SBI Securities 13F: Adds $2.7M to Johnson & Johnson (JNJ) Stake

SBI Securities boosted its stake in Johnson & Johnson JNJ by 10,021 shares during the quarter, ending with 122,412 shares valued at approximately $32.4 million. The update came to light in a Form 13F regulatory filing submitted to the Securities and Exchange Commission on October 22, 2026.

JNJ Johnson & Johnson

$257.78 ▲ +26.32% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in SBI Securities's Johnson & Johnson Position

SBI Securities expanded its investment in the healthcare giant by an 8.9% margin compared to the prior period, when it held 112,391 shares. The larger holding reflects a steady commitment to the company as institutional portfolios shift across the sector.

Other Institutional Activity in Johnson & Johnson

Other large funds made substantial adjustments to their Johnson & Johnson JNJ holdings during the recent reporting period. Zwj Investment Counsel grew its holdings by 6,670 shares, ending with 231,462 shares worth about $61.3 million. Fort Washington Investment Advisors lowered its stake by 539,918 shares, ending with 404,591 shares worth about $107.1 million. Fjarde Ap-Fonden /Fourth Swedish National Pension Fund reduced its position by 151,529 shares to hold 1,105,140 shares valued at about $292.6 million. Assenagon Asset Management S.A. grew its holdings by 1,051,362 shares, ending with 2,990,726 shares worth about $791.8 million. Ninety One UK trimmed its position by 285,326 shares, ending with 6,491,294 shares worth about $1.72 billion.

Johnson & Johnson Stock Up 1.2%

Johnson & Johnson JNJ shares recently traded around $262.46 as of October 22, 2026, down about 2.1% from an event close of $268.22. The stock trades below its 50-day moving average of $265.03 but remains above its 200-day moving average of $244.88. Over the past year, the equity has moved between a 52-week low of $184.66 and a 52-week high of $281.07. The company commands a market capitalization of roughly $621.22 billion alongside a P/E ratio of 39.12 and a forward P/E of 22.19.

Recent Earnings

Johnson & Johnson reported trailing twelve-month revenue of $99.33 billion with a net profit margin of 16.2%. The firm posted trailing earnings of $6.59 per share alongside a return on equity. The next quarterly earnings report is scheduled for January 26, 2027.

Dividend

Investors receive an annual dividend rate of $5.36 per share, translating to a dividend yield of 2.08% based on recent pricing. The company maintains a dividend payout ratio of 60.7%.

Insider Buying and Selling at Johnson & Johnson

Four insider transactions occurred ahead of the filing date. Officer Elizabeth Forminard disposed of 15,918 shares valued at about $4.09 million on August 6, 2026. Chief Executive Officer Joaquin Boix Duato sold 123,291 shares worth roughly $32.2 million on August 13, 2026. Officer Jennifer L Taubert parted with 15,000 shares at an average price of $263.36 for a total value of about $3.95 million on August 17, 2026. Officer Timothy Schmid sold 33,597 shares at $274.74 each, totaling roughly $9.23 million on September 2, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock through mid-October 2026. On October 14, 2026, Leerink Partners maintained an outperform rating with a target of $272.00, down from $276.00. Wells Fargo maintained an overweight rating on October 14, 2026, lowering its target from $282.00 to $275.00. RBC Capital maintained an outperform rating on October 14, 2026, adjusting its target to $280.00 from $290.00. Morgan Stanley maintained an overweight rating on October 15, 2026, moving its target to $292.00 from $294.00. Wells Fargo later maintained an overweight rating on October 16, 2026, raising its target to $287.00 from $275.00. The consensus stance sits at buy with 22 analysts covering the stock and a mean price target of $279.41.

About Johnson & Johnson

Johnson & Johnson operates as a global healthcare enterprise headquartered in New Brunswick, New Jersey, employing roughly 138,200 people. The company develops and markets treatments, medical devices, and health supplies through its Innovative Medicine and MedTech operating segments. Institutional interest remains steady as the firm navigates ongoing pharmaceutical developments and device sales.

Bottom Line

Market participants will monitor upcoming institutional reports and the next earnings release on January 26, 2027, for further indicators of portfolio strategy. No investment advice is implied.