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

Johnson & Johnson (NYSE:JNJ) issued an update on 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 EPS 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.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Citigroup upped their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research report on Wednesday, July 8th. Stifel Nicolaus upped their price target on shares of Johnson & Johnson from $220.00 to $250.00 and gave the company a “hold” rating in a report on Wednesday, April 15th. Weiss Ratings downgraded shares of Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 15th. Wells Fargo & Company lifted their price target on Johnson & Johnson from $240.00 to $263.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Finally, TD Cowen boosted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday. Twenty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and an average price target of $261.26.

Johnson & Johnson Stock Performance

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

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.02. The firm had revenue of $24.06 billion for the quarter, compared to analyst estimates 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 quarter last year, the firm earned $2.77 earnings per share. Analysts predict that Johnson & Johnson will post 11.58 earnings per share for the current fiscal year.

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 stock was 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 in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.16% of the stock is owned by corporate insiders.

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 Trading of Johnson & Johnson

A number of institutional investors and hedge funds have recently modified their holdings of JNJ. Semmax Financial Advisors Inc. raised its stake in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares during the last quarter. Turning Point Benefit Group Inc. acquired a new position in Johnson & Johnson in the 3rd quarter valued at approximately $41,000. Safe Harbor Fiduciary LLC bought a new stake in shares of Johnson & Johnson in the 4th quarter worth approximately $50,000. Imprint Wealth LLC bought a new stake in shares of Johnson & Johnson during the third quarter valued at approximately $47,000. Finally, IFC & Insurance Marketing Inc. bought a new stake in shares of Johnson & Johnson during the fourth quarter valued at approximately $80,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

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.