NYSE:JNJ

Johnson & Johnson (JNJ)

257.78
-1.58 (0.61%)
as of Oct 21, 2026, 8:00:00 pm Market Closed.
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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.
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.
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