Johnson & Johnson (NYSE:JNJ) Given “Buy” Rating at Guggenheim

Johnson & Johnson (NYSE:JNJ)‘s stock had its “buy” rating restated by research analysts at Guggenheim in a research note issued to investors on Wednesday, Marketbeat.com reports. They presently have a $287.00 target price on the stock. Guggenheim’s target price indicates a potential upside of 10.38% from the company’s previous close.

JNJ has been the topic of several other reports. HSBC lifted their price target on shares of Johnson & Johnson from $290.00 to $320.00 and gave the stock a “buy” rating in a report on Thursday, September 10th. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research note on Monday, August 3rd. JPMorgan Chase & Co. raised their target price on Johnson & Johnson from $270.00 to $285.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 29th. Finally, Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Johnson & Johnson has a consensus rating of “Moderate Buy” and an average target price of $276.22.

Johnson & Johnson Price Performance

Shares of JNJ stock traded up $5.23 on Wednesday, reaching $260.01. The company’s stock had a trading volume of 2,000,223 shares, compared to its average volume of 7,963,346. The company has a market capitalization of $626.59 billion, a price-to-earnings ratio of 30.16, a price-to-earnings-growth ratio of 2.48 and a beta of 0.21. Johnson & Johnson has a 1 year low of $184.66 and a 1 year high of $281.07. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The stock’s fifty day simple moving average is $265.86 and its 200-day simple moving average is $248.63.

Johnson & Johnson (NYSE:JNJ) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The business had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts forecast that Johnson & Johnson will post 11.54 earnings per share for the current fiscal year.

Insider Activity at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. This represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 87,569 shares of company stock worth $23,064,544 in the last ninety days. Corporate insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Waller Financial Planning Group Inc. bought a new position in shares of Johnson & Johnson during the third quarter worth about $203,000. Mallini Complete Financial Planning LLC boosted its holdings in shares of Johnson & Johnson by 5.6% in the third quarter. Mallini Complete Financial Planning LLC now owns 974 shares of the company’s stock valued at $258,000 after acquiring an additional 52 shares in the last quarter. Congress Asset Management Co. raised its position in Johnson & Johnson by 599.6% in the third quarter. Congress Asset Management Co. now owns 37,492 shares of the company’s stock worth $9,926,000 after acquiring an additional 32,133 shares in the last quarter. Colton Groome Financial Advisors LLC boosted its holdings in Johnson & Johnson by 219.1% during the third quarter. Colton Groome Financial Advisors LLC now owns 7,145 shares of the company’s stock worth $1,892,000 after buying an additional 4,906 shares in the last quarter. Finally, Eleva Capital SAS purchased a new position in Johnson & Johnson in the 3rd quarter worth about $1,442,000. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Analyst support: Guggenheim reaffirmed its “Buy” rating and set a $287 price target, implying roughly 10% upside from recent levels. RBC Capital also maintained its “Buy” rating. RBC Capital Keeps Their Buy Rating on Johnson & Johnson
• Positive Sentiment: Oncology pipeline progress: J&J reported that its Tecvayli-Talvey combination reduced the relative risk of disease progression or death by 89% and the risk of death by 62% in relapsed or refractory multiple myeloma. The results could support broader or earlier use of the combination, although it remains an investigational treatment. 2026 Cancer Treatment Advances
• Positive Sentiment: ICOTYDE durability: Two-year Phase 3 data showed that J&J’s oral psoriasis treatment maintained skin clearance and consistent safety through Week 112, strengthening its potential as a targeted alternative for difficult-to-treat areas. ICOTYDE Long-Term Psoriasis Data
• Positive Sentiment: Dividend appeal: J&J has recorded 64 consecutive years of dividend increases, reinforcing its reputation as a defensive income stock and potentially attracting investors amid market volatility. Johnson & Johnson Dividend Royalty Status
• Neutral Sentiment: Upcoming earnings: Investors are assessing whether Innovative Medicines growth can offset a recent MedTech slowdown, while the company’s next quarterly report approaches. Vision, Orthopedics and Surgery could support a second-half recovery, but competitive pressure remains.
• Negative Sentiment: Longer-term risks: Analysts and commentators continue to flag biosimilar competition, a roughly $4 billion 2027 patent cliff, MedTech headwinds and unresolved talc litigation. These issues could constrain growth and valuation even with strong dividend reliability.

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.