Johnson & Johnson Sees Unusually High Options Volume (NYSE:JNJ)

Johnson & Johnson (NYSE:JNJ) saw unusually large options trading on Tuesday. Stock investors bought 37,990 call options on the stock. This represents an increase of approximately 23% compared to the average daily volume of 30,785 call options.

Johnson & Johnson Trading Up 1.5%

Shares of JNJ stock opened at $227.86 on Thursday. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $228.57. The firm has a market capitalization of $548.99 billion, a PE ratio of 20.62, a price-to-earnings-growth ratio of 2.18 and a beta of 0.34. The stock has a fifty day moving average of $209.77 and a two-hundred day moving average of $190.58. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07.

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

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.3%. Johnson & Johnson’s payout ratio is presently 47.06%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on JNJ. Leerink Partners lifted their price objective on shares of Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a report on Thursday, January 22nd. Wall Street Zen upgraded shares of Johnson & Johnson from a “hold” rating to a “buy” rating in a research note on Sunday. Bank of America lifted their target price on Johnson & Johnson from $220.00 to $221.00 and gave the company a “neutral” rating in a research note on Thursday, January 22nd. Raymond James Financial increased their price target on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 15th. Finally, UBS Group restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $230.36.

Hedge Funds Weigh In On Johnson & Johnson

Several hedge funds have recently modified their holdings of JNJ. Brighton Jones LLC boosted its holdings in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares in the last quarter. United Bank boosted its stake in shares of Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares during the last quarter. Wealth Group Ltd. raised its position in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the period. Finally, Patton Fund Management Inc. purchased a new stake in shares of Johnson & Johnson during the second quarter valued at $218,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson News Summary

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

• Positive Sentiment: Q4 beat and 2026 sales guidance — J&J reported a revenue beat for Q4 and set 2026 sales guidance of $100–$101 billion, citing growth in Innovative Medicines and MedTech that offsets Stelara LOE; management also provided FY‑2026 EPS guidance (11.43–11.63), which pulled forward street expectations and supports the stock. Should You Stay Invested in J&J Stock After Q4 Beat & Solid Guidance?
• Positive Sentiment: Company reiterates $100B+ 2026 sales target — Management emphasized accelerating growth in both pharmaceutical and MedTech segments on the earnings call, reinforcing the revenue target and giving investors more confidence in forward growth. J&J Targets $100B+ Sales in 2026 as Growth Accelerates in Both Units
• Positive Sentiment: FDA approval expands oncology franchise — The FDA approved DARZALEX FASPRO in a D‑VRd quadruplet regimen for newly diagnosed multiple myeloma patients who are transplant‑ineligible, marking another label expansion that strengthens J&J’s oncology footprint and recurring revenue potential. DARZALEX FASPRO®-based quadruplet regimen approved in the US
• Positive Sentiment: Analysts turn bullish and lift price targets — Firms including Guggenheim raised their outlook/price targets (example: PT to $240) and coverage commentary has trended bullish after the Q4 print and guide, which supports continued upside. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook After Solid Q4 and 2026 Guide Johnson & Johnson Stock Forecast: Trending Bullish Among Analysts
• Neutral Sentiment: Unusual options activity — Traders bought ~37,990 call options (≈23% above typical daily call volume); this shows speculative/positioning interest but is not definitive about long‑term direction.
• Neutral Sentiment: Corporate philanthropy announced — J&J marked $100M of MedTech product donations since 2020, which is positive for ESG perception but unlikely to move fundamentals in the near term. Johnson & Johnson Marks $100 Million of MedTech Products Donated
• Negative Sentiment: Policy/regulatory cost risks — Coverage notes that potential policy/price‑control headwinds could increase costs or pressure pricing in parts of J&J’s business, a risk investors should watch that could temper margins or growth over time. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

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.