FY2026 EPS Forecast for Johnson & Johnson Lowered by Analyst

Johnson & Johnson (NYSE:JNJ) – Equities research analysts at Erste Group Bank dropped their FY2026 EPS estimates for shares of Johnson & Johnson in a report issued on Thursday, August 27th. Erste Group Bank analyst H. Engel now forecasts that the company will post earnings per share of $11.65 for the year, down from their prior forecast of $11.68. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.61 per share.

Several other research analysts also recently commented on the company. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. The Goldman Sachs Group restated a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. TD Cowen raised their price target on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a report on Monday, July 13th. Citigroup lifted their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Finally, Bank of America increased their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $268.22.

Johnson & Johnson Price Performance

Shares of NYSE JNJ opened at $265.79 on Tuesday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The business’s 50 day moving average price is $259.57 and its two-hundred day moving average price is $244.17. The company has a market cap of $640.53 billion, a PE ratio of 30.80, a price-to-earnings-growth ratio of 2.56 and a beta of 0.24. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $276.47.

Johnson & Johnson (NYSE:JNJ) last issued its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (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 company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the firm earned $2.77 EPS. Johnson & Johnson’s quarterly 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.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Insider Transactions at Johnson & Johnson

In other news, EVP Jennifer L. Taubert sold 15,000 shares of the business’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s 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 disclosure for this sale is available in the SEC filing. Insiders have sold 63,972 shares of company stock worth $16,245,605 over the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Institutional Trading of Johnson & Johnson

A number of institutional investors have recently bought and sold shares of JNJ. California State Teachers Retirement System raised its position in shares of Johnson & Johnson by 25,103.8% in the second quarter. California State Teachers Retirement System now owns 943,488,645 shares of the company’s stock valued at $239,617,811,000 after buying an additional 939,745,213 shares in the last quarter. Auto Owners Insurance Co grew its position in Johnson & Johnson by 22,225.6% during the fourth 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. Norges Bank bought a new position in Johnson & Johnson during the 4th quarter worth $6,924,523,000. Capital World Investors bought a new position in Johnson & Johnson during the 4th quarter worth $2,005,942,000. Finally, Jupiter Topco LLC acquired a new position in Johnson & Johnson in the 2nd quarter valued at $1,967,399,000. Institutional investors own 69.55% of the company’s stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Johnson & Johnson continues to attract attention as a defensive, income-oriented healthcare holding. Commentary highlights the company’s history of maintaining and increasing dividends through recessions, which may support demand from long-term and retirement-focused investors. Two Recessions Couldn’t Stop These 4 Healthcare Stocks From Raising Dividends
• Positive Sentiment: An article reviewing J&J’s investments in 15 biotech and medtech companies points to potential strategic value and future upside from its investment portfolio, although these holdings are not currently a major earnings driver. Johnson & Johnson Owns Stakes in 15 Stocks. Here’s the Best of the Bunch.
• Neutral Sentiment: J&J will hold a conference call on October 13 to discuss third-quarter results. Chief Executive Officer Joaquin Duato, Chief Financial Officer Joseph Wolk, and other executives will participate. The event could provide a catalyst through updated guidance, pharmaceutical sales trends, and management commentary, but it does not change current fundamentals. Johnson & Johnson to Host Investor Conference Call on Third-Quarter Results
• Neutral Sentiment: Recent commentary compares JNJ’s performance with the consumer-staples sector and highlights its exposure to artificial-intelligence-related investments. These themes may improve investor visibility, but neither represents a new company announcement or near-term earnings catalyst. Johnson & Johnson Stock: Is JNJ Outperforming the Consumer Staples Sector?

About Johnson & Johnson

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.