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

24 Jul 2026, 12:34 by Danessa Lincoln · The Markets Daily

Sei Investments Co. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 16.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,961,422 shares of the company’s stock after purchasing an additional 276,925 shares during the quarter. Sei Investments Co. owned approximately 0.08% of Johnson & Johnson worth $479,453,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the 4th quarter valued at $25,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $26,000. DecisionPoint Financial LLC increased its holdings in shares of Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after buying an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC increased its stake in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares during the last quarter. Finally, Family CFO Inc purchased a new stake in Johnson & Johnson in the 4th quarter valued at about $31,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

Positive Sentiment: The FDA granted marketing authorization for J&J’s OTTAVA robotic surgical system, a potentially meaningful new business in soft-tissue robotics that could expand the MedTech division. Reuters article
Positive Sentiment: J&J also reported encouraging late-stage data for its multiple myeloma therapies Tecvayli and Talvey, with the MonumenTAL-6 study showing large reductions in progression risk and death, strengthening the company’s oncology pipeline. PR Newswire article
Positive Sentiment: Investors are also responding to J&J’s recent quarterly earnings beat and upbeat 2026 outlook, which has boosted sentiment around the stock and drawn interest from ETF investors. Yahoo Finance article
Positive Sentiment: J&J raised its dividend, reinforcing its appeal as a defensive income stock and supporting demand from dividend-focused investors. Yahoo Finance article
Neutral Sentiment: Several articles were commentary pieces discussing J&J’s valuation, ETF exposure, and investor attention, but they do not add a new fundamental catalyst on their own. MarketBeat article
Negative Sentiment: A Reuters report said a judge cast doubt on roughly 69,000 talc-related cancer claims, which could still keep legal uncertainty in focus despite being framed as a procedural win for J&J. Reuters article

Insiders Place Their Bets

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.16% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on JNJ shares. Barclays boosted their price target on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. Wells Fargo & Company raised their price target on Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Johnson Rice raised Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 price objective for the company in a research note on Thursday, July 16th. Weiss Ratings lowered Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. Finally, Citigroup raised their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $265.30.

Get Our Latest Stock Report on Johnson & Johnson

Johnson & Johnson Stock Up 1.5%

Shares of Johnson & Johnson stock opened at $259.34 on Friday. 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 has a 52-week low of $164.23 and a 52-week high of $269.43. The company has a market capitalization of $624.29 billion, a P/E ratio of 30.05, a P/E/G ratio of 2.43 and a beta of 0.24. The company has a 50 day moving average of $241.98 and a 200 day moving average of $236.13.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period last year, the business earned $2.77 EPS. The company’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts forecast that Johnson & Johnson will post 11.68 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

About Johnson & Johnson

(Free Report)

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.