NYSE:JNJ

Johnson & Johnson (JNJ)

254.66
+9.78 (3.99%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
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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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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
JNJ aims to produce 600-900 million doses of its pending cure by the end of Q1-2021. The pharma giant has invested over US$1 billion in partnership with Washington to co-fund vaccine research. Phase I trials are intended for September. If all goes right, JNJ plans to produce at least one billion doses annually. I stress the word “pending,” because JNJ's vaccine is still in development and is not a done deal. However, credit JNJ for beginning research back in January this year. The company has identified a leading vaccine candidate and two backups. I sincerely hope they deliver on their promises. Definitely keep an eye on JNJ's progress. Analysts including Brian Acker and Paul Harris have enough faith in JNJ to recommend it as a top pick during this pandemic. JNJ pays a 2.56% dividend and trades at 16.7x earnings. It's a stable stock and has recovered from the late-March market plunge to return to previous high around $150. It's stable and its range of health and personal care products will remain in consistent demand during post-lockdown. Of course, if JNJ develops a vaccine, shares will skyrocket.
BUY
An excellent company and raised its dividend 55 years in a row. It has done a fantastic job and is a diversified healthcare stock. They have benefited from COVD-19. It is one of the better companies. This gets is whole-hearted support right now.
TOP PICK
He would be a buyer here as it has dropped so much from the last time he recommended it. They announced they have something related to COVID-19 vaccination and can start human trials in late September. (Analysts’ price target is $157.85)
TOP PICK
Defensive. One of the largest healthcare companies in the world. Medical devices, pharma, personal care products. Great story. Consistent dividend grower. Talcum litigation issue has been dealt with. Very stable company. Yield is 3.03%. (Analysts’ price target is $159.84)
TOP PICK
It's been sideways for a couple years. This week, it shot down but he believes it will get back out to where it was before. It can definitely break out after recovery. They have more divisions than just pharma, like pet items. (Analysts’ price target is $160.28)
TOP PICK
Model price is $182.97 or 28% upside. He likes the company and thinks it has good upside. (Analysts’ price target is $160.28)
PAST TOP PICK
(A Top Pick Dec 16/19, Up 2%) A defensive name but durable. You're paid to wait. This applies to his other two past picks today, too.
PAST TOP PICK
(A Top Pick Nov 19/19, Up 11%) The gains have surprised him. Good. If you're holding long-term, continue to hold. If you're trading this, you can do it now.
BUY
Has long owned this. It's attractively valued in this space. Likes their diversity--pharmaceutical (many new products), medical devices, and consumer products. Litigation overhang (talcum powder lawsuit) is an overhang. JNJ continues to raise their 3% dividend. Has a strong balance sheet. You can start buying it here if you are a long-term investor.
TOP PICK
His model price is $190.40 -- over 30% upside, he believes. He does not expect the talc problem to an issue and creates a great opportunity to buy in. Yield 2.6% (Analysts’ price target is $156.06)
TOP PICK
In an election year, these kind of stocks get beaten, but JNJ is highly diversified in three divisions including personal products and are not merely into drugs which is a target of politicians in a US election year. JNJ has raised its dividend in each of the past 50 years. Trades at a decent 16x earnings. JNJ faces many lawsuits, but they staunchly defend themselves through appeals. (Analysts’ price target is $154.41)
BUY
Given the opiate crisis They have three businesses-- so they're not volatile. Yes, they have issues with talcum, but have been winning those lawsuits. JNJ wasn't as big into opiates as other companies.
BUY

SYK vs. JNJ SYK makes medical products while JNJ also produces that plus pharma and personal care products, but are fighting talcum powder lawsuits that will persist. Despite this, he much prefers JNJ due to better diversification and valuation. But wait for a better entry point.

TOP PICK
Breaking news: found not guilty of misleading the public with its baby powder. A behemoth, well-diversified trading at an attractive 16x earnings and 5% free cash flow yield. A defensive name today. (Analysts’ price target is $150.28)
TOP PICK
If you look at the aggregate liabilities of the talcum powder legal issue, the market has over-estimated the impact on the company, he believes. The litigation could be on-going for years to come and the time value of money works in their favour. Yield 2.69% (Analysts’ price target is $150.28)
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