Tokio Marine Asset Management 13F: Adds $917K to JNJ Stake
Key Points
- Tokio Marine Asset Management increased its Johnson & Johnson holdings by 3,464 shares, raising its total to 91,365 shares worth approximately $24.2 million.
- The fund's stake represents about 1.66% of its total reported value of $1.46 billion, ranking it 16th among its 503 positions.
- Johnson & Johnson recently traded around $266.35, which is about equal to its closing price on October 26, 2026.
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On October 26, 2026, Tokio Marine Asset Management boosted its stake in Johnson & Johnson (NYSE: JNJ) by 3,464 shares, bringing its total to 91,365 shares valued at approximately $24.2 million. This information comes from the fund's latest Form 13F filing with the SEC.
Tokio Marine Asset Management's increase in shares represents a 3.94% rise in its position. The fund's reported value for its Johnson & Johnson holdings is now about $24.2 million. This stake makes up 1.66% of the fund's total reported value of $1.46 billion, ranking it 16th among its 503 positions.
JNJ
Johnson & Johnson
Other Institutional Activity in Johnson & Johnson
BSN Capital Partners opened a new position with 282,000 shares worth approximately $75.9 million. Meanwhile, Wilmington Savings Fund Society reduced its stake by 32,098 shares, bringing its total to 316,845 shares valued at about $83.9 million. NTV Asset Management increased its holdings by 4,128 shares, ending with 37,037 shares worth around $9.8 million.
Johnson & Johnson Stock Up 1.0%
Johnson & Johnson shares recently traded around $266.35, about equal to its closing price on October 26, 2026. The stock is currently above its 50-day moving average by 0.4% and well above its 52-week low of $184.66, but is below its 52-week high of $281.07.
Recent Earnings
Johnson & Johnson reported trailing twelve-month revenue of about $99.3 billion, with a net margin of 16.2% and an earnings per share (EPS) of $6.59. The next earnings report is scheduled for January 26, 2027.
Dividend
The company pays an annual dividend rate of $5.36 per share, which yields 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 on August 6, 2026, valued at about $4.1 million. CEO Joaquin Duato also sold 123,291 shares on August 13, 2026, for approximately $32.2 million. Other notable sales include Jennifer L. Taubert and Timothy Schmid.
Analysts Set New Price Targets
On October 14, 2026, Leerink Partners maintained an "Outperform" rating on Johnson & Johnson with a price target of $272. Wells Fargo also maintained an "Overweight" rating with a target of $275. The consensus recommendation for the stock remains a "buy" with a mean price target of $279.41 based on 22 analyst opinions.
About Johnson & Johnson
Johnson & Johnson is a healthcare company that develops, manufactures, and sells a wide range of products, including pharmaceuticals and medical devices. The company operates in two segments: Innovative Medicine and MedTech. This recent increase in stake by Tokio Marine Asset Management highlights continued institutional interest in the company's strong market position.
Bottom Line
Investors should watch for Johnson & Johnson's next earnings report on January 26, 2027, and any further institutional filings that could indicate changes in market sentiment. Tokio Marine Asset Management's updated position reflects its confidence in the company amidst a competitive healthcare landscape.
Related Filing Alerts
Source: Tokio Marine Asset Management'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