Johnson & Johnson (NYSE:JNJ) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Johnson & Johnson (NYSE:JNJ) have received an average rating of “Moderate Buy” from the twenty-seven ratings firms that are covering the company, MarketBeat reports. Nine research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and three have issued a strong buy rating on the company. The average 1-year price objective among analysts that have covered the stock in the last year is $213.3333.

JNJ has been the topic of a number of recent analyst reports. Bank of America upped their price objective on Johnson & Johnson from $204.00 to $220.00 and gave the company a “neutral” rating in a report on Monday, December 15th. TD Cowen reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Tuesday, October 14th. Raymond James Financial increased their price target on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a report on Wednesday, October 15th. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Finally, Barclays increased their target price on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 30th.

Johnson & Johnson Stock Down 0.0%

NYSE JNJ opened at $218.12 on Thursday. The business’s fifty day simple moving average is $207.39 and its 200-day simple moving average is $188.27. The company has a quick ratio of 0.80, a current ratio of 1.07 and a debt-to-equity ratio of 0.50. The firm has a market cap of $525.52 billion, a PE ratio of 21.05, a P/E/G ratio of 2.24 and a beta of 0.34. Johnson & Johnson has a 52 week low of $141.50 and a 52 week high of $220.11.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. The firm had revenue of $24.56 billion during the quarter, compared to analysts’ expectations of $24.14 billion. During the same period last year, the business earned $2.04 earnings per share. Johnson & Johnson’s revenue was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, equities analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be given a $1.30 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a yield of 2.4%. Johnson & Johnson’s payout ratio is presently 50.19%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q4 revenue beat and 2026 guidance above consensus — management raised FY2026 sales and EPS targets, signaling mid‑single‑digit organic growth and margin improvement. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: MedTech and oncology drove top‑line strength (MedTech up mid‑single digits; strong Darzalex and other cancer drug growth), supporting the company’s revenue trajectory beyond STELARA. Johnson & Johnson Says Product Launches, Regulatory Approvals Drive Growth
• Positive Sentiment: Technicals and analyst sentiment remain constructive — MarketBeat highlights a trend‑following buy signal and rising analyst price targets, which could limit downside and support future upside. Johnson & Johnson Quietly Triggers a Trend Following Buy Signal
• Neutral Sentiment: EPS outcome was mixed: adjusted EPS roughly in line (small beat vs. some consensus figures) and margins broadly as expected — solid but not overpowering enough to eliminate near‑term concerns. Johnson & Johnson (JNJ) Tops Q4 Earnings and Revenue Estimates
• Negative Sentiment: Talc litigation advanced this week as plaintiffs cleared a key expert testimony hurdle — a reminder of legacy legal risk that can create episodic share pressure and potential liabilities. Johnson & Johnson Talc Plaintiffs Clear Key Expert Testimony Hurdle
• Negative Sentiment: STELARA sales plunged after loss of exclusivity and biosimilar competition (material YOY decline), which is a sizable headwind given STELARA’s previous revenue contribution. That dynamic is a key reason shares traded down despite the beat. J&J Stock Down Despite Q4 Earnings Beat, Oncology Drugs Drive Sales
• Negative Sentiment: Company flagged a hit from a recent drug‑pricing deal with the administration (described as “hundreds of millions” of dollars), which tempers net profit upside and adds near‑term uncertainty. Johnson & Johnson forecasts 2026 profit above Wall Street estimates

Institutional Investors Weigh In On Johnson & Johnson

Institutional investors have recently modified their holdings of the company. Centennial Wealth Advisory LLC grew its position in Johnson & Johnson by 2.2% in the 4th quarter. Centennial Wealth Advisory LLC now owns 2,284 shares of the company’s stock valued at $473,000 after acquiring an additional 49 shares in the last quarter. Gleason Group Inc. grew its holdings in shares of Johnson & Johnson by 0.8% in the fourth quarter. Gleason Group Inc. now owns 6,390 shares of the company’s stock valued at $1,322,000 after purchasing an additional 50 shares in the last quarter. ACT Wealth Management LLC increased its stake in Johnson & Johnson by 3.9% during the 4th quarter. ACT Wealth Management LLC now owns 1,399 shares of the company’s stock worth $290,000 after buying an additional 52 shares during the period. MBE Wealth Management LLC lifted its holdings in Johnson & Johnson by 3.1% during the 4th quarter. MBE Wealth Management LLC now owns 1,740 shares of the company’s stock worth $360,000 after buying an additional 52 shares in the last quarter. Finally, SOA Wealth Advisors LLC. boosted its position in Johnson & Johnson by 0.7% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock valued at $1,371,000 after buying an additional 53 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

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.