Johnson & Johnson (NYSE:JNJ – Free Report) – Analysts at Erste Group Bank lifted their FY2027 earnings estimates for shares of Johnson & Johnson in a research note issued to investors on Friday, September 18th. Erste Group Bank analyst H. Engel now forecasts that the company will post earnings per share of $12.83 for the year, up from their previous estimate of $12.81. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.61 per share.
JNJ has been the subject of several other research reports. Bank of America raised their target price on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research report on Wednesday, July 15th. HSBC increased their price target on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, September 10th. Royal Bank Of Canada boosted their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research note on Monday, July 13th. Finally, Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and an average price target of $274.13.
Johnson & Johnson Price Performance
Shares of NYSE JNJ opened at $269.14 on Monday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a fifty-two week low of $174.83 and a fifty-two week high of $281.07. The stock has a market cap of $648.60 billion, a PE ratio of 31.19, a price-to-earnings-growth ratio of 2.57 and a beta of 0.24. The stock has a fifty day moving average of $264.30 and a 200-day moving average of $247.03.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the previous year, the firm posted $2.77 EPS. The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS.
Johnson & Johnson Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Insider Activity at Johnson & Johnson
In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the completion of the sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 87,569 shares of company stock valued at $23,064,544. Company insiders own 0.16% of the company’s stock.
Institutional Investors Weigh In On Johnson & Johnson
A number of large investors have recently added to or reduced their stakes in JNJ. Auto Owners Insurance Co grew its holdings in shares of Johnson & Johnson by 22,225.6% during 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 purchasing an additional 69,108,368 shares during the last quarter. Norges Bank bought a new stake in Johnson & Johnson in the fourth quarter worth $6,924,523,000. Capital World Investors bought a new stake in Johnson & Johnson in the fourth quarter worth $2,005,942,000. Jupiter Topco LLC purchased a new stake in Johnson & Johnson during the second quarter valued at about $1,967,399,000. Finally, Diamant Asset Management Inc. grew its stake in shares of Johnson & Johnson by 24,436.5% during the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after buying an additional 4,454,778 shares during the last quarter. Hedge funds and other institutional investors 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: Caplyta expands its growth opportunity: J&J reported positive Phase 3 results for Caplyta (lumateperone) in adults with bipolar I disorder experiencing manic episodes. The drug produced rapid, statistically significant symptom improvement, potentially expanding its use beyond bipolar depression and schizophrenia. The results strengthen the strategic rationale for J&J’s $14.6 billion acquisition of Intra-Cellular Therapies, though regulatory approval and commercialization remain ahead. J&J’s Caplyta meets main goal of bipolar mania study
- Positive Sentiment: Immunology pipeline gains momentum: ICOTYDE (icotrokinra) received U.S. FDA approval for moderate-to-severe plaque psoriasis after securing European approval as well. The IL-23 receptor therapy is also in Phase 3 testing for psoriatic arthritis, giving J&J another potential growth platform in chronic inflammatory diseases. Johnson & Johnson Secures EU Approval For ICOTYDE In Plaque Psoriasis
- Positive Sentiment: Portfolio streamlining could improve growth: Reports that J&J may sell or accelerate the divestiture of its DePuy Synthes orthopedics business—potentially for about $20 billion—are being viewed as evidence of a shift toward faster-growing, more profitable businesses. Proceeds could support debt reduction, acquisitions, or shareholder returns. Johnson & Johnson May Offload Its Orthopedics Unit
- Neutral Sentiment: Strong performance raises expectations: JNJ has outperformed several healthcare peers over the past year despite slower revenue growth, reflecting investor confidence that newer products can offset declining STELARA sales. That optimism supports the shares but leaves less room for disappointing execution. Why Is JNJ Stock Beating Rivals That Grow Faster?
- Negative Sentiment: Key risks remain: STELARA’s sales erosion continues to weigh on reported growth, while the potential orthopedics divestiture could reduce diversification and requires execution at an attractive valuation. Caplyta’s bipolar-mania opportunity also remains dependent on regulatory approval and commercial uptake.
Johnson & Johnson Company Profile
Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.
Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.
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