Analysts Set Johnson & Johnson (NYSE:JNJ) PT at $252.48

Shares of Johnson & Johnson (NYSE:JNJ) have received a consensus rating of “Moderate Buy” from the twenty-seven research firms that are currently covering the stock, Marketbeat reports. Nine investment analysts have rated the stock with a hold recommendation and eighteen have assigned a buy recommendation to the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $252.4783.

A number of research firms recently commented on JNJ. TD Cowen began coverage on shares of Johnson & Johnson in a research note on Wednesday, April 8th. They issued a “buy” rating and a $250.00 price objective for the company. JPMorgan Chase & Co. raised their price objective on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research note on Wednesday, April 15th. Guggenheim raised their price objective on shares of Johnson & Johnson from $244.00 to $266.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Loop Capital set a $220.00 target price on shares of Johnson & Johnson in a research report on Tuesday, January 27th. Finally, Stifel Nicolaus increased their target price on shares of Johnson & Johnson from $220.00 to $250.00 and gave the stock a “hold” rating in a research report on Wednesday, April 15th.

Johnson & Johnson Trading Down 0.5%

Johnson & Johnson stock opened at $224.47 on Friday. The company has a 50 day moving average price of $238.07 and a 200 day moving average price of $220.38. Johnson & Johnson has a 52 week low of $146.12 and a 52 week high of $251.71. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a market capitalization of $540.35 billion, a price-to-earnings ratio of 25.95, a P/E/G ratio of 2.21 and a beta of 0.27.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS 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 firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. During the same quarter last year, the business posted $2.77 EPS. The company’s revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. Research analysts forecast that Johnson & Johnson will post 11.57 EPS for the current 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 represents a $5.36 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date is Tuesday, May 26th. This is a positive change from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 60.12%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: TREMFYA showed statistically significant benefit in a Phase 3 study for perianal fistulizing Crohn’s disease — a meaningful clinical win that could expand TREMFYA’s IBD label and support long?term sales growth in immunology. TREMFYA study press release
• Positive Sentiment: JNJ reported strong Phase 2b data for investigational co?antibody JNJ?4804 in refractory IBD (DUET studies), supporting advancement toward Phase 3 and adding pipeline optionality versus current therapies. JNJ?4804 DUET data
• Positive Sentiment: Johnson & Johnson’s Ottava surgical robot reportedly met endpoints in a pivotal bariatric study — a promising signal for the company’s MedTech R&D and future device commercialization. Ottava study
• Neutral Sentiment: Market pieces and screeners continue to highlight JNJ as a Dividend King and a dividend?income option (Fool, 247wallst, Zacks coverage), which supports steady investor demand from income-focused holders but is unlikely to move the stock dramatically by itself. Safer Dividend King article
• Neutral Sentiment: Broad reporting notes J&J is expanding its clinical pipeline across immunology, MedTech and AI initiatives — constructive for long?term growth but mostly early?stage in terms of revenue impact. Pipeline expansion article
• Negative Sentiment: CVS will drop J&J’s Stelara from its main formularies in favor of lower?cost interchangeable biosimilars starting July 1 — a near?term commercial headwind for Stelara sales and an obvious driver of downward pressure on the shares. CVS drops Stelara
• Negative Sentiment: Coverage notes mixed IBD results: while some J&J programs show promise, at least one trial missed its primary endpoint (coverage describes advancement “despite” a miss), creating short?term uncertainty about timing/scale of benefits and raising questions for near?term sales guidance. Stat News coverage

Insider Buying and Selling

In other Johnson & Johnson news, EVP Timothy Schmid sold 1,322 shares of the 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 in the company, valued at $6,251,310.02. This represents a 4.94% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. Insiders own 0.16% of the company’s stock.

Institutional Investors Weigh In On Johnson & Johnson

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Auto Owners Insurance Co raised its holdings in shares of Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares in the last quarter. Norges Bank bought a new position in shares of Johnson & Johnson during the 4th quarter valued at $6,924,523,000. Capital World Investors bought a new position in shares of Johnson & Johnson during the 4th quarter valued at $2,005,942,000. Diamant Asset Management Inc. raised its holdings in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after purchasing an additional 4,454,778 shares in the last quarter. Finally, Vanguard Group Inc. raised its holdings in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

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.