Johnson & Johnson (NYSE:JNJ) Posts Quarterly Earnings Results, Beats Estimates By $0.07 EPS

Johnson & Johnson (NYSE:JNJ) issued its earnings results on Tuesday. The company reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.52 by $0.07, FiscalAI reports. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%. The business had revenue of $25.40 billion for the quarter, compared to analyst estimates of $25.38 billion.

Johnson & Johnson Trading Up 1.0%

JNJ opened at $264.01 on Tuesday. The firm has a market capitalization of $636.23 billion, a P/E ratio of 30.59, a P/E/G ratio of 2.65 and a beta of 0.21. The firm’s 50 day moving average is $266.01 and its 200-day moving average is $249.31. Johnson & Johnson has a 52-week low of $184.66 and a 52-week high of $281.07. 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 Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q3 earnings beat and higher guidance: Johnson & Johnson topped analysts’ expectations for the third quarter and increased its 2026 adjusted EPS outlook, signaling stronger operating momentum across its focused portfolio. Earnings Snapshot: Johnson & Johnson tops Q3 expectations, lifts full-year adjusted EPS guidance
• Positive Sentiment: Dividend reaffirmed: The board declared a quarterly cash dividend of $1.34 per share, payable December 8 to shareholders of record November 24. The payment reinforces JNJ’s income appeal and marks another distribution in the company’s long record of dividend increases. Johnson & Johnson Announces Quarterly Dividend for Fourth Quarter 2026
• Positive Sentiment: TREMFYA data supports pharmaceutical growth: New Phase 3 Crohn’s disease data showed sustained clinical and endoscopic remission through three years, with additional analyses demonstrating consistent fistula-remission results across difficult-to-treat patient groups. The findings could strengthen confidence in TREMFYA as JNJ manages Stelara-related biosimilar pressure. TREMFYA demonstrated sustained remission through three years
• Neutral Sentiment: Potential MedTech restructuring: CFO Joseph Wolk said JNJ is leaning toward spinning out its hips-and-knees business. A separation could sharpen management focus and unlock value, but execution risks and the impact on the remaining MedTech portfolio are not yet clear. J&J Is Leaning Toward Spinning Out Its Hips-And-Knees Business
• Negative Sentiment: MedTech weakness: Surgery revenue declined in the latest quarter, prompting the company to work on improving performance in its medical-device business. This offsets some of the strength from pharmaceuticals and could limit near-term upside.
• Negative Sentiment: Legal risk: Boston Scientific sued JNJ subsidiary Atraverse Medical over alleged patent infringement involving a cardiology device. An adverse outcome could restrict sales of the contested product, though the financial impact is currently uncertain. Is Johnson & Johnson Facing New MedTech Risk After a Patent Lawsuit?

Wall Street Analyst Weigh In

JNJ has been the subject of a number of research reports. UBS Group reissued a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, September 22nd. Morgan Stanley increased their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Wells Fargo & Company raised their price target on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a report on Monday, August 3rd. Royal Bank Of Canada lifted their price target on shares of Johnson & Johnson from $287.00 to $290.00 and gave the company an “outperform” rating in a research report on Tuesday, October 6th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $276.22.

Insider Activity

In related news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total value 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 trade represents a 56.90% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 87,569 shares of company stock worth $23,064,544. 0.16% of the stock is owned by corporate insiders.

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.