FY2026 Earnings Estimate for JNJ Issued By Erste Group Bank

Johnson & Johnson (NYSE:JNJ) – Investment analysts at Erste Group Bank decreased their FY2026 earnings estimates for shares of Johnson & Johnson in a report issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now forecasts that the company will earn $11.65 per share for the year, down from their prior estimate of $11.68. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.61 per share.

Other equities analysts have also issued reports about the company. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. HSBC set a $290.00 price objective on shares of Johnson & Johnson and gave the stock a “buy” rating in a research note on Monday, July 6th. Citigroup upped their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Royal Bank Of Canada lifted their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a report on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $268.22.

Johnson & Johnson Stock Down 0.8%

Shares of Johnson & Johnson stock opened at $265.79 on Tuesday. The business has a fifty day simple moving average of $259.57 and a 200 day simple moving average of $244.17. The stock has a market cap of $640.53 billion, a PE ratio of 30.80, a price-to-earnings-growth ratio of 2.56 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS.

Johnson & Johnson Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Activity at Johnson & Johnson

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction 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. This represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 63,972 shares of company stock worth $16,245,605 over the last three months. 0.16% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Johnson & Johnson

Several institutional investors have recently bought and sold shares of the company. Blueline Advisors LLC acquired a new stake in Johnson & Johnson in the 4th quarter valued at $25,000. Cresta Advisors Ltd. bought a new position in shares of Johnson & Johnson in the 4th quarter valued at about $26,000. Outlook Capital Management LLC acquired a new stake in shares of Johnson & Johnson in the second quarter valued at about $28,000. Bay Harbor Wealth Management LLC raised its holdings in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after acquiring an additional 49 shares in the last quarter. Finally, Semmax Financial Advisors Inc. boosted its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Johnson & Johnson continues to attract attention as a defensive, income-oriented healthcare holding. Commentary highlights the company’s history of maintaining and increasing dividends through recessions, which may support demand from long-term and retirement-focused investors. Two Recessions Couldn’t Stop These 4 Healthcare Stocks From Raising Dividends
• Positive Sentiment: An article reviewing J&J’s investments in 15 biotech and medtech companies points to potential strategic value and future upside from its investment portfolio, although these holdings are not currently a major earnings driver. Johnson & Johnson Owns Stakes in 15 Stocks. Here’s the Best of the Bunch.
• Neutral Sentiment: J&J will hold a conference call on October 13 to discuss third-quarter results. Chief Executive Officer Joaquin Duato, Chief Financial Officer Joseph Wolk, and other executives will participate. The event could provide a catalyst through updated guidance, pharmaceutical sales trends, and management commentary, but it does not change current fundamentals. Johnson & Johnson to Host Investor Conference Call on Third-Quarter Results
• Neutral Sentiment: Recent commentary compares JNJ’s performance with the consumer-staples sector and highlights its exposure to artificial-intelligence-related investments. These themes may improve investor visibility, but neither represents a new company announcement or near-term earnings catalyst. Johnson & Johnson Stock: Is JNJ Outperforming the Consumer Staples Sector?

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.