Johnson & Johnson’s (JNJ) Accelerating Growth Justifies the Higher Multiple
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 9,263,611 | $2,264,397,361 | +5% | 0.77% |
| 2. | Yacktman Asset Management Donald Yacktman | 1,249,409 | $305,405,536 | -1% | 4.07% |
| 3. | Markel Gayner Asset Management Tom Gayner | 610,800 | $149,303,952 | 1.25% | |
| 4. | RWC Asset Management Tord Stallvik (Ceo) | 257,155 | $62,858,968 | -4% | 2.62% |
| 5. | Pzena Investment Management Richard S. Pzena | 203,965 | $49,857,205 | -18% | 0.16% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $206.15 | 1,250 | $257,687.50 | 1,849 | 2025-11-26 | Filing | |
| $145.53 | 100 | $14,553.00 | 250 | 2024-04-30 | Filing | |
| $147.22 | 1,000 | $147,220.00 | 1,000 | 2024-12-12 | Filing | |
| $127.69 | 500 | $63,843.00 | 16,030 | 2020-03-13 | Filing | |
| $141.28 | 5,000 | $706,399.00 | 5,000 | 2019-12-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $247.87 | 4,075 | $1,010,070.25 | 23,682 | 2026-02-27 | Filing | |
| $245.66 | 1,322 | $324,762.52 | 25,447 | 2026-02-20 | Filing | |
| $242.70 | 20,521 | $4,980,446.70 | 25,698 | 2026-02-17 | Filing | |
| $243.71 | 22,191 | $5,408,168.61 | 25,020 | 2026-02-13 | Filing | |
| $243.76 | 19,368 | $4,721,143.68 | 25,020 | 2026-02-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 156,605,370 | $38,280,616,643 | 0.96% | |
| 2. | 63,514,436 | $15,525,468,737 | 0.82% | |
| 3. | 21,821,962 | $5,334,160,439 | 0.98% | |
| 4. | 19,347,862 | $4,729,391,383 | 1.09% | |
| 5. | 15,832,514 | $3,869,997,385 | 0.8% |