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

Shares of Johnson & Johnson (NYSE:JNJ) have been given a consensus recommendation of “Moderate Buy” by the twenty-five ratings firms that are presently covering the stock, MarketBeat reports. Six analysts have rated the stock with a hold rating, eighteen have assigned a buy rating and one has issued a strong buy rating on the company. The average 12-month price objective among brokers that have updated their coverage on the stock in the last year is $268.2174.

A number of analysts have recently commented on the stock. Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. TD Cowen raised their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Morgan Stanley lifted 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. Leerink Partners upgraded shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a research note on Wednesday, May 13th. Finally, Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th.

Johnson & Johnson Trading Down 0.6%

Shares of NYSE:JNJ opened at $260.44 on Monday. 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 $173.33 and a 1 year high of $274.90. The company has a market cap of $627.63 billion, a P/E ratio of 30.18, a PEG ratio of 2.50 and a beta of 0.24. The stock’s fifty day moving average price is $251.92 and its 200-day moving average price is $241.20.

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

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 dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction 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 $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. This trade represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 48,972 shares of company stock valued at $12,295,205. 0.16% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Brighton Jones LLC grew its stake in shares of Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares during the period. United Bank raised its stake in Johnson & Johnson by 110.7% during the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the period. Sivia Capital Partners LLC lifted its holdings in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. boosted its position in shares of Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after purchasing an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in shares of Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Constructive post-earnings outlook: JNJ’s latest results exceeded analyst expectations for both earnings and revenue, while full-year 2026 EPS guidance remains centered around $11.60-$11.75. Analysts are watching for continued estimate increases and earnings momentum to support the stock’s advance. Why Is Johnson & Johnson Up Since Its Last Earnings Report?
• Positive Sentiment: Pharmaceutical recovery and defensive appeal: JNJ is among the large-cap pharmaceutical companies investors are watching as the industry recovery gains traction. Its diversified healthcare business and relatively low-beta profile may also attract investors seeking defensive exposure amid market uncertainty. Large-Cap Stocks to Watch as Pharma Recovery Takes Hold
• Positive Sentiment: Dividend record reinforces income appeal: JNJ raised its dividend 3.1% to $5.36 per share annually, extending its streak of consecutive increases to 64 years. The increase supports the company’s reputation as a long-term income and stability investment. Johnson & Johnson Has Increased Its Dividend for 64 Consecutive Years
• Neutral Sentiment: Talc settlement remains a key overhang: Analysis of JNJ’s proposed $5.5 billion talc settlement views it as a potential step toward reducing litigation uncertainty, but the long-term financial and legal impact remains subject to scrutiny. Johnson & Johnson’s $5.5B Talc Settlement
• Neutral Sentiment: Portfolio adjustments: JNJ sold its remaining rights and interests in botaretigene sparoparvovec to MeiraGTx for $25 million. The transaction may streamline the portfolio, but its financial contribution is unlikely to materially affect near-term results. MeiraGTx Reports Second Quarter 2026 Results
• Negative Sentiment: Robotics competition is increasing: Intuitive Surgical cited growing competitive pressure from JNJ and Chinese robotic-surgery platforms. While this reflects JNJ’s ambitions in surgical robotics, it also signals that gaining market share could require substantial investment and execution. Intuitive Surgical Beats on Q2 Results

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.