Johnson & Johnson (NYSE:JNJ) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Johnson & Johnson (NYSE:JNJ) have received an average rating of “Moderate Buy” from the twenty-seven brokerages that are covering the company, MarketBeat reports. Seven research analysts have rated the stock with a hold rating and twenty have assigned a buy rating to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $261.6957.

A number of analysts have commented on JNJ shares. Citigroup boosted their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Royal Bank Of Canada upped their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday. Bank of America lifted their price target on Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. Argus upped their price objective on Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Finally, Morgan Stanley raised their target price on Johnson & Johnson from $283.00 to $284.00 and gave the company an “overweight” rating in a research note on Wednesday, July 8th.

Insider Activity

In related news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.16% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Greenberg Financial Group acquired a new stake in Johnson & Johnson during the 4th quarter worth about $954,000. World Investment Advisors boosted its holdings in shares of Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after buying an additional 26,450 shares during the period. Coldstream Capital Management Inc. increased its position in shares of Johnson & Johnson by 9.8% in the third quarter. Coldstream Capital Management Inc. now owns 95,662 shares of the company’s stock worth $17,738,000 after acquiring an additional 8,533 shares in the last quarter. Benchmark Financial LLC acquired a new stake in shares of Johnson & Johnson during the fourth quarter valued at approximately $554,000. Finally, Sagespring Wealth Partners LLC lifted its position in shares of Johnson & Johnson by 6.2% in the 4th quarter. Sagespring Wealth Partners LLC now owns 45,222 shares of the company’s stock valued at $9,359,000 after acquiring an additional 2,660 shares in the last quarter. Institutional investors and hedge funds 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: JNJ beat Q2 estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong pharmaceutical growth from Darzalex, Tremfya and Spravato. Reuters article
• Positive Sentiment: The company raised FY 2026 guidance to EPS of $11.60-$11.75 and revenue of about $100.8 billion-$101.4 billion, signaling management confidence in continued growth. Business Wire article
• Positive Sentiment: Jefferies highlighted Spravato’s strong sales growth as a positive read-through for the broader psychedelic/depression-treatment market, reinforcing the value of J&J’s innovative medicines franchise. Proactive Investors article
• Positive Sentiment: Unusual options activity leaned bullish, with traders buying more JNJ call options than usual, suggesting some expectations for upside after earnings.
• Neutral Sentiment: Johnson & Johnson declared a quarterly dividend of $1.34 per share, underscoring its shareholder-return profile and dividend-king status.
• Neutral Sentiment: Stifel maintained a Hold rating with a $260 price target, reflecting a balanced view after the earnings report. TipRanks article
• Negative Sentiment: Despite the beat-and-raise quarter, the stock slipped because investors appeared underwhelmed relative to elevated expectations and are still weighing MedTech softness and talc-related legal risk. MarketBeat article

Johnson & Johnson Price Performance

Shares of JNJ opened at $247.55 on Thursday. Johnson & Johnson has a one year low of $159.80 and a one year high of $269.43. The stock’s fifty day moving average is $238.64 and its 200-day moving average is $234.20. 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 $595.90 billion, a price-to-earnings ratio of 28.62, a price-to-earnings-growth ratio of 2.42 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share 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 $25.02 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders 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 annualized dividend and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

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.