Johnson & Johnson (NYSE:JNJ) Receives Consensus Recommendation of "Moderate Buy" from Brokerages

Key Points

• Johnson & Johnson has a “Moderate Buy” consensus rating from 25 analysts, including 18 buys, six holds and one strong buy. The average 12-month price target is approximately $268.22.
• J&J’s latest quarter beat expectations, with adjusted earnings of $2.90 per share and revenue of $25.31 billion, up 6.6% year over year. The company reaffirmed fiscal 2026 earnings guidance of $11.60–$11.75 per share.
• The company declared a quarterly dividend of $1.34 per share, equivalent to a 2.1% yield, while a reported $5.5 billion talc settlement could reduce legal uncertainty but create a significant financial burden.

Johnson & Johnson (NYSE:JNJ - Get Free Report) has earned a consensus recommendation of "Moderate Buy" from the twenty-five analysts that are presently covering the company, Marketbeat reports. Six equities research analysts have rated the stock with a hold recommendation, eighteen have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokerages that have covered the stock in the last year is $268.2174.

JNJ has been the subject of several recent research reports. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a report on Monday, August 3rd. Weiss Ratings raised Johnson & Johnson from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, July 24th. JPMorgan Chase & Co. lifted their price objective on Johnson & Johnson from $250.00 to $260.00 and gave the company a "neutral" rating in a research note on Wednesday, April 15th. Sanford C. Bernstein upped their target price on Johnson & Johnson from $225.00 to $251.00 and gave the stock a "market perform" rating in a research note on Wednesday, April 15th. Finally, TD Cowen raised their target price on Johnson & Johnson from $250.00 to $300.00 and gave the stock a "buy" rating in a report on Monday, July 13th.

Johnson & Johnson Trading Down 0.1%

Shares of NYSE:JNJ opened at $259.03 on Monday. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 52-week low of $170.39 and a 52-week high of $274.90. The stock has a market cap of $624.23 billion, a price-to-earnings ratio of 30.01, a PEG ratio of 2.47 and a beta of 0.24. The business has a 50-day moving average price of $248.47 and a 200-day moving average price of $239.88.

Johnson & Johnson (NYSE:JNJ - Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the prior year, the company earned $2.77 EPS. Johnson & Johnson's quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts predict 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 will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson's dividend payout ratio (DPR) is presently 62.11%.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Dividend appeal remains a key support. Recent coverage highlights JNJ as a blue-chip income stock with a long record of dividend growth and defensive fundamentals, which may attract investors seeking stability amid elevated interest rates. Why is Johnson & Johnson drawing dividend attention today? Top dividend stocks to buy and hold
• Positive Sentiment: Reported talc settlement removes a major legal overhang. JNJ agreed to a reported $5.5 billion settlement covering tens of thousands of talc lawsuits. While costly, resolving the claims could improve legal and financial visibility and reduce uncertainty surrounding the company. Johnson & Johnson reaches $5.5 billion talc settlement
• Positive Sentiment: Citi issued a Buy rating, adding to the favorable analyst backdrop. JNJ’s latest reported quarter also exceeded expectations, with revenue rising 6.6% year over year and earnings surpassing consensus estimates. Johnson & Johnson gets a Buy from Citi
• Neutral Sentiment: Coverage says JNJ has remained steady during a division transition. The company is also investing more than $1 billion to expand U.S. contact-lens production, a potential long-term growth initiative, although near-term returns remain uncertain. Why Johnson & Johnson is steady amid a division transition
• Negative Sentiment: The talc agreement represents a substantial cash and earnings burden, and investors may continue evaluating whether the settlement fully resolves future claims and related costs.

Insider Activity

In other news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 16,994 shares of the company's stock, valued at $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 48,972 shares of company stock valued at $12,295,205 in the last three months. 0.16% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Johnson & Johnson

Institutional investors have recently modified their holdings of the business. Greenberg Financial Group purchased a new position in shares of Johnson & Johnson during the 4th quarter valued at approximately $954,000. World Investment Advisors increased its stake in shares of Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company's stock worth $33,390,000 after buying an additional 26,450 shares during the last quarter. Benchmark Financial LLC acquired a new stake in Johnson & Johnson in the fourth quarter valued at $554,000. Principal Financial Group Inc. boosted its stake in Johnson & Johnson by 0.8% during the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company's stock valued at $705,736,000 after acquiring an additional 28,370 shares during the last quarter. Finally, KBC Group NV boosted its stake in Johnson & Johnson by 21.8% during the 4th quarter. KBC Group NV now owns 2,296,831 shares of the company's stock valued at $475,330,000 after acquiring an additional 410,720 shares during the last quarter. 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.

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.

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