FY2027 EPS Forecast for Johnson & Johnson Lowered by Analyst

Johnson & Johnson (NYSE:JNJ) – Equities research analysts at Erste Group Bank lowered their FY2027 earnings per share estimates for shares of Johnson & Johnson in a research note issued to investors on Wednesday, October 21st. Erste Group Bank analyst H. Engel now expects that the company will post earnings per share of $11.46 for the year, down from their prior estimate of $12.65. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.12 per share.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, beating the consensus estimate of $2.53 by $0.06. The business had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. During the same quarter last year, the firm earned $2.80 EPS. The firm’s quarterly revenue was up 5.9% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS.

Other equities analysts have also issued research reports about the stock. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Citigroup lifted their price target on shares of Johnson & Johnson from $298.00 to $303.00 and gave the company a “buy” rating in a report on Monday, October 5th. Argus set a $300.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, July 29th. TD Cowen restated a “buy” rating on shares of Johnson & Johnson in a report on Tuesday, October 20th. Finally, Wells Fargo & Company upped their price objective on Johnson & Johnson from $275.00 to $287.00 and gave the stock an “overweight” rating in a report on Friday, October 16th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $275.92.

Johnson & Johnson Price Performance

JNJ opened at $268.82 on Monday. Johnson & Johnson has a 1 year low of $184.66 and a 1 year high of $281.07. The company’s 50 day simple moving average is $265.59 and its 200 day simple moving average is $245.94.

Institutional Trading of Johnson & Johnson

Institutional investors have recently added to or reduced their stakes in the business. Silver Coast Investments LLC grew its stake in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after buying an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its position in Johnson & Johnson by 0.6% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after acquiring an additional 39 shares in the last quarter. Triumph Capital Management boosted its holdings in Johnson & Johnson by 1.6% in the 2nd quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock worth $643,000 after acquiring an additional 39 shares during the period. Kwmg LLC grew its position in Johnson & Johnson by 1.7% in the third quarter. Kwmg LLC now owns 2,383 shares of the company’s stock valued at $631,000 after acquiring an additional 39 shares in the last quarter. Finally, Cypress Wealth Services LLC grew its position in Johnson & Johnson by 0.4% in the third quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company’s stock valued at $2,705,000 after acquiring an additional 39 shares in the last quarter. 69.55% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred 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 transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction that occurred 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 owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. This represents a 56.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 64,515 shares of company stock valued at $17,271,766 over the last ninety days. Corporate insiders own 0.16% of the company’s stock.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Investors of record on Tuesday, November 24th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, November 24th. This represents a $5.36 annualized dividend and a yield of 2.0%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: Promising cancer data strengthens pipeline outlook. JNJ reported a 75% tumor response rate for the early-stage JNJ-6143 prostate cancer treatment. Separately, the RYBREVANT FASPRO regimen produced a 77% response rate in previously untreated advanced head and neck cancer, while ERLEADA reduced recurrence or death risk by 62% when used before and after surgery in high-risk prostate cancer. These results could support future growth, although JNJ-6143 remains in an early trial. Johnson & Johnson cancer trial results
• Positive Sentiment: Pipeline and strategy review provide a potential catalyst. JNJ will host an Enterprise Business Review on December 8, where management is expected to outline its Innovative Medicine and MedTech pipelines and long-term growth plans. Investors will look for additional detail on commercialization opportunities and future shareholder returns. Johnson & Johnson Enterprise Business Review
• Neutral Sentiment: Valuation is the key debate. JNJ has substantially outperformed over the past three years and trades near its 12-month high, making future cash-flow growth important to justify the share price. Its reported forward fiscal 2026 EPS guidance of $11.05–$11.15 and recent earnings beat provide support, but investors may demand stronger growth after the rally. Johnson & Johnson valuation analysis
• Negative Sentiment: Investor litigation scrutiny remains an overhang. Pomerantz LLP announced an investigation into potential claims on behalf of JNJ investors. The announcement does not establish wrongdoing, but additional legal uncertainty could weigh on sentiment. Reports also showed net ETF selling, indicating some short-term institutional pressure. Pomerantz investor alert

About Johnson & Johnson

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.