UniSuper Management Pty Ltd Sells 28,290 Shares of Johnson & Johnson $JNJ

UniSuper Management Pty Ltd lowered its position in Johnson & Johnson (NYSE:JNJ) by 6.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 408,228 shares of the company’s stock after selling 28,290 shares during the period. UniSuper Management Pty Ltd’s holdings in Johnson & Johnson were worth $84,483,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Jessup Wealth Management Inc increased its stake in Johnson & Johnson by 0.6% during the 4th quarter. Jessup Wealth Management Inc now owns 7,574 shares of the company’s stock worth $1,567,000 after buying an additional 44 shares during the period. Plancorp LLC increased its stake in Johnson & Johnson by 0.3% during the 4th quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after buying an additional 45 shares during the period. Baron Silver Stevens Financial Advisors LLC increased its stake in Johnson & Johnson by 0.8% during the 4th quarter. Baron Silver Stevens Financial Advisors LLC now owns 5,645 shares of the company’s stock worth $1,168,000 after buying an additional 45 shares during the period. Strategic Financial Services Inc. increased its stake in Johnson & Johnson by 0.5% during the 4th quarter. Strategic Financial Services Inc. now owns 8,995 shares of the company’s stock worth $1,862,000 after buying an additional 45 shares during the period. Finally, WealthCollab LLC increased its stake in Johnson & Johnson by 4.7% during the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after buying an additional 46 shares during the period. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Trading Up 0.0%

Shares of NYSE:JNJ opened at $238.59 on Friday. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The company’s 50 day moving average is $231.58 and its two-hundred day moving average is $227.11. The company has a market cap of $574.33 billion, a PE ratio of 27.58, a P/E/G ratio of 2.34 and a beta of 0.26. Johnson & Johnson has a 52 week low of $149.04 and a 52 week high of $251.71.

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

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 9th. Investors of record on Tuesday, May 26th were given a $1.34 dividend. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson’s payout ratio is 61.97%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson reported strong Phase 2/3 results for IMAAVY (nipocalimab-aahu) in warm autoimmune hemolytic anemia, showing a statistically significant durable hemoglobin response and rapid onset of effect in a disease with no FDA-approved therapies. That strengthens the company’s rare-disease pipeline and could create a new growth driver. Article Title
• Positive Sentiment: The company is expanding U.S. availability of TECNIS PureSee IOL, a cataract surgery lens, which adds another incremental commercial win in medtech and supports recurring product revenue. Article Title
• Positive Sentiment: Johnson & Johnson will acquire Firefly Bio for about $1 billion, a move aimed at strengthening its oncology pipeline and signaling continued investment in high-growth cancer treatments. Article Title
• Positive Sentiment: Several recent pieces highlight bullish valuation and dividend arguments, with investors pointing to JNJ’s strong balance sheet, durable cash flow, and attractive long-term total returns. Analysts also lifted some earnings estimates, reinforcing the view that the stock remains a defensive compounder. Article Title
• Neutral Sentiment: Recent commentary from Jim Cramer and other market writers praised Johnson & Johnson’s “great new drug profits” and “AAA balance sheet,” which may have helped sentiment but did not include a major new fundamental update. Article Title
• Negative Sentiment: The main offsetting headline is a $32 million asbestos/talc verdict in Los Angeles, which keeps legal risk in focus and could pressure sentiment around the stock’s litigation overhang. Article Title

Wall Street Analyst Weigh In

JNJ has been the topic of several recent research reports. HSBC upped their target price on shares of Johnson & Johnson from $265.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, March 17th. Royal Bank Of Canada reissued an “outperform” rating and issued a $265.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, April 15th. Sanford C. Bernstein increased their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research report on Wednesday, April 15th. Raymond James Financial increased their price objective on shares of Johnson & Johnson from $237.00 to $258.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. Finally, Rothschild & Co Redburn increased their price objective on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Twenty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $253.04.

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.