Johnson & Johnson (NYSE:JNJ) Price Target Raised to $320.00

Johnson & Johnson (NYSE:JNJ) had its price objective hoisted by equities research analysts at UBS Group from $280.00 to $320.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The firm currently has a “buy” rating on the stock. UBS Group’s target price points to a potential upside of 15.08% from the stock’s current price.

Several other brokerages also recently issued reports on JNJ. Morgan Stanley raised their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a report on Wednesday, July 15th. Finally, Guggenheim lifted their price target on shares of Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $272.83.

Johnson & Johnson Stock Performance

Shares of JNJ stock opened at $278.08 on Wednesday. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $276.47. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The company has a market cap of $670.14 billion, a P/E ratio of 32.47, a PEG ratio of 2.54 and a beta of 0.24. The firm has a fifty day moving average price of $260.21 and a 200 day moving average price of $244.39.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion for 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%. The firm’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same quarter last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Insider Buying and Selling at Johnson & Johnson

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. This represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 63,972 shares of company stock valued at $16,245,605 in the last ninety days. Company insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Brown Lisle Cummings Inc. boosted its position in Johnson & Johnson by 2.1% during the 2nd quarter. Brown Lisle Cummings Inc. now owns 14,036 shares of the company’s stock worth $3,565,000 after acquiring an additional 284 shares during the period. Cornerstone Financial Management LLC increased its stake in Johnson & Johnson by 4.5% in the 2nd quarter. Cornerstone Financial Management LLC now owns 2,755 shares of the company’s stock valued at $700,000 after buying an additional 119 shares during the period. Tucker Asset Management LLC boosted its stake in shares of Johnson & Johnson by 173.4% during the 2nd quarter. Tucker Asset Management LLC now owns 5,011 shares of the company’s stock valued at $1,273,000 after buying an additional 3,178 shares during the period. Principia Wealth Advisory LLC increased its stake in shares of Johnson & Johnson by 208.7% in the second quarter. Principia Wealth Advisory LLC now owns 815 shares of the company’s stock worth $207,000 after acquiring an additional 551 shares during the last quarter. Finally, Brown Financial Advisors boosted its position in Johnson & Johnson by 10.6% during the second quarter. Brown Financial Advisors now owns 7,216 shares of the company’s stock valued at $1,833,000 after purchasing an additional 694 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Defensive rotation supported the shares. JNJ advanced while the broader market declined, suggesting investors favored its diversified healthcare portfolio and relatively low-volatility profile. Johnson & Johnson Rises As Market Takes a Dip: Key Facts
• Positive Sentiment: New products are offsetting lost sales. An analysis says Johnson & Johnson replaced approximately $913 million in lost sales with $2.4 billion in new sales, highlighting growth in newer products and the company’s ability to manage portfolio transitions. The key limitation is that less than half of the new sales translated into retained earnings, underscoring pressure on profitability. Johnson & Johnson Replaced Lost Sales With New Ones
• Positive Sentiment: The dividend remains a support for income investors. JNJ has extended its long record of annual dividend increases, reinforcing its appeal as a defensive healthcare holding, although investors remain attentive to future corporate changes that could affect growth or payout flexibility. Why Procter & Gamble’s Quieter Dividend Outpaces Johnson & Johnson’s Growth Story
• Neutral Sentiment: Third-quarter results are the next major catalyst. JNJ will discuss its third-quarter performance on an October 13 investor conference call, giving investors a closer look at product momentum, margins, litigation costs and updated full-year guidance. Johnson & Johnson to Host Investor Conference Call
• Negative Sentiment: Talc litigation remains an overhang. A recent talc verdict has renewed investor focus on JNJ’s potentially significant legal liabilities. Further adverse rulings or higher settlement costs could pressure earnings and valuation. Does Johnson & Johnson Talc Verdict Add to Its Legal Risk?
• Negative Sentiment: Analyst earnings expectations edged lower. Erste Group reduced its 2026 EPS forecast to $11.65 from $11.68. The revision is small and remains above consensus of roughly $11.61, but it signals limited near-term earnings upside at a valuation above historical defensive-stock norms.

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.