Johnson & Johnson (NYSE:JNJ) Receives $272.83 Consensus PT from Brokerages

Johnson & Johnson (NYSE:JNJ) has received an average recommendation of “Moderate Buy” from the twenty-five ratings firms that are currently covering the firm, MarketBeat.com reports. Six research analysts have rated the stock with a hold recommendation, eighteen have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among brokerages that have covered the stock in the last year is $272.8261.

A number of brokerages recently issued reports on JNJ. Argus set a $300.00 price objective on shares of Johnson & Johnson in a report on Wednesday, July 29th. Citigroup upped their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Royal Bank Of Canada lifted their price objective on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research note on Monday, August 3rd. Finally, Guggenheim raised their target price on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a report on Thursday, August 6th.

Insider Buying and Selling at Johnson & Johnson

In other news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction dated Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 97,569 shares of company stock valued at $25,476,044 in the last three months. 0.16% of the stock is owned by insiders.

Institutional Trading of Johnson & Johnson

A number of hedge funds have recently modified their holdings of the company. Outlook Capital Management LLC acquired 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 4th quarter valued at $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $26,000. Bay Harbor Wealth Management LLC increased its stake in Johnson & Johnson by 49.0% in the fourth 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 raised its position in Johnson & Johnson by 56.2% in the second quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after purchasing an additional 54 shares in the last quarter. Institutional investors own 69.55% of the company’s stock.

Johnson & Johnson News Summary

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

Johnson & Johnson Trading Down 0.0%

NYSE:JNJ opened at $275.12 on Friday. The company has a market capitalization of $663.01 billion, a P/E ratio of 31.88, a P/E/G ratio of 2.63 and a beta of 0.24. The stock’s 50 day moving average price is $261.98 and its 200 day moving average price is $245.08. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $281.07.

Johnson & Johnson (NYSE:JNJ) last posted 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 firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the previous year, the company earned $2.77 earnings per share. The company’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. On average, research 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 given a $1.34 dividend. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

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.