NYSE:JNJ

Johnson & Johnson (JNJ)

254.66
+9.78 (3.99%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
696 watching
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Investor Insights
star iconJun 28, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Johnson & Johnson (JNJ) has garnered a generally positive outlook from various experts, particularly highlighting its strong performance in pharmaceuticals and medical devices after a recent spin-off of its orthopedics division. The company's robust drug pipeline is considered one of the best in the industry, contributing to a resilient stock performance even amidst market volatility. While there is a legal overhang due to ongoing talcum powder lawsuits, experts suggest that this has diminished in significance. The company's valuation appears reasonable, and many experts encourage buying on weakness, reflecting confidence in future growth prospects. Overall, JNJ is seen as a solid investment, especially for those interested in dividend growth and long-term potential.

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Consensus
Positive
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Valuation
Fair Value
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Similar
PG
BUY

JNJ vs. PG Valuation of 16-17x earnings is cheaper than PG. A healthcare company: medical devices, healthcare, pharma. PG is just consumer products, trading at 23x earnings. More opportunity in JNJ, with a caveat on the talc lawsuits. Medical device side should do well post-Covid. Dividends similar in the 2.5% range.

BUY ON WEAKNESS
It has been a great long term stock. He would own it if it were a little cheaper. They are in a good sector. The entry point is too expensive, otherwise he would like to own it.
BUY

Doesn't own, but likes it. Steady, strong technical chart on the upswing. 17x earnings for a 9% growth rate. Diversified products, strong management. Great for cashflow and long-term growth. He prefers Pfizer and ABBV. See his Top Picks today. Yield is 2.6%.

BUY
Great company because of its diversified businesses of pharma, medical devices, and personal care products. Great dividend yield, increased for 54 years in a row. Great free cashflow growth.
BUY
It is a stable holding, which has in fact been a headwind. It will probably ebb and flow. There are some company specific catalysts there as well, though.
BUY
It's a teflon stock with a good drug pipeline. This will go up no matter what.
HOLD

JNJ vs. ABT Healthcare is in a more defensive space, moving up during the pandemic. Likes both. JNJ has a fairly nice dividend at 2.5%. 18x forward earnings for 8% growth. Performing decently, but underperforming the S&P. ABT is more in medical devices. Marginally underperforming since last March. 22x earnings with a higher growth rate of 14%. Bit more torque with ABT, and they're also in the Covid detection space. If he had to choose, it would be ABT.

BUY

Opportunity for Pfizer and J&J are solid. You give up some appreciation when you select a stock with higher yield. However, total return is the most important. There is more diversification with JNJ with medical supplies. Pfizer's partnership with BioNtech is positive. There is renewed chatter about drug price controls. Both offer good prospective.

PAST TOP PICK
(A Top Pick May 11/20, Up 16%) Great dividend yield, and keeps increasing. Trades at 18x earnings. Likes its 3 divisions of pharma, medical devices, and personal care. This smooths out the volatility and revenue. Cashflow machine.
BUY
They report Tuesday. The CDC, he feels, has unfairly punished JNJ over its Covid vaccine. He expects JNJ to release a strong quarter and pipeline of drugs.
DON'T BUY

This morning the news said that distribution has been halted in the US, so the stock is declining today. Like Pfzier, JNJ is seeing a one-time bump because of their vaccine. JNJ is struggling in their consumer business as consumers move to generic drugs, not branded. Also, litigation remains a cloud, referring to asbestos in its Baby Powder. There are other opportunities in healthcare, like Anthem, the insurer, or retailer CVS, or Abbvie trading at a reasonable PE and offers good growth.

PAST TOP PICK
(A Top Pick Mar 12/20, Up 34%) A great company. Pharma, medical technology and consumer products are its three divisions, so if one lags, the others pick up the slack. Has great cash flow and pays an increasing yield. They came out with a Covid vaccine quickly. Developing drugs is a risk, because it depends on FDA approval, but JNJ operates three divisions to spread overall risk. He likes that, unlike pure pharma which depend on their drug pipeline.
WATCH
Has many brands that are billion dollar platforms. Consistent growth over last 25 years. High quality. Good positioning in consumer healthcare, pharma, and medical devices. On his focus list.
TOP PICK
It's done relatively year. Their pharma pipeline remains strong and accounts for nearly half their revenues. The medical devices business is a recovery play as elective surgeries will see a ramp up after delays from Covid. JNJ will grow earnings in double-digits for the next couple years. It trades at a reasonable 17x PE. Has a strong balance sheet, and has raised its dividend for 58 straight years (now 2.5%). She likes healthcare long term. JNJ won't make much money off their vaccine, but their pharma pipeline is solid. (Analysts’ price target is $183.68)
BUY
They boast a long track record of paying dividends. They produced an approved one-shot Covid vaccine. JNJ has a good history of doing right for its shareholders. Great balance sheet and has a history of developing new job. JNJ won't make a lot of money off its Covid vaccine. It has the best balance sheet of any large company in the U.S.
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