Johnson & Johnson (NYSE:JNJ – Get Free Report) had its price target hoisted by equities researchers at JPMorgan Chase & Co. from $270.00 to $285.00 in a research note issued to investors on Tuesday, Benzinga reports. The firm presently has a “neutral” rating on the stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 5.51% from the company’s current price.
Other analysts also recently issued reports about the company. Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. HSBC boosted their target price on Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, September 10th. Royal Bank Of Canada upped their price target on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $275.87.
Read Our Latest Research Report on JNJ
Johnson & Johnson Trading Down 0.7%
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the company earned $2.77 earnings per share. The business’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.
Insider Activity at Johnson & Johnson
In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction on Monday, July 20th. The stock was 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 represents a 50.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 87,569 shares of company stock valued at $23,064,544 in the last 90 days. Insiders own 0.16% of the company’s stock.
Institutional Inflows and Outflows
A number of hedge funds have recently made changes to their positions in JNJ. Auto Owners Insurance Co boosted its position in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after buying an additional 69,108,368 shares in the last quarter. Wellington Management Group LLP raised its position in Johnson & Johnson by 12.5% during the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after acquiring an additional 2,513,321 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Johnson & Johnson by 8.7% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 17,275,937 shares of the company’s stock worth $3,575,255,000 after acquiring an additional 1,376,828 shares during the last quarter. Deutsche Bank AG lifted its holdings in shares of Johnson & Johnson by 8.5% in the second quarter. Deutsche Bank AG now owns 15,661,323 shares of the company’s stock valued at $3,977,506,000 after purchasing an additional 1,225,676 shares in the last quarter. Finally, Amundi grew its position in shares of Johnson & Johnson by 17.5% in the first quarter. Amundi now owns 13,406,820 shares of the company’s stock valued at $3,277,163,000 after purchasing an additional 2,001,139 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.
Key Stories Impacting Johnson & Johnson
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: New IMAAVY (nipocalimab) data showed sustained disease control through two years, improved daily function and muscle strength, and reduced corticosteroid use in certain generalized myasthenia gravis patients. The findings support IMAAVY’s potential as a growth product. Johnson & Johnson IMAAVY data
- Positive Sentiment: Recent clinical progress for Tremfya in psoriatic arthritis and Caplyta in bipolar mania is strengthening the case that JNJ can build a post-Stelara growth portfolio. Caplyta is particularly important following JNJ’s $14.6 billion acquisition of Intra-Cellular Therapies. JNJ post-Stelara growth story
- Positive Sentiment: JNJ’s long record of dividend increases and more than $85 billion in cumulative shareholder distributions continue to appeal to income-focused investors, supporting the stock’s defensive appeal. JNJ cash returns
- Neutral Sentiment: Analysts expect third-quarter 2026 earnings to show single-digit bottom-line growth. The report, due next month, could become the next major catalyst as investors assess whether newer products can offset pressure elsewhere in the portfolio. JNJ Q3 2026 earnings expectations
- Negative Sentiment: After a strong multiyear rally, valuation has become a concern. One analyst continues to rate JNJ Hold despite identifying catalysts, while the reported consensus target of $274.13 offers limited upside relative to the current trading level. JNJ analyst hold view
- Negative Sentiment: Investors remain concerned that declining sales from a major blockbuster drug and ongoing litigation costs could offset gains from JNJ’s oncology, immunology and neuroscience pipeline. JNJ growth and litigation risks
Johnson & Johnson Company Profile
Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets products through two primary business segments: Innovative Medicine and MedTech. Its operations serve patients, healthcare professionals and consumers in markets around the world.
The Innovative Medicine segment focuses on prescription medicines in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.
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