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
DON'T BUY

One of the companies going through a vaccine trial. They were in the news recently because they had to pause trials due to an illness in a test participant. However, it is not just about the vaccine. They have consumer, pharma and medical device. There is still litigation list from the talc issue. It trades at 15x earnings, which is reasonable but it does take into account vulnerabilities. He prefers BDX.

HOLD

JNJ vs. ABT Similar businesses. You absolutely need exposure to healthcare. He holds JNJ for the dividend aristocrat qualities. ABT has been impressive. Testing platform has been phenomenal and will continue to ramp up. It's a great addition to portfolios at these levels. Tough choice between the two, but ABT probably has more immediate upside.

DON'T BUY
They boast a great pipeline of drugs that it overshadows their Covid efforts. Problem is the stock jumped above $150 ahead of next week's quarterly report--the bar has been raised, but he prefers lower expectations.
PAST TOP PICK
(A Top Pick Oct 15/19, Up 14%) His model price is $201 or a 37% upside. They are in phase three trials with a COVID-19 vaccine.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly In the search for a pandemic vaccine, JNJ is a potential winner. Leveraging off their proven technology with their Ebola, HIV and other vaccines, the company continues to develop a COVID-19 vaccine that presently shows strong immunity response in 99% of trials. It is also the only option that is testing a single-dose vaccine. Revenues have dipped 10% in the latest quarterly earnings, but that can be attributed to a slow down in elective procedures. It pays a good dividend backed by a 67% payout ratio. We would trade this with a stop-loss at $132. Yield 2.75% (Analysts’ price target is $165.06)
TOP PICK
Raised dividend for 57 years. Nice balance between drug business, consumer products, and diagnostics. Likely to see acquisitions in consumer and diagnostics. A beneficiary of the post-Covid environment. Long-term exposure to a global healthcare leader. Good valuation. Continued performance. Yield is 2.08%. (Analysts’ price target is $163.63)
BUY ON WEAKNESS
Just announced it started its phase 3 trial of its Covid vaccine. JNJ offers real value. You can buy a tranche tomorrow then more if it goes down.
TOP PICK
A diversified healthcare name. The pharma drug pipeline is robust with success launching products that should continue. Strong balance sheet and pays under a 3% yield that they've increased in 50 straight years. The medical devices unit got hit by the lockdown, but surgeries are coming back (they reportedly snapped back to 85% pre-Covid). They are developing a vaccine, but won't make a profit, they say, in the first stage. (Analysts’ price target is $163.63)
DON'T BUY

It's not cyclical enough to thrive. They're diversified in pharma (drugs) and medical devices. The former benefited from the lockdown from a stockpile in meds they were able to still sell, but now he doesn't know if medical devices can fully benefit from the backlog of surgeries that is being addressed now. Doesn't know if JNJ leads in medical devices. Also, JNJ isn't cyclical, which is where should be flowing. JNJ is trying to respond to the rise of robotic surgery by Intuitive Surgical, which he prefers. This take time and research for JNJ, which means Intuitive will still be ahead of JNJ. JNJ as a defensive will underperform cyclicals, which is where the market is heading as we exit this recession.

TOP PICK
Unique healthcare company with its 3 divisions: medical devices, personal products, pharma. Last quarter, medical devices were challenged. US election risk. Just bought Momenta. JNJ is a great company that continues to execute. Litigation risks are successfully defended. Covid vaccine deal. Good valuation. Yield is 2.70%. (Analysts’ price target is $163.58)
BUY

Owns JNJ instead of Pfizer, because she likes its diversity, and its product pipeline is strong. PFE has a strong balance sheet, but JNJ's is stronger. JNJ's medical device side is recovering nicely, plus they were able to give guidance at a time when many companies can't.

PAST TOP PICK

(A Top Pick Jul 29/19, Up 10%) He would stick with this one. When a vaccine comes forward, he expects them to bounce up. His model price is $203 -- over 40% upside.

COMMENT

JNJ vs ABBV? He likes JNJ as a long term winner. It may be too expensive. ABBV was a risky company until they purchased Allergan and diversified their business more. ABBV trades at 8.4 times PE and earnings are expected to grow by 8% and have nice, safe dividend. They are still tethered to Humara, which has a lot of generics being developed. He would favor ABBV, although it is a little riskier than JNJ.

PAST TOP PICK
(A Top Pick May 22/19, Up 9%) He likes the pharma and medical devices areas. He bought when it was suffering from a couple of law suits. They are a minor player in the affected sectors. He likes the healthcare sector.
TOP PICK
It is three different companies: a medical device division; personal care division; and the pharmaceutical division. It continues to execute very well. They are not dependent on their pipeline of drugs. You have a great opportunity to buy a diversified company. There have been some risks on products like talcum powder but they are very good at defending themselves. (Analysts’ price target is $162.10)
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