What is Erste Group Bank’s Forecast for JNJ FY2027 Earnings?

Johnson & Johnson (NYSE:JNJ) – Equities researchers at Erste Group Bank raised their FY2027 EPS estimates for shares of Johnson & Johnson in a research note issued to investors on Friday, June 5th. Erste Group Bank analyst H. Engel now forecasts that the company will earn $12.70 per share for the year, up from their previous forecast of $12.66. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.57 per share.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $2.68 by $0.02. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The firm had revenue of $24.06 billion for the quarter, compared to analysts’ expectations of $23.60 billion. During the same quarter in the prior year, the business earned $2.77 EPS. The business’s quarterly revenue was up 9.9% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.450-11.650 EPS.

Several other research firms have also issued reports on JNJ. Bank of America increased their target price on shares of Johnson & Johnson from $253.00 to $254.00 and gave the stock a “neutral” rating in a report on Wednesday, April 15th. Daiwa Securities Group increased their target price on shares of Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Wells Fargo & Company increased their target price on shares of Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Morgan Stanley set a $283.00 target price on shares of Johnson & Johnson in a report on Wednesday, April 15th. Finally, Weiss Ratings lowered shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b)” rating in a report on Friday, April 24th. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus price target of $253.04.

Johnson & Johnson Price Performance

Shares of NYSE:JNJ opened at $238.88 on Thursday. The firm’s 50 day moving average price is $231.70 and its 200-day moving average price is $226.87. Johnson & Johnson has a twelve month low of $149.04 and a twelve month high of $251.71. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.46. The stock has a market capitalization of $575.04 billion, a PE ratio of 27.62, a price-to-earnings-growth ratio of 2.32 and a beta of 0.26.

Johnson & Johnson Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Shareholders of record on Tuesday, May 26th were issued a dividend of $1.34 per share. This is an increase from Johnson & Johnson’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s payout ratio is 61.97%.

Institutional Investors Weigh In On Johnson & Johnson

A number of institutional investors have recently added to or reduced their stakes in JNJ. Blueline Advisors LLC purchased a new stake in Johnson & Johnson during the 4th quarter valued at approximately $25,000. Abich Financial Wealth Management LLC purchased a new stake in Johnson & Johnson during the 3rd quarter valued at approximately $26,000. Cresta Advisors Ltd. purchased a new stake in Johnson & Johnson during the 4th quarter valued at approximately $26,000. DecisionPoint Financial LLC grew its holdings in Johnson & Johnson by 104.2% during the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after buying an additional 75 shares in the last quarter. Finally, Family CFO Inc purchased a new stake in Johnson & Johnson during the 4th quarter valued at approximately $31,000. 69.55% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson is drawing bullish attention from commentators and market personalities, with Jim Cramer highlighting its “great new drug profits” and strong balance sheet, which reinforces the company’s defensive appeal and dividend reputation. Jim Cramer Applauds Johnson & Johnson’s “Great New Drug Profits, Triple-A Balance Sheet”
• Positive Sentiment: JNJ continues to strengthen its oncology pipeline after agreeing to buy Firefly Bio for $1 billion, a move aimed at expanding its KRAS-focused cancer treatment platform and supporting long-term growth. Johnson And Johnson Buys Firefly Bio To Deepen Oncology Growth Story
• Positive Sentiment: The company’s CEO said a cure for certain cancers is a realistic goal, which underscores management’s confidence in J&J’s pipeline and may help investor sentiment around future drug innovation. Johnson & Johnson CEO Says Cure for Certain Cancers Is Realistic Goal
• Positive Sentiment: Johnson & Johnson was also highlighted in articles calling it a durable “healthcare king” and a stock investors would buy again in a reset portfolio, reinforcing the view that it remains a high-quality defensive name. Got $1,000? 1 Healthcare King to Buy and Never Sell That Is Safer Than a Treasury Bond
• Neutral Sentiment: J&J also received a financing-related mention because its venture arm participated in a FesariusTherapeutics Series A round, a modest signal of ongoing innovation exposure but not a direct earnings driver. FesariusTherapeutics Closes Oversubscribed $20M Series A, Led by Jefferson Life Sciences, and Backed by NY Ventures, and the American Society of Plastic Surgeons
• Negative Sentiment: Offsetting the optimism, a Los Angeles jury awarded $32 million in an asbestos-related talc case, renewing legal risk concerns that have long weighed on J&J shares. Johnson & Johnson Hit with $32 Million Verdict in Los Angeles Asbestos Trial

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.