Johnson & Johnson (NYSE:JNJ – Get Free Report)‘s stock had its “buy” rating reaffirmed by analysts at Guggenheim in a research note issued on Wednesday, Marketbeat Ratings reports. They currently have a $287.00 target price on the stock. Guggenheim’s price target indicates a potential upside of 10.35% from the stock’s previous close.
A number of other analysts also recently weighed in on JNJ. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Argus set a $300.00 price target on Johnson & Johnson in a research note on Wednesday, July 29th. Royal Bank Of Canada upped their price target on Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a research note on Tuesday. Wells Fargo & Company upped their price target on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Finally, Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Johnson & Johnson has a consensus rating of “Moderate Buy” and a consensus target price of $276.22.
View Our Latest Stock Report on JNJ
Johnson & Johnson Stock Performance
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its 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. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the company earned $2.77 EPS. The firm’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.54 earnings per share for the current year.
Insider Buying and Selling
In related news, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the sale, the executive vice president owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 87,569 shares of company stock valued at $23,064,544. Insiders own 0.16% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in JNJ. Outlook Capital Management LLC bought a new stake in shares of Johnson & Johnson during the 2nd quarter valued at about $28,000. Matrix Trust Co raised its stake in Johnson & Johnson by 56.3% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after acquiring an additional 54 shares during the period. Hyposwiss Advisors SA bought a new stake in Johnson & Johnson during the 4th quarter worth approximately $42,000. Montgomery Financial Services LLC bought a new stake in Johnson & Johnson during the 2nd quarter worth approximately $43,000. Finally, Polaris Financial Partners bought a new stake in Johnson & Johnson during the 3rd quarter worth approximately $56,000. Institutional investors own 69.55% of the company’s stock.
Key Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: Analyst support: Guggenheim reaffirmed its “Buy” rating and set a $287 price target, implying roughly 10% upside from recent levels. RBC Capital also maintained its “Buy” rating. RBC Capital Keeps Their Buy Rating on Johnson & Johnson
- Positive Sentiment: Oncology pipeline progress: J&J reported that its Tecvayli-Talvey combination reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma. The results could support broader or earlier use of the combination, although it remains an investigational treatment. 2026 Cancer Treatment Advances
- Positive Sentiment: ICOTYDE durability: Two-year Phase 3 data showed that J&J’s oral psoriasis treatment maintained skin clearance and consistent safety through Week 112, strengthening its potential as a targeted alternative for difficult-to-treat areas. ICOTYDE Long-Term Psoriasis Data
- Positive Sentiment: Dividend appeal: J&J has recorded 64 consecutive years of dividend increases, reinforcing its reputation as a defensive income stock and potentially attracting investors amid market volatility. Johnson & Johnson Dividend Royalty Status
- Neutral Sentiment: Upcoming earnings: Investors are assessing whether Innovative Medicines growth can offset a recent MedTech slowdown, while the company’s next quarterly report approaches. Vision, Orthopedics and Surgery could support a second-half recovery, but competitive pressure remains.
- Negative Sentiment: Longer-term risks: Analysts and commentators continue to flag biosimilar competition, a roughly $4 billion 2027 patent cliff, MedTech headwinds and unresolved talc litigation. These issues could constrain growth and valuation even with strong dividend reliability.
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.
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