Mn Services Vermogensbeheer B.V. Raises Stock Holdings in Johnson & Johnson $JNJ

09 Oct 2026, 09:04 by Mitch Edgeman · The Markets Daily

Mn Services Vermogensbeheer B.V. increased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 710,393 shares of the company’s stock after acquiring an additional 8,600 shares during the quarter. Johnson & Johnson accounts for 1.4% of Mn Services Vermogensbeheer B.V.’s portfolio, making the stock its 15th largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Johnson & Johnson were worth $188,069,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. National Pension Service grew its holdings in shares of Johnson & Johnson by 1.3% during the second quarter. National Pension Service now owns 5,226,968 shares of the company’s stock worth $1,327,493,000 after purchasing an additional 67,484 shares during the last quarter. IFP Advisors Inc increased its position in shares of Johnson & Johnson by 8.8% during the second quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock worth $9,844,000 after buying an additional 3,133 shares during the period. Elefante Mark B grew its holdings in Johnson & Johnson by 9.8% during the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock worth $7,285,000 after acquiring an additional 2,563 shares during the period. Signal Advisors Wealth LLC increased its holdings in Johnson & Johnson by 76.1% in the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after purchasing an additional 6,539 shares in the last quarter. Finally, Gradient Investments LLC increased its stake in shares of Johnson & Johnson by 9.9% in the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after acquiring an additional 13,737 shares in the last quarter. 69.55% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

JNJ has been the subject of several recent research reports. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Royal Bank Of Canada boosted their price target on shares of Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a report on Tuesday. Morgan Stanley upped their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Finally, Scotiabank reissued an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. One equities research 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 company’s stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus price target of $276.22.

Get Our Latest Stock Report on JNJ

Johnson & Johnson News Roundup

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

Positive Sentiment: Johnson & Johnson’s oncology pipeline received favorable attention after Phase 3 data showed the Tecvayli–Talvey combination reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma. The results could support broader use of the therapies, although the combination remains investigational. 2026 Cancer Treatment Advances
Positive Sentiment: Long-term Phase 3 psoriasis data for oral ICOTYDE reportedly showed maintained skin clearance and consistent safety through Week 112, potentially strengthening JNJ’s immunology pipeline and offering a targeted alternative for difficult-to-treat psoriasis. ICOTYDE Long-Term Psoriasis Data
Positive Sentiment: Analyst support remains constructive: Guggenheim reaffirmed a Buy rating with a $287 price target, while other recent commentary describes JNJ as an increasingly growth-oriented healthcare company. JNJ Dividend Royalty Status
Neutral Sentiment: Third-quarter earnings are approaching, with analysts focused on sales, margins, pharmaceutical growth, medical-device performance and management’s outlook for the September 2026 quarter. Forecast revisions or an earnings surprise could be the next major trading catalyst. JNJ Q3 Earnings Preview
Negative Sentiment: Investors remain cautious because JNJ trades at a premium valuation relative to slower-growing pharmaceutical peers. Commentary also highlights biosimilar competition, a medical-device slowdown and ongoing talc litigation as risks that could limit upside or pressure investor confidence. JNJ Growth Stock Valuation

Johnson & Johnson Trading Down 0.6%

Johnson & Johnson stock opened at $256.85 on Friday. The stock has a market cap of $618.99 billion, a P/E ratio of 29.76, a PEG ratio of 2.59 and a beta of 0.21. Johnson & Johnson has a fifty-two week low of $184.66 and a fifty-two week high of $281.07. The firm’s fifty day moving average price is $265.73 and its 200-day moving average price is $248.93. 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 – Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the previous year, the business earned $2.77 earnings per share. The firm’s 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. Equities research analysts forecast that Johnson & Johnson will post 11.3 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value of $9,230,439.78. Following the transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This represents a 56.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 87,569 shares of company stock valued at $23,064,544. Company insiders own 0.16% of the company’s stock.

Johnson & Johnson Company Profile

(Free Report)

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.