Johnson & Johnson (NYSE:JNJ – Get Free Report) had its target price raised by equities research analysts at Raymond James Financial from $237.00 to $258.00 in a report released on Wednesday,MarketScreener reports. The brokerage presently has an “outperform” rating on the stock. Raymond James Financial’s price target would suggest a potential upside of 7.93% from the company’s current price.
JNJ has been the topic of several other reports. Guggenheim upped their price objective on Johnson & Johnson from $240.00 to $244.00 and gave the company a “buy” rating in a research report on Tuesday, April 7th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. Citigroup boosted their target price on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Stifel Nicolaus set a $250.00 price target on shares of Johnson & Johnson in a research note on Wednesday. Finally, TD Cowen assumed coverage on shares of Johnson & Johnson in a report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $247.48.
View Our Latest Research Report on JNJ
Johnson & Johnson Stock Performance
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion during the quarter, compared to analyst estimates of $23.60 billion. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%.Johnson & Johnson’s quarterly revenue was up 9.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, equities analysts expect that Johnson & Johnson will post 10.58 EPS for the current fiscal year.
Insiders Place Their Bets
In related news, EVP Timothy Schmid sold 1,322 shares of the firm’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $245.66, for a total value of $324,762.52. Following the transaction, the executive vice president directly owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This trade represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president 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 SEC filing for this sale provides additional information. In the last three months, insiders have sold 30,142 shares of company stock valued at $7,360,528. Insiders own 0.16% of the company’s stock.
Institutional Investors Weigh In On Johnson & Johnson
Institutional investors and hedge funds have recently bought and sold shares of the business. AustralianSuper Pty Ltd raised its position in Johnson & Johnson by 632.0% during the third quarter. AustralianSuper Pty Ltd now owns 89,183 shares of the company’s stock valued at $16,536,000 after purchasing an additional 77,000 shares during the period. J.W. Cole Advisors Inc. boosted its holdings in shares of Johnson & Johnson by 2.2% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 130,934 shares of the company’s stock worth $24,278,000 after purchasing an additional 2,769 shares during the period. Guinness Asset Management LTD increased its position in shares of Johnson & Johnson by 0.4% during the 3rd quarter. Guinness Asset Management LTD now owns 1,383,195 shares of the company’s stock valued at $251,216,000 after purchasing an additional 5,994 shares during the last quarter. Greenberg Financial Group purchased a new stake in Johnson & Johnson during the 4th quarter valued at $954,000. Finally, National Pension Service lifted its position in Johnson & Johnson by 3.2% in the third quarter. National Pension Service now owns 4,926,569 shares of the company’s stock worth $913,484,000 after buying an additional 151,707 shares during the last quarter. 69.55% of the stock is owned by institutional investors.
Johnson & Johnson News Roundup
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.
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