Johnson & Johnson (JNJ) – What Are Researchers Thinking About This Stock?

Johnson & Johnson (NYSE:JNJ) has been given an average rating of “Moderate Buy” by the twenty-six ratings firms that are presently covering the firm, Marketbeat Ratings reports. Eight investment analysts have rated the stock with a hold rating, seventeen have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $275.92.

A number of brokerages recently issued reports on JNJ. Scotiabank reaffirmed an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Citigroup upped their target price on shares of Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a research note on Monday, October 5th. Raymond James Financial set a $280.00 price target on shares of Johnson & Johnson in a report on Monday, August 3rd. Royal Bank Of Canada decreased their price target on shares of Johnson & Johnson from $290.00 to $280.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 14th. Finally, Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a report on Wednesday, July 15th.

Insider Activity at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the sale, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the sale, the executive vice president directly owned 25,447 shares in the company, valued at $6,991,308.78. The trade was a 56.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 64,515 shares of company stock worth $17,271,766 over the last three months. Company insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of JNJ. National Pension Service boosted its stake in Johnson & Johnson by 1.3% in the second quarter. National Pension Service now owns 5,226,968 shares of the company’s stock valued at $1,327,493,000 after buying an additional 67,484 shares in the last quarter. IFP Advisors Inc grew its position in Johnson & Johnson by 8.8% in the second quarter. IFP Advisors Inc now owns 38,760 shares of the company’s stock valued at $9,844,000 after acquiring an additional 3,133 shares during the last quarter. Elefante Mark B raised its stake in Johnson & Johnson by 9.8% during the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock worth $7,285,000 after acquiring an additional 2,563 shares in the last quarter. Gradient Investments LLC raised its stake in Johnson & Johnson by 9.9% during the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock worth $38,815,000 after acquiring an additional 13,737 shares in the last quarter. Finally, Louisiana State Employees Retirement System bought a new position in shares of Johnson & Johnson in the first quarter worth about $30,017,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Johnson & Johnson News

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

• Positive Sentiment: Icotyde, J&J’s oral plaque-psoriasis treatment, is reportedly gaining traction among U.S. dermatologists and being prescribed earlier in the treatment process. Strong adoption could support pharmaceutical growth and help offset declines in older products. Does Johnson & Johnson Have a New Edge in Plaque Psoriasis?
• Positive Sentiment: J&J presented 26 abstracts at TCT 2026 supporting the safety, efficacy and cost-effectiveness of its Impella heart pumps. The data may strengthen the long-term outlook for the MedTech portfolio despite recent weakness. Johnson & Johnson Presents Impella Data at TCT 2026
• Positive Sentiment: J&J continues to be highlighted as a dependable dividend stock, supported by more than five decades of annual payout increases. That income profile can provide downside support for long-term investors. Dividend Kings With 50-Plus Years of Payout Increases
• Neutral Sentiment: J&J’s recent performance has been strong, with shares reportedly up 42% over the past year, helped by progress toward resolving talc litigation and growth from newer medicines. Analysts are debating whether that advance has already priced in much of the improvement. Johnson & Johnson Is Up 42% in a Year
• Neutral Sentiment: Broker sentiment remains generally favorable, but the article questions how much weight investors should place on consensus recommendations as J&J trades near its 52-week high and at an elevated earnings multiple. Johnson & Johnson Broker Ratings
• Negative Sentiment: MedTech growth slowed in the third quarter because of international-market challenges and weakness at Abiomed. Investors may be concerned that a rebound in the fourth quarter will not fully offset the segment’s short-term disappointment. JNJ MedTech Segment Disappoints in Q3
• Negative Sentiment: Analysts see potential earnings pressure in 2027, while the market is already assigning a premium valuation after strong gains. That combination increases the risk of profit-taking if growth slows. Johnson & Johnson Strong Q3 Growth, but 2027 Could Test Earnings
• Negative Sentiment: Pomerantz announced an investigation into potential claims on behalf of J&J investors. Although such announcements do not establish wrongdoing, they add headline and litigation risk. Pomerantz Investor Investigation

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $273.39 on Friday. The company has a market cap of $658.13 billion, a price-to-earnings ratio of 41.42, a PEG ratio of 2.72 and a beta of 0.21. The business has a 50 day moving average price of $265.74 and a 200 day moving average price of $246.94. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a twelve month low of $185.12 and a twelve month high of $282.02.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.53 by $0.06. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. The company had revenue of $25.40 billion for the quarter, compared to the consensus estimate of $25.38 billion. During the same period in the previous year, the business posted $2.80 EPS. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. Research analysts predict that Johnson & Johnson will post 11.12 earnings per share for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is 81.21%.

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.