What is Erste Group Bank’s Forecast for JNJ FY2027 Earnings?

Johnson & Johnson (NYSE:JNJ) – Erste Group Bank upped their FY2027 earnings per share (EPS) estimates for shares of Johnson & Johnson in a research note issued to investors on Monday, July 27th. Erste Group Bank analyst H. Engel now forecasts that the company will earn $12.81 per share for the year, up from their prior forecast of $12.70. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.68 per share.

JNJ has been the topic of a number of other reports. Bank of America lifted their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Wells Fargo & Company raised their price target on Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. Raymond James Financial boosted their price target on Johnson & Johnson from $258.00 to $265.00 and gave the company an “outperform” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. upped their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the company a “neutral” rating in a research note on Wednesday, April 15th. Finally, Sanford C. Bernstein lifted their target price on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.30.

Johnson & Johnson Stock Up 0.3%

Shares of NYSE:JNJ opened at $266.76 on Wednesday. The stock has a market cap of $642.86 billion, a P/E ratio of 30.91, a P/E/G ratio of 2.52 and a beta of 0.24. The firm has a fifty day moving average price of $244.20 and a 200 day moving average price of $237.40. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. Johnson & Johnson has a 1-year low of $164.23 and a 1-year high of $274.90.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS.

Institutional Trading of Johnson & Johnson

A number of institutional investors have recently added to or reduced their stakes in JNJ. Auto Owners Insurance Co lifted its position in shares of Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares during the period. Norges Bank acquired a new position in Johnson & Johnson during the fourth quarter worth $6,924,523,000. Capital World Investors acquired a new position in Johnson & Johnson during the fourth quarter worth $2,005,942,000. Diamant Asset Management Inc. boosted its position in Johnson & Johnson by 24,436.5% during the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after purchasing an additional 4,454,778 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in Johnson & Johnson by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction on 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 owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. 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: $5.5 billion talc settlement reduces legal uncertainty. Johnson & Johnson agreed to pay up to $5.5 billion to resolve approximately 76,000 remaining U.S. lawsuits alleging its talc products caused ovarian cancer. Investors appear to view the agreement as removing a major overhang and improving visibility into future liabilities. The deal requires participation from at least 95% of claimants and does not cover potential future lawsuits. Reuters talc settlement article
• Positive Sentiment: Strong second-quarter results and guidance support the shares. J&J reported revenue of $25.31 billion, up 6.6% year over year and above expectations, while adjusted EPS of $2.90 exceeded the $2.84 consensus. Full-year 2026 adjusted EPS guidance is $11.60 to $11.75. Yahoo Finance J&J earnings article
• Positive Sentiment: Analyst earnings expectations improved. Erste Group Bank raised its FY2027 EPS estimate to $12.81 from $12.70, above the current analyst consensus of $11.68 for 2026. Goldman Sachs and Morgan Stanley also maintained Buy ratings following the settlement announcement. TipRanks J&J analyst rating article
• Neutral Sentiment: Settlement execution remains a risk. J&J expects payments to begin in 2027, but the proposal must secure sufficient claimant participation and complete required legal processes. The sizable cash commitment will also affect future finances. CNN settlement article
• Negative Sentiment: MedTech growth was uneven. Cardiovascular sales lagged in the second quarter, creating some concern about momentum, although Vision, Surgery and Orthopedics performed better and new product launches could support the second half. Zacks MedTech article
• Negative Sentiment: An executive stock sale adds a minor sentiment headwind. EVP Vanessa Broadhurst sold 23,054 shares for approximately $5.8 million, reducing her direct holdings by about half. SEC insider transaction filing

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.