Cullen Frost Bankers Inc. Lowers Position in Johnson & Johnson $JNJ

Cullen Frost Bankers Inc. cut its stake in Johnson & Johnson (NYSE:JNJ) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 314,253 shares of the company’s stock after selling 11,241 shares during the period. Cullen Frost Bankers Inc.’s holdings in Johnson & Johnson were worth $65,035,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Plancorp LLC lifted its holdings in Johnson & Johnson by 0.3% in the fourth quarter. Plancorp LLC now owns 15,889 shares of the company’s stock worth $3,288,000 after buying an additional 45 shares during the period. WealthCollab LLC lifted its holdings in Johnson & Johnson by 4.7% in the fourth quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after buying an additional 46 shares during the period. MMA Asset Management LLC lifted its holdings in Johnson & Johnson by 1.3% in the fourth quarter. MMA Asset Management LLC now owns 3,600 shares of the company’s stock worth $745,000 after buying an additional 46 shares during the period. Vista Investment Partners II LLC lifted its holdings in Johnson & Johnson by 1.2% in the fourth quarter. Vista Investment Partners II LLC now owns 3,811 shares of the company’s stock worth $789,000 after buying an additional 47 shares during the period. Finally, Campbell Deegan Wealth Management LLC lifted its holdings in shares of Johnson & Johnson by 1.6% during the fourth quarter. Campbell Deegan Wealth Management LLC now owns 2,990 shares of the company’s stock valued at $619,000 after purchasing an additional 48 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $229.97 on Wednesday. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. The firm has a market cap of $553.59 billion, a P/E ratio of 26.59, a PEG ratio of 2.24 and a beta of 0.27. The company has a 50 day moving average of $234.70 and a 200 day moving average of $222.62. 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) last announced its quarterly earnings data 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. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same period in the previous year, the business earned $2.77 EPS. The firm’s revenue for the quarter was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th will be given a $1.34 dividend. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.3%. Johnson & Johnson’s payout ratio is presently 60.12%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson 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 completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. The trade was a 4.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.16% of the company’s stock.

Wall Street Analysts Forecast Growth

JNJ has been the subject of several recent research reports. Wells Fargo & Company lifted their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. JPMorgan Chase & Co. lifted their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Barclays lifted their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a report on Wednesday, April 15th. Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Daiwa Securities Group lifted their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Twenty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $253.04.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson launched its next-generation Shockwave C2 Aero Coronary IVL catheter, a new cardiovascular product that could support future sales growth in the medtech segment. Johnson And Johnson Catheter Launch Adds New Angle To JNJ Valuation
• Positive Sentiment: Analysts at Leerink upgraded Johnson & Johnson to Outperform and raised their price target, citing strong new drug momentum and improving fundamentals. Is Johnson & Johnson (JNJ) One of the Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026?
• Positive Sentiment: Recent coverage highlighted J&J’s expanding pipeline, new drug approvals, and rising cancer-medicine sales, reinforcing the company’s long-term growth story. J&J’s Pipeline Progress & New Drugs Promise Stronger Long-Term Growth
• Positive Sentiment: J&J was also highlighted in dividend-stock and “Dogs of the Dow” pieces, which can attract income-focused buyers looking for stability and yield. These 3 Dividend Stocks Are as Close to a Sure Thing as Investing Gets

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.