Cullen Capital Management LLC Sells 16,256 Shares of Johnson & Johnson $JNJ

Cullen Capital Management LLC reduced its stake in shares of Johnson & Johnson (NYSE:JNJ) by 1.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,195,361 shares of the company’s stock after selling 16,256 shares during the quarter. Johnson & Johnson comprises about 2.4% of Cullen Capital Management LLC’s investment portfolio, making the stock its 11th biggest position. Cullen Capital Management LLC’s holdings in Johnson & Johnson were worth $221,644,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. boosted its position in Johnson & Johnson by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock valued at $36,209,060,000 after buying an additional 3,085,180 shares during the period. Geode Capital Management LLC raised its stake in shares of Johnson & Johnson by 2.1% during the second quarter. Geode Capital Management LLC now owns 60,609,476 shares of the company’s stock valued at $9,227,988,000 after acquiring an additional 1,225,676 shares in the last quarter. Norges Bank purchased a new stake in shares of Johnson & Johnson in the second quarter valued at approximately $4,877,174,000. Bank of New York Mellon Corp grew its stake in Johnson & Johnson by 3.5% in the third quarter. Bank of New York Mellon Corp now owns 24,637,649 shares of the company’s stock worth $4,568,313,000 after purchasing an additional 835,146 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in Johnson & Johnson by 0.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,951,337 shares of the company’s stock worth $2,894,979,000 after purchasing an additional 52,074 shares during the period. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $237.66 on Friday. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $239.58. 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 company has a market cap of $572.60 billion, a PE ratio of 21.51, a P/E/G ratio of 2.28 and a beta of 0.35. The business has a 50-day simple moving average of $212.87 and a two-hundred day simple moving average of $193.33.

Johnson & Johnson (NYSE:JNJ) last released its earnings results on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The company had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. During the same period last year, the business earned $2.04 EPS. Johnson & Johnson’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 2.2%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s payout ratio is presently 47.06%.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Guggenheim upped their price objective on shares of Johnson & Johnson from $227.00 to $240.00 and gave the stock a “buy” rating in a research note on Friday, January 23rd. Royal Bank Of Canada boosted their price objective on shares of Johnson & Johnson from $240.00 to $255.00 and gave the stock an “outperform” rating in a research note on Tuesday. Barclays increased their target price on Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a research report on Tuesday, December 30th. Leerink Partners boosted their price target on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research report on Thursday, January 22nd. Finally, HSBC raised their price objective on Johnson & Johnson from $240.00 to $265.00 and gave the company a “buy” rating in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $233.73.

More Johnson & Johnson News

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

• Positive Sentiment: RBC Capital raised its price target to $255 and reiterated an Outperform, saying J&J is well positioned to manage legal overhang — a bullish signal that likely supported buying interest. RBC Sees Johnson & Johnson (JNJ) Well Positioned to Manage Legal Overhang
• Positive Sentiment: Royal Bank of Canada published the PT increase to $255 (coverage note) — another explicit valuation lift that supports upward momentum in the share price. Royal Bank Of Canada Increases Johnson & Johnson (NYSE:JNJ) Price Target to $255.00
• Positive Sentiment: Bank of America bumped its price target to $227 from $221, citing the company’s stronger growth outlook — incremental analyst support that helps lift sentiment. BofA Lifts PT on Johnson & Johnson (JNJ) to $227 From $221 – Here’s Why
• Positive Sentiment: J&J received new approvals that deepen its oncology and medtech footprint — supports the company’s revenue mix shift toward higher-growth areas and longer-term upside. Johnson & Johnson Deepens Oncology And MedTech Footprint With New Approvals
• Positive Sentiment: Clinical updates on ERLEADA and DARZALEX FASPRO further shape J&J’s oncology growth story, supporting expectations that oncology revenue could meaningfully expand. ERLEADA And DARZALEX FASPRO Updates Shape Johnson And Johnson Oncology Story
• Positive Sentiment: Coverage pieces (including The Motley Fool) highlight J&J’s return to double‑digit growth and question whether the stock is a bargain, increasing investor interest around valuation versus growth prospects. Johnson & Johnson’s Getting Back to Double-Digit Growth. Has the Stock Become a Bargain Buy?
• Neutral Sentiment: Discussion on whether current J&J pricing fully reflects its healthcare portfolio focus — useful context for valuation debate but ambiguous for immediate price impact. Is Johnson & Johnson (JNJ) Pricing Reflect Recent Healthcare Portfolio Focus?

About Johnson & Johnson

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.