Cullen Frost Bankers Inc. Sells 9,489 Shares of Johnson & Johnson $JNJ

Cullen Frost Bankers Inc. decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 325,494 shares of the company’s stock after selling 9,489 shares during the period. Cullen Frost Bankers Inc.’s holdings in Johnson & Johnson were worth $60,353,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Evolution Wealth Management Inc. purchased a new stake in Johnson & Johnson in the 2nd quarter worth $27,000. Clayton Financial Group LLC bought a new position in shares of Johnson & Johnson in the third quarter worth about $28,000. Semmax Financial Advisors Inc. grew its position in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after purchasing an additional 72 shares in the last quarter. GFG Capital LLC bought a new stake in Johnson & Johnson during the 2nd quarter valued at approximately $35,000. Finally, Signature Resources Capital Management LLC lifted its holdings in Johnson & Johnson by 262.9% in the 3rd quarter. Signature Resources Capital Management LLC now owns 254 shares of the company’s stock worth $47,000 after purchasing an additional 184 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors.

More Johnson & Johnson News

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

• Positive Sentiment: Management issued strong FY‑2026 guidance and highlighted accelerating growth, which lifts forward earnings and revenue expectations for JNJ. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®‑based quadruplet (D‑VRd) for newly diagnosed, transplant‑ineligible multiple myeloma — expands label, reinforces DARZALEX as foundational therapy and supports longer‑term oncology sales growth. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised J&J’s price target (to $240) after the solid Q4 results and the strong 2026 guide, signaling buy‑side confidence and potential upward pressure from analysts. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide
• Positive Sentiment: Unusually large call‑option volume (about 37,990 calls, ~23% above average) suggests short‑term bullish positioning by traders and potential added upside momentum in the stock.
• Neutral Sentiment: J&J reported corporate social impact activity — $100M of MedTech donations since 2020 and an additional $20M commitment — positive for brand/ESG but unlikely to move near‑term fundamentals. Johnson & Johnson Marks $100 Million of MedTech Products Donated Since 2020
• Neutral Sentiment: Analyst/commentary pieces (Zacks, coverage on momentum and trending status) highlight market interest and technical strength; useful for sentiment but not a direct catalyst. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Negative Sentiment: Management flagged potential policy and reimbursement headwinds that could raise costs or pressure margins in certain markets — a risk to near‑term profitability if issues intensify. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Analysts Set New Price Targets

A number of equities analysts recently weighed in on JNJ shares. HSBC reaffirmed a “buy” rating and set a $240.00 target price on shares of Johnson & Johnson in a research note on Wednesday, December 10th. Citigroup raised their price objective on Johnson & Johnson from $232.00 to $250.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Wells Fargo & Company boosted their target price on Johnson & Johnson from $230.00 to $240.00 and gave the stock an “overweight” rating in a research report on Thursday, January 22nd. Bank of America raised their price target on Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a report on Thursday, January 22nd. Finally, Stifel Nicolaus lifted their price objective on Johnson & Johnson from $205.00 to $220.00 and gave the stock a “hold” rating in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $230.36.

Johnson & Johnson Price Performance

Shares of JNJ stock opened at $224.50 on Wednesday. The stock has a 50 day moving average price of $209.28 and a 200 day moving average price of $190.32. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $225.50. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The firm has a market capitalization of $540.88 billion, a P/E ratio of 20.32, a P/E/G ratio of 2.15 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting analysts’ consensus estimates of $2.46. The firm had revenue of $24.56 billion for the quarter, compared to analysts’ expectations of $24.14 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same period in the prior year, the business 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 year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 47.06%.

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.