Johnson & Johnson (NYSE:JNJ) Research Coverage Started at UBS Group

UBS Group started coverage on shares of Johnson & Johnson (NYSE:JNJ) in a research note issued to investors on Wednesday morning, Marketbeat reports. The brokerage issued a buy rating and a $320.00 price objective on the stock.

Other equities research analysts also recently issued research reports about the company. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the company a “buy” rating in a report on Monday, July 6th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Wells Fargo & Company upped their target price on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Finally, Guggenheim increased their price target on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $272.83.

Johnson & Johnson Price Performance

NYSE JNJ opened at $275.12 on Wednesday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The firm’s 50 day moving average price is $261.98 and its 200-day moving average price is $245.07. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a market cap of $663.01 billion, a PE ratio of 31.88, a P/E/G ratio of 2.66 and a beta of 0.24.

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

Johnson & Johnson Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.

Insider Activity

In related news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction on Monday, July 20th. The shares were 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 directly owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 97,569 shares of company stock valued at $25,476,044 over the last quarter. Insiders own 0.16% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Outlook Capital Management LLC purchased a new stake in Johnson & Johnson during the second quarter worth $28,000. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson in the fourth quarter worth about $25,000. Cresta Advisors Ltd. purchased a new stake in shares of Johnson & Johnson during the 4th quarter worth about $26,000. Bay Harbor Wealth Management LLC grew its position in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the period. Finally, Matrix Trust Co grew its position in shares of Johnson & Johnson by 56.2% during the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after acquiring an additional 54 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.

Key Johnson & Johnson News

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

• Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy
• Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect
• Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit
• Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided?
• Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis

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.