Johnson & Johnson (NYSE:JNJ) Receives $213.33 Consensus Price Target from Brokerages

Shares of Johnson & Johnson (NYSE:JNJ) have been assigned a consensus rating of “Moderate Buy” from the twenty-six ratings firms that are presently covering the company, Marketbeat reports. Nine investment analysts have rated the stock with a hold rating, sixteen have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12 month price objective among analysts that have updated their coverage on the stock in the last year is $226.1818.

A number of equities analysts have recently issued reports on the company. Raymond James Financial increased their target price on Johnson & Johnson from $174.00 to $209.00 and gave the stock an “outperform” rating in a research note on Wednesday, October 15th. Weiss Ratings reiterated a “buy (b)” rating on shares of Johnson & Johnson in a research report on Friday, October 31st. HSBC reissued a “buy” rating and issued a $240.00 target price on shares of Johnson & Johnson in a report on Wednesday, December 10th. Argus increased their price target on shares of Johnson & Johnson from $210.00 to $240.00 in a report on Friday. Finally, Morgan Stanley raised their price objective on shares of Johnson & Johnson from $197.00 to $200.00 and gave the company an “equal weight” rating in a research note on Thursday.

Trending Headlines about Johnson & Johnson

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

• Positive Sentiment: Q4 beat, stronger guidance and rising free cash flow: JNJ beat Q4 revenue and EPS expectations, raised FY outlook and guided to materially higher 2026 free cash flow (~$21B), which underpins analyst upgrades and ETF buying interest. ETFs to Buy Post JNJ’s Q4 Earnings Surprise & Bullish Cash Flow View
• Positive Sentiment: Large Scotiabank upgrade: Scotiabank moved to “sector outperform” and raised its target sharply (to $265), signaling confidence in J&J’s growth runway and boosting investor appetite. Johnson & Johnson (JNJ) Gets a Buy from Scotiabank
• Positive Sentiment: Multiple price target raises from analysts: Leerink (+$201→$232) and Sanford C. Bernstein (+$208→$225) (and others including Stifel, BofA) have nudged targets higher, reflecting the quarter and helping push sentiment positive. Leerink Raises Price Target Bernstein Raises Price Target
• Positive Sentiment: Technical/trend signals: MarketBeat highlights a trend‑following buy signal after a post‑earnings pullback — technical confirmation can attract momentum and institutional flows. Trend‑Following Buy Signal
• Positive Sentiment: MedTech strength and product pipeline: MedTech sales growth, product launches and the OTTAVA robotic submission provide a potential high‑growth stream beyond staples like Stelara. MedTech Growth & Product Launches
• Neutral Sentiment: Valuation checks: Coverage pieces are assessing JNJ’s valuation after the rally — some see limited near‑term upside from current levels, which could temper aggressive buying. Valuation After Momentum
• Negative Sentiment: Talc litigation risk: A Special Master allowed plaintiffs’ expert testimony in the talc MDL, keeping litigation risk visible and a potential earnings/cash‑flow overhang. Talc Litigation Update

Johnson & Johnson Stock Up 0.8%

JNJ stock opened at $220.29 on Thursday. The stock has a market capitalization of $530.74 billion, a PE ratio of 19.94, a price-to-earnings-growth ratio of 2.26 and a beta of 0.34. The company has a fifty day moving average of $208.35 and a 200-day moving average of $189.16. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07. Johnson & Johnson has a one year low of $141.50 and a one year high of $222.17.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion for the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The business’s revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the business posted $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, analysts expect that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be paid a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s payout ratio is 47.06%.

Hedge Funds Weigh In On Johnson & Johnson

Several hedge funds and other institutional investors have recently bought and sold shares of JNJ. Norges Bank acquired a new stake in Johnson & Johnson in the 2nd quarter valued at about $4,877,174,000. Laurel Wealth Advisors LLC lifted its holdings in shares of Johnson & Johnson by 15,040.6% in the second quarter. Laurel Wealth Advisors LLC now owns 7,420,699 shares of the company’s stock valued at $1,133,512,000 after purchasing an additional 7,371,687 shares in the last quarter. Capital International Investors grew its position in shares of Johnson & Johnson by 545.6% in the third quarter. Capital International Investors now owns 3,865,050 shares of the company’s stock valued at $716,657,000 after purchasing an additional 3,266,354 shares during the last quarter. Vanguard Group Inc. increased its stake in shares of Johnson & Johnson by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 237,047,859 shares of the company’s stock worth $36,209,060,000 after purchasing an additional 3,085,180 shares in the last quarter. Finally, Amundi raised its position in shares of Johnson & Johnson by 19.3% during the 3rd quarter. Amundi now owns 13,354,936 shares of the company’s stock worth $2,512,719,000 after purchasing an additional 2,163,838 shares during the last quarter. 69.55% of the stock is 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.