NYSE:JNJ

Johnson & Johnson (JNJ)

232.16
-0.61 (0.26%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

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

Johnson & Johnson (JNJ) has been experiencing a transformative period, especially following the spinoff of its orthopedics division, allowing it to focus more on pharmaceuticals and medical devices. Experts have highlighted the company's strong drug pipeline and robust performance in its core pharmaceutical business, which has led to a significant increase in stock value this year. Despite some concerns regarding ongoing talcum powder litigation and its past underwhelming performance, many analysts believe the legal risks are diminishing. The stock is seen as a better long-term hold, with potential dividend growth, especially amidst a broader economic context affecting consumer products. Overall, JNJ is viewed as an attractive investment, particularly when bought on weakness, with the valuation appearing favorable due to its premium position in the healthcare sector.

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Consensus
Buy
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Valuation
Fair Value
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Similar
PG
SELL ON STRENGTH
Trades around 15x 2022, versus the market which is around 22x. A fine name to own with a decent dividend. Did very well during covid. He is looking to add to names that didn't do well during covid. It is not on his list for this reason. He would shave down and add money to more growth play.
TOP PICK
Dividend growth of 57 consecutive years. 3 divisions, plus vaccine rollout. Operates like a tax on the consumer. Continues to tick along. Possible acquisitions, especially on the device side. Yield is 2.56%. (Analysts’ price target is $183.68)
DON'T BUY
Very strong balance sheet, low debt to capital, a brand name. The only division that's clicking is pharma and the vaccine. Medical devices area has been hurt by Covid. Consumer side has taken a back seat, as many are buying generic brands. Talc litigation overhang.
BUY
Stock fell 4% when JNJ results results of their Covid vaccine A superb balance sheet, managers and product portfolio. Not concerned about their Covid vaccine results.
PAST TOP PICK
(A Top Pick Jan 08/20, Up 20%) Trades at 18x earnings and has increased its dividend for the last 54 years or so. They operate three businesses (personal care, pharmaceuticals, medical devices), so one segment lifts a sagging one, which is good. Has long owned this. He looks forward to their Covid vaccine phase 3 trial data in coming days. The vaccine won't make them a ton of money but will validate their R&D process. This stock will continue to do well.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 29/20, Up 12.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JNJ has achieved the $165 target. We recommend trailing up the stop up from $132 to $147 (just above the original recommended entry level).
BUY
They report Tuesday and he expects a strong report as well as reveal positive Covid vaccine results.
PAST TOP PICK
(A Top Pick Dec 16/19, Up 16%) Has gained some altitude. There has been no shortage of negative headlines over the years. Pharmaceuticals is a litigious industry in general. A well diversified company. A slower growth pharma company. However, it is a wonderful company looking at durability. Valuation is just above their buy price of $148. Would wait for a pullback to enter.
BUY
Biden will protect Obamacare, which spells great news managed care companies. Healthcare will continue to be a major theme this year. JNJ especially is well-positioned for earnings, new products and their eventual vaccine.
DON'T BUY
The healthcare sector in general has been in the news a lot recently. He owned this one a couple of years ago. It is a diversified, broad exposure to pharma. There are, however, sectors of healthcare he likes better such as managed health care and devices.
BUY
It's fine. A cheap stock that will benefit from a weaker US dollar.
BUY

He bought it to increase his healthcare holdings. They have several business: prescriptions, medical devices, a huge consumer business, and vaccines. He's waiting for med. devices to pick up after operations resume globally after Covid. JNJ and Merck seem to lag the others in vaccines, but there'll be many opportunities to sell vaccines--vaccines will be a big winner for JNJ.

DON'T BUY

Looking at the technical structure of the stock, the 200-day moving average has been moving sideways. We are not seeing growth, similarly to Pfizer. There is a 5-6% growth rate but paying 17x forward price earnings. A good quality name but there is not enough growth.

HOLD
Allan Tong’s Discover Picks Bulls points to a robust balance sheet and a dividend that has risen for 50 straight years. JNJ is more diversified than its peers, operating in consumer products, diagnostics (for surgeries which have been rebounding since the spring lockdown) as well as drugs. It also trades at a reasonable 22.5x PE and pays a 2.78% dividend. Read 3 Promising Diversified Coronavirus Vaccine Stocks Ahead of the Game: Fall Update for our full analysis.
TOP PICK
It has three businesses – Pharma, devices and personal care. It is a great story because if one is doing poorly, the other two aren’t. 16 times earnings and a great increasing, dividend for 54 years in a row. They are working on a COVID vaccine.
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