Ag2R la Mondiale Gestion D'Actifs 13F: Cuts JNJ Stake by $3.7M
Key Points
- Ag2R la Mondiale Gestion D'Actifs trimmed its Johnson & Johnson position by 13,849 shares, now holding a total of 128,512 shares valued at approximately $34.0 million.
- The fund's reported value for its entire portfolio is about $1.52 billion, with Johnson & Johnson making up 2.24% of that total.
- Johnson & Johnson's stock recently traded around $266.35, which is about equal to its closing price of $266.30 on the filing date.
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Ag2R la Mondiale Gestion D'Actifs trimmed its stake in Johnson & Johnson (NYSE: JNJ) by 13,849 shares in a filing on October 26, 2026. This reduction brings the fund's total holdings in the healthcare giant to 128,512 shares, valued at approximately $34.0 million.
JNJ
Johnson & Johnson
Where Johnson & Johnson Fits in Ag2R la Mondiale's Portfolio
Ag2R la Mondiale's investment in Johnson & Johnson now makes up about 2.24% of its total reported portfolio, ranking 11th among its 425 positions.
Other Institutional Activity in Johnson & Johnson
Several other funds have also adjusted their stakes in Johnson & Johnson. NTV Asset Management grew its holdings by 4,128 shares, totaling 37,037 shares worth about $9.8 million. Ascent Wealth Partners increased its stake by 6,011 shares to 8,951 shares valued at approximately $2.4 million. Signaturefd added 4,917 shares, bringing its total to 77,490 shares worth about $20.5 million.
Johnson & Johnson Stock Up 1.0%
Johnson & Johnson's stock recently traded around $266.35, which is about equal to its closing price of $266.30 on October 26, 2026. The shares are currently above their 50-day moving average of $265.20 and their 200-day average of $245.47 but remain about 5.2% below their 52-week high of $281.07.
Recent Earnings
For the trailing twelve months, Johnson & Johnson reported a total revenue of approximately $99.3 billion and an earnings per share (EPS) of $6.59. The next earnings report is expected on January 26, 2027.
Dividend
Johnson & Johnson pays an annual dividend rate of $5.36 per share, yielding about 2.03%. The dividend payout ratio stands at 80.1%.
Insider Buying and Selling at Johnson & Johnson
Several insiders sold shares recently, including Elizabeth Forminard, who sold 15,918 shares, and CEO Joaquin Duato, who sold 123,291 shares. These transactions occurred between August 6 and September 2, 2026, totaling approximately $36.3 million in value.
Analysts Set New Price Targets
On October 14, 2026, multiple firms maintained their ratings on Johnson & Johnson. Leerink Partners kept an "Outperform" rating with a target of $272.00, while Wells Fargo maintained an "Overweight" rating with a target of $275.00. Currently, the consensus recommendation for the stock is a "buy" with a mean price target of $279.41.
About Johnson & Johnson
Johnson & Johnson is a major player in the healthcare sector, focusing on research, development, and the sale of a wide range of healthcare products. The company operates through two main segments: Innovative Medicine and MedTech, serving customers worldwide.
Bottom Line
Investors should keep an eye on Johnson & Johnson's upcoming earnings report on January 26, 2027, as well as any further filings from Ag2R la Mondiale and other institutional investors regarding their stakes in the company.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $JNJ (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts