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

Shares of Johnson & Johnson (NYSE:JNJ) have earned a consensus recommendation of “Moderate Buy” from the twenty-seven research firms that are presently covering the firm, MarketBeat Ratings reports. Nine investment analysts have rated the stock with a hold recommendation, seventeen have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $235.9130.

A number of research analysts recently issued reports on the stock. Freedom Capital downgraded shares of Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 16th. TD Cowen lifted their target price on shares of Johnson & Johnson from $222.00 to $250.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Morgan Stanley set a $262.00 target price on shares of Johnson & Johnson and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Rothschild & Co Redburn raised their target price on Johnson & Johnson from $180.00 to $210.00 and gave the company a “neutral” rating in a research report on Thursday, February 19th. Finally, Barclays lifted their price target on Johnson & Johnson from $197.00 to $217.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 30th.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: FDA approved the TECNIS PureSee intraocular lens for U.S. cataract patients — a commercial win for J&J’s Vision franchise that could drive incremental device sales and strengthen the company’s near-term revenue mix. Johnson & Johnson Announces FDA Approval of TECNIS PureSee Intraocular Lens
• Positive Sentiment: Citigroup raised its price target to $274 and placed a Buy rating — a bullish analyst call that signals meaningful upside versus the current share level and may attract buyers. Benzinga
• Positive Sentiment: BofA increased its price target to $253 (from $227) citing pipeline growth while keeping a Neutral rating — the higher target and raised revenue assumptions reflect improving visibility on key drugs and support medium-term upside. BofA Raises Johnson & Johnson (JNJ) Price Target on Pipeline Growth
• Positive Sentiment: JNJ requested an EU label expansion for multiple myeloma drug Tecvayli based on phase III MajesTEC-9 data — approval would broaden indicated use and market opportunity in oncology. JNJ Seeks Label Expansion of Multiple Myeloma Drug Tecvayli in the EU
• Positive Sentiment: Analyst commentary (Zacks) highlights J&J among names with strong business momentum despite macro headwinds — supportive narrative for investor confidence. The Zacks Analyst Blog: JPMorgan, Johnson & Johnson, Applied Materials and Value Line
• Neutral Sentiment: Coverage/narrative updates show modest fair‑value adjustments (e.g., fair value moved slightly to ~$237) as analysts rework individual drug assumptions — incremental but not game‑changing. How The Johnson & Johnson (JNJ) Narrative Is Shifting With Pipeline Rethinks And New Valuation Targets
• Neutral Sentiment: Barclays reaffirmed a Hold rating — keeps a portion of sell‑side sentiment cautious despite positive pipeline headlines. Barclays Reaffirms Their Hold Rating on Johnson & Johnson (JNJ)
• Neutral Sentiment: J&J appears on lists of “safe” dividend aristocrats — supportive for income investors but unlikely to trigger large near‑term moves. Hope for the Best and Plan for the Worst: The 5 Safest Dividend Aristocrats

Insider Buying and Selling

In other news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total value of $5,527,477.59. Following the sale, the executive vice president owned 26,769 shares in the company, valued at $6,540,469.77. This trade represents a 45.80% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $243.39, for a total transaction of $1,508,287.83. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,598,700.17. This represents a 21.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last quarter. Insiders own 0.16% of the company’s stock.

Institutional Investors Weigh In On Johnson & Johnson

A number of large investors have recently modified their holdings of the business. Brighton Jones LLC boosted its stake in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank increased its stake in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Johnson & Johnson by 13.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares during the period. Wealth Group Ltd. boosted its position in shares of Johnson & Johnson by 12.8% during the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after acquiring an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its position in shares of Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $242.43 on Friday. The business has a fifty day moving average of $231.22 and a 200 day moving average of $205.79. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77. The firm has a market capitalization of $584.24 billion, a price-to-earnings ratio of 21.94, a price-to-earnings-growth ratio of 2.40 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The company had revenue of $24.28 billion for the quarter. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.04%. As a group, research analysts expect that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th were given a $1.30 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s payout ratio is 47.06%.

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.