Johnson & Johnson (NYSE:JNJ – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 11.600-11.750 for the period, compared to the consensus earnings per share estimate of 11.570. The company issued revenue guidance of $100.8 billion-$101.4 billion, compared to the consensus revenue estimate of $100.9 billion.
Johnson & Johnson Stock Up 1.1%
Shares of NYSE JNJ opened at $249.70 on Friday. The business’s fifty day moving average price is $239.19 and its 200-day moving average price is $234.50. Johnson & Johnson has a one year low of $162.30 and a one year high of $269.43. The stock has a market capitalization of $601.08 billion, a PE ratio of 28.93, a P/E/G ratio of 2.34 and a beta of 0.24. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.86%. Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts anticipate that Johnson & Johnson will post 11.67 EPS for the current year.
Johnson & Johnson Dividend Announcement
Wall Street Analyst Weigh In
JNJ has been the subject of several research analyst reports. JPMorgan Chase & Co. increased their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Argus raised their price target on Johnson & Johnson from $240.00 to $275.00 and gave the stock a “buy” rating in a research note on Thursday, April 16th. Barclays boosted their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Daiwa Securities Group lifted their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Finally, HSBC set a $290.00 price target on shares of Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. Nineteen investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $265.30.
Get Our Latest Stock Analysis on JNJ
Insider Activity at Johnson & Johnson
In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.16% of the stock is owned by insiders.
Key Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Johnson & Johnson beat second-quarter estimates, with EPS of $2.90 and revenue of $25.31 billion, helped by strong growth in Innovative Medicine and products like Darzalex, Tremfya, and Spravato. Article Title
- Positive Sentiment: The company raised its full-year 2026 guidance after the beat, signaling management sees continued momentum beyond its legacy drugs and improving demand across its pharma and medtech businesses. Article Title
- Positive Sentiment: Analysts and market commentary point to growing confidence in J&J’s pipeline, with upbeat conference-call takeaways suggesting momentum could carry into 2027. Article Title
- Positive Sentiment: Spravato sales surged, which also supports the broader view that J&J has growth opportunities in newer therapeutic areas, not just its older blockbuster drugs. Article Title
- Neutral Sentiment: The company declared its quarterly dividend, reinforcing its defensive income appeal for long-term holders. Article Title
- Negative Sentiment: Despite the beat and guidance hike, shares sold off in early trading as investors appeared to focus on slower overall profit growth, a slight MedTech miss, and the market’s high bar for large-cap healthcare names. Article Title
- Negative Sentiment: Some investors remain cautious because talc litigation and mixed MedTech execution continue to create uncertainty around the stock’s risk/reward profile. Article Title
Institutional Trading of Johnson & Johnson
Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Semmax Financial Advisors Inc. grew its position in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. Turning Point Benefit Group Inc. purchased a new stake in Johnson & Johnson in the 3rd quarter worth approximately $41,000. Safe Harbor Fiduciary LLC purchased a new stake in shares of Johnson & Johnson in the fourth quarter valued at approximately $50,000. Imprint Wealth LLC acquired a new stake in Johnson & Johnson during the third quarter worth $47,000. Finally, IFC & Insurance Marketing Inc. acquired a new stake in Johnson & Johnson in the 4th quarter valued at approximately $80,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.
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.
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