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

Key Points

• Johnson & Johnson issued FY 2026 guidance of EPS $11.45–$11.65 and revenue $100.3B–$101.3B, broadly in line with consensus estimates of $11.56 EPS and $100.5B revenue.
• The company beat Q1 estimates and raised its full‑year outlook while the board increased the quarterly dividend by 3.1% (the 64th consecutive annual raise); analysts have lifted price targets and MarketBeat shows a consensus “Moderate Buy” with a $238.17 target.
• Stelara sales plunged after loss of patent protection, a material headwind that management says was partly offset by other brands but could pressure longer‑term growth if not fully replaced.

Johnson & Johnson (NYSE:JNJ - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 11.450-11.650 for the period, compared to the consensus earnings per share estimate of 11.560. The company issued revenue guidance of $100.3 billion-$101.3 billion, compared to the consensus revenue estimate of $100.5 billion.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on JNJ. Barclays upped their price target on Johnson & Johnson from $217.00 to $234.00 and gave the company an "equal weight" rating in a research report on Thursday, March 19th. JPMorgan Chase & Co. increased their target price on Johnson & Johnson from $225.00 to $250.00 and gave the company a "neutral" rating in a research note on Thursday, March 5th. Loop Capital set a $220.00 target price on Johnson & Johnson in a research report on Tuesday, January 27th. Royal Bank Of Canada reissued an "outperform" rating and issued a $255.00 target price on shares of Johnson & Johnson in a report on Monday, March 30th. Finally, Rothschild & Co Redburn upped their target price on shares of Johnson & Johnson from $180.00 to $210.00 and gave the stock a "neutral" rating in a report on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has a consensus rating of "Moderate Buy" and a consensus price target of $238.17.

Johnson & Johnson Trading Down 0.2%

Shares of NYSE:JNJ opened at $238.00 on Tuesday. The company has a quick ratio of 0.77, a current ratio of 1.03 and a debt-to-equity ratio of 0.48. The firm has a market cap of $573.25 billion, a price-to-earnings ratio of 21.54, a PEG ratio of 2.38 and a beta of 0.34. The company's fifty day simple moving average is $241.44 and its 200 day simple moving average is $215.95. Johnson & Johnson has a 12 month low of $146.12 and a 12 month high of $251.71.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last announced its quarterly earnings data on Saturday, January 31st. The company reported $2.46 earnings per share for the quarter. The company had revenue of $24.28 billion during the quarter. Johnson & Johnson had a return on equity of 33.04% and a net margin of 28.46%. As a group, research analysts forecast that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Insider Buying and Selling

In related news, EVP Vanessa Broadhurst sold 6,197 shares of the firm's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. This trade represents a 21.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Timothy Schmid sold 1,322 shares of Johnson & Johnson stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total transaction of $324,762.52. Following the completion of the transaction, the executive vice president directly owned 25,447 shares in the company, valued at $6,251,310.02. This trade represents a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 30,142 shares of company stock valued at $7,360,528. Corporate insiders own 0.16% of the company's stock.

Key Headlines Impacting Johnson & Johnson

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

• Positive Sentiment: Q1 earnings beat estimates and management raised the full‑year outlook; company cited strong demand for Darzalex and Tremfya and multiple recent approvals, signaling momentum across the portfolio. J&J's first-quarter profit beats estimates even as Stelara sales disappoint
• Positive Sentiment: Company-released Q1 results and management commentary emphasize accelerated growth initiatives and pipeline strength, reinforcing the upbeat guidance. Johnson & Johnson reports Q1 2026 results, raises 2026 outlook
• Positive Sentiment: Board raised the quarterly dividend 3.1% to $1.34 (annualized $5.36), marking the 64th consecutive annual increase — supports appeal to income and dividend‑growth investors. Johnson & Johnson Announces 64th Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 3.1%
• Positive Sentiment: At least one shop raised JNJ’s price target to $267, reflecting analyst confidence after the quarter. Johnson & Johnson NYSE: JNJ Price Target Raised to $267.00
• Neutral Sentiment: Pre-earnings analyst previews and market commentary positioned JNJ as a stable, large‑cap healthcare name vs. higher‑growth peers; broader market rallies also provide context for stock moves. Ahead-of-Q1 earnings: what do analysts think about JNJ?
• Negative Sentiment: Stelara sales plunged sharply (loss of patent protection cited), which is a material revenue headwind; management says other brands offset the hit this quarter, but continued Stelara erosion could pressure longer‑term growth if not fully replaced. J&J's first-quarter profit beats estimates even as Stelara sales disappoint

Institutional Investors Weigh In On Johnson & Johnson

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Semmax Financial Advisors Inc. increased its position in shares of 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 buying an additional 72 shares during the period. Turning Point Benefit Group Inc. bought a new stake in Johnson & Johnson during the third quarter worth $41,000. Safe Harbor Fiduciary LLC bought a new stake in shares of Johnson & Johnson in the 4th quarter worth $50,000. Imprint Wealth LLC purchased a new stake in shares of Johnson & Johnson in the third quarter valued at about $47,000. Finally, IFC & Insurance Marketing Inc. bought a new position in shares of Johnson & Johnson during the fourth quarter valued at about $80,000. Institutional investors and hedge funds own 69.55% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.