Johnson & Johnson (NYSE:JNJ – Get Free Report) had its target price lifted by analysts at Sanford C. Bernstein from $225.00 to $251.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm presently has a “market perform” rating on the stock. Sanford C. Bernstein’s target price would suggest a potential upside of 7.00% from the stock’s current price.
Other equities research analysts have also issued research reports about the company. UBS Group reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Citigroup upped their target price on Johnson & Johnson from $274.00 to $285.00 and gave the company a “buy” rating in a research note on Tuesday, April 7th. The Goldman Sachs Group upped their target price on Johnson & Johnson from $265.00 to $275.00 and gave the company a “buy” rating in a research note on Wednesday. Barclays lifted their target price on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Wednesday. Finally, Scotiabank reaffirmed an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $251.52.
Read Our Latest Stock Report on JNJ
Johnson & Johnson Trading Down 1.7%
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its earnings results on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.75%. The company had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. During the same period last year, the company posted $2.77 earnings per share. The firm’s quarterly revenue was up 9.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS. On average, research analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.
Insider Buying and Selling at Johnson & Johnson
In related news, EVP Timothy Schmid sold 22,623 shares of Johnson & Johnson stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $244.33, for a total transaction of $5,527,477.59. Following the transaction, the executive vice president owned 26,769 shares in the company, valued at approximately $6,540,469.77. The trade was a 45.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 6,197 shares of Johnson & Johnson stock in a transaction on 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,598,700.17. The trade was a 21.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,142 shares of company stock worth $7,360,528 in the last 90 days. Company insiders own 0.16% of the company’s stock.
Hedge Funds Weigh In On Johnson & Johnson
Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after acquiring an additional 3,731,074 shares in the last quarter. State Street Corp lifted its holdings in shares of Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after acquiring an additional 1,663,782 shares in the last quarter. Auto Owners Insurance Co lifted 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 acquiring an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Johnson & Johnson by 3.1% during the 4th quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after acquiring an additional 1,738,292 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Johnson & Johnson during the 4th quarter valued at $6,924,523,000. Institutional investors and hedge funds own 69.55% of the company’s stock.
More Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Q1 beat and raised 2026 outlook — J&J reported stronger-than-expected Q1 results with roughly 10% revenue growth and raised full-year guidance, a core reason bulls point to for further upside. Johnson & Johnson Raises 2026 Outlook As Sales Jump Nearly 10%
- Positive Sentiment: Analysts turn more bullish / lift price targets — Multiple firms have raised price targets or reiterated buy ratings (Goldman Sachs, Morgan Stanley, Argus, Wells Fargo, Raymond James and others), supporting near-term upside expectations. Goldman Sachs Reaffirms Their Buy Rating on Johnson & Johnson (JNJ)
- Positive Sentiment: Dividend and income appeal — Coverage pieces highlight J&J’s Dividend King status and growing momentum after its streamlining, keeping it attractive to income and total-return investors. This “Boring” Dividend King Is Quietly Turning Into a Growth Machine
- Neutral Sentiment: Asset sale: MeiraGTx acquires bota‑vec from J&J — J&J has divested interests in a gene‑therapy asset to MeiraGTx; this trims pipeline exposure but can free resources—mixed near-term impact. MeiraGTx Announces the Acquisition of Botaretigene Sparoparvovec
- Neutral Sentiment: Investor access / upcoming events — J&J will present at the Bank of America Healthcare Conference (May 12), a potential catalyst for new forward guidance or clarity on execution. Johnson & Johnson to Participate in the Bank of America 2026 Healthcare Conference
- Negative Sentiment: Biosimilar / Stelara headwinds and rising costs — Management flagged ongoing pressure from biosimilar competition (notably affecting Stelara) and some cost/inflation headwinds, which temper margin and growth visibility. J&J Targets Double-Digit Growth by 2030 Despite Stelara Drag
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.
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