Johnson & Johnson (NYSE:JNJ) Stock Price Down 1.4% – What’s Next?

Johnson & Johnson (NYSE:JNJ) shares were down 1.4% during mid-day trading on Friday . The stock traded as low as $227.02 and last traded at $227.4520. Approximately 5,700,783 shares changed hands during mid-day trading, a decline of 34% from the average daily volume of 8,623,022 shares. The stock had previously closed at $230.65.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q1 results beat and FY26 guide raise — JNJ reported revenue of ~$24.1B and an EPS beat, and raised full‑year guidance to a range centered around the street view, which supports forward earnings expectations. Johnson & Johnson (JNJ) Exceeds First-quarter Earnings Projections
• Positive Sentiment: Acquisition to expand cardiac device portfolio — JNJ agreed to buy Atraverse Medical to bolster left‑heart access and RF procedure capabilities, a strategic tuck‑in that supports its electrophysiology/device growth thesis. Johnson & Johnson to Acquire Atraverse Medical in Cardiac Device Expansion
• Positive Sentiment: Autoimmune pipeline news — Positive Phase 3 / long‑term extension data for IMAAVY (nipocalimab) in generalized myasthenia gravis and the start of a head‑to‑head study strengthen JNJ’s immunology franchise and long‑term growth outlook. Johnson And Johnson Autoimmune Pipeline Gains With IMAAVY Trial Results
• Positive Sentiment: Commercial collaboration expands neurovascular offerings — A strategic commercialization tie‑up with Viz.ai to integrate AI subdural hemorrhage detection supports product breadth and commercialization in hospitals. Viz.ai Announces Strategic Collaboration to Expand Access to AI-Powered Subdural Hemorrhage Care
• Positive Sentiment: Market/analyst endorsements — Media pieces and commentators (including Jim Cramer) continue to highlight JNJ as a high‑quality, defensive/healthcare compounder and a value/counter‑cyclical pick, which supports steady investor demand over time. Jim Cramer Called Johnson & Johnson “The Best Drug Stock, or at Least the Second-Best”
• Neutral Sentiment: Valuation / investor education pieces — Articles framing JNJ as a “growth engine at a value price” or a top safe stock help retail interest but are not immediate catalysts. Johnson & Johnson (JNJ): Growth Engine at a Value Price
• Neutral Sentiment: Long‑term market reports — Inclusion in thematic reports (e.g., Germany anemia market) signals TAM exposure but is not a near‑term stock mover. Germany Anemia Treatment Market Forecast and Company Analysis Report 2026-2034
• Negative Sentiment: Technical and liquidity headwinds — Despite the operational positives, the stock is trading lower today and is under pressure from short‑term technical weakness (trading below the 50‑day moving average) and lighter-than‑average volume, which can amplify pullbacks.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Wells Fargo & Company upped their price target on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Citigroup upped their price target on Johnson & Johnson from $274.00 to $285.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Raymond James Financial upped their price target on Johnson & Johnson from $237.00 to $258.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, TD Cowen assumed coverage on Johnson & Johnson in a research report on Wednesday, April 8th. They set a “buy” rating and a $250.00 price target for the company. Eighteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $252.48.

Johnson & Johnson Trading Down 1.4%

The company has a market cap of $547.84 billion, a price-to-earnings ratio of 26.30, a P/E/G ratio of 2.21 and a beta of 0.34. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.77 and a current ratio of 1.03. The firm has a fifty day moving average price of $240.50 and a 200 day moving average price of $218.19.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $2.68 by $0.02. The company had revenue of $24.06 billion during the quarter, compared to the consensus estimate of $23.60 billion. Johnson & Johnson had a return on equity of 32.75% and a net margin of 21.83%.The firm’s revenue for the quarter was up 9.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. As a group, equities analysts predict that Johnson & Johnson will post 11.57 EPS for the current fiscal year.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, May 26th. This is a boost from Johnson & Johnson’s previous quarterly dividend of $1.30. Johnson & Johnson’s payout ratio is currently 60.12%.

Insider Activity at Johnson & Johnson

In other news, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,251,310.02. This represents a 4.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 6,197 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were 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 directly 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 sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Johnson & Johnson

A number of large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its stake in Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after acquiring an additional 3,731,074 shares during the period. State Street Corp raised its stake in Johnson & Johnson by 1.3% in the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after acquiring an additional 1,663,782 shares during the period. Auto Owners Insurance Co raised its stake in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares during the period. Geode Capital Management LLC raised its stake in Johnson & Johnson by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after acquiring an additional 1,738,292 shares during the period. Finally, Norges Bank bought a new stake in Johnson & Johnson in the 4th quarter valued at $6,924,523,000. Institutional investors own 69.55% of the company’s stock.

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.