Johnson & Johnson (NYSE:JNJ) Releases Quarterly Earnings Results, Beats Expectations By $0.07 EPS

Johnson & Johnson (NYSE:JNJ) announced its earnings results on Tuesday. The company reported $2.59 earnings per share for the quarter, beating the consensus estimate of $2.52 by $0.07, FiscalAI reports. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%. The business had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion.

Johnson & Johnson Price Performance

JNJ stock opened at $264.01 on Tuesday. 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 one year low of $184.66 and a one year high of $281.07. The firm has a market capitalization of $636.23 billion, a PE ratio of 30.59, a P/E/G ratio of 2.65 and a beta of 0.21. The firm has a 50-day moving average of $266.01 and a two-hundred day moving average of $249.31.

Johnson & Johnson Announces Dividend

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 dividend of $1.34 per share. The ex-dividend date of this dividend was Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Q3 earnings beat and higher guidance: Johnson & Johnson topped analysts’ expectations for the third quarter and increased its 2026 adjusted EPS outlook, signaling stronger operating momentum across its focused portfolio. Earnings Snapshot: Johnson & Johnson tops Q3 expectations, lifts full-year adjusted EPS guidance
• Positive Sentiment: Dividend reaffirmed: The board declared a quarterly cash dividend of $1.34 per share, payable December 8 to shareholders of record November 24. The payment reinforces JNJ’s income appeal and marks another distribution in the company’s long record of dividend increases. Johnson & Johnson Announces Quarterly Dividend for Fourth Quarter 2026
• Positive Sentiment: TREMFYA data supports pharmaceutical growth: New Phase 3 Crohn’s disease data showed sustained clinical and endoscopic remission through three years, with additional analyses demonstrating consistent fistula-remission results across difficult-to-treat patient groups. The findings could strengthen confidence in TREMFYA as JNJ manages Stelara-related biosimilar pressure. TREMFYA demonstrated sustained remission through three years
• Neutral Sentiment: Potential MedTech restructuring: CFO Joseph Wolk said JNJ is leaning toward spinning out its hips-and-knees business. A separation could sharpen management focus and unlock value, but execution risks and the impact on the remaining MedTech portfolio are not yet clear. J&J Is Leaning Toward Spinning Out Its Hips-And-Knees Business
• Negative Sentiment: MedTech weakness: Surgery revenue declined in the latest quarter, prompting the company to work on improving performance in its medical-device business. This offsets some of the strength from pharmaceuticals and could limit near-term upside.
• Negative Sentiment: Legal risk: Boston Scientific sued JNJ subsidiary Atraverse Medical over alleged patent infringement involving a cardiology device. An adverse outcome could restrict sales of the contested product, though the financial impact is currently uncertain. Is Johnson & Johnson Facing New MedTech Risk After a Patent Lawsuit?

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on JNJ shares. TD Cowen raised their target price on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. HSBC upped their price target on Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, September 10th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Tuesday, September 22nd. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research report on Wednesday, July 15th. Finally, Royal Bank Of Canada raised their price objective on Johnson & Johnson from $287.00 to $290.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 6th. One equities research 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. According to MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and a consensus target price of $276.22.

Insider Activity

In other news, EVP Elizabeth Forminard sold 15,918 shares of the business’s 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 sale, the executive vice president owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the sale, the executive vice president owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This trade represents a 7.16% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 87,569 shares of company stock valued at $23,064,544. 0.16% of the stock is currently owned by insiders.

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.