most direct reason for investor caution today, despite the deals’ potential long-term strategic value. Reuters profit forecast article

Johnson & Johnson Price Performance

JNJ stock opened at $265.71 on Thursday. 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 company’s 50-day moving average is $244.93 and its 200-day moving average is $237.82. The stock has a market capitalization of $640.34 billion, a PE ratio of 30.79, a price-to-earnings-growth ratio of 2.53 and a beta of 0.24. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $274.90.

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, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts expect that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm 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 $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Johnson & Johnson Company 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.