Johnson & Johnson (NYSE:JNJ) Price Target Raised to $251.00 at Sanford C. Bernstein

Johnson & Johnson (NYSE:JNJ) had its price target increased by equities research analysts at Sanford C. Bernstein from $225.00 to $251.00 in a report issued on Wednesday,MarketScreener reports. The firm presently has a “market perform” rating on the stock. Sanford C. Bernstein’s price objective suggests a potential upside of 5.01% from the stock’s previous close.

Several other research analysts also recently commented on JNJ. Guggenheim raised their price objective on shares of Johnson & Johnson from $240.00 to $244.00 and gave the stock a “buy” rating in a report on Tuesday, April 7th. UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a report on Monday, January 5th. Wells Fargo & Company lifted their price target on Johnson & Johnson from $240.00 to $263.00 and gave the company an “overweight” rating in a research report on Wednesday. TD Cowen began coverage on Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price objective on the stock. Finally, Wall Street Zen cut Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $247.48.

Johnson & Johnson Trading Down 0.4%

Shares of JNJ opened at $239.03 on Wednesday. Johnson & Johnson has a fifty-two week low of $146.12 and a fifty-two week high of $251.71. The business has a 50-day moving average of $241.58 and a 200 day moving average of $216.38. The firm has a market cap of $575.74 billion, a P/E ratio of 21.67, a price-to-earnings-growth ratio of 2.37 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion for the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. The company’s revenue was up 9.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current year.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on Tuesday, February 17th. The shares were 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 directly 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the sale, the executive vice president owned 25,447 shares in the company, valued at $6,251,310.02. The trade was a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 30,142 shares of company stock worth $7,360,528. Corporate insiders own 0.16% of the company’s stock.

Institutional Investors Weigh In On Johnson & Johnson

A number of institutional investors have recently made changes to their positions in the business. Blueline Advisors LLC purchased a new position in shares of Johnson & Johnson in the fourth quarter worth about $25,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson during the fourth quarter valued at approximately $26,000. Abich Financial Wealth Management LLC bought a new position in shares of Johnson & Johnson in the third quarter worth approximately $26,000. DecisionPoint Financial LLC raised its holdings in Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares during the last quarter. Finally, Bay Harbor Wealth Management LLC boosted its position in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the period. 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: Q1 beat and guidance lift — J&J reported $2.70 EPS vs. ~$2.68 expected and $24.06B revenue, then raised FY2026 sales and EPS outlook, which supports higher multiple and investor confidence. Johnson & Johnson Q1 2026 Earnings Call Transcript
• Positive Sentiment: Dividend raise reinforces income thesis — Board increased the quarterly payout to $1.34 (64th consecutive annual increase), supporting yield-oriented investors and reducing downside volatility. Business Wire: Dividend Increase
• Positive Sentiment: Commercial drivers: oncology and new therapies — Strong sales from Darzalex, Tremfya and Spravato (notable QoQ and YoY growth) underpin the raised outlook and signal sustainable growth beyond legacy products. Yahoo Finance: Raises 2026 Outlook
• Neutral Sentiment: Analyst commentary and sentiment — Some bullish takes argue upside (e.g., a MarketBeat piece saying a ~20% gain looks achievable), while others caution valuation vs. growth peers; watch analyst revisions post?call. MarketBeat: 20% Gain Thesis
• Neutral Sentiment: Media/broker notes highlight sector implications — J&J’s results are being read as a signal for healthcare ETFs and psychedelics peers (Spravato strength), which may amplify flows into/away from JNJ depending on broader sector moves. ETF Trends: Sector Implications
• Negative Sentiment: Profit decline, cash?flow and margin pressure — Despite top?line beats, Q1 profit fell and free cash flow reportedly declined, which raises near?term margin and cash concerns. RTTNews: Profit Down
• Negative Sentiment: Stelara decline & biosimilar risk — A steep drop in Stelara sales and ongoing biosimilar competition for legacy drugs remain a headwind and a source of uncertainty for sustaining past revenue levels. Reuters: Stelara Sales Disappoint
• Negative Sentiment: Mixed market reaction — Some coverage notes the stock initially slipped despite the beat, reflecting investor focus on margins, modest guidance details versus expectations and rotation within the sector. Investors Business Daily: Early Slip

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.