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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Similar
PG
TOP PICK
The drug space all have huge upsides. He has owned it for quite some time. Model rice is $185.42 which is a 33% upside. There is a lot of value here. (Analysts’ price target is $150.39)
DON'T BUY
JNJ vs PG He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.
TOP PICK
It's spent time building a base and is ready to move higher. Yes, headline news is a risk. He believes it will move higher. (Analysts’ price target is $150.39)
COMMENT
High opinion of the company. Will be able to work through legal troubles. One-stop shop with pharma, consumer. Good brand names that will weather the storm. Earnings powerhouse. Good dividend. Short-term bumpiness, but well managed. Yield is 2.9%.
BUY ON WEAKNESS

The pharma sector. Any picks? Pharma's problem is the US election cycle when candidates always bash big pharma. But these stocks are not expensive now, like JNJ which boasts 3 divisions (consumer, medical devices and pharma); and Novo Nordisk, which offers a diabetes pill and obesity pill. Buy a small position now as well as when they pull back during the election campaign, and certainly after the election. NVO increases its dividend perennially. The Dems and Republicans are equally critical of pharma.

DON'T BUY
Wouldn't be a buyer at almost any price. Too much of an unknown with asbestos in talc, opioids, etc. Operationally, doing fine. But unknown legal liabilities in front of them, which often lead to a contraction of valuation.
TOP PICK
$170 is his model price, meaning 30% upside. Due to the asbestos lawsuit, this is now a good opportunity. Pays a good dividend. (Analysts’ price target is $148.84)
COMMENT
She's done very well with it. Litigation about opiates is the overhang, and just got a negative ruling on their anti-psychotic drug. Their drugs are doing well, but there are a lot of negative headlines. They may continue selling off troublesome drugs. They remain very profitable but also volatile.
TOP PICK
Heath care stocks have not been in favour. JNJ-N has been in the penalty box with the opioid lawsuits. They only had 1% of the sales in this, however. (Analysts’ price target is $148.53)
BUY ON WEAKNESS
The talcum and now opiod crisis will continue to cause them to pay out until the regulators are satisfied. He would be a buyer on weakness.
DON'T BUY
The talcum power and opioid issues are being worked out. If you extrapolate what could come from other states, it could become a real issue. There was knowledge on the talcum issue for years. He would stay away from this.
DON'T BUY
There is a ruling on Monday. This is a great reason not to buy it. Some people think you should not sell it even if you would not buy it if you held it. He would stay clear of it. There is one law suit after another.
BUY
Really a healthcare conglomerate that has medtech and health devices. They also have medical and household products. They are currently trading at a lower multiple, due to the sector being under pressure from legislation. They also have the baby powder lawsuit, which shouldn't be too much of a problem, but the stock price takes a hit when news comes out.
DON'T BUY

The PFE-N non-patent drugs will be dilutive for earnings in the short term. She prefers either JNJ-N or ABT-N

TOP PICK
He loves the healthcare space. His model price is over $179. Yield 2.85%
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