Johnson & Johnson (NYSE:JNJ – Free Report) – Analysts at Erste Group Bank reduced their FY2026 EPS estimates for Johnson & Johnson in a research report issued to clients and investors on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the company will post earnings of $11.12 per share for the year, down from their previous forecast of $11.65. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.18 per share.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. The company 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 32.42%. The company’s revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS.
View Our Latest Stock Report on JNJ
Johnson & Johnson Stock Performance
Shares of JNJ stock opened at $264.01 on Tuesday. The company has a market capitalization of $636.23 billion, a price-to-earnings ratio of 30.59, a PEG ratio of 2.65 and a beta of 0.21. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a 50-day simple moving average of $266.01 and a 200 day simple moving average of $249.31. Johnson & Johnson has a 52 week low of $184.66 and a 52 week high of $281.07.
Institutional Investors Weigh In On Johnson & Johnson
Institutional investors have recently made changes to their positions in the stock. Outlook Capital Management LLC acquired a new stake in shares of Johnson & Johnson during the 2nd quarter worth approximately $28,000. Matrix Trust Co raised its holdings in shares of Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after buying an additional 54 shares in the last quarter. Montgomery Financial Services LLC acquired a new position in shares of Johnson & Johnson during the 2nd quarter worth $43,000. Hyposwiss Advisors SA bought a new stake in shares of Johnson & Johnson during the 4th quarter worth $42,000. Finally, Polaris Financial Partners bought a new stake in shares of Johnson & Johnson during the 3rd quarter worth $56,000. 69.55% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Johnson & Johnson
In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the 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 transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is currently owned by insiders.
Johnson & Johnson Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were paid a $1.34 dividend. The ex-dividend date was Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio is 62.11%.
Johnson & Johnson News Roundup
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Q3 earnings beat and higher guidance: Johnson & Johnson topped analysts’ expectations for the third quarter and increased its 2026 adjusted EPS outlook, signaling stronger operating momentum across its focused portfolio. Earnings Snapshot: Johnson & Johnson tops Q3 expectations, lifts full-year adjusted EPS guidance
- Positive Sentiment: Dividend reaffirmed: The board declared a quarterly cash dividend of $1.34 per share, payable December 8 to shareholders of record November 24. The payment reinforces JNJ’s income appeal and marks another distribution in the company’s long record of dividend increases. Johnson & Johnson Announces Quarterly Dividend for Fourth Quarter 2026
- Positive Sentiment: TREMFYA data supports pharmaceutical growth: New Phase 3 Crohn’s disease data showed sustained clinical and endoscopic remission through three years, with additional analyses demonstrating consistent fistula-remission results across difficult-to-treat patient groups. The findings could strengthen confidence in TREMFYA as JNJ manages Stelara-related biosimilar pressure. TREMFYA demonstrated sustained remission through three years
- Neutral Sentiment: Potential MedTech restructuring: CFO Joseph Wolk said JNJ is leaning toward spinning out its hips-and-knees business. A separation could sharpen management focus and unlock value, but execution risks and the impact on the remaining MedTech portfolio are not yet clear. J&J Is Leaning Toward Spinning Out Its Hips-And-Knees Business
- Negative Sentiment: MedTech weakness: Surgery revenue declined in the latest quarter, prompting the company to work on improving performance in its medical-device business. This offsets some of the strength from pharmaceuticals and could limit near-term upside.
- Negative Sentiment: Legal risk: Boston Scientific sued JNJ subsidiary Atraverse Medical over alleged patent infringement involving a cardiology device. An adverse outcome could restrict sales of the contested product, though the financial impact is currently uncertain. Is Johnson & Johnson Facing New MedTech Risk After a Patent Lawsuit?
About Johnson & Johnson
Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.
The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.
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