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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PG
PAST TOP PICK
(A Top Pick Sept 29/10. Up 6.77%.) Reasonable valuation and a decent dividend. A core defensive holding.
PAST TOP PICK
(Top pick Aug 10/10, Up 8.12%) Health care should be at the top of the list now.
BUY
Some operation issues that he believes are resolved right now. Good pipeline of drugs. Issued 10-year debt at 3% but divined is higher. He would want to move from bonds to equity.
TOP PICK
Capable of withstanding a number of different issues, which it has. 8.5% earnings yield and 3.6% dividend yield.
PAST TOP PICK
(A Top Pick Aug 10/10. Up 8.52%.) Dividend is now approaching 4%. Still a Buy.
BUY
Historically, healthcare stocks do very well from around June through to September. Has been testing and breaking through new highs in the last couple of days.
TOP PICK
The McDonald‘s in healthcare. Yield of 3.6%. Cash flow yield of 7.3%. Top line growth is still pretty good. Strong pipeline.
COMMENT
Should hold quite nicely during the bald period of spring and summer. If looking for extreme long-term growth, he is not sure you'll find it in this one. Expected to grow in the mid-single digit growth rate annually.
BUY
Cheap. Model $72.81, 9% upside. Good long-term hold. He finds more value elsewhere.
HOLD
Grown dividend 40 years in a row and earnings significantly over time. With aging population they will do very, very well. Prefers his Top Pick.
BUY
Worldwide franchise. Acquiring a Scandinavian company and he looks forward to a great long term reward. 3.5% yield.
DON'T BUY
Fits the bill for him for 2 reasons. 1) A consumer non-durable and 2) it’s a healthcare company. Healthcare has been an under performer and is pretty cheap here. One of this company’s problems is in their consumer products McNeil division, which has had some massive recalls. Pennsylvania manufacturing plant has been closed.
BUY
Really likes this one. Even more compelling now as a Canadian because of the currency exchange. A consistent cash flow generator. Has the pharma arm, which is always in distress but their consumer products side is so strong. 40%-50% of revenue comes from overseas. Great way to expose yourself to the 3rd world without taking on the risks. Operating metrics have increased. Really cheap.
DON'T BUY
Health care is not one of the sectors to perform well in the economic recovery. Big company, but the charts are below the 200 and 50 day moving average. Not tremendous growth. Doesn’t see a compelling valuation.
PAST TOP PICK
(A Top Pick Nov 3/10. Down 5.1%.) Still Buying.
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