Johnson & Johnson $JNJ Shares Purchased by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp increased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.9% in the second quarter, HoldingsChannel.com reports. The firm owned 1,684,383 shares of the company’s stock after buying an additional 32,205 shares during the period. Johnson & Johnson accounts for approximately 0.9% of Mitsubishi UFJ Trust & Banking Corp’s portfolio, making the stock its 14th largest holding. Mitsubishi UFJ Trust & Banking Corp’s holdings in Johnson & Johnson were worth $427,783,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at $25,000. Cresta Advisors Ltd. purchased a new stake in Johnson & Johnson during the fourth quarter worth $26,000. DecisionPoint Financial LLC boosted its stake in shares of Johnson & Johnson by 104.2% during the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC increased its stake in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the last quarter. Finally, Semmax Financial Advisors Inc. increased its holdings in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

JNJ opened at $270.43 on Thursday. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The firm has a market capitalization of $651.71 billion, a PE ratio of 31.34, a PEG ratio of 2.61 and a beta of 0.24. The business’s 50-day simple moving average is $257.32 and its 200 day simple moving average is $243.59. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09.

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

Johnson & Johnson Announces Dividend

The firm also recently disclosed 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 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Analyst Ratings Changes

A number of equities analysts have commented on JNJ shares. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Raymond James Financial set a $280.00 price objective on shares of Johnson & Johnson in a research report on Monday, August 3rd. Argus set a $300.00 price target on Johnson & Johnson in a research note on Wednesday, July 29th. Finally, Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $268.22.

Insiders Place Their Bets

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 63,972 shares of company stock worth $16,245,605. Insiders own 0.16% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: The FDA approved Imaavy as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA). The approval expands J&J’s rare-disease portfolio and supports management’s longer-term goal of reaching approximately $5 billion in peak Imaavy sales, although the initial patient population is limited. J&J’s Imaavy Gets FDA Approval as the First Treatment for wAIHA
• Positive Sentiment: J&J also received European approval to expand the Tecvayli cancer-treatment combination, strengthening its oncology pipeline and adding to the company’s specialized-medicine growth strategy. Johnson & Johnson Stock: Surge as FDA Approval and European Cancer Treatment Expansion Drive Market Attention
• Positive Sentiment: Recent coverage remains favorable on J&J’s dividend and operating momentum. The company recently exceeded quarterly earnings and revenue expectations, raised its 2026 outlook, and analysts cited growth in medicines outside the STELARA franchise as evidence that the patent expiration risk may be manageable. I Think Johnson & Johnson Is the Best Dividend Stock to Buy Right Now
• Neutral Sentiment: At roughly $270 per share and near its 52-week high, J&J has already gained substantially over the past year. Some analysts see further upside from its growing Innovative Medicine portfolio, while others view the current valuation as limiting near-term gains. How Much Upside Is Left in JNJ Stock?
• Negative Sentiment: Investors remain concerned about the STELARA patent cliff and whether new products can fully offset declining sales. The recently approved Imaavy is strategically important but may not materially change J&J’s valuation immediately because wAIHA is a rare condition.
• Negative Sentiment: Ongoing talc litigation continues to weigh on sentiment. A Louisiana jury recently awarded $10 million in a mesothelioma case, with J&J assigned a portion of the liability, highlighting the possibility of additional legal costs despite proposed settlement efforts. Does Louisiana’s US$10 Million Talc Verdict Shift the Legal Risk Bull Case For Johnson & Johnson?

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.