Johnson & Johnson (NYSE:JNJ) Hits New 52-Week High – What’s Next?

Johnson & Johnson (NYSE:JNJ) shares reached a new 52-week high on Wednesday . The company traded as high as $225.50 and last traded at $224.4990, with a volume of 8153925 shares changing hands. The stock had previously closed at $221.49.

Key Johnson & Johnson News

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

• Positive Sentiment: Company issued strong FY?2026 guidance and said growth is accelerating after Q4 results, which beat or matched key metrics and raised confidence in a >$100B sales target for 2026 — this underpins upward revisions to earnings/targets. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom
• Positive Sentiment: FDA approved a DARZALEX FASPRO®-based quadruplet regimen (D?VRd) for newly diagnosed multiple myeloma patients ineligible for transplant — expands label (12th indication) and strengthens oncology franchise and recurring biologics revenue. DARZALEX FASPRO®-based quadruplet regimen approved in the U.S.
• Positive Sentiment: Guggenheim raised its price target and reiterated a Buy after J&J’s solid Q4 and 2026 guide, signaling growing analyst conviction that supports further upside. Guggenheim Lifts Johnson & Johnson (JNJ) Outlook
• Positive Sentiment: Unusual options activity: traders bought ~37,990 call contracts (~23% above typical daily call volume), consistent with short?term bullish positioning by institutional or speculative players.
• Neutral Sentiment: Analyst/market commentary highlights J&J as a momentum/dividend stock and a trending name, which can attract retail and income investors but is informational rather than catalytic. Here’s Why Johnson & Johnson (JNJ) is a Strong Momentum Stock
• Neutral Sentiment: Corporate philanthropy: J&J announced $100M of MedTech product donations since 2020 and an additional $20M commitment — positive PR but limited direct near?term financial impact. Johnson & Johnson Marks $100 Million of MedTech Products Donated
• Neutral Sentiment: Inclusion on dividend-stock recommendation lists may support steady investor interest but is unlikely to move the stock materially on its own. The 3 Dividend Stocks I Think Every Investor Should Own Right Now
• Negative Sentiment: MSN and company commentary flag looming policy/regulatory costs (e.g., pricing/policy headwinds) that could temper margins or future guidance if enacted — a key risk investors should monitor. JNJ Delivers Strong 2026 Guidance Even as Policy Costs Loom

Analyst Upgrades and Downgrades

JNJ has been the topic of a number of research reports. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research note on Monday, January 5th. Daiwa Capital Markets upgraded shares of Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 price objective for the company in a research note on Monday, October 20th. Scotiabank reiterated an “outperform” rating on shares of Johnson & Johnson in a research note on Thursday, January 22nd. Barclays boosted their target price on shares of Johnson & Johnson from $197.00 to $217.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 30th. Finally, Morgan Stanley set a $262.00 price objective on shares of Johnson & Johnson and gave the company an “overweight” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and a consensus price target of $230.36.

Johnson & Johnson Stock Up 1.4%

The firm has a market cap of $540.88 billion, a P/E ratio of 20.32, a price-to-earnings-growth ratio of 2.15 and a beta of 0.34. The company has a current ratio of 1.07, a quick ratio of 0.80 and a debt-to-equity ratio of 0.50. The stock’s fifty day moving average is $209.28 and its two-hundred day moving average is $190.32.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The business had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. During the same quarter in the prior year, the firm earned $2.04 earnings per share. Johnson & Johnson’s revenue for the quarter was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, research analysts anticipate that Johnson & Johnson will post 10.58 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is 47.06%.

Institutional Investors Weigh In On Johnson & Johnson

A number of large investors have recently made changes to their positions in the company. TABR Capital Management LLC purchased a new position in shares of Johnson & Johnson during the 4th quarter valued at about $6,965,000. Financial Plan Inc. purchased a new position in shares of Johnson & Johnson during the fourth quarter valued at about $312,000. Hudson Value Partners LLC raised its holdings in shares of Johnson & Johnson by 3.3% during the 4th quarter. Hudson Value Partners LLC now owns 36,042 shares of the company’s stock worth $7,458,000 after acquiring an additional 1,155 shares in the last quarter. WealthCollab LLC grew its stake in shares of Johnson & Johnson by 4.7% in the 4th quarter. WealthCollab LLC now owns 1,015 shares of the company’s stock worth $210,000 after buying an additional 46 shares in the last quarter. Finally, Emerald Advisors LLC raised its position in Johnson & Johnson by 8.3% during the fourth quarter. Emerald Advisors LLC now owns 3,805 shares of the company’s stock valued at $787,000 after purchasing an additional 291 shares during the period. 69.55% of the stock is currently owned by institutional investors.

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.