Johnson & Johnson (NYSE:JNJ) Shares Up 1.2% - Here's Why

Key Points

• Johnson & Johnson shares rose 1.2% to $270.69 during Friday trading, supported by positive developments in its medical-device and oncology businesses.
• The FDA cleared an AI-enhanced update to J&J’s MONARCH QUEST 3 robotic bronchoscopy system, while the European Commission approved TECVAYLI combined with daratumumab for relapsed or refractory multiple myeloma.
• Recent earnings exceeded expectations, with revenue up 6.6% year over year, while full-year 2026 EPS guidance remained at $11.60–$11.75. Analysts maintain a “Moderate Buy” consensus, though patent expirations and insider stock sales remain risks.

Johnson & Johnson (NYSE:JNJ - Get Free Report) shot up 1.2% during mid-day trading on Friday . The company traded as high as $272.66 and last traded at $270.69. 6,175,151 shares were traded during trading, a decline of 25% from the average session volume of 8,244,263 shares. The stock had previously closed at $267.37.

Johnson & Johnson News Summary

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

• Positive Sentiment: The FDA granted 510(k) clearance for the MONARCH QUEST 3 robotic bronchoscopy update. The system adds artificial-intelligence-powered planning, navigation and imaging capabilities, strengthening J&J’s position in the expanding robotic-assisted medical-procedure market. Johnson & Johnson Wins FDA 510(k) Clearance for MONARCH QUEST 3 Update
• Positive Sentiment: The European Commission approved TECVAYLI combined with daratumumab for relapsed or refractory multiple myeloma. The decision was supported by Phase 3 results showing statistically significant progression-free and overall-survival improvements versus standard treatments, potentially expanding sales of J&J’s oncology portfolio. European Commission approves Johnson & Johnson’s TECVAYLI plus daratumumab
• Positive Sentiment: Analysts continue to favor J&J as a dividend-focused healthcare investment, citing its diversified operations and pipeline strength. Recent quarterly results also showed adjusted earnings and revenue ahead of consensus, with revenue up 6.6% year over year and full-year 2026 earnings guidance maintained at $11.60–$11.75 per share. Merck vs. J&J: Which Healthcare Giant Should Investors Choose?
• Neutral Sentiment: J&J’s potential interest in Seaport Therapeutics highlights continued investor focus on neuroscience and business-development opportunities, but no transaction has been announced. Why Bristol Myers, Johnson & Johnson and More Are Watching Seaport After IPO
• Negative Sentiment: Patent-protection losses remain a longer-term risk for several established drugs, although new medicines and recent approvals could help offset declining legacy-product sales. Johnson & Johnson Just Sent Shareholders an Important Message About Its Future

Analyst Ratings Changes

A number of research firms have weighed in on JNJ. Raymond James Financial set a $280.00 price objective on Johnson & Johnson in a research note on Monday, August 3rd. Morgan Stanley raised their target price on Johnson & Johnson from $284.00 to $294.00 and gave the stock an "overweight" rating in a report on Thursday, July 16th. HSBC set a $290.00 price target on Johnson & Johnson and gave the company a "buy" rating in a report on Monday, July 6th. Scotiabank reaffirmed an "outperform" rating and set a $305.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Wall Street Zen lowered shares of Johnson & Johnson from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $268.22.

Johnson & Johnson Stock Up 1.2%

The business has a 50-day moving average price of $254.48 and a 200-day moving average price of $242.52. The stock has a market cap of $652.34 billion, a PE ratio of 31.37, a price-to-earnings-growth ratio of 2.61 and a beta of 0.24. 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 (NYSE:JNJ - Get Free Report) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate 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 net margin of 21.48% and a return on equity of 32.42%. The company's revenue was up 6.6% compared to the same quarter last year. During the same period last year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson's payout ratio is presently 62.11%.

Insider Transactions at Johnson & Johnson

In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares of the company's stock, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm's stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $251.27, for a total value of $5,792,778.58. Following the completion of the transaction, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 63,972 shares of company stock valued at $16,245,605 in the last 90 days. Corporate insiders own 0.16% of the company's stock.

Institutional Investors Weigh In On Johnson & Johnson

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Silver Coast Investments LLC raised its holdings in Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company's stock worth $271,000 after purchasing an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV boosted its holdings in shares of Johnson & Johnson by 0.6% during the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company's stock valued at $1,630,000 after buying an additional 39 shares in the last quarter. Triumph Capital Management grew its position in shares of Johnson & Johnson by 1.6% in the 2nd quarter. Triumph Capital Management now owns 2,531 shares of the company's stock worth $643,000 after buying an additional 39 shares during the period. Denali Advisors LLC increased its stake in shares of Johnson & Johnson by 1.2% in the 2nd quarter. Denali Advisors LLC now owns 3,305 shares of the company's stock worth $839,000 after acquiring an additional 40 shares in the last quarter. Finally, Sierra Capital LLC increased its stake in shares of Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company's stock worth $1,685,000 after acquiring an additional 41 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company's stock.

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.

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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