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

Johnson & Johnson (NYSE:JNJ) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 11.430-11.630 for the period, compared to the consensus estimate of 11.480. The company issued revenue guidance of $99.5 billion-$100.5 billion, compared to the consensus revenue estimate of $98.7 billion.

Wall Street Analysts Forecast Growth

A number of analysts have commented on JNJ shares. Loop Capital set a $190.00 price target on Johnson & Johnson in a research report on Wednesday, October 22nd. Stifel Nicolaus raised their price objective on Johnson & Johnson from $165.00 to $190.00 and gave the stock a “hold” rating in a research note on Wednesday, October 15th. Daiwa Capital Markets upgraded Johnson & Johnson from a “neutral” rating to an “outperform” rating and set a $203.00 target price on the stock in a research report on Monday, October 20th. The Goldman Sachs Group increased their price target on shares of Johnson & Johnson from $213.00 to $240.00 and gave the stock a “buy” rating in a report on Thursday, December 18th. Finally, Wolfe Research lifted their price objective on shares of Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Four investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $213.33.

Johnson & Johnson Trading Down 0.3%

Shares of Johnson & Johnson stock opened at $218.09 on Wednesday. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. The company has a market cap of $525.43 billion, a P/E ratio of 21.05, a price-to-earnings-growth ratio of 2.25 and a beta of 0.34. Johnson & Johnson has a fifty-two week low of $141.50 and a fifty-two week high of $220.11. The firm has a 50-day simple moving average of $206.92 and a two-hundred day simple moving average of $188.05.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio (DPR) is 50.19%.

Johnson & Johnson News Roundup

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

• Positive Sentiment: J&J forecast 2026 sales and profit above Wall Street estimates, and said its outlook already factors in a “hundreds of millions” hit from a recent drug-pricing deal — signaling durable underlying growth despite a pricing headwind. Johnson & Johnson forecasts 2026 profit above Wall Street estimates
• Positive Sentiment: J&J reported strong Q4 and full‑year 2025 results, driven by oncology and autoimmune drug sales, and management described 2025 as a “catapult year” for the portfolio and pipeline — an operational beat that supports the premium valuation. Johnson & Johnson reports Q4 and Full-Year 2025 results
• Positive Sentiment: Late-stage clinical momentum: J&J said CAPLYTA showed stronger remission results in Phase 3 MDD data, which can lift sentiment around future revenue streams if regulatory paths remain clear. CAPLYTA Shows Stronger Remission Results in Phase 3 MDD Data, JNJ Says
• Neutral Sentiment: Analysts have updated models ahead of and after the print — some raising targets on stronger pharma/MedTech momentum, others flagging biosimilar pressure and China headwinds; net impact to estimates is mixed. Johnson & Johnson Gears Up For Q4 Print; Here Are The Recent Forecast Changes From Wall Street’s Most Accurate Analysts
• Negative Sentiment: Market reaction: shares dropped in premarket trade despite results — likely profit‑taking after a strong run and investors re‑weighting around forward risks. JNJ Earnings: Johnson & Johnson Stock Falls despite Strong Q4 Results
• Negative Sentiment: Legal risk remains: talc-related litigation is moving toward trial, keeping an overhang on valuation despite operational strength. Johnson & Johnson (JNJ) Earnings Arrive as Talc Lawsuits Move Toward Trial
• Negative Sentiment: Broader market sentiment turned risk‑off ahead of political events, which pressured cyclical and large-cap healthcare stocks and likely contributed to the stock’s near-term pullback. Markets Switch to “Risk-Off” Ahead of Trump at Davos

Institutional Investors Weigh In On Johnson & Johnson

A number of hedge funds have recently modified their holdings of JNJ. Semmax Financial Advisors Inc. boosted its position in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the last quarter. Turning Point Benefit Group Inc. purchased a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $41,000. Imprint Wealth LLC acquired a new stake in shares of Johnson & Johnson in the third quarter valued at approximately $47,000. Wiser Advisor Group LLC purchased a new position in Johnson & Johnson during the third quarter worth approximately $99,000. Finally, Wealth Watch Advisors INC acquired a new position in Johnson & Johnson during the third quarter worth $104,000. 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.