Johnson & Johnson (NYSE:JNJ) Stock Has Consensus Target Price of $274.13

Johnson & Johnson (NYSE:JNJ) has been given a consensus recommendation of “Moderate Buy” by the twenty-five research firms that are presently covering the company, MarketBeat.com reports. Six equities research analysts have rated the stock with a hold rating, eighteen have assigned a buy rating and one has given a strong buy rating to the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $276.09.

JNJ has been the topic of several recent analyst reports. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a report on Wednesday, July 15th. HSBC upped their price objective on Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, September 10th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, September 22nd. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a research report on Tuesday, September 29th. Finally, Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd.

Insider Activity at Johnson & Johnson

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,569 shares of company stock worth $23,064,544 over the last 90 days. 0.16% of the stock is owned by corporate insiders.

Institutional Trading of Johnson & Johnson

Several institutional investors and hedge funds have recently made changes to their positions in the company. Auto Owners Insurance Co grew its position in shares of Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after acquiring an additional 69,108,368 shares during the last quarter. Wellington Management Group LLP raised its position in Johnson & Johnson by 12.5% in the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Johnson & Johnson by 8.7% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 17,275,937 shares of the company’s stock valued at $3,575,255,000 after purchasing an additional 1,376,828 shares during the last quarter. Deutsche Bank AG boosted its stake in Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock worth $3,977,506,000 after purchasing an additional 1,225,676 shares during the period. Finally, Amundi grew its position in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company’s stock worth $3,277,163,000 after purchasing an additional 2,001,139 shares during the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Key Johnson & Johnson News

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

• Positive Sentiment: Diversification and defensive demand support JNJ: Johnson & Johnson’s pharmaceutical, medical-device and consumer-health businesses provide multiple sources of revenue. Demand for healthcare products may remain relatively resilient during an economic downturn, supporting the company’s dividend appeal. Looking for a Dividend Stock That Can Weather a Downturn? Start With Johnson & Johnson.
• Positive Sentiment: Growth profile compares favorably with Pfizer: Analysts point to JNJ’s diversified portfolio, new product launches and sales growth as advantages over Pfizer, although Pfizer offers a lower valuation and higher dividend yield. Pfizer vs. J&J: Comparing Growth, Patent Risks and Valuation
• Neutral Sentiment: Investors are focused on the October 13 earnings report: JNJ previously exceeded quarterly EPS and revenue expectations, and management’s full-year 2026 EPS guidance is $11.60–$11.75. The upcoming report could clarify whether new product growth is offsetting pressure on established medicines.
• Negative Sentiment: Patent-cliff concerns are weighing on sentiment: A potential approximately $4 billion revenue exposure in 2027 from patent expirations is viewed as more important than the next quarter’s EPS alone. This concern has contributed to recent weakness ahead of earnings. Johnson & Johnson Stock Fell Nearly 6% in 4 Days Before Its October 13 Earnings
• Negative Sentiment: JNJ underperformed the broader market: The latest decline, occurring while the market advanced, suggests investors are applying company-specific pressure—likely reflecting patent-risk concerns and the need for continued growth to justify JNJ’s premium valuation. Johnson & Johnson Stock Drops Despite Market Gains

Johnson & Johnson Trading Down 1.2%

NYSE JNJ opened at $252.90 on Tuesday. 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 52 week low of $182.94 and a 52 week high of $281.07. The stock has a market capitalization of $609.45 billion, a PE ratio of 29.30, a price-to-earnings-growth ratio of 2.52 and a beta of 0.21. The firm has a 50 day moving average of $266.10 and a two-hundred day moving average of $248.51.

Johnson & Johnson (NYSE:JNJ) last announced its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.54 EPS for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were issued a dividend of $1.34 per share. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.

The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.