BSN CAPITAL PARTNERS 13F: New $76M Stake in JNJ

BSN Capital Partners opened a new position in Johnson & Johnson NYSE: JNJ, acquiring 282,000 shares valued at about $75.9 million. The investment came to light in a Form 13F filing with the SEC on October 23, 2026. Johnson & Johnson closed at $263.81 on the day of the filing.

JNJ Johnson & Johnson

$263.81 ▲ +29.27% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Bsn Capital Partners's Johnson & Johnson Position

The fund established a brand-new stake during the period, moving from zero shares to 282,000 shares. The reported value of the holding reached $75,905,940 at the time of the report.

Other Institutional Activity in Johnson & Johnson

Capital Investment Advisors reduced its holdings by 15,883 shares, ending with 398,735 shares worth about $105.6 million. State Farm Mutual Automobile Insurance Co held steady with 31,590,952 shares valued at roughly $8.33 billion.

Johnson & Johnson Stock Up 2.4%

Johnson & Johnson recently traded around $263.85 as of October 24, which is about equal to its closing price on the filing date. The stock sits roughly 6.1% below its 52-week high of $281.07 and trades above its 200-day moving average of $245.19.

Recent Earnings

Johnson & Johnson posted $99.33 billion in trailing twelve-month revenue and an earnings per share of $6.59 over the same period. The healthcare giant reported a net profit margin of 16.2% and year-over-year revenue growth of 5.9%. The company's next earnings report is scheduled for January 26, 2027.

Dividend

Johnson & Johnson pays an annual dividend rate of $5.36 per share, providing a 2.0% dividend yield with a payout ratio of 80.1%.

Insider Buying and Selling at Johnson & Johnson

Company insiders completed several transactions prior to the filing. Officer Elizabeth Forminard sold 15,918 shares on August 6 for about $4.09 million. Chief Executive Officer Joaquin Boix Duato sold 123,291 shares on August 13 worth roughly $32.2 million. Officer Jennifer L Taubert sold 15,000 shares at $263.36 apiece on August 17 for a total of $3.95 million. Officer Timothy Schmid sold 33,597 shares at $274.74 each on September 2 for approximately $9.23 million.

Analysts Set New Price Targets

On October 14, Leerink Partners maintained its outperform rating while lowering its price target to $272 from $276. Wells Fargo maintained its overweight rating on October 14, adjusting its target to $275 from $282, and later maintained an overweight rating on October 16 while raising its target to $287. RBC Capital maintained an outperform rating on October 14 with a target lowered to $280 from $290. Morgan Stanley maintained an overweight rating on October 15 with a target of $292. Overall, the stock carries a consensus buy recommendation from 22 analysts.

About Johnson & Johnson

Johnson & Johnson operates as a global healthcare company that researches, develops, and manufactures a broad range of health products through its Innovative Medicine and MedTech segments. The firm serves customers worldwide from its headquarters in New Brunswick, New Jersey.

Bottom Line

Investors will watch how the stock performs ahead of Johnson & Johnson's next earnings release on January 26, 2027. Future SEC filings will reveal whether institutional buyers continue to build positions in the healthcare leader.