Johnson & Johnson $JNJ Shares Sold by Seizert Capital Partners LLC

Seizert Capital Partners LLC reduced its position in shares of Johnson & Johnson (NYSE:JNJ) by 1.5% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 240,170 shares of the company’s stock after selling 3,544 shares during the period. Johnson & Johnson makes up about 1.9% of Seizert Capital Partners LLC’s portfolio, making the stock its 24th biggest holding. Seizert Capital Partners LLC’s holdings in Johnson & Johnson were worth $44,532,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Clayton Financial Group LLC acquired a new stake in shares of Johnson & Johnson during the third quarter worth about $28,000. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson during the 2nd quarter worth approximately $27,000. Semmax Financial Advisors Inc. lifted its holdings in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. GFG Capital LLC acquired a new position in shares of Johnson & Johnson in the second quarter worth $35,000. Finally, Signature Resources Capital Management LLC increased its position in shares of Johnson & Johnson by 262.9% during the third quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after acquiring an additional 184 shares during the period. Institutional investors and hedge funds own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q4 print and 2026 outlook: J&J beat revenue expectations, reported stronger margins and gave FY2026 sales and EPS guidance that was modestly above consensus — the core drivers cited were oncology strength and MedTech momentum. This underpins the bullish analyst reaction and higher expectations for organic growth. Business Wire: Q4 and Full-Year 2025 results
• Positive Sentiment: Large analyst upgrade: Scotiabank boosted its price target sharply to $265 (sector outperform), signaling meaningful upside versus the current level and likely supporting buying interest. The Fly: Scotiabank price-target raise
• Positive Sentiment: Technical/market momentum: MarketBeat highlights a trend-following buy signal after the pullback to support levels, which can attract momentum traders and reduce downside risk for buyers. MarketBeat: trend-following buy signal
• Neutral Sentiment: Analyst tweaks with limited conviction: Bank of America and Stifel nudged targets higher (to $221 and $220 respectively) but kept neutral/hold stances — these adjustments offer modest upside but little change to conviction. Benzinga: analyst target changes
• Positive Sentiment: Dividend and longer-term thesis remain intact: Coverage pieces note J&J’s status as a Dividend King with a sustainable payout and a growing MedTech pipeline (including OTTAVA robotics), supporting steady institutional demand. Zacks: dividend thesis
• Negative Sentiment: Talc litigation moving forward: A court ruling will allow plaintiffs’ expert testimony in the talc MDL, increasing legal uncertainty and potential exposure that remains an overhang for the stock. Benzinga: talc litigation update
• Negative Sentiment: Stelara biosimilar pressure: Investors remain cautious after Stelara sales fell sharply following patent loss; biosimilar competition is dragging growth in that franchise and was cited as a reason for pre-market weakness even after the beat. Blockonomi: Stelara and market reaction

Analysts Set New Price Targets

JNJ has been the subject of a number of recent research reports. Johnson Rice set a $190.00 target price on Johnson & Johnson and gave the company a “hold” rating in a report on Wednesday, October 22nd. Wolfe Research upped their target price on shares of Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Guggenheim lifted their price target on shares of Johnson & Johnson from $206.00 to $227.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Morgan Stanley increased their price objective on shares of Johnson & Johnson from $197.00 to $200.00 and gave the company an “equal weight” rating in a research report on Thursday. Finally, Freedom Capital cut shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $219.86.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $218.58 on Friday. Johnson & Johnson has a 12 month low of $141.50 and a 12 month high of $222.17. The firm has a market capitalization of $526.62 billion, a P/E ratio of 19.78, a P/E/G ratio of 2.24 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The company’s fifty day moving average price is $207.86 and its 200 day moving average price is $188.48.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.46. The company had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The business’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, sell-side analysts predict that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 50.19%.

Johnson & Johnson 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.