Brokerages Set Johnson & Johnson (NYSE:JNJ) PT at $272.83

Shares of Johnson & Johnson (NYSE:JNJ) have been given a consensus rating of “Moderate Buy” by the twenty-five brokerages that are covering the firm, MarketBeat reports. Six equities research analysts have rated the stock with a hold rating, eighteen have issued a buy rating and one has assigned a strong buy rating to the company. The average 12 month price target among analysts that have issued ratings on the stock in the last year is $272.8261.

A number of analysts have recently weighed in on JNJ shares. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a research note on Monday, August 3rd. Citigroup raised their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research report on Wednesday, July 8th. Finally, Argus set a $300.00 price objective on Johnson & Johnson in a research note on Wednesday, July 29th.

Johnson & Johnson Stock Performance

NYSE JNJ opened at $269.04 on Friday. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a fifty day moving average of $262.61 and a 200-day moving average of $245.47. The company has a market capitalization of $648.35 billion, a P/E ratio of 31.17, a P/E/G ratio of 2.63 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the business posted $2.77 earnings per share. The company’s revenue for the quarter was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities research analysts predict that Johnson & Johnson will post 11.61 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were issued 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 dividend yield of 2.0%. Johnson & Johnson’s payout ratio is 62.11%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of Johnson & Johnson stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the completion of the sale, the executive vice president directly owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction 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 sale, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 97,569 shares of company stock worth $25,476,044 in the last quarter. 0.16% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Johnson & Johnson

Institutional investors have recently modified their holdings of the stock. California State Teachers Retirement System grew its holdings in Johnson & Johnson by 25,103.8% during the second quarter. California State Teachers Retirement System now owns 943,488,645 shares of the company’s stock worth $239,617,811,000 after acquiring an additional 939,745,213 shares during the period. Auto Owners Insurance Co raised its stake in Johnson & Johnson by 22,225.6% during the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after purchasing an additional 69,108,368 shares during the period. Norges Bank acquired a new position in Johnson & Johnson in the 4th quarter valued at about $6,924,523,000. Capital World Investors purchased a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $2,005,942,000. Finally, Jupiter Topco LLC acquired a new stake in shares of Johnson & Johnson during the 2nd quarter worth approximately $1,967,399,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

• Positive Sentiment: Jim Cramer called the pullback a buying opportunity, citing Johnson & Johnson’s defensive characteristics and long-term stability. The commentary may support investor interest, but it is opinion-based rather than a new company catalyst. Cramer says it is time to buy the dip on JNJ
• Positive Sentiment: Johnson & Johnson announced that 24 abstracts will be presented at Psych Congress 2026, including the first pivotal Phase 3 CAPLYTA data in adults with bipolar mania, along with new SPRAVATO analyses and schizophrenia research. The updates could strengthen confidence in the company’s neuropsychiatry pipeline and future pharmaceutical growth. Johnson & Johnson neuropsychiatry data announcement
• Neutral Sentiment: Investors are watching defensive stocks such as JNJ ahead of upcoming CPI data and the Federal Reserve’s rate decision. The company’s dividend and healthcare exposure may provide stability, but interest-rate and macroeconomic uncertainty are driving near-term volatility. Defensive stocks to watch as CPI and the Fed test the rally
• Neutral Sentiment: A comparison with Eli Lilly frames JNJ as the steadier, more established investment, but with less breakout-growth potential. The article highlights the trade-off between JNJ’s stability and pharmaceutical-industry growth opportunities. Lilly versus J&J investment comparison
• Negative Sentiment: An executive sold approximately $9.23 million of JNJ stock. While insider selling does not necessarily indicate weakening fundamentals, the transaction can create a modest sentiment overhang. Johnson & Johnson executive stock sale

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.