Johnson & Johnson (NYSE:JNJ) Releases FY 2026 Earnings Guidance

Johnson & Johnson (NYSE:JNJ) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 11.600-11.750 for the period, compared to the consensus estimate of 11.570. The company issued revenue guidance of $100.8 billion-$101.4 billion, compared to the consensus revenue estimate of $100.9 billion.

Johnson & Johnson Trading Down 1.6%

Shares of NYSE:JNJ opened at $253.70 on Wednesday. Johnson & Johnson has a 52 week low of $154.80 and a 52 week high of $269.43. The company’s 50 day moving average is $238.18 and its two-hundred day moving average is $233.92. The company has a market cap of $610.71 billion, a PE ratio of 29.33, a P/E/G ratio of 2.46 and a beta of 0.24. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.68 by $0.02. The business had revenue of $24.06 billion during the quarter, compared to analysts’ expectations of $23.60 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company’s revenue for the quarter was up 9.9% on a year-over-year basis. During the same period in the previous year, the company earned $2.77 EPS. Equities analysts predict that Johnson & Johnson will post 11.58 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

JNJ has been the subject of several analyst reports. Barclays upped their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 15th. Weiss Ratings lowered Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. JPMorgan Chase & Co. upped their price target on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a report on Wednesday, April 15th. Argus increased their price target on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a research note on Thursday, April 16th. Finally, Sanford C. Bernstein raised their price objective on shares of Johnson & Johnson from $225.00 to $251.00 and gave the stock a “market perform” rating in a report on Wednesday, April 15th. Twenty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $261.26.

Insider Activity at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.16% of the company’s stock.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson reported Q2 results that beat Wall Street estimates, helped by strong performance in its medicines business, including Tremfya and Darzalex. Reuters article
• Positive Sentiment: The company raised FY 2026 EPS guidance to 11.60-11.75, slightly above consensus, and increased revenue guidance to $100.8 billion-$101.4 billion, signaling continued operational momentum. Business Wire article
• Positive Sentiment: Johnson & Johnson also declared a quarterly dividend of $1.34 per share, reinforcing its appeal as a defensive income stock. Business Wire dividend article
• Neutral Sentiment: Several pre-earnings previews had already highlighted J&J’s strong share performance and the chance for the stock to extend gains if results came in cleanly, which may have set a high bar. Barron’s article
• Negative Sentiment: Despite the beat and raised outlook, the stock slipped as investors appeared to take profits and react to limited upside versus already elevated expectations. Barron’s article

Institutional Investors Weigh In On Johnson & Johnson

A number of institutional investors and hedge funds have recently added to or reduced their stakes in JNJ. Price T Rowe Associates Inc. MD increased its holdings in shares of Johnson & Johnson by 41.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 12,423,886 shares of the company’s stock valued at $2,571,124,000 after purchasing an additional 3,655,754 shares in the last quarter. Amundi boosted its holdings in Johnson & Johnson by 19.3% during the third quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after buying an additional 2,163,838 shares in the last quarter. Marshall Wace LLP grew its position in Johnson & Johnson by 126.3% during the third quarter. Marshall Wace LLP now owns 3,584,162 shares of the company’s stock worth $664,575,000 after buying an additional 2,000,609 shares during the period. GQG Partners LLC increased its holdings in Johnson & Johnson by 28.4% in the fourth quarter. GQG Partners LLC now owns 7,752,266 shares of the company’s stock valued at $1,604,336,000 after buying an additional 1,714,687 shares in the last quarter. Finally, State Street Corp lifted its position in shares of Johnson & Johnson by 1.3% during the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after acquiring an additional 1,663,782 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

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.