Johnson & Johnson (NYSE:JNJ) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Johnson & Johnson (NYSE:JNJ) have been assigned an average recommendation of “Moderate Buy” from the twenty-five ratings firms that are covering the company, MarketBeat reports. Six research analysts have rated the stock with a hold rating, eighteen have issued a buy rating and one has assigned a strong buy rating to the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $274.1304.

JNJ has been the topic of a number of research analyst reports. UBS Group began coverage on shares of Johnson & Johnson in a research report on Wednesday, September 2nd. They set a “buy” rating and a $320.00 price objective on the stock. Citigroup upped their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research note on Monday, August 3rd. Scotiabank restated an “outperform” rating and set a $305.00 price objective on shares of Johnson & Johnson in a report on Thursday, July 16th. Finally, Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th.

Insider Buying and Selling at Johnson & Johnson

In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 87,569 shares of company stock worth $23,064,544. Corporate insiders own 0.16% of the company’s stock.

Institutional Trading of Johnson & Johnson

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Elefante Mark B increased its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after buying an additional 2,563 shares during the period. World Investment Advisors lifted its stake in Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after acquiring an additional 26,450 shares during the period. Principal Financial Group Inc. grew its holdings in Johnson & Johnson by 0.8% during the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after acquiring an additional 28,370 shares in the last quarter. Signal Advisors Wealth LLC increased its position in Johnson & Johnson by 76.1% during the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after purchasing an additional 6,539 shares during the period. Finally, Gradient Investments LLC increased its position in Johnson & Johnson by 9.9% during the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after purchasing an additional 13,737 shares during the period. 69.55% of the stock is owned by institutional investors.

Johnson & Johnson Stock Performance

NYSE:JNJ opened at $266.30 on Friday. The company has a fifty day moving average of $262.96 and a 200-day moving average of $245.79. The firm has a market capitalization of $641.76 billion, a P/E ratio of 30.86, a P/E/G ratio of 2.55 and a beta of 0.24. 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 has a twelve month low of $173.33 and a twelve month high of $281.07.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, sell-side analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Tuesday, August 25th. Johnson & Johnson’s payout ratio is 62.11%.

Johnson & Johnson News Summary

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

• Positive Sentiment: Johnson & Johnson received CE Marking in Europe for ACUVUE OASYS MAX 2-Week reusable contact lenses. The product uses the company’s proprietary MAX technologies and expands J&J Vision’s premium reusable lens portfolio, offering a potential source of incremental growth. Johnson & Johnson Receives CE Marking for ACUVUE OASYS MAX Reusable Contact Lenses
• Positive Sentiment: J&J secured Chinese approval for Icotyde, a once-daily oral treatment for moderate-to-severe plaque psoriasis. The therapy gives the company access to China’s large psoriasis market and could attract patients seeking an oral alternative to injectable treatments, although commercial results will take time to develop. Could Icotyde Become Johnson & Johnson’s Next Blockbuster in China?
• Neutral Sentiment: Coverage of J&J’s Wells Fargo healthcare conference highlighted its broader growth strategy, including continued emphasis on MedTech and cardiovascular care. The discussion reinforces the company’s long-term diversification but did not identify a major new financial catalyst. Johnson & Johnson Presents at Wells Fargo Healthcare Conference
• Neutral Sentiment: An investment article included JNJ as a potential dividend-income holding. This supports the stock’s defensive, income-oriented appeal but is not a new company announcement or direct earnings catalyst. The Portfolio You Need to Generate $500 a Month in Dividend Income
• Negative Sentiment: Analysts questioned whether JNJ’s rally is losing momentum. With shares trading near their 52-week high and at a premium earnings multiple, profit-taking and valuation concerns may be weighing on the stock despite the company’s solid operating outlook. JNJ Stock: Is the Rally Running Out of Steam?

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.