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
PAST TOP PICK
(A Top Pick Jul 10/18, Up 14%) They had a lot of issues in the last year. Their phrama division is about half of their revenues and is doing quite well. This division has the highest margins. They have increased the dividend for 56 consecutive years. She would not jump in right now; buy on a pull-back.
COMMENT
Lawsuit impacts? It is facing a lawsuit on talcum powder impact on babies. These type of lawsuits can be dragged out and become an uphill battle for the company. Since this does not represent a major portion of the revenues, it should not be a long term influence. The risk is the market will redetermine the correct trading multiple and that is hard to predict. He would rather trade a medical device ETF, that includes JNJ-N.
BUY ON WEAKNESS
They are a one stop shop in the consumer staple space with good demographic support. He expects dividend growth to continue. The negative is on the political side, which might hurt the healthcare space. He would definitely buy on weakness.
TOP PICK
Just bought it Friday. A healthcare stock under pressure from law suites associated to its talcum products. A great company to own long term. Yield 2.7% (Analysts’ price target is $148.47)
BUY ON WEAKNESS
Buy on a pullback, not now. Their pharma division is doing very well with products in the pipeline and wide margins. A strong balance sheet. Their dividend is almost 3% with a long history of increasing. A diversified, global name. This is quite defensive and good to hold in a weak economy. Lawsuits remain an overhang; JNJ has likely put aside some contingency money for these suits.
WAIT
Always worried about large US potential lawsuits. Suffering like all the other pharma companies. Devices and consumer brands are keeping it going. Stock is not cheap. Wait for a better entry price. Lawsuits are an overhang. (Analysts’ price target is $145.00)
BUY
It's in a great space now, healthcare, given demographics and technology. The lawsuit will linger for a long time, but it's not hugely material. JNJ is a healthcare conglomrerate with consumer, medical devices and pharma divisions. It's like an ETF. A fine healthcare stock. A long-term hold if you can weather volatility surrounding the lawsuit.
HOLD
When to exit? He thinks you "go to war" with this stock. He sees 18% upside still for it. He would continue to hold it long term. He might trim some length if it makes a new high.
DON'T BUY
He likes it, but wouldn't buy it. Consumer, pharma and devices are their three divisions. Only the consumer division is a problem; it has a baby powder cancer issue which is tainting the overall brand. Another headwind is branding: brands aren't any better than generics, as consumers now realize.
COMMENT
Trading at 15x earnings after a pullback. It's a complicated company with so many products and now has this talcum powder issue. You won't go too wrong owning this, but will this be a compounder? He doesn't know. It's probably undervalued because of the talcum-cancer scare; markets *always* overreact to bad news. Always.
BUY
They just reported solid earnings, though the stock was down today a bit. Has a wide product range sold in 200 countries. Solid and diversified. They raise their dividend every year and it rise again.
BUY
Would the hiccup they had with the baby powder be a problem for the company and it is safe to step in? - Still own this company. They had it for a couple of years. The company said the product is safe and they said that the evidence is in their side. It is a triple A rated company. Their pharmaceutical division is doing very well. The dividend is very attractive and with the pullback it is good to step in.
BUY ON WEAKNESS
One of the biggest companies in the world. Pharama and consumer products. They were hit with a multi-billion dollar law suit that their baby powder has chemicals in it rather than just talc.
DON'T BUY
It is suffering from asbestos in their talcum powder. This issue goes back four decades. The company is doing major damage control and he is not sure how it will end up. He would stay way.
BUY
This is a portfolio anchor type of company. It is defensive and pays a great dividend for a US equity. If you want to make a bet on Pharma you would not use this one because there are two other businesses in there. These other two businesses give it some diversification. It is a good long term play.
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