Johnson & Johnson (NYSE:JNJ) Issues FY 2026 Earnings Guidance

Johnson & Johnson (NYSE:JNJ) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 11.050-11.150 for the period, compared to the consensus estimate of 11.100. The company issued revenue guidance of $101.0 billion-$101.4 billion, compared to the consensus revenue estimate of $101.3 billion.

Johnson & Johnson Trading Down 5.6%

Shares of NYSE JNJ traded down $14.83 during mid-day trading on Tuesday, hitting $248.90. The company’s stock had a trading volume of 16,613,205 shares, compared to its average volume of 7,994,569. The stock has a market cap of $599.83 billion, a price-to-earnings ratio of 28.84, a price-to-earnings-growth ratio of 2.65 and a beta of 0.21. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. Johnson & Johnson has a one year low of $184.66 and a one year high of $281.07. The company’s fifty day simple moving average is $265.89 and its 200-day simple moving average is $249.37.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings results on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.53 by $0.06. The company had revenue of $25.40 billion during the quarter, compared to analysts’ expectations of $25.38 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. Johnson & Johnson’s revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.80 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.18 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, November 24th. This represents a $5.36 dividend on an annualized basis and a yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Analyst Ratings Changes

A number of analysts have commented on JNJ shares. Guggenheim reaffirmed a “buy” rating and set a $287.00 target price on shares of Johnson & Johnson in a report on Wednesday, October 7th. Argus set a $300.00 price target on Johnson & Johnson in a research note on Wednesday, July 29th. Wall Street Zen downgraded Johnson & Johnson from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Weiss Ratings upgraded Johnson & Johnson from a “buy (b)” rating to a “buy (b+)” rating in a research report on Thursday. Finally, Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a research note on Monday, August 3rd. 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. According to data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus target price of $276.22.

Insider Activity

In related 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 completion of the transaction, the executive vice president owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the company’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 transaction of $5,792,778.58. Following the completion of the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 87,569 shares of company stock valued at $23,064,544. Insiders own 0.16% of the company’s stock.

Johnson & Johnson News Summary

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

• Positive Sentiment: JNJ reported third-quarter adjusted EPS of $2.59, exceeding the $2.53 consensus estimate, while revenue rose 5.9% year over year to approximately $25.4 billion. Johnson & Johnson Q3 earnings report
• Positive Sentiment: The company raised its FY 2026 outlook to adjusted EPS of $11.05–$11.15 and revenue of $101.0–$101.4 billion. The EPS midpoint is broadly in line with consensus, while the revenue midpoint is slightly below the $101.3 billion estimate. Johnson & Johnson reports Q3 2026 results
• Positive Sentiment: Innovative Medicine led the quarter, with oncology growth of 17%, renewed immunology growth despite Stelara exclusivity losses, and continued momentum from TREMFYA. New long-term Crohn’s disease data could support the drug’s future commercial potential. TREMFYA Crohn’s disease data
• Neutral Sentiment: JNJ declared a quarterly dividend of $1.34 per share, or $5.36 annualized, supporting its income-investment appeal. The payment is scheduled for December 8 to shareholders of record on November 24. Johnson & Johnson quarterly dividend announcement
• Negative Sentiment: MedTech grew operationally by about 2.5% but missed expectations, with weakness in cardiovascular and surgery businesses outside the United States. Management said the segment needs to improve, intensifying concerns about the division’s near-term growth prospects.
• Negative Sentiment: Reported third-quarter profit fell sharply to roughly $210 million, or $0.09 per share, because of charges related to the proposed talc litigation resolution, the Firefly Bio acquisition, and the Sail Biomedicines collaboration. These items overshadowed the adjusted earnings beat. Johnson & Johnson quarterly report analysis

Johnson & Johnson Company Profile

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.