Public Employees Retirement System of Ohio ve 2. čtvrtletí snížil podíl v Johnson & Johnson o 7,2 % a prodal 75 986 akcií. Po transakci držel 983 704 akcií v hodnotě 249,8 mil. USD.
Public Employees Retirement System of Ohio lowered its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 7.2% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 983,704 shares of the company’s stock after selling 75,986 shares during the quarter. Johnson & Johnson accounts for 0.7% of Public Employees Retirement System of Ohio’s investment portfolio, making the stock its 17th largest holding. Public Employees Retirement System of Ohio’s holdings in Johnson & Johnson were worth $249,831,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also made changes to their positions in JNJ. Elefante Mark B boosted its stake in shares of Johnson & Johnson by 9.8% in the second quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after buying an additional 2,563 shares in the last quarter. World Investment Advisors raised its position in Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after acquiring an additional 26,450 shares in the last quarter. Signal Advisors Wealth LLC raised its position in Johnson & Johnson by 76.1% in the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after acquiring an additional 6,539 shares in the last quarter. Gradient Investments LLC lifted its holdings in Johnson & Johnson by 9.9% in the second quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after acquiring an additional 13,737 shares during the period. Finally, Louisiana State Employees Retirement System purchased a new stake in shares of Johnson & Johnson during the 1st quarter worth $30,017,000. Hedge funds and other institutional investors own 69.55% of the company’s stock.
Wall Street Analyst Weigh In A number of equities analysts have recently issued reports on JNJ shares. Argus set a $300.00 price target on shares of Johnson & Johnson in a report on Wednesday, July 29th. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Royal Bank Of Canada upped their target price on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a report on Monday, August 3rd. Finally, Scotiabank reissued an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. One 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $272.83.
Get Our Latest Research Report on JNJ Insider Buying and Selling at Johnson & Johnson In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at approximately $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 97,569 shares of company stock worth $25,476,044. 0.16% of the stock is currently owned by insiders.
Johnson & Johnson Trading Down 0.0% NYSE:JNJ opened at $275.12 on Tuesday. The company has a market capitalization of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The stock has a fifty day simple moving average of $262.32 and a 200-day simple moving average of $245.30.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the company earned $2.77 EPS. The firm’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.
Johnson & Johnson Dividend Announcement The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.
Johnson & Johnson Profile (Free Report)
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.
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Jefferies Financial Group ve 2. čtvrtletí snížila podíl ve společnosti Johnson & Johnson o 8,9 % na 68 010 akcií v hodnotě 17,272 mil. USD. Institucionální investoři nyní vlastní 69,55 % akcií.
Jefferies Financial Group Inc. lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 8.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 68,010 shares of the company’s stock after selling 6,617 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Johnson & Johnson were worth $17,272,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson during the fourth quarter worth about $25,000. Matrix Trust Co grew its position in shares of Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock valued at $38,000 after purchasing an additional 54 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its stake in Johnson & Johnson by 946.7% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after purchasing an additional 142 shares in the last quarter. MidAtlantic Capital Management Inc. bought a new stake in Johnson & Johnson during the 4th quarter worth approximately $37,000. Finally, Semmax Financial Advisors Inc. raised its holdings in Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the period. 69.55% of the stock is currently owned by institutional investors.
Johnson & Johnson Stock Down 0.0% JNJ stock opened at $275.12 on Tuesday. The company has a market cap of $663.01 billion, a price-to-earnings ratio of 31.88, a P/E/G ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $281.07. The business has a 50 day moving average price of $262.32 and a two-hundred day moving average price of $245.30. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the prior year, the firm posted $2.77 EPS. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year. Johnson & Johnson Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Insider Buying and Selling In other news, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 16,994 shares in the company, valued at $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction dated 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 directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 97,569 shares of company stock worth $25,476,044. Corporate insiders own 0.16% of the company’s stock.
Wall Street Analyst Weigh In JNJ has been the subject of several research analyst reports. Royal Bank Of Canada upped their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Morgan Stanley upped their target price on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Finally, Wells Fargo & Company lifted their price target on Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research note on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $272.83.
Get Our Latest Stock Analysis on Johnson & Johnson
Johnson & Johnson Company Profile (Free Report)
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.
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Johnson & Johnson oznámila 24 abstraktů s klinickými daty z neuropsychiatrie na Psych Congress Annual Meeting 2026 (15.–19. září 2026). Největší pozornost přitahuje první prezentace dat fáze 3 přípravku CAPLYTA u dospělých s bipolární mánií.
First presentation of pivotal Phase 3 CAPLYTA ® data in adults with bipolar mania underscores the asset's potential across mood disorders
New SPRAVATO ® analyses and schizophrenia research emphasize a focus on complex, high-burden neuropsychiatric conditions
, /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced that 24 abstracts featuring clinical data and real-world evidence across the neuropsychiatry portfolio will be presented at the 2026 Psych Congress Annual Meeting (September 15-19, New Orleans, LA).
Among the featured presentations are new pivotal Phase 3 data evaluating the efficacy and safety of CAPLYTA® (lumateperone) in bipolar mania, alongside additional CAPLYTA® data across bipolar depression and major depressive disorder that further reinforce the breadth of studies for the asset across mood disorders. Data evaluating the effect of SPRAVATO® (esketamine) CIII nasal spray on depressive symptoms such as anhedonia, and Phase 3 clinical trial data for seltorexant in major depressive disorder (MDD) with insomnia symptoms will also be presented. Together, the presentations reflect the Company's continued commitment to advancing research across mood disorders, with a focus on areas where patients and clinicians still face significant treatment challenges.
"People living with neuropsychiatric disorders often face complex, overlapping symptoms that can make identification, treatment selection and long-term management especially challenging," said Jane Tiller, MD, Vice President, Global Head of Development, Neuroscience, Johnson & Johnson. "By advancing clinical and real-world evidence across our portfolio and pipeline, we aim to help move psychiatry forward so that clinicians can continue to make more informed decisions for the patients they serve."
Psych Congress Annual Meeting highlights include:
CAPLYTA® New data from a pivotal Phase 3 study investigating CAPLYTA® in the acute treatment of patients with manic episodes or manic episodes with mixed features associated with bipolar I disorder will be presented,1 alongside additional data evaluating adjunctive CAPLYTA® in MDD across depressive symptoms, remission, patient subgroups, and metabolic outcomes.2-8 New real-world evidence study evaluating treatment patterns among patients with bipolar depression receiving CAPLYTA®, including dosing and duration in line with routine clinical practice.9 SPRAVATO® New analyses examining real-world evidence on the impact of SPRAVATO® in treating anhedonia, a core symptom of depression associated with poorer treatment outcomes.10,11 Long-acting Injectables (LAIs) Real-world studies evaluating schizophrenia-related hospitalizations in young dual-eligible patients prior to LAI initiation and subsequent risk of relapse, as well as treatment satisfaction with LAIs.12,13 Seltorexant Real-world data providing insights into MDD with insomnia symptoms, including disease burden, patient management and treatment outcomes.14-16 The full list of Johnson & Johnson data presentations at Psych Congress is available on JNJ.com. The Company will also support a variety of educational programs, in-booth presentations and training opportunities for attendees, including interactive visualizations of PRIDE LAI data, and the latest CAPLYTA® schizophrenia and network meta-analysis (NMA) findings.
ABOUT BIPOLAR MANIA
Bipolar disorder affects an estimated 37 million people worldwide—approximately 1 in 200 individuals—with 4.4% of U.S. adults experiencing the condition in their lifetime.17,18 Mania, a key feature of Bipolar I disorder, is characterized by at least a week-long period of elevated or irritable mood and/or increased energy, as well as symptoms including grandiosity, decreased need for sleep, racing thoughts, distractibility, and risk-taking behavior.19 These noticeable behavioral changes often differ markedly from an individual's baseline and are frequently first recognized by those close to them. In severe cases, manic episodes may require hospitalization for safety and treatment.20
ABOUT MAJOR DEPRESSIVE DISORDER (MDD)
MDD is one of the most common psychiatric disorders and a leading cause of disability worldwide, impacting an estimated 332 million people—or about 4 percent of the population.21,22,23 In 2023, approximately 22 million adults in the U.S. had at least one major depressive episode.24 While depression is typically treated with a "one-size-fits-all" approach, no two cases are the same. MDD is a complex, heterogeneous disorder involving multiple regions of the brain and presenting with as many as 256 unique symptom combinations. As a result, responses to treatment vary widely.25,26 Only 1 in 3 patients reach remission with their first antidepressant—and rates continue to decline further with each subsequent treatment, leaving many to spend years cycling through multiple treatments trying to find complete, sustained symptom relief.27 Moreover, MDD is a risk factor for the development and worsening of a range of comorbidities, illustrating the importance of integrating mental and general health care.28
Anhedonia, a loss of interest or pleasure in previously enjoyed activities, is one of two defining symptoms of a major depressive episode.29 Anhedonia is associated with poorer treatment outcomes, including lower remission rates, greater functional impairment, and higher suicide risk.30 Notably, 40-70% of people with MDD experience anhedonia.30
MDD often includes sleep disturbances such as insomnia or hypersomnia, with approximately 60 percent of MDD patients experiencing clinically relevant insomnia symptoms despite being on an SSRI/SNRI.31 Disturbed sleep and insomnia symptoms have a significant impact on a patient's quality of life and exacerbate the risk of depressive relapse and suicide.32,33
Approximately one-third of adults with MDD will not respond to oral antidepressants alone and are considered to have treatment-resistant depression (TRD), which is often defined as inadequate response to two or more oral antidepressants that were administered at an adequate dose for an adequate duration.34,35 TRD has a significant negative impact on the lives of those affected and has one of the highest economic burdens of all psychiatric disorders.35 Patients often cycle through multiple oral medications, waiting 4-6 weeks for potential relief.36 Based on the STAR*D study, after their third line of treatment, approximately 86 percent of patients do not achieve remission.36
ABOUT SCHIZOPHRENIA
Schizophrenia is a complex, chronic brain disorder that affects how people think, feel, speak, and act. It affects up to an estimated 2.8 million adults in the United States yet remains widely misunderstood and insufficiently treated.37 Symptoms vary by person, but confusion and distortions in perceptions, emotions, and behavior are common.38 Evidence shows that the first three to five years after diagnosis — "the critical period" — from symptom onset are key for a patient's treatment, as this is when the condition progresses most rapidly.39,40 A comprehensive treatment plan, which may include medication, therapy, and psychosocial services, is critical in delaying the time to relapse for adults with schizophrenia.41
ABOUT CAPLYTA® (lumateperone)
CAPLYTA® 42 mg is an oral, once daily atypical antipsychotic approved in adults as an adjunctive therapy with antidepressants for major depressive disorder (MDD), schizophrenia, and depressive episodes associated with bipolar I or II disorder (bipolar depression), as monotherapy, or as adjunctive therapy with lithium or valproate.
While the mechanism of action of CAPLYTA® is unknown, the efficacy of CAPLYTA® could be mediated through a combination of antagonist activity at central serotonin 5-HT2A receptors and partial agonist activity at central dopamine D2 receptors.
A supplemental New Drug Application (sNDA) for CAPLYTA® with long-term data evaluating the safety and efficacy of the medication for delayed time to relapse in schizophrenia was recently approved by the U.S. Food and Drug Administration. The medication is also being studied for other neuropsychiatric disorders. CAPLYTA® is not FDA-approved for these disorders.
ABOUT SPRAVATO® (esketamine) CIII NASAL SPRAY
SPRAVATO® is approved by the U.S. Food and Drug Administration as monotherapy or in conjunction with an oral antidepressant for adults with MDD when they have inadequate response to at least two oral antidepressants (TRD) and depressive symptoms in adults with major depressive disorder with acute suicidal ideation or behavior in conjunction with an oral antidepressant. It is a non-selective, non-competitive antagonist of the N-methyl-D-aspartate (NMDA) receptor and is believed to work differently than traditional antidepressants by acting on a pathway in the brain that affects glutamate. The mechanism by which esketamine exerts its antidepressant effect is unknown. To date, SPRAVATO® has been approved in over 70 markets and administered to more than 250,000 patients worldwide.
ABOUT J&J'S SCHIZOPHRENIA LONG-ACTING INJECTABLE (LAI) PORTFOLIO
Johnson & Johnson's portfolio of long-acting injectable (LAI) offerings for schizophrenia offers a varied range of dosing options and the longest-lasting schizophrenia treatments with each dose available, including INVEGA SUSTENNA® (1-month paliperidone palmitate), INVEGA TRINZA® (3-month paliperidone palmitate), and INVEGA HAFYERA® (6-month paliperidone palmitate), all of which are administered in a clinical setting by a medical professional.42,43,44
ABOUT SELTOREXANT
Seltorexant, an investigational first-in-class therapy, is a selective antagonist of the human orexin-2 receptor currently being developed as an adjunctive treatment for adults with MDD with insomnia symptoms. Seltorexant selectively antagonizes the orexin-2 receptors, potentially improving mood symptoms associated with depression and restoring sleep without next-day sedation.45 When orexin-2 receptors are stimulated for too long or at inappropriate times, their activation can cause hyperarousal manifestations, including insomnia and excessive cortisol release, which may contribute to depression.46,47 Seltorexant is the only investigational therapy under study for the treatment of MDD that is believed to work by normalizing the overactivation of the orexin-2 receptors, thereby targeting the underlying biology that contributes to depression and insomnia symptoms.
CAPLYTA® IMPORTANT SAFETY INFORMATION
What is CAPLYTA (lumateperone)?
CAPLYTA® (lumateperone) is a prescription medicine used in adults along with an antidepressant to treat major depressive disorder (MDD); to treat depressive episodes associated with bipolar I or bipolar II disorder (bipolar depression) alone or with lithium or valproate; or to treat schizophrenia. It is not known if CAPLYTA is safe and effective in children.
IMPORTANT SAFETY INFORMATION
What is the most important information I should know about CAPLYTA?
Medicines like CAPLYTA can raise the risk of death in elderly people who have lost touch with reality (psychosis) due to confusion and memory loss (dementia). CAPLYTA is not approved for treating people with dementia-related psychosis. CAPLYTA and antidepressant medicines increase the risk of suicidal thoughts and actions in people 24 years of age and younger, especially within the first few months of treatment or when the dose is changed. Depression and other serious mental illnesses are the most important causes of suicidal thoughts and actions. Patients and their families or caregivers should watch for new or worsening depression symptoms, especially sudden changes in mood, behaviors, thoughts, or feelings. This is very important when CAPLYTA or an antidepressant medicine is started or when the dose is changed. Report any changes in these symptoms to your healthcare provider immediately. • thoughts about suicide or dying
• acting aggressive, being angry or violent
• panic attacks
• new or worse depression
• new or worse anxiety
• new or worse irritability
• feeling very agitated or restless
• suicide attempts
• acting on dangerous impulses
• trouble sleeping
• an extreme increase in activity and talking (mania)
• other unusual changes in behavior or mood
Do not take CAPLYTA if you are allergic to any of its ingredients. Get emergency medical help if you are having an allergic reaction (e.g., rash, itching, hives, swelling of the tongue, lip, face, or throat).
What are the possible side effects of CAPLYTA?
CAPLYTA may cause serious side effects, including:
Stroke (cerebrovascular problems) in elderly people with dementia-related psychosis that can lead to death. Neuroleptic malignant syndrome (NMS): high fever, confusion, changes in your breathing, heart rate, and blood pressure, stiff muscles, and increased sweating; these may be symptoms of a rare but potentially fatal condition. Contact your healthcare provider or go to the emergency room if you experience signs and symptoms of NMS. Uncontrolled body movements (tardive dyskinesia, TD) in your face, tongue, or other body parts. TD may not go away, even if you stop taking CAPLYTA. It may also occur after you stop taking CAPLYTA. Problems with your metabolism including high blood sugar, diabetes, increased fat (cholesterol and triglyceride) levels in your blood and weight gain. Your healthcare provider should check your blood sugar, fat levels, and weight before you start and during your treatment with CAPLYTA. Extremely high blood sugar levels can lead to coma or death. Call your healthcare provider if you have any of the following symptoms of high blood sugar: feeling very thirsty, hungry, sick to your stomach, needing to urinate more than usual, weak/tired, or confused, or your breath smells fruity. Low white blood cell count. Your healthcare provider may do blood tests during the first few months of treatment with CAPLYTA. Decreased blood pressure (orthostatic hypotension). You may feel lightheaded, dizzy, or faint when you rise too quickly from a sitting or lying position. Falls. CAPLYTA may make you sleepy or dizzy, may cause a decrease in your blood pressure when changing position (orthostatic hypotension), and can slow your thinking and motor skills which may lead to falls that can cause broken bones or other injuries. Seizures (convulsions). Sleepiness, drowsiness, feeling tired, difficulty thinking and doing normal activities. Until you know how CAPLYTA affects you, do not drive, operate heavy machinery, or do other dangerous activities. Problems controlling your body temperature so that you feel too warm. Avoid getting overheated or dehydrated while taking CAPLYTA. Difficulty swallowing that can cause food or liquid to get into the lungs. The most common side effects of CAPLYTA include sleepiness, dizziness, nausea, dry mouth, feeling tired, and diarrhea.
These are not all the possible side effects of CAPLYTA.
Before taking CAPLYTA, tell your healthcare provider about all of your medical conditions, including if you: have or have had heart problems or a stroke, high or low blood pressure, diabetes, or high blood sugar, problems with cholesterol, have or have had a low white blood cell count, seizures (convulsions), or kidney or liver problems.
CAPLYTA may cause fertility problems in females and males. You should notify your healthcare provider if you become pregnant or intend to become pregnant while taking CAPLYTA. There is a pregnancy registry for females who are exposed to CAPLYTA during pregnancy. CAPLYTA may cause abnormal involuntary movements and/or withdrawal symptoms in newborn babies exposed to CAPLYTA during the third trimester. Talk to your healthcare provider if you breastfeed or are planning to breastfeed as CAPLYTA passes into breast milk.
Tell your healthcare provider about all the medicines you're taking. CAPLYTA may affect the way other medicines work, and other medicines may affect how CAPLYTA works, causing possible serious side effects. Do not start or stop any medicines while taking CAPLYTA without talking to your healthcare provider. You are encouraged to report negative side effects of prescription drugs. Contact Intra-Cellular Therapies, Inc. at 1-800-526-7736 or FDA at 1-800-FDA-1088 or www.fda.gov/medwatch.
CAPLYTA is available in 42 mg, 21 mg, and 10.5 mg capsules.
Please see full Prescribing Information, including Boxed WARNINGS, and Medication Guide for CAPLYTA.
cp-548761v3
INVEGA SUSTENNA®, INVEGA TRINZA®, INVEGA HAFYERA® IMPORTANT SAFETY INFORMATION
INDICATIONS
INVEGA HAFYERA® (6-month paliperidone palmitate) is a prescription medicine given by injection every 6 months by a healthcare professional and used to treat schizophrenia. INVEGA HAFYERA® is used in adults who have been treated with either:
INVEGA SUSTENNA® (paliperidone palmitate) a 1-time-each-month paliperidone palmitate extended-release injectable suspension for at least 4 months INVEGA TRINZA® (paliperidone palmitate) a 1-time-every-3-months paliperidone palmitate extended-release injectable suspension for at least 3 months INVEGA TRINZA® is a prescription medicine given by injection every 3 months by a healthcare professional and used to treat schizophrenia. INVEGA TRINZA® is used in people who have been adequately treated with INVEGA SUSTENNA® for at least 4 months.
INVEGA SUSTENNA® is a prescription medicine given by injection by a healthcare professional.
INVEGA SUSTENNA® is used to treat schizophrenia in adults.
IMPORTANT SAFETY INFORMATION
What is the most important information I should know about INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA®?
INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may cause serious side effects, including:
Increased risk of death in elderly people with dementia-related psychosis.
INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® increase the risk of death in elderly people who have lost touch with reality (psychosis) due to confusion and memory loss (dementia). INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® are not for the treatment of people with dementia-related psychosis. Do not receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® if you are allergic to paliperidone, paliperidone palmitate, risperidone, or any of the ingredients in INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®. See the end of the Patient Information leaflet in the full Prescribing Information for a complete list of INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® ingredients.
Before you receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®, tell your healthcare professional about all your medical conditions, including if you:
have had Neuroleptic Malignant Syndrome (NMS) have or have had heart problems, including a heart attack, heart failure, abnormal heart rhythm, or long QT syndrome have or have had low levels of potassium or magnesium in your blood have or have had uncontrolled movements of your tongue, face, mouth, or jaw (tardive dyskinesia) have or have had kidney or liver problems have diabetes or have a family history of diabetes have Parkinson's disease or a type of dementia called Lewy Body Dementia have had a low white blood cell count have had problems with dizziness or fainting or are being treated for high blood pressure have or have had seizures or epilepsy have any other medical conditions are pregnant or plan to become pregnant. It is not known if INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® will harm your unborn baby If you become pregnant while taking INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®, talk to your healthcare professional about registering with the National Pregnancy Registry for Atypical Antipsychotics. You can register by calling 1-866-961-2388 or visit http://womensmentalhealth.org/clinical-and-research-programs/pregnancyregistry. Infants born to women who are treated with INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® may experience symptoms such as tremors, irritability, excessive sleepiness, eye twitching, muscle spasms, decreased appetite, difficulty breathing, or abnormal movement of arms and legs. Let your healthcare professional know if these symptoms occur. are breastfeeding or plan to breastfeed. INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®
can pass into your breast milk. Talk to your healthcare professional about the best way to feed your baby if you receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®. Tell your healthcare professional about all the medicines you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements. INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may affect the way other medicines work, and other medicines may affect how INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® works.
Your healthcare provider can tell you if it is safe to receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® with your other medicines. Do not start or stop any medicines during treatment with INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® without talking to your healthcare provider first. Know the medicines you take. Keep a list of them to show to your healthcare professional or pharmacist when you get a new medicine.
Patients (particularly the elderly) taking antipsychotics with certain health conditions or those on long-term therapy should be evaluated by their healthcare professional for the potential risk of falls.
How will I receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®?
Follow your treatment schedule exactly as your healthcare provider tells you to. Your healthcare provider will tell you how much you will receive and when you will receive it. What should I avoid while receiving INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®?
INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may affect your ability to make decisions, think clearly, or react quickly. Do not drive, operate heavy machinery, or do other dangerous activities until you know how INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® affects you. Avoid getting overheated or dehydrated. INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may cause serious side effects, including:
See "What is the most important information I should know about INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA®?" stroke in elderly people (cerebrovascular problems) that can lead to death Neuroleptic Malignant Syndrome (NMS). NMS is a rare but very serious problem that can happen in people who receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®. NMS can cause death and must be treated in a hospital. Call your healthcare professional right away if you become severely ill and have any of these symptoms: high fever; severe muscle stiffness; confusion; loss of consciousness; changes in your breathing, heartbeat, and blood pressure. problems with your heartbeat. These heart problems can cause death. Call your healthcare professional right away if you have any of these symptoms: passing out or feeling like you will pass out, dizziness, or feeling as if your heart is pounding or missing beats. uncontrolled movements of your tongue, face, mouth, or jaw (tardive dyskinesia) metabolic changes. Metabolic changes may include high blood sugar (hyperglycemia), diabetes mellitus and changes in the fat levels in your blood (dyslipidemia), and weight gain. low blood pressure and fainting changes in your blood cell counts high level of prolactin in your blood (hyperprolactinemia). INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® may cause a rise in the blood levels of a hormone called prolactin (hyperprolactinemia) that may cause side effects including missed menstrual periods, leakage of milk from the breasts, development of breasts in men, or problems with erection. problems thinking clearly and moving your body seizures difficulty swallowing that can cause food or liquid to get into your lungs prolonged or painful erection lasting more than 4 hours. Call your healthcare professional or go to your nearest emergency room right away if you have an erection that lasts more than 4 hours. problems with control of your body temperature, especially when you exercise a lot or spend time doing things that make you warm. It is important for you to drink water to avoid dehydration. The most common side effects of INVEGA HAFYERA® include: injection site reactions, weight gain, headache, upper respiratory tract infections, feeling restlessness or difficulty sitting still, slow movements, tremors, stiffness and shuffling walk.
The most common side effects of INVEGA TRINZA® include: injection site reactions, weight gain, headache, upper respiratory tract infections, feeling restlessness or difficulty sitting still, slow movements, tremors, stiffness and shuffling walk.
The most common side effects of INVEGA SUSTENNA® include: injection site reactions; sleepiness or drowsiness; dizziness; feeling of inner restlessness or needing to be constantly moving; abnormal muscle movements, including tremor (shaking), shuffling, uncontrolled involuntary movements, and abnormal movements of your eyes.
Tell your healthcare professional if you have any side effect that bothers you or does not go away. These are not all the possible side effects of INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®. For more information, ask your healthcare professional or pharmacist.
Call your healthcare professional for medical advice about side effects. You may report side effects of prescription drugs to the FDA at 1-800-FDA-1088.
General information about the safe and effective use of INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®
Medicines are sometimes prescribed for purposes other than those listed in a Patient Information leaflet.
Do not use INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® for a condition for which it was not prescribed. You can ask your pharmacist or healthcare professional for information about INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® that is written for healthcare professionals.
For more information, go to www.invegahafyera.com, www.invegatrinza.com or www.invegasustenna.com or call 1-800-526-7736.
Please click to read the full Prescribing Information, including Boxed WARNING, for INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® and discuss any questions you have with your healthcare professional.
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SPRAVATO® IMPORTANT SAFETY INFORMATION
What is SPRAVATO® (esketamine) CIII nasal spray?
SPRAVATO® is a prescription medicine used:
with or without an antidepressant taken by mouth, to treat adults with treatment-resistant depression (TRD) with an antidepressant taken by mouth, to treat depressive symptoms in adults with major depressive disorder (MDD) with suicidal thoughts or actions SPRAVATO® is not for use as a medicine to prevent or relieve pain (anesthetic). It is not known if SPRAVATO® is safe or effective as an anesthetic medicine.
It is not known if SPRAVATO® is safe and effective for use in preventing suicide or in reducing suicidal thoughts or actions. SPRAVATO® is not for use in place of hospitalization if your healthcare provider determines that hospitalization is needed, even if improvement is experienced after the first dose of SPRAVATO®.
It is not known if SPRAVATO® is safe and effective in children.
IMPORTANT SAFETY INFORMATION
What is the most important information I should know about SPRAVATO®?
SPRAVATO® can cause serious side effects, including:
Sedation, dissociation, and respiratory depression. SPRAVATO® may cause sleepiness (sedation), fainting, dizziness, spinning sensation, anxiety, or feeling disconnected from yourself, your thoughts, feelings, space and time (dissociation), breathing problems (respiratory depression and respiratory arrest) Tell your healthcare provider right away if you feel like you cannot stay awake or if you feel like you are going to pass out. Your healthcare provider must monitor you for serious side effects for at least 2 hours after taking SPRAVATO®. Your healthcare provider will decide when you are ready to leave the healthcare setting. Abuse and misuse. There is a risk for abuse and misuse with SPRAVATO®, which may lead to physical and psychological dependence. Your healthcare provider should check you for signs of abuse, misuse, and dependence before and during treatment. Tell your healthcare provider if you have ever abused or been dependent on alcohol, prescription medicines, or street drugs. Your healthcare provider can tell you more about the differences between physical and psychological dependence and drug addiction. SPRAVATO® Risk Evaluation and Mitigation Strategy (REMS). Because of the risks for sedation, dissociation, respiratory depression and abuse and misuse, SPRAVATO® is only available through a restricted program called the SPRAVATO® Risk Evaluation and Mitigation Strategy (REMS) Program. SPRAVATO® can only be administered at healthcare settings certified in the SPRAVATO® REMS Program. Patients treated in outpatient healthcare settings (such as medical offices and clinics) must be enrolled in the program. Increased risk of suicidal thoughts and actions. Antidepressant medicines may increase suicidal thoughts and actions in some people 24 years of age and younger, especially within the first few months of treatment or when the dose is changed. SPRAVATO® is not for use in children. Depression and other serious mental illnesses are the most important causes of suicidal thoughts and actions. Some people may have a higher risk of having suicidal thoughts or actions. These include people who have (or have a family history of) depression or a history of suicidal thoughts or actions. How can I watch for and try to prevent suicidal thoughts and actions in myself or a family member? Pay close attention to any changes, especially sudden changes, in mood, behavior, thoughts, or feelings, or if you develop suicidal thoughts or actions. Tell your healthcare provider right away if you have any new or sudden changes in mood, behavior, thoughts, or feelings, or if you develop suicidal thoughts or actions. Keep all follow-up visits with your healthcare provider as scheduled. Call your healthcare provider between visits as needed, especially if you have concerns about symptoms. Tell your healthcare provider or get emergency help right away if you or your family member have any of the following symptoms, especially if they are new, worse, or worry you:
thoughts about suicide or dying new or worse depression feeling very agitated or restless trouble sleeping (insomnia) acting aggressive, being angry or violent an extreme increase in activity and talking (mania) suicide attempts new or worse anxiety panic attacks new or worse irritability acting on dangerous impulses other unusual changes in behavior or mood Do not take SPRAVATO® if you:
have blood vessel (aneurysmal vascular) disease (including in the brain, chest, abdominal aorta, arms and legs) have an abnormal connection between your veins and arteries (arteriovenous malformation) have a history of bleeding in the brain are allergic to esketamine, ketamine, or any of the other ingredients in SPRAVATO®. If you are not sure if you have any of the above conditions, talk to your healthcare provider before taking SPRAVATO®.
Before you take SPRAVATO®, tell your healthcare provider about all of your medical conditions, including if you:
have heart or brain problems, including: high blood pressure (hypertension) slow or fast heartbeats that cause shortness of breath, chest pain, lightheadedness, or fainting history of heart attack history of stroke heart valve disease or heart failure history of brain injury or any condition where there is increased pressure in the brain have liver problems have ever had a condition called "psychosis" (see, feel, or hear things that are not there, or believe in things that are not true). are pregnant or plan to become pregnant. SPRAVATO® may harm your unborn baby. You should not take SPRAVATO® if you are pregnant. Tell your healthcare provider right away if you become pregnant during treatment with SPRAVATO®. If you are able to become pregnant, talk to your healthcare provider about methods to prevent pregnancy during treatment with SPRAVATO®. There is a pregnancy registry for women who are exposed to SPRAVATO® during pregnancy. The purpose of the registry is to collect information about the health of women exposed to SPRAVATO® and their baby. If you become pregnant during treatment with SPRAVATO®, talk to your healthcare provider about registering with the National Pregnancy Registry for Antidepressants at 1-844-405-6185 or online at https://womensmentalhealth.org/clinical-and-research- programs/pregnancyregistry/antidepressants/. are breastfeeding or plan to breastfeed. SPRAVATO® passes into your breast milk. You should not breastfeed during treatment with SPRAVATO®. Tell your healthcare provider about all the medicines that you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements. Taking SPRAVATO® with certain medicines may cause side effects.
Especially tell your healthcare provider if you take central nervous system (CNS) depressants, psychostimulants, or monoamine oxidase inhibitors (MAOIs) medicines. Keep a list of them to show to your healthcare provider and pharmacist when you get a new medicine.
How will I take SPRAVATO®?
You will take SPRAVATO® nasal spray yourself, under the supervision of a healthcare provider in a healthcare setting. Your healthcare provider will show you how to use the SPRAVATO® nasal spray device. Your healthcare provider will tell you how much SPRAVATO® you will take and when you will take it. Follow your SPRAVATO® treatment schedule exactly as your healthcare provider tells you to. During and after each use of the SPRAVATO® nasal spray device, you will be checked by a healthcare provider who will decide when you are ready to leave the healthcare setting. You will need to plan for a caregiver or family member to drive you home after taking SPRAVATO®. If you miss a SPRAVATO® treatment, your healthcare provider may change your dose and treatment schedule. Some people taking SPRAVATO® get nausea and vomiting. You should not eat for at least 2 hours before taking SPRAVATO® and not drink liquids at least 30 minutes before taking SPRAVATO®. If you take a nasal corticosteroid or nasal decongestant medicine take these medicines at least 1 hour before taking SPRAVATO®. What should I avoid while taking SPRAVATO®?
Do not drive, operate machinery, or do anything where you need to be completely alert after taking SPRAVATO®. Do not take part in these activities until the next day following a restful sleep. See "What is the most important information I should know about SPRAVATO®?"
What are the possible side effects of SPRAVATO®?
SPRAVATO® may cause serious side effects including:
See "What is the most important information I should know about SPRAVATO®?"
Increased blood pressure. SPRAVATO® can cause a temporary increase in your blood pressure that may last for about 4 hours after taking a dose. Your healthcare provider will check your blood pressure before taking SPRAVATO® and for at least 2 hours after you take SPRAVATO®. Tell your healthcare provider right away if you get chest pain, shortness of breath, sudden severe headache, change in vision, or seizures after taking SPRAVATO®.
Problems with thinking clearly. Tell your healthcare provider if you have problems thinking or remembering.
Bladder problems. Tell your healthcare provider if you develop trouble urinating, such as a frequent or urgent need to urinate, pain when urinating, or urinating frequently at night.
The most common side effects of SPRAVATO® include:
feeling disconnected from yourself, your thoughts, feelings and things around you dizziness nausea feeling sleepy spinning sensation decreased feeling of sensitivity (numbness) feeling anxious lack of energy increased blood pressure vomiting feeling drunk headache feeling very happy or excited If these common side effects occur, they usually happen right after taking SPRAVATO® and go away the same day.
These are not all the possible side effects of SPRAVATO®.
Call your doctor for medical advice about side effects. You may report side effects to Johnson & Johnson at 1-800-526-7736, or to the FDA at 1-800-FDA-1088.
Please see full Prescribing Information, including Boxed WARNINGS, and Medication Guide for SPRAVATO® and discuss any questions you may have with your healthcare provider.
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About Johnson & Johnson
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity.
Learn more at https://www.jnj.com/ or at www.innovativemedicine.jnj.com. Follow us at @JNJInnovMed.
Cautions Concerning Forward-Looking Statements
This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 related to product development and the potential benefits and treatment impact of CAPLYTA® (lumateperone), SPRAVATO® (esketamine) CIII nasal spray, and seltorexant. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Johnson & Johnson. Risks and uncertainties include, but are not limited to: challenges and uncertainties inherent in product research and development, including the uncertainty of clinical success and of obtaining regulatory approvals; uncertainty of commercial success; manufacturing difficulties and delays; competition, including technological advances, new products and patents attained by competitors; challenges to patents; product efficacy or safety concerns resulting in product recalls or regulatory action; changes in behavior and spending patterns of purchasers of health care products and services; changes to applicable laws and regulations, including global health care reforms; and trends toward health care cost containment. A further list and descriptions of these risks, uncertainties and other factors can be found in Johnson & Johnson's most recent Annual Report on Form 10-K, including in the sections captioned "Cautionary Note Regarding Forward-Looking Statements" and "Item 1A. Risk Factors," and in Johnson & Johnson's subsequent Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission. Copies of these filings are available online at www.sec.gov, www.jnj.com, www.investor.jnj.com or on request from Johnson & Johnson. Johnson & Johnson does not undertake to update any forward-looking statement as a result of new information or future events or developments.
References:
Brown D, Chen C, Chen M, et al. Lumateperone Treatment for Manic Episodes or Manic Episodes With Mixed Features in Bipolar I Disorder: Results From a Double-Blind, Placebo-Controlled, Randomized, Phase 3 Trial. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Black D, Namjoshi M, Obando C, et al. Changes in Mean Total Score on the PHQ-9 Among Bipolar Depression Patients Treated with Lumateperone in the United States: An Electronic Health Records Study. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chen C, Durgam S, Earley WR, et al. Adjunctive Lumateperone 42 mg Treatment in Major Depressive Disorder: A Pooled Analysis of Efficacy Across Patient-Reported Depression Symptoms. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Armas-Datorre J, Durgam S, Earley WR, et al. Lumateperone 42 mg in Major Depressive Disorder: Demographic and Clinical Subgroups Efficacy Analysis in a Phase 3 Randomized Placebo-Controlled Trial. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Bhagwagar Z, Chen C, Durgam S, et al. Lumateperone 42 mg in Patients With Major Depressive Disorder: Analysis of Remission in Short- and Long-Term Trials. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Dutheil S, Snyder G. Assessment of Lumateperone Partial Agonist Activity at Presynaptic Dopamine D2 Autoreceptors: Reversal of Haloperidol-Induced Tyrosine Hydroxylase Phosphorylation in Mouse Striatum. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chepke C, Durgam S, Earley W, et al. Metabolic Profile of Adjunctive Lumateperone 42 mg in Major Depressive Disorder: A Pooled Analysis of 2 Randomized, Placebo-Controlled Trials. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chen H, Namjoshi M, Wu E, et al. Total Cost per Remitter of Lumateperone Versus Cariprazine for the Treatment of Major Depressive Disorder in the United States. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Liu Z, Namjoshi M, Obando C, et al. Real-World Lumateperone Dosing Patterns and Treatment Duration in Bipolar Depression. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chepke C, Fu DJ, Himedan M, et al. Montgomery-Åsberg Depression Rating Scale Anhedonia Factor Score Following Esketamine Nasal Spray Monotherapy in Adult Patients With Treatment-Resistant Depression: A Post Hoc Analysis. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Cutler AJ, Drzayich J, Fu DJ, et al. Esketamine Nasal Spray on Anhedonia and Functional Outcomes: Findings from the Ventura Real-World Evidence Study. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Benson C, Doshi J, Geng Z, et al. Association of Schizophrenia-Related Hospitalization Before Long-Acting Injectable Antipsychotic Initiation and Outcomes Among Young Dual Eligibles. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Citrome L, Cline F, Han J, et al. Treatment Satisfaction, Quality of Life, Satisfaction with Participation in Social Roles, and Caregiver Burden In Adults with Schizophrenia Treated with Paliperidone Palmitate Long-Acting Injectables. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Cambron-Mellott J, Dwibedi N, Hamilton J, et al. Incidence of cardiometabolic events among adults with major depressive disorder with and without insomnia symptoms: a real-world evidence study. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Benson C, Campbell A, Johnston K, et al. Association of Insomnia Symptoms in Major Depressive Disorder with Healthcare Resource Use and Cardiovascular and Metabolic Conditions - Analysis of National Health & Nutrition Examination Survey. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Creel S, Hebert Z, Johnston K, et al. Understanding Insomnia Management in Major Depressive Disorder Through Patient-Provider Discourse. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. World Health Organization. Bipolar disorder. September 2025. Accessed August 2026. https://www.who.int/news-room/fact-sheets/detail/bipolar-disorder National Health Institute. Bipolar Disorder. Accessed August 2026. https://www.nimh.nih.gov/health/statistics/bipolar-disorder#part_2606 Oliva V, Fico G, De Prisco M et al. Bipolar disorders: an update on critical aspects. Lancet Reg Health Eur. 2024;48. doi:10.1016/j.lanepe.2024.101135. Cleveland Clinic. Mania. April 2026. Accessed August 2026. https://my.clevelandclinic.org/health/diseases/21603-mania World Health Organization. Mental disorders. Accessed May 2026. https://www.who.int/news-room/fact-sheets/detail/mental-disorders National Alliance on Mental Health. Mental health by the numbers. Accessed May 2026. https://www.nami.org/mental-health-by-the-numbers/ World Health Organization. Depressive disorder (depression). Accessed October 2025. who.int/news-room/fact-sheets/detail/depression Key substance use and mental health indicators in the United States: results from the 2023 national survey on drug use and health. Center for Behavioral Health Statistics and Quality, Substance Abuse and Mental Health Services Administration. Published July 2024. Accessed May 2026. https://www.samhsa.gov/data/report/2023-nsduh-annual-national-report Su YA and Si T. Progress and challenges in research of the mechanisms of anhedonia in major depressive disorder. Gen Psychiatr. 2022;35:e100724. doi:10.1136/gpsych-2021-10072 Pandya M, et al. Where in the Brain Is Depression? Curr Psychiatry Rep. 2012;14:634–642. doi:10.1007/s11920-012-0322-7 Rush AJ, Trivedi MH, Wisniewski SR, et al. Acute and longer-term outcomes in depressed outpatients requiring one or several treatment steps: a STAR*D report. Am J Psychiatry. 2006 Nov;163(11):1905-17. doi:10.1176/ajp.2006.163. Arnaud AM, Brister TS, Duckworth K, et al. Impact of major depressive disorder on comorbidities: a systematic literature review. J Clin Psychiatry. 2022;83(6):21r14328. Cao B, Zhu J, Zuckerman H, et al. Pharmacological interventions targeting anhedonia in patients with major depressive disorder: A systematic review. Prog Neuropsychopharmacol Biol Psychiatry. 2019;92:109–117. doi: 10.1016/j.pnpbp.2019.01.002 Kale H, Ganz ML, Ghosh, R. Burden of prominent anhedonia in major depressive disorder reflected in polypharmacy, healthcare use and humanistic outcomes. Poster presentation at Psych Congress 2024, Boston, MA, United States. Ohayon MM, Roth T. Place of chronic insomnia in the course of depressive and anxiety disorders. J Psychiatr Res. 2003;37(1):9-15. doi:10.1016/S0022-3956(02)00052-3 Taddei-Allen P. Economic Burden and Managed Care Considerations for the Treatment of Insomnia. AJMC. Updated April 12, 2020. Accessed May 2026. https://www.ajmc.com/view/economic-burden-and-managed-care-considerations-for-the-treatment-of-insomnia Ağargün MY, Kara H, Solmaz M. Sleep disturbances and suicidal behavior in patients with major depression. J Clin Psychiatry. 1997;58(6):249-51 National Institute of Mental Health. Major Depression. Accessed May 2026. https://www.nimh.nih.gov/health/statistics/major-depression Zhdanava M, Pilon D, Ghelerter I, et al. The prevalence and national burden of treatment-resistant depression and major depressive disorder in the United States. J Clin Psychiatry. 2021;82(2):20m13699. doi:10.4088/JCP.20m13699 Sanacora G, Zarate C, Krystal J, et al. Targeting the glutamatergic system to develop novel, improved therapeutics for mood disorders. Nat Rev Drug Discov. 2008;7(5):426-437. doi:10.1038/nrd2462 Treatment Advocacy Center. Schizophrenia Fact Sheet. Accessed May 2026. www.tac.org/reports_publications/schizophrenia-fact-sheet/. Tandon, Rajiv et al. "The schizophrenia syndrome, circa 2024: What we know and how that informs its nature." Schizophrenia research vol. 264 (2024): 1-28. doi:10.1016/j.schres.2023.11.015 Birchwood, M. "Early intervention and sustaining the management of vulnerability." The Australian and New Zealand Journal of Psychiatry vol. 34 Suppl (2000): S181-4. doi:10.1080/000486700241 National Alliance on Mental Illness. Understanding Schizophrenia. Accessed May 2026. https://www.nami.org/types-of-conditions/schizophrenia/ Alphs L, et al. Factors associated with relapse in schizophrenia despite adherence to long-acting injectable therapy. Int Clin Psychopharmacol. 2016;31(4)202-209. doi:10.1097/YIC.0000000000000125 INVEGA SUSTENNA® [Prescribing Information]. Titusville, NJ: Janssen Pharmaceuticals, Inc. INVEGA TRINZA® [Prescribing Information]. Titusville, NJ: Janssen Pharmaceuticals, Inc. INVEGA HAFYERA® [Prescribing Information]. Titusville, NJ: Janssen Pharmaceuticals, Inc. Recourt K, de Boer P, Zuiker R, et al. The selective orexin-2 antagonist seltorexant (JNJ-42847922/MIN-202) shows antidepressant and sleep-promoting effects in patients with major depressive disorder [published correction appears in Transl Psychiatry. 2019 Oct 2;9(1):240. doi:10.1038/s41398-019-0585-4 Nollet M, Leman S. Role of orexin in the pathophysiology of depression: potential for pharmacological intervention. CNS Drugs. 2013;27(6):411-422. doi:10.1007/s40263-013-0064-z Brooks S, Jacobs GE, de Boer P, et al. The selective orexin-2 receptor antagonist seltorexant improves sleep: An exploratory double-blind, placebo controlled, crossover study in antidepressant-treated major depressive disorder patients with persistent insomnia. J Psychopharmacol. 2019;33(2):202-209. doi:10.1177/0269881118822258 SOURCE Johnson & Johnson
Jim Cramer called the JNJ dip a buying opportunity live on air, but the data behind his reasoning had already been published hours earlier, and the stock's recent performance tells a very different story than a typical defensive play.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
On Tuesday morning’s Squawk on the Street, Jim Cramer told viewers to step in on a mid-session drop in Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction). “J and J down six off of a weakness in the drug group. Nothing particular,” Cramer said, adding “I’m going to buy some of that because they’ve got something for schizophrenia.” He tied the call to the Psych Congress conference running September 15-19 in New Orleans, where he expects fresh data on Caplyta and Spravato.
The dip was real. JNJ was down 2.33% on the session to $268.82, part of a broader pharma selloff that included Amgen down 7.6%, Bristol Myers Squibb down 3.1%, and the health care ETF XLV down 1.9%.
Buy the Dip, or Buy the Leader? The framing worth pausing on is what Cramer left out. JNJ is up 53.76% over the past year and up 31.99% year to date, hitting an all-time high last week. Compare that with the two names he most often positions JNJ against as a hedge:
NVIDIA (NASDAQ:NVDA): up 32.63% over the past year, 22.06% YTD. Apple (NASDAQ:AAPL): up 32.32% over the past year, 16.59% YTD. On August 27, Cramer told a viewer holding Alphabet, Nvidia, and Apple to add JNJ as their health care counterweight, saying of the tech giants “own them. Don’t trade them.” The ballast is beating the ships.
Psych Congress Data Was Already Out Cramer told viewers JNJ “will reveal some documents about how Caplyta is doing versus manias”. In fact, the company had already published the release. At 8 a.m. ET on September 8, JNJ put out “Johnson & Johnson spotlights new neuropsychiatry data across bipolar mania, depression and schizophrenia at Psych Congress 2026,” hours before the Cramer segment aired.
One indication note for investors: Spravato, which Cramer highlighted, is approved for treatment-resistant depression and major depressive disorder with suicidal ideation, not schizophrenia. Caplyta, acquired via the April 2025 Intra-Cellular Therapies deal, is the schizophrenia and bipolar depression asset. On the Q2 call, management said new patient starts were up 122% versus prior year, and cited 70.9% growth for the franchise.
Fundamentals Under the Trade The dip-buy thesis rests on a business that has been accelerating. Q2 2026 worldwide sales were $25.3 billion, up 5.6% operationally, with Innovative Medicine at $16.4 billion. Oncology led: Darzalex sales exceeded $4 billion, and Tremfya reached $2 billion, growing 71%.
CEO Joaquin Duato raised the 2026 outlook to reported sales of $101.1 billion at the midpoint and reported EPS of $11.60 to $11.75, with the company still targeting double-digit growth by the end of the decade. Q1 2026 revenue of $24.06 billion beat consensus by 1.89%, with adjusted EPS of $2.70 versus $2.68 expected, per the company’s Q1 2026 8-K.
For income investors, JNJ paid its $1.34 quarterly dividend on September 8, extending what management calls its 64th consecutive year of dividend increases, the kind of multi-decade streak we screened for in our free Dividend Kings guide. Reddit’s dividend-focused community reflects that positioning, with a bullish sentiment score of 72.
What to Watch Next Between now and year-end, the catalyst calendar includes the Icotide readout in psoriatic arthritis, the Caplyta bipolar mania readout, and the Enterprise Business Review scheduled December 8, 2026, where management is expected to detail the planned Orthopaedics separation. Cramer’s dip call is worth evaluating on its merits, but investors weighing it should note this “defensive” name has been outperforming the broader market.
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Fayez Sarofim & Co increased its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 5.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 688,542 shares of the company’s stock after acquiring an additional 37,213 shares during the period. Fayez Sarofim & Co’s holdings in Johnson & Johnson were worth $174,869,000 at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of the business. Blueline Advisors LLC acquired a new stake in shares of Johnson & Johnson in the fourth quarter valued at $25,000. Matrix Trust Co raised its position in Johnson & Johnson by 56.2% in the 2nd quarter. Matrix Trust Co now owns 150 shares of the company’s stock worth $38,000 after purchasing an additional 54 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. boosted its position in Johnson & Johnson by 946.7% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock valued at $32,000 after buying an additional 142 shares during the last quarter. MidAtlantic Capital Management Inc. acquired a new stake in Johnson & Johnson in the fourth quarter worth about $37,000. Finally, Semmax Financial Advisors Inc. raised its stake in shares of Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.
Johnson & Johnson News Roundup Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided? Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis Johnson & Johnson Stock Performance NYSE JNJ opened at $275.12 on Monday. The stock has a market cap of $663.01 billion, a PE ratio of 31.88, 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. The firm has a 50-day moving average of $261.98 and a 200-day moving average of $245.08. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 EPS. Johnson & Johnson’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.
Johnson & Johnson Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Insiders Place Their Bets In related news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the firm’s 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 transaction, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 97,569 shares of company stock valued at $25,476,044 in the last three months. Insiders own 0.16% of the company’s stock.
Analyst Ratings Changes JNJ has been the subject of several recent research reports. Scotiabank reiterated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research note on Wednesday, July 15th. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. Finally, Royal Bank Of Canada lifted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $272.83.
Read Our Latest Stock Analysis on JNJ
(Free Report)
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.
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Corient Private Wealth LP lifted its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 127.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,060,922 shares of the company’s stock after purchasing an additional 3,393,981 shares during the quarter. Johnson & Johnson comprises approximately 1.2% of Corient Private Wealth LP’s portfolio, making the stock its 19th biggest position. Corient Private Wealth LP owned about 0.25% of Johnson & Johnson worth $1,539,292,000 at the end of the most recent reporting period.
Other institutional investors also recently added to or reduced their stakes in the company. Silver Coast Investments LLC boosted its stake in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after buying an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its holdings in shares of Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock valued at $1,630,000 after purchasing an additional 39 shares in the last quarter. Denali Advisors LLC increased its position in Johnson & Johnson by 1.2% during the second quarter. Denali Advisors LLC now owns 3,305 shares of the company’s stock worth $839,000 after buying an additional 40 shares in the last quarter. Sierra Capital LLC raised its stake in Johnson & Johnson by 0.5% in the 4th quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after purchasing an additional 41 shares during the last quarter. Finally, Beaird Harris Wealth Management LLC boosted its stake in shares of Johnson & Johnson by 1.8% during the 4th quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after purchasing an additional 42 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.
Wall Street Analyst Weigh In JNJ has been the subject of a number of recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. Scotiabank reaffirmed an “outperform” rating and issued a $305.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Guggenheim upped their price target on shares of Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Finally, Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $272.83.
View Our Latest Analysis on JNJ Key Stories Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided? Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis Johnson & Johnson Stock Down 0.0% Shares of NYSE:JNJ opened at $275.12 on Monday. The firm has a 50 day simple moving average of $261.98 and a 200 day simple moving average of $245.08. 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 has a 52 week low of $173.33 and a 52 week high of $281.07. The company has a market cap of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the previous year, the business posted $2.77 EPS. The business’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, research analysts expect 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. Stockholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.
Insider Buying and Selling In other news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the completion of the transaction, the executive vice president directly owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Elizabeth Forminard sold 15,918 shares of the business’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 97,569 shares of company stock valued at $25,476,044 in the last quarter. Insiders own 0.16% of the company’s stock.
(Free Report)
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.
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Blue Edge Capital LLC cut its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 18.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 15,069 shares of the company’s stock after selling 3,464 shares during the quarter. Blue Edge Capital LLC’s holdings in Johnson & Johnson were worth $3,827,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also modified their holdings of the company. Fayez Sarofim & Co lifted its holdings in Johnson & Johnson by 5.7% in the second quarter. Fayez Sarofim & Co now owns 688,542 shares of the company’s stock valued at $174,869,000 after acquiring an additional 37,213 shares during the period. Redwood Investment Management LLC raised its holdings in shares of Johnson & Johnson by 4.6% during the second quarter. Redwood Investment Management LLC now owns 5,960 shares of the company’s stock valued at $1,514,000 after acquiring an additional 263 shares during the last quarter. Parvin Asset Management LLC boosted its stake in Johnson & Johnson by 6.1% during the 2nd quarter. Parvin Asset Management LLC now owns 3,470 shares of the company’s stock worth $881,000 after purchasing an additional 200 shares during the last quarter. Proficio Capital Partners LLC boosted its position in Johnson & Johnson by 615.1% during the second quarter. Proficio Capital Partners LLC now owns 10,547 shares of the company’s stock worth $2,679,000 after acquiring an additional 9,072 shares during the last quarter. Finally, Pure Financial Advisors LLC grew its position in shares of Johnson & Johnson by 4.1% in the second quarter. Pure Financial Advisors LLC now owns 29,199 shares of the company’s stock valued at $7,416,000 after purchasing an additional 1,150 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Johnson & Johnson News Summary Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided? Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis Insider Activity at Johnson & Johnson In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the business’s stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total value of $9,230,439.78. Following the completion of the sale, the executive vice president owned 25,447 shares in the company, valued at approximately $6,991,308.78. The trade was a 56.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 97,569 shares of company stock valued at $25,476,044 over the last 90 days. 0.16% of the stock is owned by insiders. Johnson & Johnson Trading Down 0.0% NYSE:JNJ opened at $275.12 on Monday. The stock has a 50-day simple moving average of $261.98 and a 200-day simple moving average of $245.08. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The stock has a market cap of $663.01 billion, a P/E ratio of 31.88, a P/E/G ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $281.07.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the prior year, the firm posted $2.77 earnings per share. The firm’s revenue 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, analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Analyst Ratings Changes Several brokerages have recently weighed in on JNJ. The Goldman Sachs Group reissued a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. Morgan Stanley increased their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Guggenheim lifted their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price for the company in a report on Wednesday, May 13th. Finally, Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $272.83.
Get Our Latest Report on JNJ
Johnson & Johnson Profile (Free Report)
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.
Recommended Stories Five stocks we like better than Johnson & Johnson AI Token Costs Are Changing the Hardware vs. Software Debate 3 ETFs That Could Move as Rate Expectations Shift 3 Stocks With September Catalysts Investors Shouldn’t Ignore Ollie’s Bargain Outlet Stock Falls on Weak Comps Despite Margin Gains Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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EFG International AG ve 2. čtvrtletí snížila podíl v Johnson & Johnson o 5,5 % na 374 628 akcií v hodnotě 95,206,000 USD. JNJ je nyní 12. největší pozice fondu.
EFG International AG decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 5.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 374,628 shares of the company’s stock after selling 22,008 shares during the period. Johnson & Johnson accounts for 1.7% of EFG International AG’s holdings, making the stock its 12th biggest position. EFG International AG’s holdings in Johnson & Johnson were worth $95,206,000 at the end of the most recent quarter.
A number of other institutional investors also recently bought and sold shares of the stock. Auto Owners Insurance Co increased its position in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after acquiring an additional 69,108,368 shares during the period. Norges Bank acquired a new position in shares of Johnson & Johnson in the 4th quarter valued at $6,924,523,000. Capital World Investors purchased a new position in shares of Johnson & Johnson in the 4th quarter valued at about $2,005,942,000. Diamant Asset Management Inc. raised its stake in shares of Johnson & Johnson by 24,436.5% during the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after buying an additional 4,454,778 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its holdings in Johnson & Johnson by 41.7% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 12,423,886 shares of the company’s stock worth $2,571,124,000 after buying an additional 3,655,754 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In Several equities analysts have recently weighed in on the stock. Argus set a $300.00 price target on shares of Johnson & Johnson in a research note on Wednesday, July 29th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the stock a “buy” rating in a research report on Monday, July 6th. Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Finally, Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $272.83.
Read Our Latest Analysis on JNJ Johnson & Johnson Stock Down 0.0% Shares of NYSE JNJ opened at $275.12 on Monday. The business has a 50-day moving average price of $261.98 and a 200 day moving average price of $245.08. The stock has a market cap of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same quarter in the prior year, the business earned $2.77 EPS. Johnson & Johnson’s quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s payout ratio is presently 62.11%.
Johnson & Johnson News Roundup Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided? Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis Insider Activity In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value 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. This represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Kathryn Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 97,569 shares of company stock valued at $25,476,044 over the last three months. 0.16% of the stock is currently owned by corporate insiders.
(Free Report)
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.
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Connor Clark & Lunn Investment Management ve 2. čtvrtletí zvýšila podíl v Johnson & Johnson o 7,4 % na 307 423 akcií. Hodnota podílu činila 78 076 000 USD.
Connor Clark & Lunn Investment Management Ltd. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 7.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 307,423 shares of the company’s stock after buying an additional 21,189 shares during the period. Connor Clark & Lunn Investment Management Ltd.’s holdings in Johnson & Johnson were worth $78,076,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the stock. Capital Square LLC lifted its stake in Johnson & Johnson by 1.6% during the 2nd quarter. Capital Square LLC now owns 7,530 shares of the company’s stock valued at $1,935,000 after acquiring an additional 117 shares in the last quarter. Mission Financial Group LLC purchased a new position in Johnson & Johnson in the second quarter worth $615,000. Elefante Mark B grew its stake in Johnson & Johnson by 9.8% in the 2nd quarter. Elefante Mark B now owns 28,686 shares of the company’s stock valued at $7,285,000 after purchasing an additional 2,563 shares during the period. LM Advisors LLC increased its position in shares of Johnson & Johnson by 309.2% during the 2nd quarter. LM Advisors LLC now owns 9,022 shares of the company’s stock valued at $2,291,000 after purchasing an additional 6,817 shares during the last quarter. Finally, First Nebraska Trust Co raised its stake in shares of Johnson & Johnson by 1.2% during the 2nd quarter. First Nebraska Trust Co now owns 67,346 shares of the company’s stock worth $17,104,000 after purchasing an additional 802 shares during the period. Institutional investors own 69.55% of the company’s stock.
Analyst Ratings Changes Several equities analysts recently weighed in on the stock. Wells Fargo & Company increased their price target on shares of Johnson & Johnson from $272.00 to $282.00 and gave the company an “overweight” rating in a research report on Monday, August 3rd. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. The Goldman Sachs Group restated a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Stifel Nicolaus set a $260.00 price objective on Johnson & Johnson in a research note on Wednesday, July 15th. Finally, Guggenheim increased their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a report on Thursday, August 6th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $272.83.
Read Our Latest Report on JNJ Johnson & Johnson News Summary Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Analyst sentiment remains supportive. JNJ received an upgrade that helped it reach a new 12-month high, while the broader analyst view is rated “Moderate Buy.” UBS also began coverage, potentially increasing institutional attention. Johnson & Johnson Reaches New 12-Month High Following Analyst Upgrade Johnson & Johnson Receives Average Rating of Moderate Buy Positive Sentiment: Johnson & Johnson’s 64-year record of dividend growth remains a key support for income-oriented investors. Strong profitability and the company’s diversified healthcare portfolio help sustain the dividend despite competitive pressure on a major drug. Johnson & Johnson Is Boring Which Makes Its Dividend Nearly Perfect Neutral Sentiment: Management will discuss the business at the Deutsche Bank Healthcare Summit on September 17. The event could provide updates on pharmaceuticals, litigation and forward guidance, but it is not itself a change to earnings expectations. Johnson & Johnson to Participate in the Deutsche Bank 2026 Healthcare Summit Negative Sentiment: Profit-taking and valuation risk are elevated after JNJ gained about 60% over the past year versus roughly 21% for the S&P 500. Analysts question whether the current price already discounts growth above management’s near-term outlook. Was JNJ Stock Rally Actually Its Own? Is Johnson & Johnson Stock Priced For More Growth Than It Has Guided? Negative Sentiment: An executive vice president sold 33,597 shares worth approximately $9.2 million, reducing his holdings by 56.9%. The sale may reinforce short-term concerns about insider conviction, although it does not change JNJ’s fundamentals. SEC insider transaction filing Negative Sentiment: An analyst lowered the FY2026 EPS forecast, adding pressure to expectations. Talc litigation also remains unresolved despite a proposed path toward settlement, while the Louisiana verdict continues to focus attention on legal liability and potential costs. Johnson & Johnson dividend and competition analysis Johnson & Johnson Stock Performance NYSE:JNJ opened at $275.12 on Friday. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $281.07. The stock has a market cap of $663.01 billion, a P/E ratio of 31.88, a PEG ratio of 2.66 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The business’s 50-day moving average price is $261.98 and its two-hundred day moving average price is $245.07.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities 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 will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.
Insider Buying and Selling In related news, EVP Timothy Schmid sold 33,597 shares of the stock in a transaction 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 transaction, the executive vice president owned 25,447 shares of the company’s stock, valued at approximately $6,991,308.78. This trade represents a 56.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Insiders have sold 97,569 shares of company stock worth $25,476,044 in the last ninety days. 0.16% of the stock is currently owned by insiders.
(Free Report)
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.
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Tři Dividend Kings — Coca-Cola, Procter & Gamble a Johnson & Johnson — i při vyšších výnosech státních dluhopisů dál každé čtvrtletí zvyšovaly dividendy. U všech je klíčová silná hotovost a rozvaha.
Treasury yields near a one-year high are punishing most dividend stocks, but a handful of Dividend Kings kept signing bigger checks every single quarter without missing a beat. The question is whether their balance sheets can keep that streak alive.
Rising rates create a specific, mechanical problem for dividend stocks: when risk-free yields climb, a payout has to fight bonds for the same investor dollar, and share prices of income names often slide even when the underlying business is fine. That backdrop is live right now. The 10-Year Treasury yield closed at 4.79% on September 2, 2026, sitting in the 99.2 percentile of its trailing one-year range. Against that competition, three US-listed Dividend Kings kept declaring higher payouts through every quarterly cycle from 2022 forward. Their dividend records tell the real story here.
Coca-Cola Kept Ratcheting the Payout Higher Every Year Coca-Cola (NYSE:KO | KO Price Prediction) owns the world’s largest branded beverage system, with a portfolio that includes Coca-Cola, Sprite, Fanta, Dasani, smartwater, fairlife, Costa, and BODYARMOR. Market cap sits at roughly $382.2 billion, and shares trade at 29 times earnings with a dividend yield of 2.30%.
The quarterly dividend was $0.44 across the 2022 declarations, $0.46 across 2023, $0.485 across 2024, $0.51 across 2025, and $0.53 on the three declarations available in 2026. The annualized forward payout is $2.12.
Coca-Cola raised its 2026 free cash flow guide to approximately $12.4 billion on roughly $14.6 billion in operating cash flow. Second-quarter organic revenue grew 6%, unit case volume grew 5%, and management flagged first-half free cash flow of approximately $6.9 billion. Net debt leverage is 1.4 times EBITDA, below the company’s stated target range of 2 to 2.5 times. On the July call, CFO John Murphy said the balance sheet delivers “increased flexibility and optionality to continue to both reinvest in our business and return capital to share owners.”
Here is the price-versus-payout gap for income investors. Across the custom rate-hike window from March 17, 2022 to July 27, 2023, KO’s adjusted price moved from $53.03 to $57.16, a 7.8% gain, while the quarterly declaration stepped from $0.44 to $0.46. The stock advanced modestly while the check kept getting bigger.
One of the main risks facing the company is that the Asia Pacific price/mix ran negative 9% in the quarter, and the company still faces ongoing IRS tax litigation and higher input costs that could pressure margins.
Procter & Gamble Delivered a Seven-Decade Streak Under Pressure Procter & Gamble (NYSE:PG) owns a staples portfolio built on Tide, Pampers, Gillette, Bounty, Charmin, Crest, Dawn, Downy, Olay, Pantene, SK-II, Head & Shoulders, and Oral-B. Market cap is around $341.2 billion, and the current share price is $146.92.
Filings confirm 70 consecutive years of dividend increases and 136 consecutive years of dividend payments since incorporation in 1890. The declared quarterly amount stepped from $0.8698 to $0.9133 on the April 12, 2022 declaration, then to $0.9407 on April 11, 2023, to $1.0065 on April 9, 2024, to $1.0568 on April 8, 2025, and to $1.0885 on January 13, 2026. The three declarations in 2026 have all been at $1.0885, with an annualized forward payout of $4.354.
Fiscal 2026 delivered $15.84 billion of free cash flow on $87.03 billion of revenue, with adjusted free cash flow productivity of 100%. On the July 29 call, CFO Andre Schulten laid out the capital return: “We increased our dividend by 3% and returned over $15 billion of value to shareholders, over $10 billion in dividends, and $5 billion in share repurchase.” The company committed to over $10 billion in dividends and approximately $5 billion in buybacks for fiscal 2027.
PG shares are down 4.42% over the trailing one-year period, moving from $153.71 to $146.92, while the declared payout stepped from $1.0568 to $1.0885 inside that same year. The stock fell. The dividend rose. For an income holder collecting the check, the business kept its promise even as the market marked the shares lower.
In terms of the risk, management flagged an approximately $1 billion after-tax commodity, energy, and transport headwind in fiscal 2027, plus $150 million of higher interest expense, alongside tariff uncertainty and pockets of volume weakness in Greater China.
Johnson & Johnson Raised Every April Through the Cycle Johnson & Johnson (NYSE:JNJ) runs the largest diversified pharma-plus-MedTech operation in the world. Filings confirm 64 consecutive years of dividend increases, cementing Dividend King status. Market cap is roughly $671.0 billion, with shares at $278.43.
The quarterly dividend stepped from $1.06 on the January 4, 2022 declaration to $1.13 on April 19, 2022, to $1.19 on April 18, 2023, to $1.24 on April 16, 2024, to $1.30 on April 15, 2025, and to $1.34 on April 14, 2026. Trailing 12-month dividends total $5.28, with an annualized forward of $5.36.
Fiscal 2025 free cash flow reached $19.7 billion on $94.19 billion of revenue, and management’s full-year free cash flow outlook is approaching $21 billion. CFO Joe Wolk restated the priority on the second-quarter call: “We also remain committed to returning capital directly to shareholders, primarily through our dividend.” The balance sheet holds roughly $21 billion of cash and marketable securities against $49 billion of debt, and CEO Joaquin Duato pointed to 28 platforms each generating more than $1 billion in annual revenue.
DARZALEX grew 22.5% to $3.96 billion, TREMFYA grew 68.3% to $1.61 billion, and 2026 guidance was raised to $100.3 to $101.3 billion in reported sales with adjusted EPS of $11.45 to $11.65.
The bears were quick to note that STELARA revenue dropped 59.7% to $656 million on biosimilar competition, and litigation charges hit $330 million in Q1, on top of a planned Orthopaedics separation that carries execution risk.
What This Stress Test Tells Income Investors The lesson is separation. Three Dividend Kings faced the sharpest run-up in benchmark yields in a generation, watched bonds crowd their yield story, and still declared higher payouts every year. PG’s stock actually fell over the trailing year while the declared quarterly rose to $1.0885. That gap between the stock price and the treasurer’s decision is the whole point of owning coverage-first blue chips (we ranked ten Dividend Kings by valuation right now in a free report you can grab here). For a retiree living on the check, dividend safety came from free cash flow and balance sheets, and the rate spike never touched it.
Contact [email protected] for any questions or corrections.
Bank of Nova Scotia grew its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 16.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 886,454 shares of the company’s stock after buying an additional 124,651 shares during the period. Bank of Nova Scotia’s holdings in Johnson & Johnson were worth $225,132,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in Johnson & Johnson by 13.9% during the fourth quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank grew its stake in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the period. Sivia Capital Partners LLC increased its position in Johnson & Johnson by 13.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after buying an additional 692 shares in the last quarter. Wealth Group Ltd. increased its position in Johnson & Johnson by 12.8% in the 2nd quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after buying an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its stake in Johnson & Johnson by 9.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after buying an additional 6,584 shares during the period. 69.55% of the stock is owned by institutional investors and hedge funds.
Johnson & Johnson Trading Up 1.3% Shares of JNJ stock opened at $278.66 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market capitalization of $671.54 billion, a price-to-earnings ratio of 32.29, a PEG ratio of 2.63 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $281.07. The company has a 50-day simple moving average of $261.57 and a two-hundred day simple moving average of $244.85.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year. Johnson & Johnson Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is 62.11%.
Key Headlines Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320 Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating. Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk? Insiders Place Their Bets In other news, EVP Jennifer Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction 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 sale, the executive vice president directly owned 194,451 shares in the company, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Kathryn Wengel sold 10,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades A number of brokerages have commented on JNJ. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. Johnson Rice reaffirmed a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. Wall Street Zen downgraded shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Citigroup boosted their price target on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Finally, Bank of America upped their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $272.83.
View Our Latest Stock Report on Johnson & Johnson
Johnson & Johnson Profile (Free Report)
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.
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Commerce Bank ve 2. čtvrtletí zvýšila svůj podíl v Johnson & Johnson o 1,9 % na 990 481 akcií v hodnotě 251,6 mil. USD. J&J zároveň oznámila zisk 2,90 USD na akcii a tržby 25,31 mld. USD, obojí nad odhady.
Commerce Bank increased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 1.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 990,481 shares of the company’s stock after acquiring an additional 18,546 shares during the quarter. Johnson & Johnson makes up approximately 1.1% of Commerce Bank’s holdings, making the stock its 15th biggest holding. Commerce Bank’s holdings in Johnson & Johnson were worth $251,552,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of the business. Blueline Advisors LLC acquired a new position in Johnson & Johnson in the fourth quarter valued at $25,000. Cresta Advisors Ltd. acquired a new stake in Johnson & Johnson in the 4th quarter worth about $26,000. Bay Harbor Wealth Management LLC increased its stake in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares during the last quarter. Semmax Financial Advisors Inc. increased its stake in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after acquiring an additional 72 shares during the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. lifted its holdings in shares of Johnson & Johnson by 946.7% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after acquiring an additional 142 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Johnson & Johnson Stock Up 1.3% Shares of NYSE JNJ opened at $278.66 on Friday. The stock has a fifty day moving average price of $261.57 and a 200 day moving average price of $244.85. 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 12-month low of $173.33 and a 12-month high of $281.07. The company has a market cap of $671.54 billion, a P/E ratio of 32.29, a P/E/G ratio of 2.63 and a beta of 0.24.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year. Johnson & Johnson Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Insider Activity In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 23,003 shares in the company, valued at $5,779,963.81. The trade was a 50.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. The trade was a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is currently owned by company insiders.
Johnson & Johnson News Summary Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320 Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating. Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk? Analyst Ratings Changes JNJ has been the subject of several research analyst reports. Royal Bank Of Canada upped their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Bank of America boosted their price objective on shares of Johnson & Johnson from $254.00 to $263.00 and gave the company a “neutral” rating in a research note on Friday, July 10th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research report on Wednesday, July 15th. UBS Group started coverage on Johnson & Johnson in a report on Wednesday. They issued a “buy” rating and a $320.00 target price on the stock. Finally, Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 16th. One 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 company’s stock. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $272.83.
Read Our Latest Analysis on Johnson & Johnson
(Free Report)
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.
Featured Articles Five stocks we like better than Johnson & Johnson The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now Dropping the Dough: Yum! Brands Strategically Trims the Fat These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Clear Harbor Asset Management ve 2. čtvrtletí snížila podíl v Johnson & Johnson o 3,8 % a držela 57 875 akcií. Hodnota pozice činila 14,699 milionu USD.
Clear Harbor Asset Management LLC lowered its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.8% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 57,875 shares of the company’s stock after selling 2,278 shares during the quarter. Johnson & Johnson accounts for 0.9% of Clear Harbor Asset Management LLC’s investment portfolio, making the stock its 22nd largest holding. Clear Harbor Asset Management LLC’s holdings in Johnson & Johnson were worth $14,699,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also made changes to their positions in JNJ. Blueline Advisors LLC acquired a new position in Johnson & Johnson during the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson in the 4th quarter valued at approximately $26,000. Bay Harbor Wealth Management LLC boosted its stake in shares of Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares in the last quarter. Semmax Financial Advisors Inc. grew its holdings in Johnson & Johnson by 55.0% during the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. raised its position in Johnson & Johnson by 946.7% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after acquiring an additional 142 shares in the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.
Johnson & Johnson Trading Up 1.3% Johnson & Johnson stock opened at $278.66 on Friday. The stock has a 50-day moving average price of $261.57 and a 200 day moving average price of $244.85. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $281.07. The stock has a market cap of $671.54 billion, a PE ratio of 32.29, a P/E/G ratio of 2.63 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 released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period last year, the company earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year. Johnson & Johnson Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.
Analysts Set New Price Targets A number of analysts recently commented on JNJ shares. Wells Fargo & Company boosted their price objective on shares of Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a report on Monday, August 3rd. TD Cowen lifted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Finally, Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average target price of $272.83.
Read Our Latest Research Report on Johnson & Johnson
Insiders Place Their Bets In other news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at $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 is available at the SEC website. Also, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 63,972 shares of company stock valued at $16,245,605. Insiders own 0.16% of the company’s stock.
Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320 Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating. Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk? (Free Report)
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.
Read More Five stocks we like better than Johnson & Johnson The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now Dropping the Dough: Yum! Brands Strategically Trims the Fat These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern
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Emerald Investment Advisers LLC raised its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 28.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 32,530 shares of the company’s stock after acquiring an additional 7,121 shares during the quarter. Emerald Investment Advisers LLC’s holdings in Johnson & Johnson were worth $8,262,000 as of its most recent SEC filing.
Several other hedge funds have also recently made changes to their positions in JNJ. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. acquired a new position in Johnson & Johnson in the fourth quarter valued at approximately $26,000. Bay Harbor Wealth Management LLC lifted its stake in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after buying an additional 49 shares during the period. Semmax Financial Advisors Inc. boosted its holdings in shares of Johnson & Johnson by 55.0% during the 2nd quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after buying an additional 72 shares in the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. grew its position in shares of Johnson & Johnson by 946.7% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after buying an additional 142 shares during the period. 69.55% of the stock is owned by institutional investors.
Analyst Ratings Changes A number of research firms recently issued reports on JNJ. Johnson Rice reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, August 3rd. HSBC set a $290.00 price target on shares of Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Argus set a $300.00 price objective on shares of Johnson & Johnson in a research report on Wednesday, July 29th. TD Cowen boosted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Finally, Citigroup upped their price target on Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. One 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 has a consensus rating of “Moderate Buy” and an average price target of $272.83.
Read Our Latest Report on JNJ Johnson & Johnson Stock Performance Shares of Johnson & Johnson stock opened at $278.66 on Friday. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $281.07. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44. The business has a 50 day moving average price of $261.57 and a 200-day moving average price of $244.85. The company has a market cap of $671.54 billion, a PE ratio of 32.29, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter in the prior year, the company posted $2.77 earnings per share. Johnson & Johnson’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.
Johnson & Johnson Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.
Key Headlines Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320 Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating. Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk? Insider Activity In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Kathryn Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 63,972 shares of company stock valued at $16,245,605 over the last ninety days. Company insiders own 0.16% of the company’s stock.
(Free Report)
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.
Further Reading Five stocks we like better than Johnson & Johnson The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now Dropping the Dough: Yum! Brands Strategically Trims the Fat These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern
Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.
Evolve Private Wealth LLC lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 27.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 31,341 shares of the company’s stock after selling 11,894 shares during the period. Johnson & Johnson makes up 0.5% of Evolve Private Wealth LLC’s portfolio, making the stock its 27th biggest position. Evolve Private Wealth LLC’s holdings in Johnson & Johnson were worth $7,960,000 as of its most recent SEC filing.
Other large investors also recently made changes to their positions in the company. World Investment Advisors grew its holdings in Johnson & Johnson by 19.6% during the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares during the period. Principal Financial Group Inc. boosted its stake in shares of Johnson & Johnson by 0.8% during the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after acquiring an additional 28,370 shares during the period. Signal Advisors Wealth LLC increased its holdings in shares of Johnson & Johnson by 76.1% during the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after acquiring an additional 6,539 shares during the last quarter. Louisiana State Employees Retirement System bought a new stake in Johnson & Johnson in the 1st quarter valued at $30,017,000. Finally, Gradient Investments LLC lifted its holdings in Johnson & Johnson by 9.9% during the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after purchasing an additional 13,737 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.
Insider Buying and Selling at Johnson & Johnson In other news, EVP Jennifer Taubert sold 15,000 shares of the firm’s stock in a transaction 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 transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathryn Wengel sold 10,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is owned by insiders.
Analyst Ratings Changes JNJ has been the topic of several research analyst reports. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Wells Fargo & Company increased their price objective on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Wall Street Zen lowered shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Weiss Ratings raised shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $272.83. Read Our Latest Analysis on JNJ
Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320 Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating. Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk? Johnson & Johnson Stock Performance NYSE JNJ opened at $278.66 on Friday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $281.07. The firm has a market capitalization of $671.54 billion, a price-to-earnings ratio of 32.29, a P/E/G ratio of 2.63 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. The firm’s 50 day simple moving average is $261.57 and its 200 day simple moving average is $244.85.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. During the same period in the prior year, the company earned $2.77 earnings per share. The company’s quarterly revenue 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, research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.
Johnson & Johnson Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 1.9%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Johnson & Johnson Company Profile (Free Report)
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.
Featured Articles Five stocks we like better than Johnson & Johnson The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story NVIDIA’s Hugging Face Deal Raises a Bigger Question About Its AI Moat Now Dropping the Dough: Yum! Brands Strategically Trims the Fat These 3 Stock Charts Just Flashed the Dreaded Death Cross Pattern Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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The new objective implies roughly 16% upside and reflects stronger expectations for J&J's pharmaceutical pipeline. Summary
Wall Street is pricing pipeline acceleration beyond current earnings.
Johnson & Johnson JNJ, the pharmaceutical and medical-technology powerhouse, surged roughly 1.2% to $274.395 Wednesday after UBS cranked its price target from $280 to $320. Barron's reported that J&J became the Dow's biggest point booster in early trading. Wall Street heard the message loud and clear: UBS sees more fuel in this rally.
The firm kept its Buy rating, pointing to faster growth and more value hiding inside J&J's pharmaceutical pipeline. The operating engine is already delivering. J&J's second-quarter results showed sales climbing 6.6% to $25.3 billion, while management raised its 2026 sales midpoint to $101.1 billion and adjusted earnings guidance to $11.68 per share.
But the valuation is flashing yellow. The picture shows J&J trading 42.25% above its $192.90 GF Value, leaving little room for pipeline stumbles. UBS's $320 target still points to roughly 16.6% upside from $274.395, but J&J must earn every dollar. Clinical wins, regulatory approvals and successful launches now matter more than another round of multiple expansion.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Johnson & Johnson čelí tlaku po ztrátě exkluzivity Stelary a čekají ho další expirace patentů u Simponi a Opsumitu. Slabší je i MedTech, kde Abiomed ve 2. čtvrtletí klesl o 2 %.
Key Takeaways J&J faces pressure from Stelara's LOE, upcoming Opsumit and Simponi expiries, and MedTech weakness.Abiomed sales fell 2% as physicians reassessed Impella use after a U.K. clinical trial raised concerns.J&J targets about $100 billion in 2026 revenues, with double-digit growth in sight by decade's end. Johnson & Johnson (JNJ - Free Report) continues to deliver solid operating performance, but its growth story faces several important challenges. The company is navigating the impact of major patent expirations, including the loss of exclusivity (LOE) for Stelara, while upcoming LOEs could add further pressure to its Innovative Medicine business. At the same time, weakness in parts of its MedTech portfolio, pricing pressure in key markets and lingering talc-related litigation remain concerns for investors. Let’s examine these key headwinds and assess whether the healthcare giant is well-positioned to overcome them and sustain its long-term growth trajectory.
Stelara LOE & Upcoming Patent Expiries Weigh on J&J’s GrowthThe biggest long-term challenge for J&J is the loss of exclusivity for some of its key drugs.
J&J lost U.S. patent exclusivity of Stelara in 2025. Stelara was a key top-line driver for J&J, accounting for around 18% of J&J’s Innovative Medicine unit’s sales in 2024, before it lost patent exclusivity in 2025.
Several biosimilar versions of Stelara were launched in the United States in 2025 as the drug lost patent exclusivity. According to patent settlements and license agreements, Amgen (AMGN - Free Report) , Teva Pharmaceutical Industries (TEVA - Free Report) , Alvotech, Samsung Bioepis/Sandoz and some other companies launched Stelara biosimilars.
Stelara’s LOE negatively impacted the Innovative Medicines segment’s growth by 10.4% in 2025 and 8.4% in the first half of 2026.
In addition, J&J expects generic competition for both Simponi and Opsumit to weigh on sales in 2026 as the drugs face loss of patent protection. Biosimilars for Simponi entered the European market in the second quarter of 2026, with a potential U.S. entrant later in the year. Generic competition for Opsumit entered the U.S. market late in the second quarter, which is expected to pressure sales in the second half.
Abiomed Weakness & China Headwinds Hurt J&J’s MedTech GrowthSales in J&J's Abiomed business under the MedTech segment declined 2% in the second quarter as procedure volumes slowed following changes in Impella usage after a recent U.K. clinical trial raised questions about the device’s benefit in certain high-risk procedures, prompting physicians to reassess patient selection and adopt a more cautious approach to using the device.
Reflecting these challenges, J&J tempered its outlook for Abiomed, now expecting only modest growth in the second half of 2026 rather than the stronger rebound it had previously anticipated. The impact of the U.K. study is expected to linger and hurt Abiomed’s growth until the PROTECT IV data is presented in 2027. PROTECT IV is a large clinical trial of the company’s Impella device in high-risk percutaneous coronary intervention.
Sales in J&J’s MedTech business are facing continued headwinds in China. Sales in China are being hurt by the impact of the volume-based procurement (VBP) program. VBP is a government-driven cost containment effort in China. J&J expects continued impacts from VBP issues in China in 2026, mainly in the second half. Competitive pressure is also hurting sales growth in some MedTech businesses.
J&J’s Talc Litigation Nears Resolution but Remains a Key Investor ConcernJ&J faces approximately 76,000 lawsuits for its talc-based products, primarily baby powders. The lawsuits allege that its talc products contain asbestos, which caused many women to develop ovarian cancer. While the company has taken steps to resolve many of these matters, litigation has remained an overhang for a long time that has resulted in high costs, negative headlines and weighed on investor sentiment.
Though the issue is close to resolution, it has not yet been fully resolved. In July 2026, J&J agreed to a $5.5 billion settlement covering nearly all its remaining talc litigation. The agreement requires participation by plaintiff firms representing at least 95% of the remaining claims before it becomes effective. J&J expects the first payment of up to $3 billion in 2027, with additional payments beginning in 2028.
Can J&J Navigate the Challenges?J&J has delivered consistent earnings and sales growth, supported by strong growth of oncology drugs and newer medicines.
The company expects 2026 to be a year of accelerated growth. The company is confident that it can achieve its target of generating around $100 billion in revenues in 2026. It expects sales to continue to improve in 2027, with a “line of sight” to double-digit growth by the end of the decade. J&J believes that it is already achieving this growth. Though J&J’s total revenues are currently rising in a mid-single-digit range, excluding Stelara, J&J’s top line grew in a double-digit range in both the first and second quarters of 2026.
J&J also expects its MedTech business to perform better in the second half of the year than it did in the first half, driven by strength in Vision, Orthopedics, Surgery and better performance in Cardiovascular. While the Abiomed softness creates a new overhang, it is only 2% of sales, and J&J has various other top-line drivers to compensate.
Despite headwinds like the Stelara patent cliff, the upcoming LOE of key drugs Opsumit and Simponi, and softness in MedTech, J&J looks quite confident that it will be able to navigate these challenges.
JNJ’s Price Performance, Valuation and EstimatesJ&J’s shares have outperformed the industry so far this year. The stock has risen 31.1% year to date compared with 13.0% appreciation of the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, J&J is expensive. Going by the price/earnings ratio, the company’s shares currently trade at 21.86 forward earnings, higher than 18.55 for the industry. The stock is also trading above its five-year mean of 15.65.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings has risen from $11.58 per share to $11.59 per share over the past 60 days, while that for 2027 earnings has gone up from $12.65 per share to $12.80 over the same time frame.
Image Source: Zacks Investment Research
J&J has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Procter & Gamble nemá v plánu rozdělení firmy, což podle článku činí její dividendový příběh stabilnější než u Johnson & Johnson. P&G zároveň potvrdila výhled na více než 10 miliard USD na dividendách a zhruba 5 miliard USD na zpětných odkupech.
Both Johnson and Johnson and Procter & Gamble just refreshed decades-long dividend streaks, but one company has a corporate event on the horizon that has derailed other legendary payout records before.
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Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) and Procter & Gamble (NYSE:PG) both recently refreshed their long dividend records. J&J posted Q1 2026 revenue of $24.06 billion and P&G closed fiscal 2026 with core EPS of $6.89. One is heading into a spinoff while the other stays intact, and that structural difference defines the comparison.
How Each Payout Actually Landed This Cycle J&J lifted its quarterly dividend to $1.34 per share, with an ex-date of August 25, 2026, and a September 8 payment. The trailing 12-month total is $5.28, with the forward annualized total at $5.36. Growth is doing the heavy lifting: Darzalex at $4.21 billion (+22.5%) and Tremfya at $2.05 billion (+68.3%) more than offset Stelara’s revenue erosion of 55.7%.
P&G paid $1.0885 per share on August 17, 2026, with forward annualized of $4.354. Fiscal 2026 organic sales grew more than 1%, and management returned over $15 billion to shareowners, including more than $10 billion in dividends. Growth, not coverage, is the concern.
Metric JNJ PG Latest quarterly dividend $1.34 $1.0885 Forward annualized $5.36 $4.354 1-year price change +53.4% −4.9% Where the Two Streaks Really Diverge J&J is heading into a corporate event that has broken other long streaks. CFO Joe Wolk said the company is “on track for a mid-2027 separation” of DePuy Synthes, with more updates expected later in 2026. The precedent cuts both ways. The Kenvue separation in 2023 came and went without a rebase, and quarterly dividends rose from $1.13 in 2022 to $1.34 today. 3M’s payout did not survive its Solventum spinoff intact.
P&G has no such event. New CEO Shailesh Jejurikar said, “we continue to believe the strategy is right,” backing it with $2.8 billion of pre-tax productivity savings. Fiscal 2027 guidance still calls for $10 billion in dividends and roughly $5 billion in buybacks, absorbing a $1 billion after-tax commodity headwind.
A Price Paradox Investors Keep Missing The stock with the quieter payout has been the worse performer. PG is up just 1.3% year to date, while JNJ has climbed 28.5% YTD. Pipeline strength, not payout policy, drove that gap. CEO Duato reminded investors that the company has 28 platforms each generating more than $1 billion in annual revenue.
Verdict For a retirement income investor wondering which payout is less likely to be disturbed by a corporate action, the answer is P&G. No separation is planned, coverage is generous, and productivity is funding the raise. (If you want a broader shortlist of 50-year raisers screened by valuation, we put 10 of them in a free Dividend Kings report.)
J&J’s payout looks equally covered, with FY2025 operating cash flow of $24,530 million against dividends paid of $12,381 million, but the DePuy Synthes carve-out is exactly the type of event that has tested streaks before. One specific thing to watch is J&J’s Enterprise Business Review on December 8. If management reaffirms the dividend framework alongside the separation terms, the dividend streak will likely continue uninterrupted.
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Commerzbank Aktiengesellschaft FI ve 2. čtvrtletí zvýšila svůj podíl v Johnson & Johnson o 5,9 % na 630 281 akcií v hodnotě 160,1 mil. USD. Zdravotnický titul je její 9. největší držbou.
Commerzbank Aktiengesellschaft FI boosted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 5.9% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 630,281 shares of the company’s stock after buying an additional 34,975 shares during the quarter. Johnson & Johnson makes up about 3.2% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 9th biggest holding. Commerzbank Aktiengesellschaft FI’s holdings in Johnson & Johnson were worth $160,072,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in JNJ. Blueline Advisors LLC bought a new stake in shares of Johnson & Johnson in the fourth quarter worth about $25,000. Cresta Advisors Ltd. bought a new position in Johnson & Johnson during the 4th quarter valued at approximately $26,000. Bay Harbor Wealth Management LLC raised its position in Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares during the last quarter. Semmax Financial Advisors Inc. lifted its stake in Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock worth $31,000 after acquiring an additional 72 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. lifted its position in shares of Johnson & Johnson by 946.7% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 157 shares of the company’s stock worth $32,000 after purchasing an additional 142 shares during the period. Institutional investors own 69.55% of the company’s stock.
Insider Buying and Selling In related news, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This trade represents a 7.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 63,972 shares of company stock valued at $16,245,605. Company insiders own 0.16% of the company’s stock.
Analyst Ratings Changes Several equities analysts recently issued reports on JNJ shares. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Guggenheim lifted their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. HSBC set a $290.00 target price on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. Royal Bank Of Canada raised their target price on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research note on Monday, July 13th. Finally, Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. One 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 company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $268.22. Check Out Our Latest Report on JNJ
Johnson & Johnson News Roundup Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: China approved J&J’s oral psoriasis pill, Icotyde, expanding the company’s immunology portfolio and giving it a simpler treatment option to compete with rival products from Bristol Myers Squibb and AbbVie. The pill could also broaden J&J’s presence in China, although it may compete with the company’s established injectable Tremfya franchise. China approves J&J’s oral psoriasis pill Positive Sentiment: The FDA expanded approval of Imaavy for warm autoimmune hemolytic anemia in patients 12 and older who are receiving or have previously received steroids. As the first approved treatment for this rare, potentially life-threatening disorder, Imaavy addresses an unmet need and could support J&J’s rare-disease growth strategy. Imaavy expands into rare blood disorder Positive Sentiment: Recent analysis points to a favorable shift in J&J’s product mix, with newer products increasingly offsetting pressure from the STELARA patent loss. This supports the view that growth in the broader Innovative Medicine portfolio may be more important than the shrinking contribution from STELARA. Did a product swap fuel JNJ stock’s surge? Positive Sentiment: Investors continue to view JNJ as a defensive dividend holding, supported by its balance sheet, diversified healthcare operations and ability to generate dependable returns through economic cycles. Johnson & Johnson is a top dividend stock Johnson & Johnson Stock Performance JNJ stock opened at $268.30 on Friday. Johnson & Johnson has a 1 year low of $173.33 and a 1 year high of $276.47. The company has a market cap of $646.58 billion, a P/E ratio of 31.09, a price-to-earnings-growth ratio of 2.56 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The stock’s fifty day moving average price is $258.88 and its 200-day moving average price is $243.94.
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, topping analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company 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 firm posted $2.77 earnings per share. The firm’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, equities analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is 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 presently 62.11%.
(Free Report)
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.
Further Reading Five stocks we like better than Johnson & Johnson From SaaS-pocalypse to Perfect Storm: Workday’s AI Growth Story Strengthens These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Venture Into High-Volatility Corners of the Market With These 3 ETFs 3 Retail Stocks to Watch After a Big Consumer Earnings Week Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Deutsche Bank AG ve 2. čtvrtletí zvýšila podíl v Johnson & Johnson o 8,5 % na 15 661 323 akcií v hodnotě 3 977 506 000 USD. Banka tak držela asi 0,65 % společnosti.
Deutsche Bank AG raised its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 8.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,661,323 shares of the company’s stock after acquiring an additional 1,225,676 shares during the quarter. Johnson & Johnson comprises 1.2% of Deutsche Bank AG’s investment portfolio, making the stock its 13th biggest holding. Deutsche Bank AG owned about 0.65% of Johnson & Johnson worth $3,977,506,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after acquiring an additional 6,332 shares in the last quarter. United Bank grew its holdings in Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after purchasing an additional 4,876 shares during the period. Sivia Capital Partners LLC grew its holdings in Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares during the period. Wealth Group Ltd. increased its stake in Johnson & Johnson by 12.8% in the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the period. 69.55% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades A number of brokerages recently commented on JNJ. TD Cowen boosted their target price on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Weiss Ratings upgraded Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, July 24th. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday, August 3rd. Finally, Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a research report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average target price of $268.22.
View Our Latest Stock Report on Johnson & Johnson Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: China approved J&J’s oral psoriasis pill, Icotyde, expanding the company’s immunology portfolio and giving it a simpler treatment option to compete with rival products from Bristol Myers Squibb and AbbVie. The pill could also broaden J&J’s presence in China, although it may compete with the company’s established injectable Tremfya franchise. China approves J&J’s oral psoriasis pill Positive Sentiment: The FDA expanded approval of Imaavy for warm autoimmune hemolytic anemia in patients 12 and older who are receiving or have previously received steroids. As the first approved treatment for this rare, potentially life-threatening disorder, Imaavy addresses an unmet need and could support J&J’s rare-disease growth strategy. Imaavy expands into rare blood disorder Positive Sentiment: Recent analysis points to a favorable shift in J&J’s product mix, with newer products increasingly offsetting pressure from the STELARA patent loss. This supports the view that growth in the broader Innovative Medicine portfolio may be more important than the shrinking contribution from STELARA. Did a product swap fuel JNJ stock’s surge? Positive Sentiment: Investors continue to view JNJ as a defensive dividend holding, supported by its balance sheet, diversified healthcare operations and ability to generate dependable returns through economic cycles. Johnson & Johnson is a top dividend stock Insider Activity at Johnson & Johnson In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction dated 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 sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 63,972 shares of company stock valued at $16,245,605 over the last quarter. Corporate insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Up 1.0% Shares of JNJ stock opened at $268.30 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09. The company has a market capitalization of $646.58 billion, a price-to-earnings ratio of 31.09, a PEG ratio of 2.56 and a beta of 0.24. Johnson & Johnson has a 52-week low of $173.33 and a 52-week high of $276.47. The company has a 50-day simple moving average of $258.88 and a two-hundred day simple moving average of $243.94.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The company’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
(Free Report)
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.
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FDA rozšířil schválení léku J&J Imaavy pro vzácnou krevní poruchu wAIHA u pacientů od 12 let, kteří jsou aktuálně nebo dříve léčeni steroidy. Je to první léčba pro toto onemocnění.
The U.S. Food and Drug Administration has approved the expanded use of Johnson & Johnson's (JNJ.N) drug to treat a rare blood disorder, the company said on Monday.
The approval makes Imaavy the first treatment cleared for warm autoimmune hemolytic anemia, or wAIHA, and covers patients aged 12 and older who are currently or were previously treated with steroids.
The life-threatening disease causes the immune system to destroy red blood cells, leading to severe anemia, fatigue, blood clots and kidney failure.
Imaavy blocks a protein that keeps harmful antibodies in the bloodstream, lowering their levels while preserving other immune functions. The drug is infused into a vein every four weeks at a dose based on weight.
"Imaavy was able to demonstrate patients can go down on their steroids and still maintain that clinical response. Those are really important advances for patients," Johnson & Johnson's global immunology head David Lee told Reuters.
The approval was based on a mid-to-late-stage study of 115 adults in which about three times as many patients receiving Imaavy achieved a lasting improvement in hemoglobin levels after 24 weeks as those on placebo. Hemoglobin carries oxygen in red blood cells.
The most common side effects were swelling in the arms or legs, diarrhea and fever. Imaavy can also raise the risk of infections and cause serious allergic or infusion-related reactions, according to its prescribing information.
Lee said existing treatments also have toxicities and may not adequately control the disease. He said Imaavy improved and stabilized patients' blood counts in the study.
About one in 8,000 people have wAIHA, with one to three new cases diagnosed annually per 100,000 people, according to Johnson & Johnson.
Imaavy was first approved in April last year to treat generalized myasthenia gravis in certain adults and patients aged 12 and older. The rare immune disorder causes muscle weakness.
Johnson & Johnson v pondělí odpoledne vzrostl asi o 1,2 % na 273,31 USD, protože investoři vyhledávali defenzivní tituly. Tržby ve 2. čtvrtletí stouply o 6,6 % na 25,3 mld. USD a upravený zisk na akcii činil 2,90 USD.
, the pharmaceutical and medical-technology powerhouse, gained approximately 1.2% to $273.31 Monday afternoon. Technology stocks were cracking. Johnson & Johnson was climbing. Investors wanted defensive earnings—and they were willing to pay up for them.
The fundamentals gave buyers a reason. Second-quarter sales jumped 6.6% to $25.3 billion, while adjusted earnings hit $2.90 per share. Innovative Medicine delivered 6.8% operational growth. MedTech added 3.6%. Management lifted its operating outlook, although acquisition-related dilution later pressured reported profit guidance.
Here is the catch: safety looks expensive. At $273.31, the stock sits 41.91% above its GF Value estimate of $192.59 and trades at roughly 32 times earnings. Stelara is battling biosimilars. MedTech execution remains uneven. Recent deals will weigh on near-term profits. Johnson & Johnson offers stability, but the market is already charging a premium for it. The pipeline now needs to deliver.
Johnson & Johnson čeká v druhé polovině roku několik klíčových katalyzátorů, včetně možného schválení Imaavy pro teplou autoimunitní hemolytickou anémii. Icotrokinra má potenciál stát se největším produktem firmy s prodejním potenciálem 10 miliard USD.
Key Takeaways J&J's pipeline features catalysts across oncology, immunology and neuroscience.Icotyde's oral psoriasis treatment could become J&J's largest product, with $10 billion in sales potential.Several approvals & data readouts, plus MedTech innovation, could support growth through the rest of the year. Johnson & Johnson’s (JNJ - Free Report) pipeline is becoming an increasingly important growth driver as the company looks to offset future pressure from mature products such as Stelara and eventually Darzalex. The company has a particularly strong set of catalysts in oncology, immunology and neuroscience, with several potential approvals, label expansions and important phase III readouts scheduled.
In the past year, it has gained approval for new products like Inlexzo/TAR-200, a first-of-its-kind drug-releasing system, for treating high-risk non-muscle invasive bladder cancer, Imaavy (nipocalimab) for treating generalized myasthenia gravis and Icotyde (icotrokinra), an oral targeted peptide inhibitor of the IL-23 receptor, for treating moderate-to-severe plaque psoriasis (PsO). J&J markets Icotyde in partnership with Protagonist Therapeutics (PTGX - Free Report) .
On the second-quarter conference call, J&J said that it is seeing strong launches of Inlexzo, Icotyde, as well as Imaavy.
Nipocalimab, an FcRn blocker, is also being evaluated for various immune-mediated conditions. It is under priority review in the United States for warm autoimmune hemolytic anemia, in late-stage studies for hemolytic disease of the fetus and newborn, systemic lupus erythematosus and Sjogren’s disease, and in mid-stage studies for idiopathic inflammatory myopathy. J&J believes that nipocalimab has pipeline-in-a-product potential.
J&J believes that Icotyde/icotrokinra has the potential to revolutionize the treatment of plaque psoriasis with a once-daily pill, whereas most currently available effective options for treating plaque psoriasis are injectables, such as AbbVie’s (ABBV - Free Report) popular injection, Skyrizi, and J&J’s own injection, Tremfya.
Icotyde offers a compelling advantage over existing plaque psoriasis treatments by combining biologic-level precision with the convenience of an oral pill. Unlike injectable IL-23 biologics, such as AbbVie’s Skyrizi and Tremfya, it eliminates the need for injections, improving patient comfort and adherence. Icotrokinra is also being evaluated in phase III studies for ulcerative colitis and psoriatic arthritis and in phase II for Crohn’s Disease. It has the potential to be J&J’s largest product ever, with $10 billion in sales potential.
One might wonder whether, with three new drug approvals recently, J&J’s pipeline progress could slow down in the next few months. That might not be the case.
J&J expects several meaningful pipeline catalysts in the second half of the year, including potential FDA regulatory approval for Imaavy for warm autoimmune hemolytic anemia. In July, J&J announced positive top-line data from the phase III MonumenTAL-6 study evaluating Tecvayli plus Talvey in patients with relapsed or refractory multiple myeloma who had received one to four prior lines of therapy. The combination regimen reduced the risk of disease progression or death by 89% versus investigator’s choice of standard care while reducing the risk of death by 62%.
Other important data readouts expected later this year include Inlexzo in high-risk bladder cancer, Icotyde in psoriatic arthritis and Caplyta in bipolar mania.
A key pipeline candidate is JNJ-4804, a co-antibody therapeutic being developed in phase III studies for ulcerative colitis and Crohn's disease. The company is also working on expanding labels of currently marketed products like Darzalex, Tremfya, Carvykti, Erleada, Rybrevant/Lazcluze and others.
As regards its MedTech segment, a key product approved recently in the United States was the OTTAVA robotic surgery system, J&J’s next-generation soft-tissue surgical robot. It was approved in July. VARIPULSE Pro, an advanced Pulsed Field Ablation platform, is expected to be approved by the FDA later this year. VARIPULSE Pro was launched in the EU in April.
Overall, J&J’s robust pipeline and a steady stream of clinical and regulatory catalysts should support growth in the second half of 2026 and beyond. The potential expansion of newer drugs, strong late-stage candidates and continued MedTech innovation provide multiple avenues for J&J to offset patent pressures and sustain long-term growth.
JNJ’s Price Performance, Valuation and EstimatesJ&J’s shares have outperformed the industry so far this year. The stock has risen 30.6% year to date compared with 18.2% appreciation of the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, J&J is expensive. Going by the price/earnings ratio, the company’s shares currently trade at 21.84 forward earnings, higher than 19.50 for the industry. The stock is also trading above its five-year mean of 15.65.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings has risen from $11.58 per share to $11.59 per share over the past 60 days, while that for 2027 earnings has gone up from $12.65 per share to $12.80 over the same time frame.
Image Source: Zacks Investment Research
J&J has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
In May 2023, Johnson & Johnson (JNJ -1.07%) finalized the spin-off of its healthcare division, now called Kenvue. The decision to do so was largely motivated by management's desire to focus the company's efforts toward advancing its pharmaceutical segment. Narrowing its focus to pharmaceuticals and medical technology products has seemed like the right call. As of this writing, Johnson & Johnson's share price is up 55.5% over the past year compared to the S&P 500's 20.7% return.
That strong stock price performance is tied to momentum related to strong performances from some of its newer drugs, optimism about recent FDA approvals and clearances, and an improved outlook. It's likely to continue, as J&J management recently offered an 11-word phrase during its 2026 second-quarter earnings call that hinted at bullish news in the year ahead.
Image source: The Motley Fool.
New drugs, new revenue opportunities Johnson & Johnson is building a portfolio of new drugs to help offset the loss of some patent protections for Stelara, which is approved to treat multiple ailments. That blockbuster drug accounted for 11.7% of its total sales in 2024, generating $10.3 billion in revenue for the company. Biosimilar versions of Stelara were approved for entry into the European and United States markets in 2025, and Stelara sales plummeted to roughly $6 billion in 2025.
The second quarter of 2026 showed some progress in offsetting the decline in Stelara sales with other drugs. The company reported that revenue climbed 6.6% from the prior-year period to $25.3 billion. Sales growth was primarily driven by its innovative medicines segment (often called its pharmaceutical unit), with reported revenue of nearly $16.4 billion.
Tremfya, a drug for inflammatory bowel disease and psoriasis, saw sales increase 72.5% year over year to $2 billion. Darzalex, used to treat patients with a rare form of blood cancer, reached $4.2 billion in sales.
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Based on the company's Q2 earnings call, management was especially happy about three newer drugs.
"We are pleased with the progress of our new launches including Icotyde, Inlexzo and Rybrevant instilling confidence that momentum will accelerate into 2027 and beyond with line of sight to double-digit growth by the end of the decade," CEO Joaquin Duato said during the conference call for the second-quarter earnings report. Duato's comments included an 11-word phrase, noting that the company had a "line of sight to double-digit growth by the end of the decade."
That holds a lot of promise for the company's future as well as the stock's. Sales from newer products can offset the losses experienced when an older drug loses patent protection.
In their own right, these new treatments could be massive sales drivers; one analyst projected that Inlexzo, designed to treat adults with non-muscle-invasive bladder cancer, could reach $2.4 billion in sales by 2028. With a steady pipeline of drugs also in development, Johnson & Johnson has real potential to keep offering strong performance.
That's reassuring news for long-term J&J shareholders.
Catalyst Capital Advisors LLC decreased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 37.9% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,438 shares of the company’s stock after selling 2,706 shares during the period. Catalyst Capital Advisors LLC’s holdings in Johnson & Johnson were worth $1,127,000 as of its most recent filing with the SEC.
Several other hedge funds and other institutional investors have also recently bought and sold shares of JNJ. Auto Owners Insurance Co raised its stake in shares of Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after buying an additional 69,108,368 shares in the last quarter. Norges Bank acquired a new position in Johnson & Johnson during the fourth quarter worth about $6,924,523,000. Capital World Investors bought a new stake in Johnson & Johnson in the fourth quarter worth about $2,005,942,000. Diamant Asset Management Inc. lifted its holdings in Johnson & Johnson by 24,436.5% in the 1st quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock valued at $109,338,000 after acquiring an additional 4,454,778 shares during the last quarter. Finally, Vanguard Group Inc. boosted its position in shares of Johnson & Johnson by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock valued at $49,740,362,000 after purchasing an additional 3,731,074 shares in the last quarter. 69.55% of the stock is owned by institutional investors.
Analysts Set New Price Targets A number of equities analysts recently weighed in on the company. The Goldman Sachs Group reiterated a “buy” rating and issued a $282.00 price target on shares of Johnson & Johnson in a research report on Thursday, July 16th. Citigroup upped their price objective on shares of Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. Scotiabank reiterated an “outperform” rating and issued a $305.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Johnson Rice restated a “buy” rating on shares of Johnson & Johnson in a report on Monday, August 3rd. Finally, Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a research report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $268.22.
Get Our Latest Research Report on JNJ Insider Buying and Selling at Johnson & Johnson In other Johnson & Johnson news, EVP Elizabeth Forminard sold 15,918 shares of the firm’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. This trade represents a 48.37% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jennifer L. Taubert sold 15,000 shares of Johnson & Johnson stock in a transaction 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 transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% 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 worth $16,245,605 in the last three months. 0.16% of the stock is currently owned by company insiders.
Key Stories Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand. Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing Johnson & Johnson Stock Performance Shares of JNJ opened at $273.19 on Thursday. The company has a market cap of $658.37 billion, a PE ratio of 31.66, a price-to-earnings-growth ratio of 2.59 and a beta of 0.24. The firm has a 50-day moving average of $253.89 and a 200-day moving average of $242.23. Johnson & Johnson has a one year low of $173.33 and a one year high of $276.47. 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 (NYSE:JNJ – Get Free Report) last issued its 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. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company’s quarterly revenue was up 6.6% on a year-over-year basis. During the same quarter last year, the business posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Announces Dividend The firm 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 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.
(Free Report)
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.
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Empire Life Investments ve 2. čtvrtletí snížila svůj podíl v Johnson & Johnson o 4,6 % a prodala 7 004 akcií. Po prodeji držela 144 822 akcií v hodnotě 36,78 milionu USD.
Empire Life Investments Inc. reduced its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 144,822 shares of the company’s stock after selling 7,004 shares during the period. Johnson & Johnson comprises 2.1% of Empire Life Investments Inc.’s investment portfolio, making the stock its 12th biggest position. Empire Life Investments Inc.’s holdings in Johnson & Johnson were worth $36,780,000 as of its most recent filing with the Securities & Exchange Commission.
Several other large investors also recently modified their holdings of JNJ. Sierra Capital LLC lifted its stake in Johnson & Johnson by 0.5% in the fourth quarter. Sierra Capital LLC now owns 8,144 shares of the company’s stock valued at $1,685,000 after purchasing an additional 41 shares during the last quarter. Beaird Harris Wealth Management LLC increased its position in Johnson & Johnson by 1.8% in the fourth quarter. Beaird Harris Wealth Management LLC now owns 2,422 shares of the company’s stock worth $501,000 after buying an additional 42 shares during the last quarter. Ballast Advisors LLC raised its stake in shares of Johnson & Johnson by 1.2% in the first quarter. Ballast Advisors LLC now owns 3,598 shares of the company’s stock valued at $879,000 after buying an additional 42 shares during the period. Crown Wealth Group LLC lifted its position in shares of Johnson & Johnson by 1.6% during the 2nd quarter. Crown Wealth Group LLC now owns 2,736 shares of the company’s stock valued at $695,000 after buying an additional 42 shares during the last quarter. Finally, Broadleaf Partners LLC lifted its position in shares of Johnson & Johnson by 0.6% during the 4th quarter. Broadleaf Partners LLC now owns 7,348 shares of the company’s stock valued at $1,521,000 after buying an additional 43 shares during the last quarter. Hedge funds and other institutional investors own 69.55% of the company’s stock.
Johnson & Johnson Price Performance Shares of NYSE JNJ opened at $273.19 on Thursday. The stock’s 50-day simple moving average is $253.89 and its two-hundred day simple moving average is $242.23. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $276.47. The firm has a market capitalization of $658.37 billion, a P/E ratio of 31.66, a P/E/G ratio of 2.59 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) 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 firm had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the company posted $2.77 EPS. 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 analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current fiscal year. Johnson & Johnson Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is currently 62.11%.
Wall Street Analyst Weigh In JNJ has been the subject of several recent research reports. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Royal Bank Of Canada upped their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a research report on Monday, August 3rd. Citigroup lifted their target price on shares of Johnson & Johnson from $285.00 to $298.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Finally, TD Cowen boosted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $268.22.
Check Out Our Latest Stock Report on Johnson & Johnson
Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand. Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing Insider Activity at Johnson & Johnson In other news, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $257.00, for a total value of $4,090,926.00. Following the transaction, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This represents a 48.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction 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 sale, 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. The SEC filing for this sale provides additional information. Insiders sold 63,972 shares of company stock worth $16,245,605 in the last 90 days. 0.16% of the stock is currently owned by corporate insiders.
Johnson & Johnson Profile (Free Report)
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.
Read More Five stocks we like better than Johnson & Johnson Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think? Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Benjamin Edwards Inc. ve 2. čtvrtletí zvýšila svůj podíl v Johnson & Johnson o 21,8 % na 160 633 akcií po nákupu dalších 28 700 kusů. Hodnota podílu činila 40,799 milionu USD.
Benjamin Edwards Inc. boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 21.8% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 160,633 shares of the company’s stock after buying an additional 28,700 shares during the period. Benjamin Edwards Inc.’s holdings in Johnson & Johnson were worth $40,799,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. World Investment Advisors increased its position in shares of Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after purchasing an additional 26,450 shares during the last quarter. Benchmark Financial LLC bought a new stake in Johnson & Johnson in the 4th quarter worth approximately $554,000. Principal Financial Group Inc. lifted its position in Johnson & Johnson by 0.8% in the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after buying an additional 28,370 shares during the last quarter. SageGuard Financial Group LLC purchased a new stake in Johnson & Johnson in the fourth quarter worth approximately $1,019,000. Finally, Signal Advisors Wealth LLC grew its position in Johnson & Johnson by 76.1% during the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after acquiring an additional 6,539 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.
Insider Transactions at Johnson & Johnson In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of Johnson & Johnson stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. The trade was a 50.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Elizabeth Forminard sold 15,918 shares of the stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at $4,367,458. This represents a 48.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 63,972 shares of company stock valued at $16,245,605. Insiders own 0.16% of the company’s stock.
Wall Street Analysts Forecast Growth Several analysts have weighed in on JNJ shares. Royal Bank Of Canada boosted their price target on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Guggenheim lifted their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Stifel Nicolaus set a $260.00 target price on Johnson & Johnson in a research note on Wednesday, July 15th. Freedom Capital upgraded Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 16th. Finally, Leerink Partners upgraded Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target on the stock in a research report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $268.22. Read Our Latest Report on Johnson & Johnson
Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Strong earnings and higher guidance remain key catalysts. Second-quarter revenue rose 6.6% to $25.31 billion, exceeding estimates, while adjusted EPS of $2.90 topped the $2.84 consensus. Management also raised its 2026 outlook, reinforcing confidence in near-term earnings growth. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares Positive Sentiment: FDA clearance expands JNJ’s medical-technology opportunity. The company received authorization for MONARCH QUEST 3, an AI-powered software upgrade adding 3D imaging, planning, and navigation capabilities to its robotic bronchoscopy platform. The development supports JNJ’s broader push into robotic surgery and advanced diagnostics. Johnson & Johnson Expands Robotic Bronchoscopy Push Positive Sentiment: Analysts continue to favor JNJ as a defensive growth and income stock. Several analysts maintain Buy or Strong Buy views, citing immunology and neuroscience medicines as potential growth engines that can help offset Stelara’s loss of exclusivity. JNJ’s 64-year record of dividend increases and recent quarterly payout of $1.34 also support its appeal to income-focused investors. Analysts Favor Dividend Aristocrats JNJ and LIN Neutral Sentiment: Above-average call-option activity points to increased short-term bullish positioning, but options flows may also increase volatility and are not a substitute for fundamental demand. Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million, reducing her holdings by 7.16%. Continued insider selling by multiple executives could weigh modestly on sentiment, although the transaction does not by itself indicate weakening business conditions. SEC insider transaction filing Johnson & Johnson Stock Performance Shares of JNJ stock opened at $273.19 on Thursday. The stock has a fifty day moving average of $253.89 and a 200 day moving average of $242.23. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $276.47. The firm has a market capitalization of $658.37 billion, a price-to-earnings ratio of 31.66, a PEG ratio of 2.59 and a beta of 0.24. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarterly revenue was up 6.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is 62.11%.
(Free Report)
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.
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Griffin Asset Management Inc. decreased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 74,421 shares of the company’s stock after selling 1,957 shares during the period. Johnson & Johnson comprises about 2.0% of Griffin Asset Management Inc.’s investment portfolio, making the stock its 11th biggest holding. Griffin Asset Management Inc.’s holdings in Johnson & Johnson were worth $18,901,000 at the end of the most recent reporting period.
Other hedge funds have also bought and sold shares of the company. World Investment Advisors boosted its holdings in Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after purchasing an additional 26,450 shares during the period. Benchmark Financial LLC acquired a new stake in shares of Johnson & Johnson during the fourth quarter worth $554,000. Principal Financial Group Inc. lifted its position in shares of Johnson & Johnson by 0.8% in the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after buying an additional 28,370 shares during the last quarter. SageGuard Financial Group LLC bought a new position in shares of Johnson & Johnson in the 4th quarter worth about $1,019,000. Finally, Signal Advisors Wealth LLC boosted its holdings in shares of Johnson & Johnson by 76.1% in the 1st quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock valued at $3,697,000 after buying an additional 6,539 shares during the period. 69.55% of the stock is currently owned by institutional investors and hedge funds.
More Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: FDA clearance strengthens the MedTech growth story. The FDA cleared J&J’s AI-powered MONARCH QUEST 3 bronchoscopy update, which adds planning, navigation and imaging capabilities to the company’s robotic lung-diagnostics platform. The authorization could support broader adoption and reinforce J&J’s push into robotic and advanced surgical technologies. J&J secures FDA clearance for MONARCH QUEST 3 Positive Sentiment: Strong results and raised guidance continue to support the stock. J&J reported second-quarter revenue of $25.31 billion, up 6.6% year over year, and raised its 2026 outlook. Adjusted EPS of $2.90 exceeded the $2.84 consensus estimate, while revenue also topped expectations. Johnson & Johnson Stock Jumps as Healthcare Rotation Lifts Shares Positive Sentiment: Investors see replacement growth for Stelara. J&J’s immunology and neuroscience portfolios are emerging as important growth engines, with newer medicines helping offset the impact of Stelara’s loss of exclusivity. J&J’s New Growth Powerhouses Neutral Sentiment: Call-option activity rose above average, suggesting increased short-term bullish positioning, although options flows can add volatility without indicating durable fundamental demand. Negative Sentiment: Executive Vice President Jennifer Taubert sold 15,000 shares for approximately $3.95 million. The sale reduced her holdings by 7.16%; recurring insider selling across several executives may temper sentiment, though it does not necessarily signal a change in business prospects. SEC insider transaction filing Analyst Ratings Changes JNJ has been the topic of several research reports. Royal Bank Of Canada increased their price objective on shares of Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Guggenheim lifted their target price on Johnson & Johnson from $270.00 to $287.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Citigroup upped their target price on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. TD Cowen increased their price target on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Finally, HSBC set a $290.00 price target on Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $268.22. Read Our Latest Stock Analysis on Johnson & Johnson
Johnson & Johnson Trading Up 3.3% Shares of NYSE:JNJ opened at $271.05 on Wednesday. The company has a market cap of $653.20 billion, a PE ratio of 31.41, a P/E/G ratio of 2.48 and a beta of 0.24. The company’s 50-day moving average price is $253.21 and its 200 day moving average price is $241.91. Johnson & Johnson has a fifty-two week low of $173.33 and a fifty-two week high of $274.90. The company has a quick ratio of 0.81, a current ratio of 1.09 and a debt-to-equity ratio of 0.44.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. During the same period in the previous year, the business posted $2.77 EPS. Johnson & Johnson’s revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts anticipate that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.0%. Johnson & Johnson’s payout ratio is currently 62.11%.
Insiders Place Their Bets In related news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction that occurred on Monday, July 20th. The stock was 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 directly owned 23,003 shares of the company’s stock, valued at $5,779,963.81. This represents a 50.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 63,972 shares of company stock valued at $16,245,605. 0.16% of the stock is owned by corporate insiders.
(Free Report)
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.
Further Reading Five stocks we like better than Johnson & Johnson The AI Boom Is Turning This Cable Maker Into a Stock to Watch A Star Investor Just Trimmed Amazon—Here’s What It means Wendy’s Deal Buzz May Give Fast-Food Investors a New Reason to Look Home Depot Analysts See a Path to $375 and Beyond Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Akcie Johnson & Johnson v úterý ráno vzrostly asi o 3 % díky rotaci investorů z technologických titulů do defenzivních akcií. Firma zároveň oznámila růst tržeb za 2. čtvrtletí o 6,6 % na 25,31 miliardy USD.
, the healthcare heavyweight behind blockbuster medicines and medical technologies, surged approximately 3% to $270.19 Tuesday morning as investors rotated out of high-growth technology stocks and into defensive companies. While the Nasdaq struggled with broad selling pressure, J&J pushed toward fresh 52-week highs as investors rewarded stability.
The move comes as Johnson & Johnson continues to prove that size can still deliver growth. Second-quarter sales climbed 6.6% to $25.31 billion, while adjusted earnings reached $2.90 per share. Management also raised its 2026 outlook, targeting approximately $101.1 billion in revenue and $11.68 in adjusted earnings per share at the midpoint. The company is now approaching a milestone few healthcare giants reach: surpassing $100 billion in annual sales.
But investors are paying a premium for that consistency. The GF Value™ chart shows J&J trading at $271.19 versus an estimated fair value of $192.38, meaning the stock sits roughly 41% above its GF Value™. The market is clearly pricing in strong execution from its pharmaceutical pipeline, medical-device portfolio, and decades-long dividend record.
The question is no longer whether Johnson & Johnson is a quality business—it clearly is. The bigger question is whether future growth can justify today's valuation. With expectations already elevated, J&J will need continued pipeline wins, expanding earnings, and stronger innovation to keep investors chasing the stock after this defensive rally.
Johnson & Johnson uvedla, že imunologické tržby v 1. pololetí 2026 klesly o 8,1 % kvůli Stelara, zatímco Tremfya vzrostla o 67,8 %. Tržby v oblasti neurovědy stouply o 20,5 % na 4,5 miliardy USD díky Caplyta a Spravato, přičemž Spravato vzrostla o 42,0 % na 1,05 miliardy USD.
Key Takeaways J&J's Immunology sales fell 8.1% in H1 as Stelara faced biosimilar competition after losing U.S. exclusivity.Tremfya sales surged 67.8%, while Icotyde and Imaavy posted strong launches to support immunology growth.Neuroscience sales jumped 20.5%, driven by Caplyta and Spravato, which grew 42.0% in the first half.
Johnson & Johnson (JNJ - Free Report) is a leading player in oncology, with the segment accounting for around 29% of total company revenues and approximately 45% of Innovative Medicine sales. Beyond oncology, J&J has a strong presence in immunology and is steadily expanding its footprint in neuroscience. Both areas are emerging as important drivers of top-line growth and are helping diversify the company’s growth beyond oncology.
In the first half of 2026, Immunology contributed around 23% of Innovative Medicine sales, while Neuroscience accounted for approximately 14%. Let’s take a closer look at each segment.
Can Tremfya, Icotyde and Imaavy Fill the Stelara Gap for J&J?J&J’s Immunology franchise is currently in a transition phase, with the rapid growth of Tremfya increasingly offsetting the steep decline in the once-blockbuster drug, Stelara, following loss of exclusivity (LOE). Several biosimilar versions of Stelara were launched in the United States in 2025 as the drug lost patent exclusivity.
In the first half of 2026, J&J’s Immunology segment generated $7.22 billion in sales, down about 8.1% year over year (on an operational basis), primarily due to Stelara LOE.
Tremfya recorded $3.65 billion in sales in the first half of 2026, up 67.8% year over year, driven by share gains across all indications, particularly the inflammatory bowel disease indications, as well as continued market growth. J&J expects Tremfya to exceed $10 billion in peak-year sales. Importantly, Tremfya is demonstrating that J&J has a credible successor to Stelara.
Meanwhile, J&J also has some new products in immunology — Protagonist Therapeutics (PTGX - Free Report) -partnered Icotyde, an oral pill for plaque psoriasis, and Imaavy for generalized myasthenia gravis, which can drive growth in the long term in immunology. On the second-quarter conference call, J&J said that it is seeing strong launches for both Icotyde and Imaavy. Icotyde and Imaavy are also being evaluated for additional indications. Imaavy recently received FDA priority review status in warm autoimmune hemolytic anemia.
J&J believes that nipocalimab has pipeline-in-a-product potential and Icotyde/icotrokinra has the potential to revolutionize the treatment of plaque psoriasis with a once-a-day pill. It has the potential to be J&J’s largest product ever with $10 billion sales potential.
JNJ-4804 is another key candidate in its immunology pipeline, which is in late-stage development for Crohn’s disease, ulcerative colitis and psoriatic arthritis. JNJ-4804 also has blockbuster potential.
While it may take time for Tremfya and newer launches such as Icotyde and Imaavy to fully offset Stelara’s lost revenues, J&J’s expanding immunology portfolio, additional indications and promising pipeline candidates such as JNJ-4804 provide a solid foundation for the franchise to return to growth over the long term.
J&J’s New Neuroscience Drugs Add Fresh Growth PotentialSales in J&J’s Neuroscience segment rose 20.5% in the first half to $4.5 billion, mainly driven by rising contributions from its new products like Caplyta (added from 2025 acquisition of Intra-Cellular Therapies) and Spravato.
Spravato is becoming an increasingly important franchise. Spravato recorded sales of $1.05 billion in the first half, up 42.0% year over year, driven by strong demand trends.
Caplyta generated sales of $631 million in the first half, backed by new patient starts and continuing patient growth following its FDA approval in the adjunctive major depressive disorder indication in November 2025. J&J also received FDA approval in April 2026 for the prevention of relapse in schizophrenia. The company is also developing Caplyta for bipolar mania and pediatric psychiatric indications, creating additional potential growth avenues.
Most of the drugs discussed above, Imaavy, Caplyta and Icotyde, have the potential to deliver peak sales of $5 billion.
ConclusionJ&J’s Immunology and Neuroscience franchises are transitioning from being supporting businesses to becoming meaningful growth engines. Although Stelara’s LOE will weigh on Immunology in the near term, Tremfya, Icotyde and Imaavy provide a strong foundation for recovery. Caplyta and Spravato are accelerating Neuroscience growth. With several newer medicines offering blockbuster potential, J&J appears well positioned to offset legacy-product erosion and build a more diversified growth story.
Competition in the Immunology & Neuroscience SpaceThe companies that have significant immunology drug portfolios and pipelines are AbbVie, Eli Lilly (LLY - Free Report) , Amgen, Sanofi and Pfizer (PFE - Free Report) . In the neuroscience space, the key companies are Biogen, Lilly, AbbVie, Bristol Myers Squibb and Pfizer.
JNJ’s Price Performance, Valuation and EstimatesJ&J’s shares have outperformed the industry so far this year. The stock has risen 26.8% year to date compared with 11.6% appreciationof the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, J&J is expensive. Going by the price/earnings ratio, the company’s shares currently trade at 21.24 forward earnings, higher than 18.47 for the industry. The stock is also trading above its five-year mean of 15.65.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings has risen from $11.58 per share to $11.59 per share over the past 60 days, while that for 2027 earnings has gone up from $12.65 per share to $12.80 over the same time frame.
Image Source: Zacks Investment Research
J&J has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Johnson & Johnson za poslední měsíc přidal asi 4,8 % poté, co ve 2. čtvrtletí překonal odhady zisku i tržeb. Firma zároveň zvýšila celoroční výhled tržeb i upraveného zisku na akcii.
It has been about a month since the last earnings report for Johnson & Johnson (JNJ - Free Report) . Shares have added about 4.8% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Johnson & Johnson due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts.
Q2 Earnings & Sales Beat EstimatesJ&J’s second-quarter 2026 earnings came in at $2.90 per share, which beat the Zacks Consensus Estimate of $2.84. Earnings rose 4.7% from the year-ago period.
Adjusted earnings exclude intangible amortization expense and special items. Including these items, reported earnings were $2.27 per share, down 0.9% year over year.
Sales of $25.3 billion marginally beat the Zacks Consensus Estimate of $25.1 billion.
Sales rose 6.6% from the year-ago quarter, reflecting an operational increase of 5.6% and a positive currency impact of 1.0%. Organically, excluding the impact of acquisitions/divestitures and currency, sales rose 5.7% on an operational basis. Stelara’s LOE negatively impacted total revenue growth by approximately 460 basis points. Excluding Stelara, sales grew in a double-digit range in the quarter.
Second-quarter sales in the domestic market rose 7.3% to $14.53 billion. Excluding the impact of all acquisitions and divestitures on an adjusted operational basis, domestic sales rose 7.4% in the quarter.
International sales rose 5.7% on a reported basis to $10.8 billion, reflecting an operational increase of 3.4% and a positive currency impact of 2.3%. Excluding the impact of all acquisitions and divestitures on an adjusted operational basis, international sales rose 3.5% in the quarter.
Segment DetailsInnovative Medicines SegmentInnovative Medicine sales rose 7.8% year over year to $16.38 billion. Operational sales increased 6.8%, while adjusted operational growth was 6.9%. U.S. sales advanced 8.9%, and international sales increased 6% on a reported basis. Innovative Medicines sales slightly beat the Zacks Consensus Estimate of $16.16 billion.
Higher sales of key products such as Darzalex, Tremfya and Erleada due to strong market growth and share gains drove the segment’s growth. New drugs like Carvykti, Tecvayli, Talvey, Rybrevant and Spravato contributed significantly to growth. These gains were partly offset by lower sales of Stelara, Remicade, Imbruvica and Zytiga.
Stelara’s LOE negatively impacted the Innovative Medicines segment’s growth by 760 basis points in the quarter.
Oncology
Worldwide oncology sales increased 17.3% to $7.41 billion.
Darzalex rose 18.9% to $4.21 billion in the quarter, driven by continued share gains across all lines of therapy, particularly the front-line setting, as well as continued market growth. Sales beat the Zacks Consensus Estimate of $4.16 billion.
Imbruvica sales declined 18.6% to $599 million. Rising competitive pressure in the United States due to new oral competition has been hurting Imbruvica's sales for the past few quarters. Imbruvica sales missed the Zacks Consensus Estimate of $630.0 million.
Erleada sales increased 9.5% to $995 million, driven by share gains and market growth, partially offset by unfavorable patient mix and inventory dynamics. Erleada sales missed the Zacks Consensus Estimate of $1.06 billion.
Among the newer cancer drugs, Carvykti sales surged 49.4% to $657 million, driven by share gains and continued capacity expansion. Another new drug, Tecvayli’s sales jumped 56.5% year over year and 29.2% sequentially to $260 million, driven by launch uptake, share gains from continued expansion into the community setting and the launch of Tecvayli plus Darzalex Faspro for relapsed/refractory multiple myeloma.
Talvey sales advanced 63.3% to $174 million, driven by continued expansion into the community setting.
Rybrevant/Lazcluze sales climbed 60.8% to $289 million, driven by continued launch uptake in all regions, share gains and the rapid uptake of Rybrevant Faspro.
J&J’s newly launched therapy, Inlexzo, delivered a strong second quarter, with sales more than doubling sequentially from the first quarter number of around $30 million. Sales comfortably exceeded consensus expectations, although J&J did not disclose the exact sales figure. The launch continued to gain momentum in the United States, supported by permanent J-code reimbursement, with one in three eligible patients now starting an Inlexzo regimen, up from one in four in the first quarter.
Immunology
Worldwide immunology sales declined 3.7% to $3.84 billion as biosimilar competition continued to put pressure on Stelara, whose sales fell 55.2% to $740 million. Increasing adoption of novel classes and unfavorable patient mix also hurt Stelara sales in the quarter. However, Stelara sales beat the Zacks Consensus Estimate of $654.0 million.
Tremfya remained the key growth driver, with sales rising 72.5% to $2.05 billion, driven by share gains across all indications, particularly the IBD indications as well as continued market growth. Tremfya sales beat the Zacks Consensus Estimate of $1.85 billion.
Remicade revenues decreased 25.8% to $338 million. Simponi and Simponi Aria sales declined 10.5% to $618 million.
On the conference call, J&J said that it is seeing strong launches for its newly launched oral pill for plaque psoriasis, Icotyde, as well as new drug Imaavy for generalized myasthenia gravis.
Neuroscience, PH and Other Drugs
Neuroscience sales increased 14% to $2.34 billion. Spravato revenues grew 40.8% year over year and 24.8% on a sequential basis to $584 million driven by strong demand trends.
Caplyta, added from last year’s acquisition of Intra-Cellular Therapies, generated $361 million, up 70.9% year over year backed by new patient starts and continuing patient growth following its FDA approval in adjunctive major depressive disorder. Caplyta new patient starts were up 122% year over year.
Invega Sustenna/Xeplion/Invega Trinza/Trevicta sales rose 2.3% to $1.02 billion in the quarter.
Pulmonary hypertension drug Uptravi recorded second-quarter 2026 sales of $494 million, up 3.8% year over year. Opsumit/Opsynvi sales increased 3.4% to $602 million.
Xarelto sales rose 7.1% to $664 million. Sales of Prezista/Prezcobix/Rezolsta/Symtuza declined 6.3% to $372 million.
MedTech SegmentMedTech sales increased 4.5% to $8.93 billion, including operational growth of 3.6%. However, MedTech segment sales slightly missed the Zacks Consensus Estimate of $8.96 billion.
Excluding the impact of all acquisitions and divestitures, and currency, on an adjusted operational basis, worldwide sales rose 3.7%.
In the MedTech segment, sales rose 3.9% in the United States and 3.2% outside of the United States on an operational basis.
On the conference call J&J clarified that while its Cardiovascular sales slowed down in the second quarter due to weakness in Abiomed, its other three businesses, Surgery, Vision and Orthopedics accelerated in the quarter and performed above expectations. J&J claimed that overall procedure volumes were stable and there was no broad-based slowdown in medical procedure volumes across its MedTech business. J&J clarified that although some large U.S. hospitals have reported weaker volumes for certain elective procedures, those trends are not reflected in its own business. J&J also said that the expiration of Affordable Care Act (ACA) subsidies has not had any meaningful impact on procedure volumes so far and is unlikely to materially affect MedTech demand.
Cardiovascular sales rose 4% to $2.40 billion. However, the growth was slower than prior trends due to competitive pressure in electrophysiology business and decline in Abiomed sales, partially offset by continued double-digit growth in Shockwave.
Shockwave revenues rose 14.6% to $335 million. Electrophysiology sales increased 4.4% to $1.53 billion as procedure growth, commercial execution and contribution from new products was partially offset by competitive PFA pressures and negative impact from China inventory dynamics.
Abiomed sales declined 2% to $440 million due to slow procedural volumes driven by usage patterns. Abiomed procedure volumes were hurt by uncertainty among physicians after a U.K. study questioned the benefit of using Impella devices in certain high-risk procedures. J&J believes this led to slower Impella usage as doctors reassessed patient selection for the device. J&J believes this is a temporary issue and is working with physicians to ensure the device is used in the right patients based on its existing clinical evidence. However, Abiomed sales in outside U.S. markets remained strong.
Worldwide Surgery grew 3.9% to $2.65 billion as growth in wound closure and biosurgery offset the impact of competitive pressure in energy and endocutters and VBP issues in China. Worldwide orthopedics rose 4.9% to $2.42 billion, driven by new product launches and strong commercial execution. Worldwide Vision rose 6.0% to $1.45 billion, driven primarily by higher growth in contact lenses and Surgical Vision partially offset by competitive pressures in the United States in Surgical Vision.
Slightly Ups 2026 GuidanceBacked by a strong second-quarter performance and uptake of new products, J&J raised its 2026 reported sales guidance to $100.8-$101.4 billion from $100.3-$101.3 billion. The sales projection indicates growth in the range of 7.0%-7.6% versus the prior expectation of 6.5%-7.5%. Operational sales growth is expected in the range of 6.5%-7.1% versus the prior expectation of 5.9%-6.9%.
Adjusted operational sales (excluding currency impact, acquisitions/divestitures) growth is expected in the range of 6.2%-6.8% versus the prior expectation of 5.6%-6.6%.
In 2026, the 53rd week is expected to provide a benefit of approximately 100 basis points. Operational sales growth is expected to improve in the second half of the year with fourth-quarter growth expected to be higher due to the benefit from the 53rd week.
Adjusted earnings per share guidance was raised from a range of $11.45-$11.65 to $11.60-$11.75. Adjusted earnings per share growth is expected in the range of 7.5%-8.9% versus the prior expectation of 6.1%-8.1%.
Adjusted pretax operating margin is expected to improve by approximately 75 basis points, higher than the prior expectation of 50 basis points.
The company projects net interest expense to be between $250 million and $300 million, slightly lower than the prior expectation of $300 million to $400 million. The adjusted tax rate is expected to be approximately 17.0% to 18.0% (previous expectations: 17.5% to 18.5%).
J&J expects its Innovative Medicine segment to remain a key growth driver in the second half of 2026. The growth is expected to be driven by its key products, such as Darzalex, Tremfya, Spravato, Carvykti and Erleada as well as increased contribution from new launches like Icotyde, Rybrevant, and Inlexzo which can offset the ongoing impact of Stelara biosimilar competition. J&J expects continued above-market growth through the remainder of 2026.
Other than Stelara LOE impact, J&J expects generic impact for both Simponi and Opsumit to begin in 2026.
J&J expects its MedTech business to perform better in the second half of the year than it did in the first half. However, it has lowered expectations for Abiomed, anticipating only modest growth through the remainder of 2026 instead of a sharper rebound. However, it emphasized that the business is not expected to decline, with growth likely to gradually improve as the year progresses. J&J expects a more meaningful acceleration in Abiomed's growth to occur after the release of the PROTECT IV study data in 2027.
Overall, J&J expects MedTech growth to improve in the second half, driven by strength in Vision, Orthopedics, Surgery and better performance in Cardiovascular.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a flat trend in estimates review.
VGM ScoresAt this time, Johnson & Johnson has a average Growth Score of C, though it is lagging a bit on the Momentum Score front with a D. Charting a somewhat similar path, the stock was allocated a grade of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Johnson & Johnson has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Aurora Investment Managers ve 2. čtvrtletí koupila novou pozici v Johnson & Johnson: 1 969 akcií za zhruba 500 000 USD. JNJ zároveň oznámila čtvrtletní zisk na akcii 2,90 USD a tržby 25,31 miliardy USD, obojí nad odhady.
Aurora Investment Managers LLC. bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm bought 1,969 shares of the company’s stock, valued at approximately $500,000.
Several other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Johnson & Johnson by 1.6% in the 4th quarter. Vanguard Group Inc. now owns 240,349,660 shares of the company’s stock worth $49,740,362,000 after acquiring an additional 3,731,074 shares in the last quarter. State Street Corp raised its position in Johnson & Johnson by 1.3% in the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after purchasing an additional 1,663,782 shares during the last quarter. Auto Owners Insurance Co raised its position in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares during the last quarter. Geode Capital Management LLC boosted its stake in Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock worth $11,967,947,000 after purchasing an additional 1,738,292 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of Johnson & Johnson during the fourth quarter worth $6,924,523,000. 69.55% of the stock is owned by institutional investors.
More Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Dividend appeal remains a key support. Recent coverage highlights JNJ as a blue-chip income stock with a long record of dividend growth and defensive fundamentals, which may attract investors seeking stability amid elevated interest rates. Why is Johnson & Johnson drawing dividend attention today? Top dividend stocks to buy and hold Positive Sentiment: Reported talc settlement removes a major legal overhang. JNJ agreed to a reported $5.5 billion settlement covering tens of thousands of talc lawsuits. While costly, resolving the claims could improve legal and financial visibility and reduce uncertainty surrounding the company. Johnson & Johnson reaches $5.5 billion talc settlement Positive Sentiment: Citi issued a Buy rating, adding to the favorable analyst backdrop. JNJ’s latest reported quarter also exceeded expectations, with revenue rising 6.6% year over year and earnings surpassing consensus estimates. Johnson & Johnson gets a Buy from Citi Neutral Sentiment: Coverage says JNJ has remained steady during a division transition. The company is also investing more than $1 billion to expand U.S. contact-lens production, a potential long-term growth initiative, although near-term returns remain uncertain. Why Johnson & Johnson is steady amid a division transition Negative Sentiment: The talc agreement represents a substantial cash and earnings burden, and investors may continue evaluating whether the settlement fully resolves future claims and related costs. Insider Activity In related news, 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 value of $4,090,926.00. Following the completion of the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This represents a 48.37% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the transaction, the executive vice president owned 23,003 shares of the company’s stock, valued at approximately $5,779,963.81. This trade represents a 50.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 48,972 shares of company stock worth $12,295,205 over the last quarter. 0.16% of the stock is currently owned by company insiders.
Wall Street Analysts Forecast Growth Several research analysts recently issued reports on JNJ shares. Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Raymond James Financial set a $280.00 target price on shares of Johnson & Johnson in a research note on Monday. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Barclays boosted their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 15th. Finally, Guggenheim upped their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $268.22.
Get Our Latest Report on Johnson & Johnson
Johnson & Johnson Stock Up 0.8% NYSE:JNJ opened at $259.03 on Friday. Johnson & Johnson has a 1 year low of $170.39 and a 1 year high of $274.90. The stock has a 50-day moving average price of $248.47 and a two-hundred day moving average price of $239.73. The stock has a market cap of $624.23 billion, a price-to-earnings ratio of 30.01, a PEG ratio of 2.45 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 released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $25.06 billion. During the same quarter in the previous year, the business posted $2.77 EPS. Johnson & Johnson’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 analysts expect that Johnson & Johnson will post 11.61 earnings per share for the current year.
Johnson & Johnson Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. Johnson & Johnson’s payout ratio is presently 62.11%.
Johnson & Johnson Profile (Free Report)
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.
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Armstrong Henry H Associates zvýšila ve 2. čtvrtletí svůj podíl v Johnson & Johnson o 0,9 % na 322 853 akcií. Její podíl měl hodnotu 81,995 milionu USD a tvořil 7,9 % portfolia.
Armstrong Henry H Associates Inc. grew its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 322,853 shares of the company’s stock after purchasing an additional 2,757 shares during the period. Johnson & Johnson comprises approximately 7.9% of Armstrong Henry H Associates Inc.’s investment portfolio, making the stock its 3rd largest position. Armstrong Henry H Associates Inc.’s holdings in Johnson & Johnson were worth $81,995,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Blueline Advisors LLC acquired a new stake in Johnson & Johnson in the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. acquired a new position in shares of Johnson & Johnson during the fourth quarter worth $26,000. DecisionPoint Financial LLC lifted its stake in shares of Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after acquiring an additional 75 shares during the last quarter. Family CFO Inc acquired a new stake in shares of Johnson & Johnson during the 4th quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC boosted its holdings in shares of Johnson & Johnson by 49.0% during the 4th quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after acquiring an additional 49 shares in the last quarter. 69.55% of the stock is owned by institutional investors.
Key Stories Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Citi reiterated a Buy view: The endorsement reinforces confidence in JNJ’s earnings durability and diversified healthcare portfolio, potentially supporting investor demand. Johnson & Johnson Gets a Buy from Citi Positive Sentiment: Wells Fargo sees additional upside: An analyst expects JNJ’s stock price to rise, adding to the positive sell-side sentiment around the company. Johnson & Johnson Stock Price Expected to Rise Positive Sentiment: Contact-lens investment could expand medical-device capacity: JNJ plans to spend more than $1 billion to increase U.S. contact-lens production. The investment may support long-term growth and domestic manufacturing, though reimbursement limitations reduce the immediate benefit for Medicare patients. Johnson & Johnson Contact Lens Investment Positive Sentiment: Dividend-focused investors continue to favor JNJ: Recent retirement and dividend-stock coverage highlights JNJ as a dependable income holding, which may provide support from defensive and income-oriented portfolios. Strong Buy Dividend Aristocrat Stocks Neutral Sentiment: Division transition remains a focus: Coverage describes JNJ as steady while it reorganizes its business, suggesting investors are watching execution rather than reacting to a major new fundamental change. Johnson & Johnson Amid a Division Transition Neutral Sentiment: Upcoming Wells Fargo healthcare conference: JNJ’s participation could provide updates on strategy and the division transition, but no new financial information has been announced. Johnson & Johnson Wells Fargo Healthcare Conference Negative Sentiment: Medicare coverage limits the contact-lens opportunity: The narrow reimbursement situation could constrain near-term demand and temper the investment’s immediate revenue impact. JNJ also faces broader pharmaceutical competition as rival Eli Lilly reports strong GLP-1 growth and raises guidance. Eli Lilly Q2 Earnings and GLP-1 Growth Analyst Ratings Changes A number of equities analysts have issued reports on the company. Raymond James Financial set a $280.00 target price on Johnson & Johnson in a report on Monday. HSBC set a $290.00 price target on Johnson & Johnson and gave the company a “buy” rating in a research note on Monday, July 6th. Argus set a $300.00 price objective on Johnson & Johnson in a research note on Wednesday, July 29th. Stifel Nicolaus set a $260.00 price objective on shares of Johnson & Johnson in a report on Wednesday, July 15th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $268.22.
Get Our Latest Research Report on Johnson & Johnson
Johnson & Johnson Stock Down 0.1% Shares of JNJ opened at $257.30 on Friday. The stock’s 50-day moving average price is $247.80 and its two-hundred day moving average price is $239.59. Johnson & Johnson has a 12 month low of $169.92 and a 12 month high of $274.90. The company has a market capitalization of $620.07 billion, a PE ratio of 29.81, a PEG ratio of 2.46 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 issued its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same period last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.
Johnson & Johnson Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
Insider Buying and Selling at Johnson & Johnson In other news, EVP Vanessa Broadhurst sold 23,054 shares of the business’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the transaction, 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. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the sale, the executive vice president owned 114,288 shares in the company, valued at approximately $27,560,551.20. The trade was a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.16% of the stock is owned by insiders.
About Johnson & Johnson (Free Report)
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.
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Johnson & Johnson v 2. čtvrtletí zvýšila tržby z onkologie o 16,1 % na 7,4 miliardy USD, hlavně díky Darzalexu a Erleadě. Nové léky přidaly 1,38 miliardy USD.
Key Takeaways JNJ's Q2 oncology revenues rose 16.1% operationally to $7.4B as Darzalex and Erleada drove growth.JNJ's newer cancer drugs delivered $1.38 billion in Q2 sales, reflecting continued market share gains.Johnson & Johnson expanded its oncology pipeline with approvals, acquisitions and Inlexzo momentum Johnson & Johnson (JNJ - Free Report) has built a strong position in oncology, with a broad portfolio spanning hematologic malignancies and solid tumors. The company is the market leader in multiple myeloma, supported by blockbuster therapy Darzalex, which is widely regarded as the standard of care and remains J&J's top-selling medicine.
In multiple myeloma, J&J has treatments in every line of therapy. It claims that 80% of multiple myeloma patients receive one or more of its drugs during the treatment journey. In solid tumors, it is seeing strong performance from Erleada and Rybrevant.
Oncology accounts for nearly 29% of the company's total revenues and about 45% of Innovative Medicine sales. In the second quarter of 2026, oncology revenues increased 16.1% to $7.4 billion on an operational basis, fueled by continued momentum for Darzalex and prostate cancer treatment Erleada, although weaker demand for Imbruvica partially offset these gains.
In the second quarter, Darzalex, once again, delivered sales of more than $4 billion, growing close to 18% year over year, while Erleada sales increased 9.5% to $995 million. Imbruvica sales declined 18.6% to $599 million due to continued rising competitive pressure in the United States.
J&J’s new cancer drugs, Carvykti, Tecvayli, Talvey and Rybrevant/Lazcluze are contributing significantly to top-line growth driven by market share gains. Combined, they generated $1.38 billion in sales in the second quarter of 2026.
J&J claims that it is on track to be the #1 oncology company by 2030, with sales projected to exceed $50 billion. Though quite bullish, J&J seems quite confident that it can meet the target, citing strong growth in its marketed cancer drugs and new launches like Rybrevant and Inlexzo.
J&J’s newly launched therapy, Inlexzo, delivered a strong second quarter, with sales more than doubling sequentially from the first quarter number of around $30 million. Sales comfortably exceeded consensus expectations, although J&J did not disclose the exact sales figure. The launch continued to gain momentum in the United States, supported by permanent J-code reimbursement, with one in three eligible patients now starting an Inlexzo regimen, up from one in four in the first quarter.
J&J believes its new cancer drugs, Talvey, Tecvayli, Inlexzo and Rybrevant plus Lazcluze, have the potential to deliver peak sales of $5 billion.
J&J has also significantly strengthened its oncology pipeline in recent years, particularly in colorectal and head and neck cancers. Earlier in 2026, the FDA approved the combination of Tecvayli and Darzalex Faspro for patients with relapsed or refractory multiple myeloma, a regimen that could redefine treatment in earlier stages of the disease.
J&J is also expanding its oncology portfolio through acquisitions, including 2025's Halda Therapeutics deal for a clinical-stage prostate cancer candidate and this year's Firefly Bio acquisition, which added a next-generation antibody platform.
Competition in the Oncology SpaceOther large players in the oncology space are Pfizer (PFE - Free Report) , AstraZeneca (AZN - Free Report) and Merck (MRK - Free Report) , among others.
Oncology sales comprise around 26% of Pfizer’s total revenues. Its oncology revenues grew 7% in the first quarter of 2026, driven by higher sales of drugs like Lorbrena, the Braftovi-Mektovi combination and Padcev, which made up for declining sales of Ibrance, Xtandi and others. Pfizer also has a robust pipeline of cancer candidates with a focus on multiple modalities, including small molecules, ADCs and immuno-oncology biologics. Pfizer will report second-quarter results tomorrow.
Oncology sales now comprise around 46% of AstraZeneca’s total product revenues. Sales in its oncology segment rose 15% at constant exchange rate (CER) to $7.3 billion in the second quarter of 2026. AstraZeneca’s strong oncology performance was driven by medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo).
Merck’s key oncology medicines are the PD-L1 inhibitor Keytruda and the PARP inhibitor Lynparza, which it markets in partnership with AstraZeneca. Keytruda, approved for several types of cancer, alone accounts for around 50% of Merck’s pharmaceutical sales. Keytruda recorded sales of $8 billion in the first quarter of 2026, up 8% year over year. Merck will report second-quarter results tomorrow.
JNJ’s Price Performance, Valuation and EstimatesJ&J’s shares have outperformed the industry over the past year. The stock has risen 23.9% so far this year compared with 10.0% appreciation of the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, J&J is expensive. Going by the price/earnings ratio, the company’s shares currently trade at 20.78 forward earnings, higher than 18.51 for the industry. The stock is also trading above its five-year mean of 15.65.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings has risen from $11.58 per share to $11.66 per share over the past 30 days, while that for 2027 earnings has gone up from $12.65 per share to $12.81 over the same time frame.
Image Source: Zacks Investment Research
J&J has a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Johnson & Johnson získala od FDA autorizaci De Novo pro robotický systém OTTAVA a chystá jeho postupné uvedení v USA. Firma ho označuje za dlouhodobý růstový projekt v chirurgické robotice.
The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad ExposureJohnson & Johnson NYSE: JNJ outlined its commercialization plans for the OTTAVA robotic surgical system after receiving U.S. Food and Drug Administration De Novo authorization, positioning the table-integrated platform as a long-term growth initiative in surgical robotics.
The company said it will begin with a disciplined U.S. launch focused on early adopters and established robotic surgery programs, including academic and non-academic hospitals with high procedural volumes. Johnson & Johnson plans to use initial placements to gather feedback, build clinical evidence and expand the system’s capabilities, indications and geographic reach over time.
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5 Stocks Quietly Trading Near All-Time Highs While Everyone Watches the AI Drama“OTTAVA is not simply a new system,” Rocco De Bernardis, Global President of the OTTAVA program, said during the investor call. “It is something we have built with purpose, persistence, and in partnership with surgeons and hospitals.”
Table-Integrated Design and Operating Room Footprint OTTAVA is designed as a soft-tissue robotic surgery system with surgical arms integrated into a standard-size operating table, rather than using booms or carts. De Bernardis said the system occupies 30% to 50% less space than leading boom- and cart-mounted systems, which could enable hospitals to deploy robotics in operating rooms that may not have accommodated conventional robotic platforms.
MarketBeat Week in Review – 07/13- 07/17Johnson & Johnson said five of six sites in its initial clinical trials used OTTAVA in operating rooms that had not previously been used for robotic procedures. One of those rooms measured 243 square feet, according to the company.
The design is intended to improve patient access, staff movement and visibility around the operating room while potentially allowing hospitals to expand robotic surgery capacity without major infrastructure changes. During the call, executives emphasized that the company sees the platform as a way to make robotic surgery compatible with more operating rooms rather than requiring facilities to dedicate specific rooms to robotics.
Hani Abouhalka, Company Group Chairman of Surgery, said U.S. robotic surgery penetration remains “in the high 20s” and that Johnson & Johnson believes OTTAVA can help expand the market. He said the company intends to bring the system to international markets after the U.S. launch.
Twin Motion and Automation Features A central feature of the system is “Twin Motion,” which synchronizes movement between the operating table and robotic arms. Neda Cvijetic, Global Head of Research and Development for Robotics and Digital, said the feature allows clinicians to reposition the patient and table while maintaining the remote center of motion, leaving instruments unaffected and allowing a procedure to continue without undocking and repositioning the system.
Dr. Dominic Papandrea, Global Head of Medical Affairs for OTTAVA, said the need for repositioning varies by procedure but can be greater in operations that move across multiple abdominal quadrants.
OTTAVA will also include automation at launch through automated procedure poses. With a button press, the system’s motorized arms can deploy from beneath the table into a procedure position or be stored out of the way for patient preparation and transfer. Johnson & Johnson said the automation is intended to make setup and teardown more repeatable for surgical teams.
Cvijetic said the architecture provides a foundation for continued automation, software and digital development, while emphasizing that the company’s approach is intended to keep surgeons and care teams in control.
Clinical Results and Instrument Strategy Johnson & Johnson reported that its FORTE trial met its primary safety and effectiveness endpoints and achieved 100% procedural completion without conversion to a non-robotic approach across 30 patients. The company also cited an early-experience survey in which all responding surgeons and surgical staff agreed that OTTAVA could create opportunities to free space or convert rooms into robotic operating rooms; 95% agreed it creates efficiencies, and 90% agreed it increases operating-room visibility.
The company plans to launch the system with next-generation instruments designed specifically for robotics. Executives highlighted a two-in-one needle driver with separate surgeon-activated cutting and suturing-only modes, as well as monopolar curved scissors engineered for consistent cuts.
Abouhalka said Johnson & Johnson intends to offer advanced instruments exclusively on OTTAVA and expects a regular cadence of 510(k) submissions to expand the instrument portfolio, including products in stapling and energy.
Commercial Expansion and Global Ambitions Johnson & Johnson said it selected Roux-en-Y gastric bypass as an initial procedure because it is a complex, multi-step operation involving multiple abdominal quadrants. Papandrea said the procedure was intended to demonstrate performance and safety while supporting multiple general surgery indications.
The company said an investigational device exemption study in inguinal hernia repair is ongoing. Tim Schmid, Executive Vice President and Worldwide Chairman of MedTech, said Johnson & Johnson expects to subsequently expand into areas including urology and gynecology and ultimately make the system available for the majority of surgical procedures.
Executives said the company is pursuing registrations in Western Europe and Japan in parallel with its U.S. commercialization efforts. Schmid said fewer than 8% of relevant soft-tissue procedures globally are currently performed robotically and called OTTAVA a global program with potential to be financially material for Johnson & Johnson by the end of the decade.
Johnson & Johnson did not provide specific placement, pricing or revenue targets. The company said it expects to discuss its expectations for OTTAVA and its broader robotics strategy at its Enterprise Business Review on Dec. 8.
About Johnson & Johnson (NYSE:JNJ)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 [email protected].
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Axiom Investment Management v 1. čtvrtletí nakoupila nový podíl v Johnson & Johnson: 3 832 akcií za zhruba 937 000 USD. Akcie JNJ zároveň za 1. čtvrtletí vzrostly o 0,3 %.
Axiom Investment Management LLC acquired a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 3,832 shares of the company’s stock, valued at approximately $937,000.
A number of other hedge funds and other institutional investors also recently made changes to their positions in JNJ. Blueline Advisors LLC bought a new position in Johnson & Johnson during the 4th quarter worth $25,000. Cresta Advisors Ltd. acquired a new stake in shares of Johnson & Johnson during the 4th quarter worth $26,000. DecisionPoint Financial LLC increased its position in shares of Johnson & Johnson by 104.2% in the fourth quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock worth $30,000 after purchasing an additional 75 shares during the period. Bay Harbor Wealth Management LLC raised its stake in Johnson & Johnson by 49.0% in the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock valued at $31,000 after purchasing an additional 49 shares in the last quarter. Finally, Family CFO Inc acquired a new position in Johnson & Johnson in the fourth quarter valued at about $31,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In A number of brokerages have issued reports on JNJ. Wells Fargo & Company increased their price objective on shares of Johnson & Johnson from $263.00 to $272.00 and gave the stock an “overweight” rating in a research note on Thursday, July 16th. Daiwa Securities Group upped their price target on shares of Johnson & Johnson from $237.00 to $246.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Wall Street Zen lowered Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Finally, Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and an average target price of $266.39.
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Johnson & Johnson Stock Up 0.3% Shares of NYSE:JNJ opened at $256.51 on Friday. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $274.90. The company has a market capitalization of $618.17 billion, a PE ratio of 29.72, a price-to-earnings-growth ratio of 2.42 and a beta of 0.24. The business has a fifty day moving average price of $245.85 and a two-hundred day moving average price of $238.31. 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 (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period in the previous year, the business posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Analysts forecast that Johnson & Johnson will post 11.69 earnings per share for the current year.
Johnson & Johnson Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.
More Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Analysts remain moderately bullish: JNJ’s median analyst price target is about $263, with several targets above that level, including Citigroup’s $298 target. Argus Research also issued a Buy rating, while Erste Group raised its 2026 EPS forecast to $11.68, close to the $11.69 consensus. Is Wall Street Bullish or Bearish on Johnson & Johnson Stock? Positive Sentiment: Oncology and immunology expansion strengthens the growth pipeline: J&J completed its $1 billion acquisition of Firefly Bio, adding a degrader antibody-conjugate platform targeting difficult solid tumors, including KRAS-driven cancers. Johnson & Johnson Completes Acquisition of Firefly Bio Positive Sentiment: Promising regulatory and shareholder-return news: The FDA granted Priority Review to subcutaneous RYBREVANT FASPRO for advanced head and neck cancer, potentially expanding a key oncology franchise. JNJ also increased its dividend for the 64th consecutive year and is pursuing a long-term $100 billion revenue goal. RYBREVANT FASPRO Receives FDA Priority Review Neutral Sentiment: In-vivo CAR-T investment adds potential but carries execution risk: JNJ will make up to $785 million in initial payments to Sail Biomedicines and has an option to acquire it for $2.58 billion. The technology could create new autoimmune and oncology treatments, but commercialization is still uncertain. J&J Ventures Further Into In Vivo CAR-T Negative Sentiment: The $5.5 billion talc settlement weighs on sentiment: The proposed agreement would resolve roughly 76,000 ovarian-cancer claims, subject to 95% claimant participation. Although it could reduce litigation uncertainty, investors are focused on the substantial cash obligation, including up to $3 billion in 2027, and execution risk. Johnson & Johnson to Pay $5.5 Billion to Resolve Talc Litigation Insider Buying and Selling In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $251.27, for a total value 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. This trade represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.16% of the company’s stock.
About Johnson & Johnson (Free Report)
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.
Further Reading Five stocks we like better than Johnson & Johnson Chevron’s Strong Quarter Shows Why It Still Leads the Energy Sector Amazon’s Earnings Beat Shows Why AWS Is Back at the Center of the Bull Case Apple’s Record Quarter Could Not Outrun Its Guidance Problem McKesson’s Compounding Keeps Adding Up Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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Johnson & Johnson dosáhl předběžné dohody o urovnání většiny zbývajících žalob kvůli talcu, která by mohla stát až 5,5 miliardy USD. Pokud bude potvrzena, odstraní to pro firmu velké riziko.
Johnson & Johnson (JNJ -3.66%) is having a great year. The healthcare giant's shares are up 28% compared to the S&P 500's 8% gain. Several factors are driving this strong performance from the drugmaker. First, despite government drug price negotiations that are leading to lower sales for some of its products, not to mention biosimilar competition for Stelara, an immunology medicine, the company's revenue is moving in the right direction. In the second quarter, Johnson & Johnson's net sales climbed by 6.6% year over year to $25.3 billion. The company is still projecting that it will generate a little over $100 billion in sales this year, marking only the second time in history that a biopharmaceutical company achieves this milestone.
Image source: The Motley Fool.
Second, Johnson & Johnson recently received clearance for the Ottava, a robotic-assisted surgery (RAS) system, for a range of general-surgery procedures. The company's entry into this market could be a big deal. The RAS industry is arguably underpenetrated and could become a growth driver for Johnson & Johnson down the line. Third, the healthcare leader continues to raise its dividend, having done so for 64 consecutive years. That makes it a Dividend King, a status that requires a corporation to have raised its payouts for at least 50 consecutive years. All of these are already great reasons to consider the stock, but one ongoing development may overshadow them all. Here's what investors should be most excited about right now.
Putting a major risk in the rearview mirror For years, Johnson & Johnson has dealt with thousands of lawsuits alleging that its talc-based products gave patients cancer. Plaintiffs claim that the company knew about these risks and should have warned consumers. These drawn-out legal battles have tarnished Johnson & Johnson's public image and reputation. The company has tried to get rid of them several times, but to no avail. That may be about to change.
Johnson & Johnson recently reached a proposed settlement with the law firms representing most of the remaining talc plaintiffs, contingent on at least 95% of the claimants participating. The proposed settlement commits Johnson & Johnson to pay up to $5.5 billion in claims, with an initial payment of up to $3 billion due in 2027, and no additional payment due before 2028. To be clear, this isn't a done deal yet, but it's about the closest Johnson & Johnson has been to resolving these lawsuits.
It wouldn't significantly harm the company's financial position either. Johnson & Johnson generated $22.6 billion in free cash flow over the trailing-12-month period. A $5 billion hit over the next two years (at least) isn't the end of the world, especially considering that the company may have ended up spending much more than that on legal fees to defend itself in court. This settlement, if finalized, will allow Johnson & Johnson to eliminate a major risk hanging over it.
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Johnson & Johnson is a great long-term pick Johnson & Johnson has shown the resilience and flexibility of its business over the past few years. Dealing with slowing top-line growth, the company spun off its consumer health operations into a stand-alone business and focused on higher-growth opportunities in medtech and pharmaceuticals.
Government-led price negotiations are also not harming the company too much, thanks to its deep, diversified product lineup across multiple therapeutic areas. And now, it may show that it can survive an avalanche of lawsuits and emerge from the ordeal in one piece. Meanwhile, the company continues to innovate, even beyond Ottava's clearance, which may help boost future sales growth. Johnson & Johnson recently earned approval for Icotyde, a medicine for plaque psoriasis that could become a notable player in this niche.
Analysts believe that at its peak, Icotyde will generate well over $1 billion in sales. Last year, Johnson & Johnson launched Imaavy, a drug for a rare neuromuscular disorder called generalized myasthenia gravis. This medicine may also achieve blockbuster status.
The company is also working on newer medicines, including milvexian, a highly promising anticoagulant it is developing in collaboration with Bristol Myers Squibb. Johnson & Johnson's exceptional underlying business should help it sustain its dividend program, and the company has many years of payout growth ahead. Investors looking for solid dividend payers should consider buying the company's shares.
Johnson & Johnson dokončila nákup Firefly Bio za 1 miliardu USD v hotovosti, aby posílila onkologický pipeline o platformu Firelink pro solidní nádory. Současně oznámila spolupráci se Sail Biomedicines na vývoji in vivo CAR-T terapií pro imunitně zprostředkovaná onemocnění. Dohoda zahrnuje 785 milionů USD předem, včetně 465 milionů USD kapitálového podílu, a dalších 140 milionů USD navázaných na konkrétní vývojové milníky; firma navíc získala exkluzivní právo Sail koupit za dalších 2,58 miliardy USD.
Targeting Solid Tumors With Firefly BioThe healthcare giant successfully finalized its $1 billion cash purchase of Firefly Bio, earlier announced in June. The strategic move integrates the proprietary Firelink degrader antibody conjugate platform into the company’s oncology pipeline.
The technology addresses a major unmet medical need by targeting challenging solid tumors, including KRAS-driven cancers.
It functions by delivering highly selective protein degraders straight to cancer cells while protecting healthy tissue, overcoming a primary limitation of existing treatments.
The buyout will trigger an in-process research and development charge of approximately $1 billion during the third quarter of 2026.
Consequently, the transaction is projected to reduce adjusted earnings per share by roughly $0.46 in 2026 and $0.08 in 2027.
Pioneering CAR-T Therapies With Sail BiomedicinesThe pharmaceutical leader on Thursday revealed a collaboration with Sail Biomedicines to develop in vivo CAR-T therapies for immune-mediated conditions.
Building on its established expertise in immunology and oncology, this partnership aims to advance curative treatment approaches.
Unlike conventional cell treatments, Sail’s platform is designed to reprogram a patient’s immune cells directly inside the body. This innovative approach seeks to reset the immune system and deliver durable disease control.
The agreement involves $785 million in upfront payments, which includes a $465 million equity stake, alongside $140 million tied to specific development milestones.
Furthermore, the firm secured an exclusive right to acquire Sail for an additional $2.58 billion.
If executed, this buyout would dilute adjusted operational earnings per share by about $0.18 in 2026 and $1.28 in 2027.
JNJ Price Action: Johnson & Johnson shares were down 3.63% at $255.88 at the time of publication on Thursday, according to Benzinga Pro data.
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Johnson & Johnson získal pro RYBREVANT FASPRO od FDA priority review v indikaci recidivujícího nebo metastatického spinocelulárního karcinomu hlavy a krku. Ve studii OrigAMI-4 dosáhla monoterapie 42% celkové míry odpovědi a více než třetina odpovědí byla kompletní odpověď.
Priority Review reinforces the significant potential of subcutaneous amivantamab in recurrent or metastatic head and neck cancer, where the current five-year survival rate is only 15 percent Patients achieved rapid, deep and durable responses, including a 42 percent overall response rate with one-third achieving a complete response Subcutaneous amivantamab is the only therapy in head and neck cancer engineered to target both EGFR and MET, proven drivers of tumor growth and treatment resistance , /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) today announced that the U.S. Food and Drug Administration (FDA) has granted Priority Review to the supplemental Biologics License Application (sBLA) for subcutaneous amivantamab and hyaluronidase-lpuj for adults with recurrent or metastatic head and neck squamous cell carcinoma (HNSCC). If approved, it would provide a new treatment for patients whose disease has progressed following platinum-based chemotherapy and a PD-1 or PD-L1 inhibitor. Priority Review is granted to medicines that may offer significant improvements in safety or effectiveness for serious conditions and shortens the FDA review timeline to approximately six months.1
"One of the hardest things about advanced head and neck cancer is that it can impact our most basic functions, like the ability to speak, eat, and even breathe easily, profoundly affecting patients' daily lives. For those whose disease progresses despite prior treatment, that burden is compounded by limited treatment options and poor outcomes," said Yusri Elsayed, M.D., M.H.Sc., Ph.D., Global Therapeutic Area Head, Oncology, Johnson & Johnson. "Building on the established role of subcutaneous amivantamab in lung cancer, this milestone underscores its continued potential across multiple tumor types and reflects our commitment to bringing innovative treatment options to patients with cancers driven by EGFR and MET pathways."
Subcutaneous amivantamab was designed to target both epidermal growth factor receptor (EGFR) and mesenchymal-epithelial transition (MET) while engaging the immune system, offering a differentiated scientific approach in recurrent or metastatic head and neck squamous cell carcinoma.2 Overexpression of EGFR and MET receptors is seen in 80 to 90 percent of head and neck squamous cell carcinoma tumors and has been implicated in tumor progression and treatment resistance.3
Priority Review supported by pivotal results
The FDA's decision to grant Priority Review is supported by results from the pivotal Phase 1b/2 OrigAMI-4 study, which showed that 42 percent of patients responded to treatment with monotherapy subcutaneous amivantamab, with more than one-third of responders achieving a complete response. The study excluded patients with oropharyngeal squamous cell carcinoma caused by human papillomavirus (HPV), as well as those who had received prior anti-EGFR therapy. The findings were presented at the 2026 American Society for Clinical Oncology (ASCO) and published simultaneously in the Journal of Clinical Oncology.4,5
RYBREVANT FASPRO™ is approved in more than 40 countries, including the United States, Europe, and Japan, as a subcutaneous treatment for non-small cell lung cancer and continues to be evaluated in additional tumor types as part of Johnson & Johnson's broader commitment to advancing transformational oncology therapies.
About the OrigAMI-4 Study
OrigAMI-4 (NCT06385080) is an open-label Phase 1b/2 study evaluating RYBREVANT FASPRO™ (amivantamab and hyaluronidase-lpuj) in recurrent or metastatic head and neck squamous cell carcinoma (R/M HNSCC). The study includes six cohorts exploring RYBREVANT FASPRO™ across different treatment settings and regimens.
Cohort 1 evaluated RYBREVANT FASPRO™ as monotherapy in patients with R/M HNSCC who had received prior platinum-based chemotherapy and PD-1/PD-L1 immunotherapy. Patients with HPV-positive oropharyngeal squamous cell carcinoma were excluded, as well as those with prior anti-EGFR therapy.
RYBREVANT FASPRO™ was administered on a weekly schedule during the initial treatment period followed by dosing every three weeks (Q3W), with weight-based dosing adjustments. The primary endpoint across cohorts is overall response rate (ORR), as assessed by investigators, using RECIST v1.1.† 6
About Head and Neck Squamous Cell Carcinoma
Head and neck squamous cell carcinoma (HNSCC) is the most common form of head and neck cancer, a group of cancers that arise in the mouth, throat, voice box, sinuses, nasal cavity, and salivary glands.7 It represents approximately 4.5 percent of all cancers worldwide and is the seventh most common cancer globally.7 Major risk factors include tobacco and alcohol use, as well as infection with high-risk human papillomavirus (HPV).7 Approximately 80 percent of recurrent or metastatic HNSCC are not driven by HPV, and are typically associated with poorer prognosis and reduced response to treatment.7,8,9 Despite advances in surgery, radiation, chemotherapy, and immunotherapy, many patients ultimately progress to advanced recurrent or metastatic disease.10,11
About RYBREVANT FASPRO™ and RYBREVANT®
RYBREVANT FASPRO™ (amivantamab and hyaluronidase-lpuj) received U.S. FDA approval in December 2025 and is approved in multiple markets worldwide for the treatment of adults with EGFR-mutated non-small cell lung cancer (NSCLC), including those with exon 19 deletions, exon 21 L858R substitution mutations, and exon 20 insertion mutations. It is the only subcutaneous therapy approved for these EGFR-mutated NSCLC populations and may be used as monotherapy or in combination with LAZCLUZE® (lazertinib) or chemotherapy, depending on the specific mutation and treatment setting. For eligible patients, RYBREVANT FASPRO™ offers a once-monthly dosing option following initial weekly dosing. RYBREVANT FASPRO™ is co-formulated with recombinant human hyaluronidase PH20 (rHuPH20), Halozyme's ENHANZE® drug delivery technology.
RYBREVANT FASPRO™ is approved in the U.S. for the same indications as intravenous RYBREVANT® (amivantamab-vmjw) across multiple markets. RYBREVANT® is a first-in-class, fully human bispecific antibody targeting EGFR and MET, designed to inhibit tumor growth while engaging the immune system.
The effectiveness of RYBREVANT FASPRO™ is supported by the established clinical profile of RYBREVANT®, including data from multiple Phase 3 studies such as MARIPOSA, which demonstrated improvements in progression-free and overall survival when used in combination with LAZCLUZE® in first-line advanced EGFR-mutated NSCLC.
The National Comprehensive Cancer Network® (NCCN®) Clinical Practice Guidelines in Oncology (NCCN Guidelines®)‡ 12 include amivantamab-vmjw (RYBREVANT®) across its FDA-approved treatment settings, including as a Category 1 preferred option in combination with lazertinib (LAZCLUZE®) for first-line treatment of patients with locally advanced or metastatic NSCLC with EGFR exon 19 deletions or exon 21 L858R mutations. Subcutaneous amivantamab and hyaluronidase-lpuj (RYBREVANT FASPRO™) may be substituted for IV amivantamab-vmjw (RYBREVANT®) where appropriate. See the latest NCCN Guidelines® for NSCLC for complete information.§ ||
The NCCN Guidelines for Central Nervous System Cancers also include amivantamab (RYBREVANT®)-based regimens, including in combination with lazertinib (LAZCLUZE®), as the only NCCN-preferred combination options for patients with EGFR-mutated NSCLC and brain metastases.§ ||
Beyond NSCLC, RYBREVANT-based therapies are being investigated across other solid tumors, including head and neck and colorectal cancers.
The legal manufacturer for RYBREVANT FASPRO™ and RYBREVANT® is Janssen Biotech, Inc. For more information, visit www.rybrevanthcp.com.
INDICATIONS
RYBREVANT FASPRO (amivantamab and hyaluronidase-lpuj) and RYBREVANT (amivantamab-vmjw) are indicated:
in combination with LAZCLUZE (lazertinib) for the first-line treatment of adult patients with locally advanced or metastatic NSCLC with EGFR exon 19 deletions or exon 21 L858R substitution mutations, as detected by an FDA-approved test. in combination with carboplatin and pemetrexed for the treatment of adult patients with locally advanced or metastatic NSCLC with EGFR exon 19 deletions or exon 21 L858R substitution mutations, whose disease has progressed on or after treatment with an EGFR tyrosine kinase inhibitor. in combination with carboplatin and pemetrexed for the first-line treatment of adult patients with locally advanced or metastatic NSCLC with EGFR exon 20 insertion mutations, as detected by an FDA-approved test. as a single agent for the treatment of adult patients with locally advanced or metastatic NSCLC with EGFR exon 20 insertion mutations, as detected by an FDA approved test, whose disease has progressed on or after platinum-based chemotherapy. IMPORTANT SAFETY INFORMATION FOR RYBREVANT FASPRO AND RYBREVANT 13,14
CONTRAINDICATIONS
RYBREVANT FASPRO is contraindicated in patients with known hypersensitivity to hyaluronidase or to any of its excipients.
WARNINGS AND PRECAUTIONS
Hypersensitivity and Administration-Related Reactions with RYBREVANT FASPRO
RYBREVANT FASPRO can cause hypersensitivity and administration-related reactions (ARR); signs and symptoms of ARR include dyspnea, flushing, fever, chills, chest discomfort, hypotension, and vomiting. The median time to ARR onset is approximately 2 hours.
RYBREVANT FASPRO with LAZCLUZE
In PALOMA-3 (n=206), all Grade ARR occurred in 13% of patients, including 0.5% Grade 3. Of the patients who experienced ARR, 89% occurred with the initial dose (Week 1, Day 1).
Premedicate with antihistamines, antipyretics, and glucocorticoids and administer RYBREVANT FASPRO as recommended. Monitor patients for any signs and symptoms of administration-related reactions during injection in a setting where cardiopulmonary resuscitation medication and equipment are available. Interrupt RYBREVANT FASPRO injection if ARR is suspected. Resume treatment upon resolution of symptoms or permanently discontinue RYBREVANT FASPRO based on severity.
Infusion-Related Reactions with RYBREVANT
RYBREVANT can cause infusion-related reactions (IRR) including anaphylaxis; signs and symptoms of IRR include dyspnea, flushing, fever, chills, nausea, chest discomfort, hypotension, and vomiting. The median time to IRR onset is approximately 1 hour.
RYBREVANT with LAZCLUZE
In MARIPOSA (n=421), IRRs occurred in 63% of patients, including Grade 3 in 5% and Grade 4 in 1% of patients. IRR-related infusion modifications occurred in 54%, dose reduction in 0.7%, and permanent discontinuation of RYBREVANT in 4.5% of patients.
RYBREVANT with Carboplatin and Pemetrexed
Based on the pooled safety population (n=281), IRRs occurred in 50% of patients including Grade 3 (3.2%) adverse reactions. IRR-related infusion modifications occurred in 46%, and permanent discontinuation of RYBREVANT in 2.8% of patients.
RYBREVANT as a Single Agent
In CHRYSALIS (n=302), IRRs occurred in 66% of patients. IRRs occurred in 65% of patients on Week 1 Day 1, 3.4% on Day 2 infusion, 0.4% with Week 2 infusion, and were cumulatively 1.1% with subsequent infusions. 97% were Grade 1-2, 2.2% were Grade 3, and 0.4% were Grade 4. The median time to onset was 1 hour (range: 0.1 to 18 hours) after start of infusion. IRR-related infusion modifications occurred in 62%, and permanent discontinuation of RYBREVANT in 1.3% of patients.
Premedicate with antihistamines, antipyretics, and glucocorticoids and infuse RYBREVANT as recommended. Administer RYBREVANT via a peripheral line on Week 1 and Week 2 to reduce the risk of IRRs. Monitor patients for signs and symptoms of IRRs in a setting where cardiopulmonary resuscitation medication and equipment are available. Interrupt infusion if IRR is suspected. Reduce the infusion rate or permanently discontinue RYBREVANT based on severity. If an anaphylactic reaction occurs, permanently discontinue RYBREVANT.
Interstitial Lung Disease/Pneumonitis
RYBREVANT FASPRO and RYBREVANT can cause severe and fatal interstitial lung disease (ILD)/pneumonitis.
RYBREVANT FASPRO with LAZCLUZE
In PALOMA-3, ILD/pneumonitis occurred in 6% of patients, including Grade 3 in 1%, Grade 4 in 1.5%, and fatal cases in 1.9% of patients. 5% of patients permanently discontinued RYBREVANT FASPRO and LAZCLUZE due to ILD/pneumonitis.
RYBREVANT with LAZCLUZE
In MARIPOSA, ILD/pneumonitis occurred in 3.1% of patients, including Grade 3 in 1.0% and Grade 4 in 0.2% of patients. There was one fatal case of ILD/pneumonitis and 2.9% of patients permanently discontinued RYBREVANT and LAZCLUZE due to ILD/pneumonitis.
RYBREVANT with Carboplatin and Pemetrexed
Based on the pooled safety population, ILD/pneumonitis occurred in 2.1% of patients with 1.8% of patients experiencing Grade 3 ILD/pneumonitis. 2.1% discontinued RYBREVANT due to ILD/pneumonitis.
RYBREVANT as a Single Agent
In CHRYSALIS, ILD/pneumonitis occurred in 3.3% of patients, with 0.7% of patients experiencing Grade 3 ILD/pneumonitis. Three patients (1%) permanently discontinued RYBREVANT due to ILD/pneumonitis.
Monitor patients for new or worsening symptoms indicative of ILD/pneumonitis (e.g., dyspnea, cough, fever). Immediately withhold RYBREVANT FASPRO or RYBREVANT and LAZCLUZE (when applicable) in patients with suspected ILD/pneumonitis and permanently discontinue if ILD/pneumonitis is confirmed.
Venous Thromboembolic (VTE) Events with Concomitant Use with LAZCLUZE
RYBREVANT FASPRO and RYBREVANT in combination with LAZCLUZE can cause serious and fatal venous thromboembolic (VTE) events, including deep vein thrombosis and pulmonary embolism. Without prophylactic anticoagulation, the majority of these events occurred during the first four months of treatment.
RYBREVANT FASPRO with LAZCLUZE
In PALOMA-3 (n=206), all Grade VTE occurred in 11% of patients and 1.5% were Grade 3. 80% (n=164) of patients received prophylactic anticoagulation at study entry, with an all Grade VTE incidence of 7%. In patients who did not receive prophylactic anticoagulation (n=42), all Grade VTE occurred in 17% of patients. In total, 0.5% of patients had VTE leading to dose reductions of RYBREVANT FASPRO and no patients required permanent discontinuation. The median time to onset of VTEs was 95 days (range: 17 to 390).
RYBREVANT with LAZCLUZE
In MARIPOSA (n=421), VTEs occurred in 36% of patients including Grade 3 in 10% and Grade 4 in 0.5% of patients. On-study VTEs occurred in 1.2% of patients (n=5) while receiving anticoagulation therapy. There were two fatal cases of VTE (0.5%), 9% of patients had VTE leading to dose interruptions of RYBREVANT, and 7% of patients had VTE leading to dose interruptions of LAZCLUZE; 1% of patients had VTE leading to dose reductions of RYBREVANT, and 0.5% of patients had VTE leading to dose reductions of LAZCLUZE; 3.1% of patients had VTE leading to permanent discontinuation of RYBREVANT, and 1.9% of patients had VTE leading to permanent discontinuation of LAZCLUZE. The median time to onset of VTEs was 84 days (range: 6 to 777).
Administer prophylactic anticoagulation for the first four months of treatment. The use of Vitamin K antagonists is not recommended.
Monitor for signs and symptoms of VTE events and treat as medically appropriate. Withhold RYBREVANT FASPRO or RYBREVANT and LAZCLUZE based on severity. Once anticoagulant treatment has been initiated, resume RYBREVANT FASPRO or RYBREVANT and LAZCLUZE at the same dose level at the discretion of the healthcare provider. In the event of VTE recurrence despite therapeutic anticoagulation, permanently discontinue RYBREVANT FASPRO or RYBREVANT. Treatment can continue with LAZCLUZE at the same dose level at the discretion of the healthcare provider. Refer to the LAZCLUZE Prescribing Information for recommended LAZCLUZE dosage modification.
Dermatologic Adverse Reactions
RYBREVANT FASPRO and RYBREVANT can cause severe rash including toxic epidermal necrolysis (TEN), dermatitis acneiform, pruritus and dry skin.
RYBREVANT FASPRO with LAZCLUZE
In PALOMA-3, rash occurred in 80% of patients, including Grade 3 in 17% and Grade 4 in 0.5% of patients. Rash leading to dose reduction occurred in 11% of patients, and RYBREVANT FASPRO was permanently discontinued due to rash in 1.5% of patients.
RYBREVANT with LAZCLUZE
In MARIPOSA, rash occurred in 86% of patients, including Grade 3 in 26% of patients. The median time to onset of rash was 14 days (range: 1 to 556 days). Rash leading to dose interruptions occurred in 37% of patients for RYBREVANT and 30% for LAZCLUZE, rash leading to dose reductions occurred in 23% of patients for RYBREVANT and 19% for LAZCLUZE, and rash leading to permanent discontinuation occurred in 5% of patients for RYBREVANT and 1.7% for LAZCLUZE.
RYBREVANT with Carboplatin and Pemetrexed
Based on the pooled safety population, rash occurred in 82% of patients, including Grade 3 (15%) adverse reactions. Rash leading to dose reductions occurred in 14% of patients, and 2.5% permanently discontinued RYBREVANT and 3.1% discontinued pemetrexed.
RYBREVANT as a Single Agent
In CHRYSALIS, rash occurred in 74% of patients, including Grade 3 in 3.3% of patients. The median time to onset of rash was 14 days (range: 1 to 276 days). Rash leading to dose reduction occurred in 5% and permanent discontinuation due to rash occurred in 0.7% of patients. Toxic epidermal necrolysis occurred in one patient (0.3%).
When initiating treatment with RYBREVANT FASPRO or RYBREVANT and LAZCLUZE, prophylactic and concomitant medications are recommended to reduce the risk and severity of dermatologic adverse reactions. Instruct patients to limit sun exposure during and for 2 months after treatment. Advise patients to wear protective clothing and use broad spectrum UVA/UVB sunscreen.
If skin reactions develop, administer supportive care including topical corticosteroids and topical and/or oral antibiotics. For Grade 3 reactions, add oral steroids and consider dermatologic consultation. Promptly refer patients presenting with severe rash, atypical appearance or distribution, or lack of improvement within 2 weeks to a dermatologist. For patients receiving RYBREVANT FASPRO or RYBREVANT in combination with LAZCLUZE, withhold, reduce the dose, or permanently discontinue both drugs based on severity. For patients receiving RYBREVANT FASPRO or RYBREVANT as a single agent or in combination with carboplatin and pemetrexed, withhold, dose reduce or permanently discontinue RYBREVANT FASPRO or RYBREVANT based on severity.
Hepatotoxicity
LAZCLUZE in combination with amivantamab can cause severe hepatotoxicity (including increased ALT and AST).
RYBREVANT with LAZCLUZE
In MARIPOSA, based on adverse reaction data, hepatotoxicity occurred in 49% of patients treated with LAZCLUZE, including Grade 3 in 9.3% of patients and Grade 4 in 0.5%. LAZCLUZE was interrupted for an adverse reaction of hepatotoxicity in 8% of patients, the dose was reduced in 1.4% and permanently discontinued in 0.2%.
Perform liver function tests (including ALT, AST, and total bilirubin) before initiation of LAZCLUZE and during treatment, as clinically indicated. Withhold, reduce the dose, or permanently discontinue LAZCLUZE and amivantamab based on severity.
Ocular Toxicity
RYBREVANT FASPRO and RYBREVANT can cause ocular toxicity including keratitis, blepharitis, dry eye symptoms, conjunctival redness, blurred vision, visual impairment, ocular itching, eye pruritus and uveitis.
RYBREVANT FASPRO with LAZCLUZE
In PALOMA-3, all Grade ocular toxicity occurred in 13% of patients, including 0.5% Grade 3.
RYBREVANT with LAZCLUZE
In MARIPOSA, ocular toxicity occurred in 16%, including Grade 3 or 4 ocular toxicity in 0.7% of patients.
RYBREVANT with Carboplatin and Pemetrexed
Based on the pooled safety population, ocular toxicity occurred in 16% of patients. All events were Grade 1 or 2.
RYBREVANT as a Single Agent
In CHRYSALIS, keratitis occurred in 0.7% and uveitis occurred in 0.3% of patients. All events were Grade 1-2.
Promptly refer patients presenting with new or worsening eye symptoms to an ophthalmologist. Withhold, dose reduce or permanently discontinue RYBREVANT FASPRO or RYBREVANT and continue LAZCLUZE based on severity.
Embryo-Fetal Toxicity
Based on animal models, RYBREVANT FASPRO, RYBREVANT and LAZCLUZE can cause fetal harm when administered to a pregnant woman. Verify pregnancy status of females of reproductive potential prior to initiating RYBREVANT FASPRO and RYBREVANT. Advise pregnant women and females of reproductive potential of the potential risk to the fetus. Advise patients of reproductive potential to use effective contraception during treatment and for 3 months after the last dose of RYBREVANT FASPRO or RYBREVANT, and for 3 weeks after the last dose of LAZCLUZE.
ADVERSE REACTIONS
RYBREVANT FASPRO with LAZCLUZE
In PALOMA-3 (n=206), the most common adverse reactions (≥20%) were rash (80%), nail toxicity (58%), musculoskeletal pain (50%), fatigue (37%), stomatitis (36%), edema (34%), nausea (30%), diarrhea (22%), vomiting (22%), constipation (22%), decreased appetite (22%), and headache (21%). The most common Grade 3 or 4 laboratory abnormalities (≥2%) were decreased lymphocyte count (6%), decreased sodium (5%), decreased potassium (5%), decreased albumin (4.9%), increased alanine aminotransferase (3.4%), decreased platelet count (2.4%), increased aspartate aminotransferase (2%), increased gamma-glutamyl transferase (2%), and decreased hemoglobin (2%).
Serious adverse reactions occurred in 33% of patients, with those occurring in ≥2% of patients including ILD/pneumonitis (6%); and pneumonia, VTE and fatigue (2.4% each). Death due to adverse reactions occurred in 5% of patients treated with RYBREVANT FASPRO, including ILD/pneumonitis (1.9%), pneumonia (1.5%), and respiratory failure and sudden death (1% each).
RYBREVANT with LAZCLUZE
In MARIPOSA (n=421), the most common adverse reactions (ARs) (≥20%) were rash (86%), nail toxicity (71%), infusion-related reactions (IRRs) (RYBREVANT) (63%), musculoskeletal pain (47%), stomatitis (43%), edema (43%), VTE (36%), paresthesia (35%), fatigue (32%), diarrhea (31%), constipation (29%), COVID-19 (26%), hemorrhage (25%), dry skin (25%), decreased appetite (24%), pruritus (24%), and nausea (21%). The most common Grade 3 or 4 laboratory abnormalities (≥2%) were decreased albumin (8%), decreased sodium (7%), increased ALT (7%), decreased potassium (5%), decreased hemoglobin (3.8%), increased AST (3.8%), increased GGT (2.6%), and increased magnesium (2.6%).
Serious ARs occurred in 49% of patients, with those occurring in ≥2% of patients including VTE (11%), pneumonia (4%), ILD/pneumonitis and rash (2.9% each), COVID-19 (2.4%), and pleural effusion and IRRs (RYBREVANT) (2.1% each). Fatal ARs occurred in 7% of patients due to death not otherwise specified (1.2%); sepsis and respiratory failure (1% each); pneumonia, myocardial infarction, and sudden death (0.7% each); cerebral infarction, pulmonary embolism (PE), and COVID-19 infection (0.5% each); and ILD/pneumonitis, acute respiratory distress syndrome (ARDS), and cardiopulmonary arrest (0.2% each).
RYBREVANT with Carboplatin and Pemetrexed
In MARIPOSA-2 (n=130), the most common ARs (≥20%) were rash (72%), IRRs (59%), fatigue (51%), nail toxicity (45%), nausea (45%), constipation (39%), edema (36%), stomatitis (35%), decreased appetite (31%), musculoskeletal pain (30%), vomiting (25%), and COVID-19 (21%). The most common Grade 3 to 4 laboratory abnormalities (≥2%) were decreased neutrophils (49%), decreased white blood cells (42%), decreased lymphocytes (28%), decreased platelets (17%), decreased hemoglobin (12%), decreased potassium (11%), decreased sodium (11%), increased alanine aminotransferase (3.9%), decreased albumin (3.8%), and increased gamma-glutamyl transferase (3.1%).
In MARIPOSA-2, serious ARs occurred in 32% of patients, with those occurring in >2% of patients including dyspnea (3.1%), thrombocytopenia (3.1%), sepsis (2.3%), and PE (2.3%). Fatal ARs occurred in 2.3% of patients; these included respiratory failure, sepsis, and ventricular fibrillation (0.8% each).
In PAPILLON (n=151), the most common ARs (≥20%) were rash (90%), nail toxicity (62%), stomatitis (43%), IRRs (42%), fatigue (42%), edema (40%), constipation (40%), decreased appetite (36%), nausea (36%), COVID-19 (24%), diarrhea (21%), and vomiting (21%). The most common Grade 3 to 4 laboratory abnormalities (≥2%) were decreased albumin (7%), increased alanine aminotransferase (4%), increased gamma-glutamyl transferase (4%), decreased sodium (7%), decreased potassium (11%), decreased magnesium (2%), and decreases in white blood cells (17%), hemoglobin (11%), neutrophils (36%), platelets (10%), and lymphocytes (11%).
In PAPILLON, serious ARs occurred in 37% of patients, with those occurring in ≥2% of patients including rash, pneumonia, ILD, PE, vomiting, and COVID-19. Fatal adverse reactions occurred in 7 patients (4.6%) due to pneumonia, cerebrovascular accident, cardio-respiratory arrest, COVID-19, sepsis, and death not otherwise specified.
RYBREVANT as a Single Agent
In CHRYSALIS (n=129), the most common ARs (≥20%) were rash (84%), IRR (64%), paronychia (50%), musculoskeletal pain (47%), dyspnea (37%), nausea (36%), fatigue (33%), edema (27%), stomatitis (26%), cough (25%), constipation (23%), and vomiting (22%). The most common Grade 3 to 4 laboratory abnormalities (≥2%) were decreased lymphocytes (8%), decreased albumin (8%), decreased phosphate (8%), decreased potassium (6%), increased alkaline phosphatase (4.8%), increased glucose (4%), increased gamma-glutamyl transferase (4%), and decreased sodium (4%).
Serious ARs occurred in 30% of patients, with those occurring in ≥2% of patients including PE, pneumonitis/ILD, dyspnea, musculoskeletal pain, pneumonia, and muscular weakness. Fatal adverse reactions occurred in 2 patients (1.5%) due to pneumonia and 1 patient (0.8%) due to sudden death.
LAZCLUZE DRUG INTERACTIONS
Avoid concomitant use of LAZCLUZE with strong and moderate CYP3A4 inducers. Consider an alternate concomitant medication with no potential to induce CYP3A4.
Monitor for adverse reactions associated with a CYP3A4 or BCRP substrate where minimal concentration changes may lead to serious adverse reactions, as recommended in the approved product labeling for the CYP3A4 or BCRP substrate.
Please see full Prescribing Information for RYBREVANT FASPRO, RYBREVANT and LAZCLUZE.
cp-491009v2
About Johnson & Johnson
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity. Learn more at https://www.jnj.com/ or at www.innovativemedicine.jnj.com. Follow us at @JNJInnovMed.
Cautions Concerning Forward-Looking Statements
This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 regarding product development and the potential benefits and treatment impact of RYBREVANT-based regimens. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Johnson & Johnson. Risks and uncertainties include, but are not limited to: challenges and uncertainties inherent in product research and development, including the uncertainty of clinical success and of obtaining regulatory approvals; uncertainty of commercial success; manufacturing difficulties and delays; competition, including technological advances, new products and patents attained by competitors; challenges to patents; product efficacy or safety concerns resulting in product recalls or regulatory action; changes in behavior and spending patterns of purchasers of health care products and services; changes to applicable laws and regulations, including global health care reforms; and trends toward health care cost containment. A further list and descriptions of these risks, uncertainties and other factors can be found in Johnson & Johnson's most recent Annual Report on Form 10-K, including in the sections captioned "Cautionary Note Regarding Forward-Looking Statements" and "Item 1A. Risk Factors," and in Johnson & Johnson's subsequent Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission. Copies of these filings are available online at www.sec.gov, www.jnj.com, www.investor.jnj.com or on request from Johnson & Johnson. Johnson & Johnson does not undertake to update any forward-looking statement as a result of new information or future events or developments.
† RECIST (version 1.1) refers to Response Evaluation Criteria in Solid Tumors, which is a standard way to measure how well
solid tumors respond to treatment and is based on whether tumors shrink, stay the same or get bigger.
‡ The NCCN content does not constitute medical advice and should not be used in place of seeking professional medical advice, diagnosis or treatment by licensed practitioners. NCCN makes no warranties of any kind whatsoever regarding their content, use or application and disclaims any responsibility for their application or use in any way.
§ See the NCCN Guidelines for detailed recommendations, including other treatment options.
|| The NCCN Guidelines for NSCLC provide recommendations for certain individual biomarkers that should be tested and recommend testing techniques but do not endorse any specific commercially available biomarker assays or commercial laboratories.
Johnson & Johnson snížila výhled upraveného zisku pro rok 2026 na 10,96 až 11,11 USD na akcii z 11,60 až 11,75 USD. Výhled tržeb ale ponechala na 100,8 až 101,4 miliardy USD.
People gather next to a logo of Johnson & Johnson at the company’s booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 6, 2025.REUTERS/Maxim Shemetov Purchase Licensing Rights, opens new tab
CompaniesJuly 29 (Reuters) - Johnson & Johnson (JNJ.N), opens new tab cut 2026 profit forecast on Wednesday, citing the combined financial impact of its newly completed acquisition of Firefly Bio and a strategic partnership with Sail Biomedicines.
The healthcare giant expects full-year adjusted earnings per share of $10.96 to $11.11, compared with its previous forecast of $11.60 to $11.75. Its shares were down 1.6% in extended trading.
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The two transactions are expected to reduce the company's 2026 adjusted earnings by about $0.64 per share, with the Firefly acquisition contributing $0.46 and the Sail Biomedicines agreement $0.18.
The Sail Biomedicines partnership includes an option to acquire the biotech for $2.58 billion and focuses on developing next-generation autoimmune disease therapies.
Under the agreement, J&J will make an initial payment of $785 million, including a $465 million equity investment in Sail. Sail could also receive up to $140 million in additional payments if it hits certain development milestones.
The partnership focuses on in-vivo CAR-T therapies, which are designed to reprogram immune cells directly inside a patient's body, without the need of extracting them.
The maker of drugs and medical devices, however, kept its annual revenue expectations intact at $100.8 billion to $101.4 billion.
J&J also said the Sail and Firefly deals were expected to impact 2027 adjusted earnings by $1.36 per share, comprising $0.08 from Firefly and $1.28 from Sail, contingent on the achievement of specified development milestones and the exercise of its contractual options.
The forecast cut comes days after the company agreed to pay an estimated $5.5 billion to settle tens of thousands of lawsuits alleging that its baby powder and other talc-based products caused ovarian cancer, a deal that could bring an end to a decade-long legal battle that has weighed on its reputation.
Reporting by Padmanabhan Ananthan in Bengaluru; Editing by Shilpi Majumdar
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Amundi ve 1. čtvrtletí zvýšila podíl v Johnson & Johnson o 17,5 % na 13,406,820 akcií v hodnotě 3,277,163,000 USD. JNJ je nyní 13. největší pozicí fondu.
Amundi increased its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 17.5% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,406,820 shares of the company’s stock after purchasing an additional 2,001,139 shares during the quarter. Johnson & Johnson accounts for 0.9% of Amundi’s holdings, making the stock its 13th biggest position. Amundi owned approximately 0.56% of Johnson & Johnson worth $3,277,163,000 as of its most recent SEC filing.
Other institutional investors have also recently bought and sold shares of the company. Blueline Advisors LLC acquired a new position in shares of Johnson & Johnson during the 4th quarter worth about $25,000. Cresta Advisors Ltd. bought a new stake in shares of Johnson & Johnson in the 4th quarter valued at about $26,000. DecisionPoint Financial LLC lifted its stake in Johnson & Johnson by 104.2% in the 4th quarter. DecisionPoint Financial LLC now owns 147 shares of the company’s stock valued at $30,000 after purchasing an additional 75 shares during the last quarter. Bay Harbor Wealth Management LLC grew its holdings in Johnson & Johnson by 49.0% during the fourth quarter. Bay Harbor Wealth Management LLC now owns 149 shares of the company’s stock worth $31,000 after purchasing an additional 49 shares during the period. Finally, Family CFO Inc acquired a new position in Johnson & Johnson during the fourth quarter worth approximately $31,000. Institutional investors own 69.55% of the company’s stock.
Wall Street Analyst Weigh In JNJ has been the subject of a number of recent analyst reports. TD Cowen raised their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the company a “buy” rating in a research report on Monday, July 13th. Scotiabank reissued an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. Sanford C. Bernstein increased their price target on Johnson & Johnson from $225.00 to $251.00 and gave the company a “market perform” rating in a research note on Wednesday, April 15th. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price objective on shares of Johnson & Johnson in a research report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $265.30.
Check Out Our Latest Report on JNJ
Insider Transactions at Johnson & Johnson In related news, EVP Vanessa Broadhurst sold 23,054 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at approximately $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.16% of the company’s stock.
Johnson & Johnson Price Performance Johnson & Johnson stock opened at $266.76 on Wednesday. The company has a market capitalization of $642.86 billion, a price-to-earnings ratio of 30.91, a PEG ratio of 2.52 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 has a 12 month low of $164.23 and a 12 month high of $274.90. The stock’s 50 day moving average is $244.20 and its 200-day moving average is $237.40.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. The business had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same period last year, the firm posted $2.77 EPS. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts expect that Johnson & Johnson will post 11.68 EPS for the current year.
Johnson & Johnson Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.
More Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Talc settlement removes a major overhang. J&J proposed paying up to $5.5 billion to resolve approximately 76,000 remaining U.S. lawsuits alleging that its talc products caused ovarian cancer. Investors appear to view the agreement as reducing years of legal uncertainty and improving visibility into future liabilities. The deal requires participation by at least 95% of claimants, with payments expected to begin in 2027, so final resolution is not yet guaranteed. Reuters talc settlement article Positive Sentiment: J&J delivered strong second-quarter results and raised its outlook. Revenue rose 6.6% year over year to $25.31 billion, exceeding expectations, while adjusted earnings per share of $2.90 topped the consensus estimate. Full-year 2026 guidance was set at $11.60–$11.75 per share, supporting confidence in the company’s operating performance. Yahoo Finance earnings article Positive Sentiment: Analysts remain constructive. Goldman Sachs and Morgan Stanley reiterated Buy ratings following the settlement news, with price targets remaining above the recent trading level. One analyst said progress on the talc resolution removes a significant valuation discount. TipRanks Goldman Sachs rating article Neutral Sentiment: Settlement terms still carry execution risk. The proposal involves a substantial cash commitment and could leave future lawsuits unaffected. Its effectiveness depends on claimant participation and court-related processes. CNN settlement article Negative Sentiment: MedTech growth was comparatively softer. Cardiovascular performance lagged in the second quarter, although stronger Vision, Surgery and Orthopedics results and new product launches may support improvement in the second half. Zacks MedTech article Negative Sentiment: An executive sale is a minor sentiment headwind. EVP Vanessa Broadhurst sold 23,054 shares worth approximately $5.8 million, reducing her direct position by about half. SEC insider transaction filing About Johnson & Johnson (Free Report)
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.
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Arete Wealth Advisors zvýšila ve 1. čtvrtletí podíl ve společnosti Johnson & Johnson o 17,2 % na 80 292 akcií. Hodnota držby činila 19,626 milionu USD.
Arete Wealth Advisors LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 17.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,292 shares of the company’s stock after purchasing an additional 11,789 shares during the period. Johnson & Johnson comprises 1.4% of Arete Wealth Advisors LLC’s portfolio, making the stock its 16th biggest holding. Arete Wealth Advisors LLC’s holdings in Johnson & Johnson were worth $19,626,000 as of its most recent SEC filing.
A number of other institutional investors also recently added to or reduced their stakes in JNJ. Brighton Jones LLC increased its holdings in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank raised its stake in shares of Johnson & Johnson by 110.7% in the first quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after purchasing an additional 692 shares in the last quarter. Wealth Group Ltd. grew its stake in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after purchasing an additional 6,584 shares during the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.
Key Johnson & Johnson News Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: Talc settlement removes a major overhang. J&J proposed paying up to $5.5 billion to resolve approximately 76,000 remaining U.S. lawsuits alleging that its talc products caused ovarian cancer. Investors appear to view the agreement as reducing years of legal uncertainty and improving visibility into future liabilities. The deal requires participation by at least 95% of claimants, with payments expected to begin in 2027, so final resolution is not yet guaranteed. Reuters talc settlement article Positive Sentiment: J&J delivered strong second-quarter results and raised its outlook. Revenue rose 6.6% year over year to $25.31 billion, exceeding expectations, while adjusted earnings per share of $2.90 topped the consensus estimate. Full-year 2026 guidance was set at $11.60–$11.75 per share, supporting confidence in the company’s operating performance. Yahoo Finance earnings article Positive Sentiment: Analysts remain constructive. Goldman Sachs and Morgan Stanley reiterated Buy ratings following the settlement news, with price targets remaining above the recent trading level. One analyst said progress on the talc resolution removes a significant valuation discount. TipRanks Goldman Sachs rating article Neutral Sentiment: Settlement terms still carry execution risk. The proposal involves a substantial cash commitment and could leave future lawsuits unaffected. Its effectiveness depends on claimant participation and court-related processes. CNN settlement article Negative Sentiment: MedTech growth was comparatively softer. Cardiovascular performance lagged in the second quarter, although stronger Vision, Surgery and Orthopedics results and new product launches may support improvement in the second half. Zacks MedTech article Negative Sentiment: An executive sale is a minor sentiment headwind. EVP Vanessa Broadhurst sold 23,054 shares worth approximately $5.8 million, reducing her direct position by about half. SEC insider transaction filing Johnson & Johnson Stock Performance Shares of JNJ stock opened at $266.76 on Wednesday. The stock has a market cap of $642.86 billion, a PE ratio of 30.91, a price-to-earnings-growth ratio of 2.52 and a beta of 0.24. The stock has a 50-day moving average of $244.20 and a 200-day moving average of $237.40. 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 $164.23 and a one year high of $274.90.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The business had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same quarter last year, the firm earned $2.77 EPS. Johnson & Johnson’s quarterly revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, sell-side analysts expect that Johnson & Johnson will post 11.68 earnings per share for the current year.
Johnson & Johnson Announces Dividend 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 given a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.0%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.
Insider Buying and Selling at Johnson & Johnson In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Vanessa Broadhurst sold 23,054 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total value of $5,792,778.58. Following the sale, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.16% of the company’s stock.
Wall Street Analyst Weigh In Several research analysts recently weighed in on the stock. TD Cowen boosted their price objective on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research report on Monday, July 13th. Barclays increased their price objective on Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 15th. Guggenheim reissued a “buy” rating and issued a $270.00 target price on shares of Johnson & Johnson in a research note on Friday, July 17th. Daiwa Securities Group boosted their target price on Johnson & Johnson from $237.00 to $246.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Finally, Johnson Rice raised Johnson & Johnson from an “outperform” rating to a “buy” rating and set a $280.00 price target on the stock in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.30.
Read Our Latest Report on JNJ
Johnson & Johnson Profile (Free Report)
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.
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Johnson & Johnson se dohodl na vyrovnání za zhruba 5,5 miliardy dolarů v kauzách kolem mastku. Dohoda se týká asi 76 tisíc žalob a může ukončit více než deset let sporů.
Americký zdravotnický gigant Johnson & Johnson se dohodl na vyrovnání v hodnotě přibližně 5,5 miliardy dolarů, které by mohlo ukončit více než deset let trvající právní spory kolem výrobků obsahujících mastek. Dohoda se týká zhruba 76 tisíc žalob, jejichž autoři tvrdí, že používání dětského zásypu a dalších produktů společnosti přispělo ke vzniku rakoviny vaječníků. Pokud bude dohoda schválena dostatečným počtem žalobců, půjde o jeden z největších mimosoudních smírů v historii amerického farmaceutického průmyslu.
Americká společnost Johnson & Johnson zaplatí přibližně 5,5 miliardy dolarů (117 miliard Kč) za urovnání desítek tisíc žalob, podle nichž její dětský zásyp a další výrobky obsahující mastek způsobují rakovinu vaječníků. Jde o přelomovou dohodu, která by mohla ukončit vleklý právní spor provázející firmu už více než deset let, uvedla agentura Reuters.
Johnson & Johnson je jedním z největších světových výrobců zdravotnických produktů. Firma uvedla, že vyrovnání se vztahuje přibližně na 76.000 žalob, včetně těch u federálního soudu v New Jersey a souvisejících případů projednávaných u státních soudů. Dohoda tak pokrývá téměř všechny zbývající žaloby týkající se mastku vedené proti společnosti.
Podnik už dříve vyřešil většinu žalob, ve kterých stěžovatelé tvrdili, že výrobky Johnson & Johnson s mastkem obsahovaly azbest a způsobily mezoteliom. To je vzácný, ale velmi agresivní zhoubný nádor.
Advokátní kanceláře zastupující žalobce dohodu v pondělí potvrdily a označily ji za dobré řešení po více než desetiletém soudním sporu. Aby vyrovnání vstoupilo v platnost, musí jej přijmout 95 procent žalujících s nároky souvisejícími s rakovinou vaječníků vedenými u státních i federálních soudů.
Viceprezident společnosti Johnson & Johnson pro soudní spory Erik Haas označil žaloby za neopodstatněné. Společnost je podle něj ochotna přistoupit na vyrovnání, aby celou záležitost definitivně uzavřela.
"Přestože jsme přesvědčeni, že bychom v případných dalších soudních řízeních nakonec uspěli, stejně jako ve většině dosud projednávaných případů, dohoda nám umožní tuto kapitolu uzavřít a soustředit se na naše poslání vyvíjet léky a zdravotnické prostředky, které zachraňují životy,“ uvedl Haas.
Firma očekává, že v příštím roce vyplatí přibližně tři miliardy dolarů, přičemž další platby budou následovat v roce 2028. Celkový objem vyplacených peněz ale může být vyšší, a to v závislosti na počtu lidí, kteří se do vyrovnání zapojí.
Právník Chris Seeger, který zastupuje zhruba 2500 klientů s nároky souvisejícími s mastkem a který se podílel na vyjednávání dohody, uvedl, že Johnson & Johnson by nakonec mohl vyplatit sedm miliard dolarů nebo i více. Podle něj dohoda stanovuje konkrétní částky pro oprávněné nároky týkající se rakoviny vaječníků, ale nestanovuje maximální limit celkového plnění.
"Dosáhli jsme spravedlivého vyrovnání. Naši klienti s ním budou spokojeni,“ řekl Seeger.
Johnson & Johnson se na vyrovnání dohodl poté, co zaznamenal řadu úspěchů u soudů. Patřila mezi ně vítězství v jednotlivých procesech, úspěšné snahy o vyloučení některých právních zástupců žalujících z řízení i rozhodnutí soudů zpochybňující odborné posudky, o které se žalobci opírali.
Významného vítězství dosáhla společnost i minulý týden, kdy federální soudce vyjádřil pochybnosti, zda jednotliví žalující mohou skutečně prokázat, že právě mastek u nich byl konkrétní příčinou rakoviny vaječníků.
Johnson & Johnson dlouhodobě odmítá tvrzení, že jeho výrobky s mastkem způsobují rakovinu. Firma tvrdí, že mastek je bezpečný a neobsahuje azbest. V roce 2020 společnost přestala ve Spojených státech prodávat dětský zásyp na bázi mastku a nahradila jej výrobkem na bázi kukuřičného škrobu.
Soudní řízení byla obnovena v březnu 2025, předtím byla na více než tři roky přerušena kvůli neúspěšnému pokusu firmy využít strategii, která je v USA známá jako "Texas two-step". V jejím rámci Johnson & Johnson prostřednictvím dceřiné společnosti založené pouze pro tento účel třikrát požádal o ochranu před věřiteli v rámci insolvenčního řízení s cílem dosáhnout hromadného vyrovnání. Všechny tři insolvenční návrhy však soudy zamítly.
Před těmito pokusy měla firma ve sporech týkajících se mastku nejednoznačné výsledky. Jedním z nejvýznamnějších rozsudků bylo přiznání odškodnění v řádu miliard dolarů 22 ženám, které tvrdily, že používání dětského zásypu jim způsobilo rakovinu vaječníků. V jiných případech však společnost u soudů uspěla nebo dosáhla snížení přiznaného odškodnění v odvolacím řízení.
Na rozdíl od dříve navrhovaných vyrovnání v rámci insolvenčního řízení se pondělní dohoda vztahuje pouze na stávající žaloby a nijak neřeší případné budoucí nároky. Podle právníka Seegera právě vyloučení budoucích žalob umožnilo vyčlenit více peněz pro současné stěžovatele a zároveň výrazně urychlit výplaty – všechny uznané nároky mají být vyplaceny do 18 měsíců, místo rozložení plateb na více než deset let.
Johnson & Johnson ve 2. čtvrtletí zvýšil tržby divize MedTech o 4,5 % na 8,93 mld. USD, ale výsledek mírně zaostal za odhady. Firma očekává silnější druhou polovinu roku díky OTTAVA a VARIPULSE.
Key Takeaways Johnson & Johnson's MedTech sales rose 4.5% to $8.93B in Q2 but slightly missed consensus estimates.JNJ expects stronger H2 MedTech growth despite softer Abiomed demand and ongoing China VBP headwinds.Johnson & Johnson expects new OTTAVA and VARIPULSE launches to support MedTech growth in H2. Johnson & Johnson's (JNJ - Free Report) medical devices segment, known as MedTech, offers products in the orthopedics, surgery, cardiovascular and vision markets. The MedTech segment accounts for around 36% of J&J’s total revenues. In MedTech, J&J is a global leader in electrophysiology, circulatory restoration and heart recovery.
The MedTech segment delivered a mixed performance in the second quarter of 2026, with growth remaining positive but below the pace seen in its Innovative Medicines business.
Q2 Numbers of J&J’s MedTech SegmentJ&J’s MedTech segment underperformed in the second quarter despite overall solid results. Sales rose 4.5% to $8.93 billion, with operational growth of 3.6%, but slightly missed the Zacks Consensus Estimate of $8.96 billion.
The shortfall was largely due to weaker Cardiovascular performance. Operational sales in the Cardiovascular business grew 3.1%. However, the growth was slower than prior trends due to competitive pressure in the electrophysiology business and decline in Abiomed sales, partially offset by continued double-digit growth in Shockwave.
Shockwave revenues rose 14.6% to $335 million. Electrophysiology sales increased 3.1%, supported by procedure growth and new products but were hurt by competitive pulsed field ablation (PFA) pressures and unfavorable China inventory dynamics.
Abiomed sales declined 2% due to slow procedural volumes for the Impella heart pump franchise. Abiomed procedure volumes were hurt by uncertainty among physicians after a U.K. study questioned the benefit of using Impella devices in certain high-risk procedures. J&J believes this led to slower Impella usage as doctors reassessed patient selection for the device. J&J believes this is a temporary issue and is working with physicians to ensure the device is used in the right patients based on its existing clinical evidence. However, Abiomed sales in outside U.S. markets remained strong.
Nonetheless, while J&J’s Cardiovascular sales slowed down in the second quarter due to weakness in Abiomed, its other three businesses, Surgery, Vision and Orthopedics, all accelerated in the quarter and performed above expectations.
Worldwide Surgery grew 3.9%. Worldwide Orthopedics rose 4.9% and Worldwide Vision rose 6.0% in the second quarter.
While Abiomed procedures slowed, J&J claimed that overall procedure volumes were stable and there was no broad-based slowdown in medical procedure volumes across its MedTech business. J&J clarified that although some large U.S. hospitals have reported weaker volumes for certain elective procedures, those trends are not reflected in its own business. J&J also said that the expiration of Affordable Care Act (ACA) subsidies has not had any meaningful impact on procedure volumes so far and is unlikely to affect MedTech demand materially.
The company continues to face headwinds in China from the government's volume-based procurement (VBP) program and expects these pressures to continue through 2026, particularly in the second half.
Outlook for J&J’s MedTech in H2Reflecting these challenges, J&J tempered its outlook for Abiomed, now expecting only modest growth in the second half of 2026 rather than the stronger rebound it had previously anticipated, with the impact of the U.K. study likely to persist until PROTECT IV study data are presented in 2027. PROTECT IV is a large clinical study of the company’s Impella device in high-risk percutaneous coronary intervention.
Despite the Abiomed challenges, J&J remains optimistic about MedTech's trajectory in the second half of 2026. J&J expects its MedTech business to perform better in the second half of the year than it did in the first half, driven by strength in Vision, Orthopedics, Surgery and better performance in Cardiovascular. While the Abiomed softness creates a new overhang, it is only 2% of sales, and J&J has various other top-line drivers to compensate.
The FDA recently approved J&J’s OTTAVA robotic surgical system which is considered a key new product in its portfolio, along with the VARIPULSE pulsed field ablation system for atrial fibrillation. Increased adoption of these newly launched products should contribute to better growth in the second half.
J&J’s Key Competitors in the Medical Devices MarketJ&J’s MedTech unit faces strong competition from several major players in the medical device industry like Medtronic (MDT - Free Report) , Abbott,Stryker (SYK - Free Report) and Boston Scientific (BSX - Free Report) .
While Medtronic has a strong presence in cardiovascular, neuroscience and surgical technologies, Stryker is a major player in orthopedics and surgical equipment. Boston Scientific markets products for cardiovascular, endoscopy, urology and neuromodulation. Abbott is known for its medical devices across cardiovascular, diagnostics, and diabetes care.
JNJ’s Price Performance, Valuation and EstimatesJ&J’s shares have outperformed the industry so far this year. The stock has risen 28.7% this year compared with a 14.5% appreciation of the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, J&J is slightly expensive. Going by the price/earnings ratio, the company’s shares currently trade at 21.39 forward earnings, higher than 19.06 for the industry. The stock is also trading above its five-year mean of 15.65.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings has risen from $11.58 per share to $11.65 per share over the past 30 days, while that for 2027 earnings has gone up from $12.65 per share to $12.80 over the same time frame.
Image Source: Zacks Investment Research
J&J has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
It would be easy to not notice. The company isn't exactly disrupting the pharmaceutical business, after all. In fact, most investors would struggle to name a single drug the company makes.
Just dig deeper. Last quarter's results may be a glimpse of the growth that Johnson & Johnson (JNJ +1.56%) quietly has in store for patient investors.
Image source: Getty Images.
Cancer drugs to lead growth You probably know the company as the name behind Tylenol, Band-Aid, and talcum powder. Johnson & Johnson actually spun off these consumer-facing brands into a stand-alone business called Kenvue back in 2023, leaving behind a prescription drug and medical device operation that some investors never knew existed. As was noted, most investors might struggle to name even just one of its drugs.
Nevertheless, it's there, and it's growing. Last quarter's operational revenue growth of 5.7% extends Q1's and last year's pace, led by the company's oncology arm, and particularly its cancer-fighting Darzalex, which saw global sales growth of nearly 19% in Q2.
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And that's important. Although its oncology business has been an important profit center for some time, Johnson & Johnson aims to sell at least $50 billion in cancer drugs per year by 2030, making it the biggest name in the business.
For perspective on that figure and its growth, the company is on pace to drive record-breaking revenue of just over $100 billion this year, with roughly $30 billion of that being cancer-related.
The thing is, with its oncology business now persistently growing at a rate in the high teens, Johnson & Johnson can reach this goal, more than offsetting the rapid deterioration of Stelara's sales now that the anti-inflammation drug's patents have expired.
Still a dividend holding, but one being rebuilt to extend an impressive track record This performance still won't qualify J&J as the sort of growth name that most investors envision when looking for a new growth investment. It's still predominantly a dividend-paying value stock, although a very good one. Indeed, with a track record of 64 consecutive years' worth of per-share dividend increases (adjusted for the Kenvue spinoff), it easily qualifies as a Dividend King.
This oncology-driven revenue growth, however, sets the stage for continued dividend increases.
And the underlying opportunity is certainly solid. An outlook from Precedence Research suggests the worldwide cancer treatment market is poised to grow at an average annualized rate of 11.3% through 2035, from $280 billion this year to over $730 billion per year at the end of this time frame. Johnson & Johnson just needs to make sure it continues capturing its fair share of this growth.
Johnson & Johnson ve 2. čtvrtletí zvýšil tržby divize Innovative Medicine o 6,8 % na 16,38 miliardy USD. Růst táhly Darzalex, Tremfya a Erleada, zatímco Stelara prudce klesla.
Key Takeaways Johnson & Johnson's Innovative Medicine sales rose 6.8% operationally to $16.38 billion in Q2 2026.JNJ's growth was led by Darzalex, Tremfya, Erleada and newer drugs despite Stelara's sharp decline.Johnson & Johnson expects key drugs and new launches to support above-market growth through 2026. Johnson & Johnson (JNJ - Free Report) , via its Innovative Medicine segment, markets a broad portfolio of blockbuster therapies across key areas, including neuroscience, cardiovascular and metabolic diseases, immunology, oncology, pulmonary hypertension and infectious diseases.
J&J’s Innovative Medicines/Pharma segment is the company’s primary growth engine, clearly outperforming its MedTech segment, despite the impact of biosimilar and generic competition on sales of some key drugs like Stelara, Remicade and Zytiga.
J&J’s Innovative Medicine Segment’s Q2 PerformanceJ&J’s Innovative Medicine segment delivered another quarter of healthy operational growth in the second quarter as sales rose 6.8% on an operational basis (excluding the impact of currency) to $16.38 billion.
On an organic basis, sales rose 6.9% despite the loss of exclusivity (“LOE”) of the multi-billion-dollar product, Stelara.
Higher sales of key products such as Darzalex, Tremfya and Erleada due to strong market growth and share gains drove the segment’s growth. New drugs like Carvykti, Tecvayli, Talvey, Rybrevant and Spravato contributed significantly to growth. These gains were partly offset by lower sales of Stelara, Remicade, Imbruvica and Zytiga.
Sales of blockbuster multiple myeloma treatment, Darzalex, rose 18.9% to $4.21 billion in the quarter. Tremfya remained another key growth driver, with sales rising 72.5% to $2.05 billion. Erleada sales increased 9.5% to $995 million.
Stelara’s sales fell 55.2% to $740 million. Stelara’s LOE negatively impacted the Innovative Medicines segment’s growth by 760 basis points and total revenues by 460 basis points in the second quarter.
J&J’s Innovative Medicine Segment’s Outlook for H2J&J expects its Innovative Medicine segment to remain a key growth driver in the second half of 2026. The growth is expected to be driven by its key products, such as Darzalex, Tremfya, Spravato, Carvykti and Erleada, as well as increased contribution from new launches like Icotyde, Rybrevant and Inlexzo, which can offset the ongoing impact of Stelara biosimilar competition. On the second-quarter conference call, J&J said that it is seeing strong launches of all these new drugs, Inlexzo, Icotyde and Imaavy.
However, other than the Stelara LOE impact, J&J expects generic impact for both Simponi and Opsumit to begin in 2026 as the drugs lose patent protection.
Overall, J&J expects continued above-market growth for the Innovative Medicine segment through the remainder of 2026. In fact, Innovative Medicine is expected to remain J&J's primary growth engine for the foreseeable future.
J&J Key CompetitorsImmunology and oncology are J&J’s key areas. Other large drugmakers with a strong presence in the oncology market include Novartis, AstraZeneca (AZN - Free Report) , AbbVie (ABBV - Free Report) , Amgen (AMGN - Free Report) , Merck, Bristol-Myers, Roche and Pfizer. In immunology, AbbVie, Amgen, Sanofi, AstraZeneca and Pfizer hold a strong position.
JNJ’s Price Performance, Valuation and EstimatesJ&J’s shares have outperformed the industry so far this year. The stock has risen 26.7% this year compared with 11.8% appreciation of the industry.
Image Source: Zacks Investment Research
From a valuation standpoint, J&J is slightly expensive. Going by the price/earnings ratio, the company’s shares currently trade at 21.07 forward earnings, higher than 18.72 for the industry. The stock is also trading above its five-year mean of 15.65.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings has risen from $11.58 per share to $11.65 per share over the past 30 days, while that for 2027 earnings has gone up from $12.65 per share to $12.80 over the same time frame.
Image Source: Zacks Investment Research
J&J has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bank of Nova Scotia ve 1. čtvrtletí snížila podíl v Johnson & Johnson o 36,3 % na 761 803 akcií za 186,2 mil. USD. J&J zároveň oznámila zisk na akcii ve výši 2,90 USD a tržby 25,31 mld. USD, obojí nad odhady.
Bank of Nova Scotia reduced its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 36.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 761,803 shares of the company’s stock after selling 433,751 shares during the quarter. Bank of Nova Scotia’s holdings in Johnson & Johnson were worth $186,215,000 at the end of the most recent reporting period.
Several other institutional investors have also recently added to or reduced their stakes in JNJ. Brighton Jones LLC increased its stake in Johnson & Johnson by 13.9% during the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after buying an additional 6,332 shares during the period. United Bank boosted its position in Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after buying an additional 4,876 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Johnson & Johnson by 13.4% in the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock worth $896,000 after acquiring an additional 692 shares in the last quarter. Wealth Group Ltd. increased its position in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock worth $226,000 after acquiring an additional 168 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake in shares of Johnson & Johnson by 9.8% in the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock valued at $11,255,000 after acquiring an additional 6,584 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.
Johnson & Johnson News Roundup Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: The FDA granted marketing authorization for J&J’s OTTAVA robotic surgical system, a potentially meaningful new business in soft-tissue robotics that could expand the MedTech division. Reuters article Positive Sentiment: J&J also reported encouraging late-stage data for its multiple myeloma therapies Tecvayli and Talvey, with the MonumenTAL-6 study showing large reductions in progression risk and death, strengthening the company’s oncology pipeline. PR Newswire article Positive Sentiment: Investors are also responding to J&J’s recent quarterly earnings beat and upbeat 2026 outlook, which has boosted sentiment around the stock and drawn interest from ETF investors. Yahoo Finance article Positive Sentiment: J&J raised its dividend, reinforcing its appeal as a defensive income stock and supporting demand from dividend-focused investors. Yahoo Finance article Neutral Sentiment: Several articles were commentary pieces discussing J&J’s valuation, ETF exposure, and investor attention, but they do not add a new fundamental catalyst on their own. MarketBeat article Negative Sentiment: A Reuters report said a judge cast doubt on roughly 69,000 talc-related cancer claims, which could still keep legal uncertainty in focus despite being framed as a procedural win for J&J. Reuters article Analysts Set New Price Targets Several research analysts recently commented on the company. Royal Bank Of Canada boosted their target price on Johnson & Johnson from $265.00 to $287.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Bank of America upped their target price on shares of Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Argus raised their target price on shares of Johnson & Johnson from $240.00 to $275.00 and gave the company a “buy” rating in a report on Thursday, April 16th. Scotiabank reiterated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Guggenheim reissued a “buy” rating and issued a $270.00 price objective on shares of Johnson & Johnson in a research report on Friday, July 17th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.30.
Get Our Latest Stock Analysis on JNJ
Insider Activity In related news, EVP Kathryn E. Wengel sold 10,000 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.16% of the company’s stock.
Johnson & Johnson Trading Up 1.5% JNJ opened at $259.34 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.77 and a current ratio of 1.03. Johnson & Johnson has a one year low of $164.23 and a one year high of $269.43. The company has a market cap of $624.29 billion, a P/E ratio of 30.05, a PEG ratio of 2.43 and a beta of 0.24. The business’s 50-day simple moving average is $241.98 and its 200-day simple moving average is $236.13.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities research analysts expect that Johnson & Johnson will post 11.68 EPS for the current fiscal year.
Johnson & Johnson Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be issued a $1.34 dividend. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 annualized dividend and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is presently 62.11%.
Johnson & Johnson Profile (Free Report)
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.
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Key Takeaways JNJ beat Q2 earnings and sales estimates, driven by strength in Tremfya, Darzalex and other key drugs.JNJ raised its 2026 outlook as it advances new launches, FDA filings and eyes the Firefly Bio acquisition. ETFs like IHE offer exposure to Johnson & Johnson for investors seeking diversified healthcare access. Medtech giant Johnson & Johnson (JNJ - Free Report) reported better-than-expected second-quarter 2026 results, surpassing Wall Street estimates on both the top and bottom lines. The quarterly performance was primarily driven by strong growth in the immunology drug Tremfya and cancer blockbuster Darzalex.
Despite reporting such an impressive quarterly performance, this drugmaker slipped 1.5% at the bourses following the earnings announcement. This dip, largely attributed to a notable sales miss in its MedTech division and a 2% slump in its Cardiovascular sales, was short-lived, as the stock regained its balance the following day, gaining 1.2%.
Notably, JNJ has gained 3.5% since reporting its second-quarter results a week ago. The stock is now up more than 20% year to date, comfortably outperforming the S&P 500's 9.3% return.
Against this backdrop, for investors looking to capitalize on JNJ's raised earnings outlook for the year, backed by its dominant position in the Pharma and MedTech industries, healthcare exchange-traded funds (ETFs) offer a lower-risk entry point to gain exposure to this healthcare giant before the next major rally, particularly for those seeking to avoid single-stock idiosyncratic risk.
But before suggesting a few such healthcare ETFs that deserve a place in your portfolio, let us take a look at JNJ's overall second-quarter performance.
A Brief Look at JNJ's Q2 ResultsJNJ's second-quarter earnings per share (EPS) of $2.90 beat the Zacks Consensus Estimate by 2.1%, while sales outpaced the consensus mark by 0.5%.
The combination of TALVEY and DARZALEX delivered deep and durable responses with more than 80% of patients progression-free at 2 years and overall survival up to 89%, as per the second-quarter data.
In solid tumors, JNJ continued to see strong performance from ERLEADA and RYBREVANT. In bladder cancer, nearly one in three eligible patients started on an INLEXZO regimen and new patient insertions grew approximately 75% in the second quarter versus the prior quarter.
In Immunology, JNJ’s TREMFYA remained the fastest-growing advanced therapy in both Crohn's disease and ulcerative colitis, delivering exceptional overall sales growth of 71%. In Neuroscience, both SPRAVATO and CAPLYTA delivered strong performance in the second quarter, with CAPLYTA's new patient starts surging 122% year over year.
In Cardiovascular, VARIPULSE, JNJ’s pulsed-field ablation platform for atrial fibrillation, showed strong momentum with more than 85,000 patients now treated worldwide.
JNJ debuted its CARTOSOUND SONATA, bringing new AI-powered imaging and mapping capabilities to electrophysiology. The company also received FDA authorization for its dual-energy THERMOCOOL SMARTTOUCH SF platform, which integrates pulsed-field and radiofrequency energy in a single system to give physicians greater flexibility in tailoring ablation treatments for patients.
In Circulatory Restoration, JNJ’s global launch of Shockwave C2 Aero expanded the healthcare giant’s ability to treat more complex coronary disease and broadened the reach of its intravascular lithotripsy platform.
J&J's management expects to receive FDA regulatory approval for IMAAVY as the first-ever treatment for patients with warm autoimmune hemolytic anemia, a rare and serious autoantibody disease, in the second half of 2026.
The company also projects FDA approval for its OTTAVA robotic surgical system and the EMEA launch of ETHICON 4000 this year.
JNJ’s planned acquisition of Firefly Bio, expected to be closed in the third quarter of 2026, should add a proprietary platform designed to target KRAS-driven solid tumors, which are typically more difficult to treat, thereby further diversifying the company’s oncology pipeline.
Market Reaction Post Q2 EarningsFollowing J&J's upbeat Q2 results, Bernstein raised its price target for the pharma giant to $261 from $251 while maintaining a Market Perform rating, citing solid underlying medical technology trends to drive the stock's performance (as cited in Investing.com).
JNJ-Heavy ETFs to BuyiShares U.S. Pharmaceuticals ETF (IHE - Free Report)
This fund, with net assets worth $1.44 billion, provides exposure to 56 U.S. domestic drug manufacturers and vaccine producers. Of these, Johnson and Johnson takes the first spot, accounting for a 21.72% share.
IHE has rallied 18.7% year to date and charges 38 basis points (bps) in fees. IHE holds a Zacks Rank #2 (Buy) and traded at a volume of 0.13 million shares in the last trading session.
State Street Health Care Select Sector SPDR ETF (XLV - Free Report)
This fund, with assets under management (AUM) of $41.69 billion, provides exposure to 60 companies across pharmaceuticals, biotechnology, health care equipment and supplies, health care providers and services, life sciences tools and services, and health care technology industries. Of these, Johnson and Johnson takes the second spot, accounting for a 10.42% share.
XLV has risen 3% year to date and charges 8 bps in fees. It traded in a heavy volume of around 5.60 million shares in the last trading session. XLV sports a Zacks Rank #1 (Strong Buy).
Vanguard Health Care ETF (VHT - Free Report)
This fund, with net assets worth $20.4 billion, provides exposure to 423 companies that manufacture health care equipment and supplies or that provide health care-related services, and companies that are primarily involved in the research, development, production, and marketing of pharmaceuticals and biotechnology products. Of these, Johnson and Johnson takes the second spot, accounting for an 8.87% share.
VHT has risen 4.2% year to date and charges 9 bps in fees. It traded in a volume of around 0.28 million shares in the last trading session. VHT sports a Zacks Rank #1.
Johnson & Johnson oznámila pozitivní výsledky fáze 3 studie MonumenTAL-6 s TECVAYLI + TALVEY. Studie prokázala statisticky významné a klinicky významné zlepšení přežití bez progrese onemocnění i celkového přežití oproti standardní péči.
Investigational MonumenTAL-6 trial is the first and only Phase 3 study of a dual antigen, BCMA and GPRC5D targeting regimen in relapsed/refractory multiple myeloma Fifth positive Phase 3 study evaluating Johnson & Johnson's multiple myeloma T-cell therapy portfolio in second line, further strengthening the company's leadership and commitment to advancing immunotherapy-based regimens earlier in the treatment journey RARITAN, N.J., July 23, 2026 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ), a worldwide leader in multiple myeloma therapies, today announced positive topline results from the three-arm investigational Phase 3 MonumenTAL-6 study evaluating TECVAYLI® (teclistamab-cqyv) + TALVEY® (talquetamab-tgvs), a BCMA and GPRC5D dual antigen targeting regimen, and TALVEY® + pomalidomide in adult patients with relapsed or refractory multiple myeloma (RRMM) who received 1 to 4 prior lines of therapy, including an anti-CD38 antibody and lenalidomide.1 The study demonstrated statistically significant and clinically meaningful improvements in progression-free survival and overall survival for both investigational arms compared with investigator's choice standard of care.
Arvest Bank Trust Division ve 1. čtvrtletí snížila podíl v Johnson & Johnson o 20,7 % a prodala 15 867 akcií. Po prodeji držela 60 784 akcií v hodnotě 14,858 milionu USD.
Arvest Bank Trust Division decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 20.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 60,784 shares of the company’s stock after selling 15,867 shares during the quarter. Johnson & Johnson makes up 0.8% of Arvest Bank Trust Division’s investment portfolio, making the stock its 29th largest position. Arvest Bank Trust Division’s holdings in Johnson & Johnson were worth $14,858,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in JNJ. Greenberg Financial Group bought a new stake in shares of Johnson & Johnson during the fourth quarter valued at about $954,000. World Investment Advisors increased its holdings in Johnson & Johnson by 19.6% during the 4th quarter. World Investment Advisors now owns 161,343 shares of the company’s stock worth $33,390,000 after acquiring an additional 26,450 shares during the period. Benchmark Financial LLC bought a new stake in Johnson & Johnson during the fourth quarter valued at $554,000. Robinhood Asset Management LLC purchased a new stake in shares of Johnson & Johnson in the 4th quarter valued at about $11,853,000. Finally, Principal Financial Group Inc. boosted its position in shares of Johnson & Johnson by 0.8% during the 4th quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock valued at $705,736,000 after acquiring an additional 28,370 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.
Insider Activity In related news, EVP Kathryn E. Wengel sold 10,000 shares of Johnson & Johnson stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the transaction, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.16% of the stock is currently owned by insiders.
Analysts Set New Price Targets JNJ has been the topic of a number of recent analyst reports. Stifel Nicolaus set a $260.00 target price on shares of Johnson & Johnson in a research note on Wednesday, July 15th. Guggenheim restated a “buy” rating and set a $270.00 price target on shares of Johnson & Johnson in a research report on Friday, July 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $282.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. HSBC set a $290.00 price objective on Johnson & Johnson and gave the company a “buy” rating in a research report on Monday, July 6th. Finally, Barclays upped their price objective on shares of Johnson & Johnson from $234.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, Johnson & Johnson presently has an average rating of “Moderate Buy” and an average price target of $265.30.
Check Out Our Latest Stock Report on Johnson & Johnson
Key Headlines Impacting Johnson & Johnson Here are the key news stories impacting Johnson & Johnson this week:
Positive Sentiment: The FDA approved J&J’s OTTAVA robotic surgery system, opening the door for Johnson & Johnson to compete in robotic soft-tissue surgery and potentially expand its medtech growth runway. Reuters article on OTTAVA approval Positive Sentiment: Investors are also encouraged by the prospect of a phased launch of OTTAVA with select customers, suggesting J&J is preparing a commercial rollout after securing clearance. Medical Device Network article on OTTAVA launch plans Positive Sentiment: J&J also continues to look like a defensive income stock, with a newly declared quarterly dividend reinforcing its appeal to dividend-focused investors. Yahoo Finance dividend article Neutral Sentiment: A federal judge cast doubt on roughly 69,000 talc-related cancer claims, but the court did not dismiss the litigation outright, so the legal overhang remains a mixed but potentially improving risk for J&J. Reuters talc litigation article Johnson & Johnson Price Performance JNJ stock opened at $255.71 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.03 and a quick ratio of 0.77. Johnson & Johnson has a 1 year low of $164.23 and a 1 year high of $269.43. The firm has a 50-day moving average of $241.40 and a 200 day moving average of $235.76. The company has a market cap of $615.56 billion, a P/E ratio of 29.63, a PEG ratio of 2.38 and a beta of 0.24.
Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analysts’ expectations of $25.06 billion. Johnson & Johnson had a return on equity of 32.86% and a net margin of 21.48%.The firm’s revenue for the quarter was up 6.6% on a year-over-year basis. During the same period in the prior year, the firm earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. On average, sell-side analysts forecast that Johnson & Johnson will post 11.68 EPS for the current year.
Johnson & Johnson Dividend Announcement The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be given a $1.34 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.1%. Johnson & Johnson’s dividend payout ratio is currently 62.11%.
Johnson & Johnson Profile (Free Report)
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.
Further Reading Five stocks we like better than Johnson & Johnson Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).
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