Seizert Capital Partners LLC Sells 10,698 Shares of Johnson & Johnson $JNJ

Key Points

• Seizert Capital Partners trimmed its Johnson & Johnson stake by 4.5%, selling 10,698 shares and leaving it with 229,472 shares worth about $47.49 million (JNJ is ~2.0% of the fund and its 21st largest holding).
• Analysts remain broadly constructive — JNJ carries a consensus rating of "Moderate Buy" with a $252.48 target after a Q1 beat and positive pipeline news (TREMFYA, JNJ‑4804), though near‑term headwinds include CVS favoring biosimilars for Stelara; the company also raised its quarterly dividend to $1.34 (≈2.4% yield).

Seizert Capital Partners LLC decreased its stake in Johnson & Johnson (NYSE:JNJ - Free Report) by 4.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 229,472 shares of the company's stock after selling 10,698 shares during the period. Johnson & Johnson comprises about 2.0% of Seizert Capital Partners LLC's holdings, making the stock its 21st largest holding. Seizert Capital Partners LLC's holdings in Johnson & Johnson were worth $47,489,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also added to or reduced their stakes in JNJ. Brighton Jones LLC lifted its stake in Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company's stock valued at $7,502,000 after purchasing an additional 6,332 shares during the last quarter. United Bank lifted its stake in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company's stock valued at $1,539,000 after purchasing an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Johnson & Johnson by 13.4% during 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 last quarter. Wealth Group Ltd. raised its stake in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company's stock valued at $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company's stock valued at $11,255,000 after acquiring an additional 6,584 shares during the last quarter. Institutional investors own 69.55% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on JNJ shares. Morgan Stanley set a $283.00 price target on shares of Johnson & Johnson in a research note on Wednesday, April 15th. Citigroup raised their price target on shares of Johnson & Johnson from $274.00 to $285.00 and gave the company a "buy" rating in a research note on Tuesday, April 7th. Rothschild & Co Redburn raised their price target on shares of Johnson & Johnson from $180.00 to $210.00 and gave the company a "neutral" rating in a research note on Thursday, February 19th. Scotiabank reaffirmed an "outperform" rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Finally, Weiss Ratings downgraded shares of Johnson & Johnson from a "buy (b+)" rating to a "buy (b)" rating in a research note on Friday, April 24th. Eighteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, Johnson & Johnson currently has a consensus rating of "Moderate Buy" and a consensus target price of $252.48.

Johnson & Johnson News Summary

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

• Positive Sentiment: TREMFYA (guselkumab) Phase 3 FUZION data showed it is the first IL‑23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn’s disease at Week 24 — a high‑unmet‑need indication that could expand TREMFYA’s label and commercial opportunity in IBD. Johnson & Johnson study shows TREMFYA® (guselkumab) is the first and only IL-23 inhibitor to demonstrate efficacy in perianal fistulizing Crohn's disease
• Positive Sentiment: Investigational co‑antibody JNJ‑4804 reported Phase 2b DUET data showing strong clinical and endoscopic results in refractory UC and CD, supporting advancement to Phase 3 — positive for long‑term pipeline value if confirmed. Johnson & Johnson investigational co-antibody therapy JNJ-4804 shows potential to raise the bar for clinical efficacy in treating refractory inflammatory bowel disease
• Positive Sentiment: Coverage notes recent FDA wins in rare disease and schizophrenia and highlights J&J’s accelerating growth narrative — such regulatory momentum can re‑rate expectations and draw investor interest. How Investors May Respond To Johnson & Johnson (JNJ) New FDA Wins In Rare Disease And Schizophrenia
• Positive Sentiment: Network meta‑analysis shows CAPLYTA ranked highly among adjunctive MDD treatments, supporting commercial positioning for the psychiatry franchise and potential uptake in clinical practice. CAPLYTA® (lumateperone) showed greatest improvement across key efficacy outcomes among adjunctive MDD treatments in new network meta-analysis
• Neutral Sentiment: Investor‑focused articles and screens (Zacks, Yahoo, 247WallSt) are driving attention to JNJ as a dividend and growth name — may increase retail/income flows but not an immediate fundamental change. Johnson & Johnson (JNJ) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: J&J‑sponsored protocol amendment for the Nanobiotix head & neck cancer study and a J&J study supporting Abiomed’s Impella 5.5 are incremental scientific wins that support partnerships and program progress but are unlikely to move near‑term revenue materially. Nanobiotix Announces Protocol Amendment to Ongoing Global Phase 3 Head and Neck Cancer Study
• Negative Sentiment: CVS will prefer lower‑cost interchangeable biosimilars over J&J’s Stelara on its main formularies starting July 1, a clear payer headwind that could reduce Stelara volumes and pricing leverage in the near term. CVS to drop J&J's Stelara from its main formularies

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total value 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. This trade represents a 21.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the firm's stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the sale, the executive vice president owned 25,447 shares of the company's stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 30,142 shares of company stock valued at $7,360,528 over the last 90 days. Corporate insiders own 0.16% of the company's stock.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $225.59 on Wednesday. Johnson & Johnson has a twelve month low of $146.12 and a twelve month high of $251.71. The firm has a fifty day simple moving average of $238.49 and a 200 day simple moving average of $220.15. The company has a market capitalization of $543.05 billion, a PE ratio of 26.08, a P/E/G ratio of 2.20 and a beta of 0.27. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping analysts' consensus estimates of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. Johnson & Johnson's quarterly revenue was up 9.9% on a year-over-year basis. During the same quarter last year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, sell-side analysts forecast that Johnson & Johnson will post 11.57 EPS for the current year.

Johnson & Johnson Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson's previous quarterly dividend of $1.30. This represents a $5.36 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson's dividend payout ratio is 60.12%.

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.

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