Johnson & Johnson $JNJ Shares Bought by Sei Investments Co.

Sei Investments Co. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 14.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,520,301 shares of the company’s stock after buying an additional 194,388 shares during the quarter. Sei Investments Co. owned 0.06% of Johnson & Johnson worth $281,897,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in JNJ. Brighton Jones LLC boosted its stake in shares of Johnson & Johnson by 13.9% in the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank raised its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after acquiring an additional 692 shares during the period. Wealth Group Ltd. boosted its position in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the transaction, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 30,142 shares of company stock worth $7,360,528. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $242.43 on Friday. The firm has a market cap of $584.24 billion, a PE ratio of 21.94, a PEG ratio of 2.40 and a beta of 0.34. The firm has a fifty day moving average of $231.22 and a 200 day moving average of $205.79. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a one year low of $141.50 and a one year high of $251.71.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share (EPS) for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The business had revenue of $24.28 billion for the quarter. As a group, research analysts predict that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th were paid a $1.30 dividend. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 47.06%.

Key Stories Impacting Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: FDA approved the TECNIS PureSee intraocular lens for U.S. cataract patients — a commercial win for J&J’s Vision franchise that could drive incremental device sales and strengthen the company’s near-term revenue mix. Johnson & Johnson Announces FDA Approval of TECNIS PureSee Intraocular Lens
• Positive Sentiment: Citigroup raised its price target to $274 and placed a Buy rating — a bullish analyst call that signals meaningful upside versus the current share level and may attract buyers. Benzinga
• Positive Sentiment: BofA increased its price target to $253 (from $227) citing pipeline growth while keeping a Neutral rating — the higher target and raised revenue assumptions reflect improving visibility on key drugs and support medium-term upside. BofA Raises Johnson & Johnson (JNJ) Price Target on Pipeline Growth
• Positive Sentiment: JNJ requested an EU label expansion for multiple myeloma drug Tecvayli based on phase III MajesTEC-9 data — approval would broaden indicated use and market opportunity in oncology. JNJ Seeks Label Expansion of Multiple Myeloma Drug Tecvayli in the EU
• Positive Sentiment: Analyst commentary (Zacks) highlights J&J among names with strong business momentum despite macro headwinds — supportive narrative for investor confidence. The Zacks Analyst Blog: JPMorgan, Johnson & Johnson, Applied Materials and Value Line
• Neutral Sentiment: Coverage/narrative updates show modest fair‑value adjustments (e.g., fair value moved slightly to ~$237) as analysts rework individual drug assumptions — incremental but not game‑changing. How The Johnson & Johnson (JNJ) Narrative Is Shifting With Pipeline Rethinks And New Valuation Targets
• Neutral Sentiment: Barclays reaffirmed a Hold rating — keeps a portion of sell‑side sentiment cautious despite positive pipeline headlines. Barclays Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
• Neutral Sentiment: J&J appears on lists of “safe” dividend aristocrats — supportive for income investors but unlikely to trigger large near‑term moves. Hope for the Best and Plan for the Worst: The 5 Safest Dividend Aristocrats

Analysts Set New Price Targets

Several research firms have recently weighed in on JNJ. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a report on Wednesday, January 28th. HSBC raised their price target on shares of Johnson & Johnson from $240.00 to $265.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, January 22nd. Morgan Stanley set a $262.00 target price on shares of Johnson & Johnson and gave the stock an “overweight” rating in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada raised their target price on Johnson & Johnson from $240.00 to $255.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus target price of $235.91.

Johnson & Johnson Company Profile

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.