Johnson & Johnson (NYSE:JNJ) Shares Up 1.1% – What’s Next?

Johnson & Johnson (NYSE:JNJ)’s stock price rose 1.1% on Monday . The stock traded as high as $273.98 and last traded at $273.1140. Approximately 5,411,035 shares traded hands during mid-day trading, a decline of 34% from the average daily volume of 8,241,688 shares. The stock had previously closed at $270.24.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: The FDA approved Imaavy (nipocalimab-aahu) as the first treatment specifically indicated for warm autoimmune hemolytic anemia (wAIHA) in adults and patients aged 12 and older. The approval expands J&J’s immunology portfolio and was supported by clinical data showing improved hemoglobin and fatigue outcomes. FDA approves Imaavy for wAIHA
• Positive Sentiment: Imaavy’s expanded use validates J&J’s antibody platform and supports management’s long-term ambition of approximately $5 billion in peak sales for the drug, even though the initial wAIHA patient population is relatively small. Imaavy expanded approval
• Positive Sentiment: European regulators also expanded approval of J&J’s oncology drug Tecvayli in combination treatment, strengthening the company’s specialized cancer-care portfolio and adding another potential growth driver. JNJ FDA and European approvals
• Neutral Sentiment: Shares are near a record high after rising strongly over the past year. Analysts and commentary remain constructive on J&J’s pipeline and recent earnings and guidance, but the stock’s elevated valuation creates less room for incremental approval news to drive gains. JNJ near a record high
• Neutral Sentiment: Healthcare stocks have attracted defensive capital as investors reassess expensive technology shares. J&J’s dividend consistency adds to its appeal, although Treasury yields near 5% increase competition for income-oriented investors. Johnson and Johnson rises as investors seek stability
• Negative Sentiment: A Louisiana jury awarded $10 million in a talc-related mesothelioma case, with J&J assigned more than $1.2 million of the liability. While financially modest relative to J&J’s size, the verdict renews concerns about the company’s broader talc litigation exposure and potential settlement costs. Louisiana talc-related mesothelioma verdict

Wall Street Analyst Weigh In

JNJ has been the subject of several analyst reports. Bank of America increased their price target on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Johnson Rice reissued a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Scotiabank reissued an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. Finally, Morgan Stanley lifted their price target on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $268.22.

Johnson & Johnson Price Performance

The company has a market cap of $658.58 billion, a price-to-earnings ratio of 31.67, a price-to-earnings-growth ratio of 2.61 and a beta of 0.24. The company has a fifty day simple moving average of $256.59 and a two-hundred day simple moving average of $243.36. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s revenue was up 6.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson’s payout ratio is presently 62.11%.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 63,972 shares of company stock valued at $16,245,605 over the last three months. Company insiders own 0.16% of the company’s stock.

Institutional Trading of Johnson & Johnson

Institutional investors and hedge funds have recently made changes to their positions in the stock. California State Teachers Retirement System grew its holdings in shares of Johnson & Johnson by 25,103.8% during the second quarter. California State Teachers Retirement System now owns 943,488,645 shares of the company’s stock worth $239,617,811,000 after buying an additional 939,745,213 shares in the last quarter. Auto Owners Insurance Co lifted its stake in shares of Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after buying an additional 69,108,368 shares during the period. Norges Bank acquired a new stake in Johnson & Johnson during the fourth quarter worth approximately $6,924,523,000. Capital World Investors acquired a new stake in Johnson & Johnson during the fourth quarter worth approximately $2,005,942,000. Finally, Jupiter Topco LLC purchased a new stake in Johnson & Johnson in the 2nd quarter worth approximately $1,967,399,000. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

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.