Johnson & Johnson (NYSE:JNJ) Stock Has Average Target Price of $274.13 According to Analysts

Key Points

• Analysts maintain a moderately bullish view: Twenty-five analysts give Johnson & Johnson a consensus “Moderate Buy” rating, with an average 12-month price target of $274.13. Recent targets range as high as $305.
• Recent financial results exceeded expectations: J&J reported quarterly EPS of $2.90 versus the $2.84 consensus and revenue of $25.31 billion, up 6.6% year over year. The company reaffirmed fiscal 2026 EPS guidance of $11.60–$11.75.
• Income support is offset by insider selling and business risks: J&J’s quarterly dividend equates to $5.36 annually and a 2.0% yield, while insiders sold more than $23 million of stock over the past three months. Investors continue to monitor Stelara revenue erosion and litigation costs despite potential growth from newer medicines such as Tremfya and Caplyta.

Johnson & Johnson (NYSE:JNJ - Get Free Report) has been given an average recommendation of "Moderate Buy" by the twenty-five analysts that are currently covering the company, MarketBeat.com reports. Six research analysts have rated the stock with a hold recommendation, eighteen have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $274.13.

Several research firms recently weighed in on JNJ. TD Cowen increased 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. Wall Street Zen lowered shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a research note on Saturday, August 1st. Scotiabank reissued an "outperform" rating and issued a $305.00 target price on shares of Johnson & Johnson in a research note on Thursday, July 16th. Wells Fargo & Company raised their target price on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an "overweight" rating in a report on Monday, August 3rd. Finally, UBS Group reaffirmed a "buy" rating on shares of Johnson & Johnson in a research note on Tuesday, September 22nd.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the company's stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares of the company's stock, valued at $4,367,458. This represents a 48.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available 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 sale, the executive vice president owned 25,447 shares in the company, 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 87,569 shares of company stock worth $23,064,544 over the last three months. 0.16% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Auto Owners Insurance Co increased its position in shares of 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 acquiring an additional 69,108,368 shares during the period. Wellington Management Group LLP boosted its holdings in shares of Johnson & Johnson by 12.5% in the second quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company's stock valued at $5,736,851,000 after purchasing an additional 2,513,321 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Johnson & Johnson by 8.7% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 17,275,937 shares of the company's stock worth $3,575,255,000 after purchasing an additional 1,376,828 shares in the last quarter. Deutsche Bank AG increased its holdings in Johnson & Johnson by 8.5% during the 2nd quarter. Deutsche Bank AG now owns 15,661,323 shares of the company's stock worth $3,977,506,000 after purchasing an additional 1,225,676 shares during the period. Finally, Amundi increased its holdings in Johnson & Johnson by 17.5% during the 1st quarter. Amundi now owns 13,406,820 shares of the company's stock worth $3,277,163,000 after purchasing an additional 2,001,139 shares during the period. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Trading Up 0.3%

JNJ opened at $272.16 on Tuesday. The stock has a 50-day moving average of $265.99 and a 200 day moving average of $247.86. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12 month low of $179.80 and a 12 month high of $281.07. The firm has a market cap of $655.89 billion, a P/E ratio of 31.54, a P/E/G ratio of 2.59 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings data 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. The business had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company's quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the prior year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th were paid a $1.34 dividend. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson's dividend payout ratio (DPR) is presently 62.11%.

More Johnson & Johnson News

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

• Positive Sentiment: Dividend and cash returns provide defensive support. Johnson & Johnson’s long record of dividend increases and more than $85 billion in cumulative shareholder distributions reinforce its appeal to income-focused investors and may help support the stock during periods of market volatility. How Does Johnson & Johnson Keep Its Distribution Streak Intact? 85 Billion And Counting: JNJ Stock's Steady Cash-Return Habit
• Positive Sentiment: Tremfya posted encouraging psoriatic arthritis data. In the Phase 4 STAR study, Tremfya met its primary and secondary endpoints in biologic-naïve patients with active psoriatic arthritis and axial involvement. Improvements in symptoms and MRI-confirmed reductions in inflammation could strengthen the drug’s role as a post-Stelara growth product. Is Johnson & Johnson Building a Stronger Post-Stelara Growth Story?
• Positive Sentiment: Caplyta expands the neuroscience growth opportunity. The J&J-owned drug met the main goal of a Phase 3 bipolar-mania study, reducing symptoms versus placebo, with improvement reportedly beginning within three days. The result adds potential value to J&J’s $14.6 billion Intra-Cellular Therapies acquisition, subject to regulatory review and commercialization. Can J&J’s Latest Trial Win Strengthen Its Neuroscience Business?
• Neutral Sentiment: Pipeline partnerships offer additional optionality. Analysts highlighted JNJ-1900, developed with Nanobiotix, and its pivotal NANORAY-312 study as a potential future oncology catalyst. However, the opportunity is tied to a partner company and remains dependent on clinical and regulatory outcomes. Can J&J’s Partnership Drive More Upside for Nanobiotix?
• Neutral Sentiment: Investors are weighing diversification against slower growth. Compared with Gilead, J&J offers broader pharmaceutical and MedTech exposure and greater diversification, but its growth rate is less aggressive. This supports stability but may limit near-term upside for growth-oriented investors. Gilead or Johnson & Johnson: Is Faster Growth Better than Greater Diversification?
• Negative Sentiment: Stelara erosion and litigation remain overhangs. Commentary notes that declining Stelara revenue and continuing legal expenses could offset gains from the oncology and immunology pipeline, making execution on replacement products such as Tremfya especially important. Johnson & Johnson’s Next Growth Engine Is Taking Shape

About Johnson & Johnson

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.

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