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
PAST TOP PICK
(A Top Pick Jan 5/10. Down 1.33%.)
BUY
Been an iconic company and has done very well but stumbled lately with a series of recalls including Benadrol, Tylenol and Motren, which has hurt them on the consumer side. Last earnings report saw shrinkage of about 11% on the consumers’ side. Probably an opportunity for the longer term. Good balance sheet.
PAST TOP PICK
(Top Pick Jan 26/09, Up 4.39%)
BUY
Has a model price of $75.13, a positive differential of 19%. Fundamentally looks good to him. Historically you could never Buy it below its model price but now you have the opportunity.
BUY ON WEAKNESS
Has run up in the last little while but feels you can get it at a lower level. Very defensive.
BUY
Suffering a little on their consumer product lines. Good value longer term. Will probably earn $5.25-$5.35 this year and are trading at about 11X. Solid dividend.
TOP PICK
Large cap quality name that is reasonably valued. 3.3% dividend, 13.5x earnings. Not a lot of downside. Not enormous upside. Dividend is almost 1% above 10-year treasury.
BUY
Very large consumer products and medical products company. 2.7% yield. Debt is 35% less than assets. Big international exposure.
BUY
Baxter and Abbot Labs are similar. He feels health care is a place to invest now.
TOP PICK
AAA balance sheet. Excellent dividend at about 3.5%. A lot of cash but recently acquired some debt at very attractive rates.
BUY
Great company. Pharmaceutical, medical devices and consumer products, which he likes. Has acted defensively. Great yield and great balance sheet.
BUY
3 distinct divisions. Pharmaceuticals, consumer products and medical devices. This translates them from the fluctuations from patent risks. Be cautious when looking at the Pharma sector that you don't look at trailing earnings and yield because forward earnings can look quite different when drugs come off patent.
BUY
Had some missteps in terms of quality control on Tylenol and on some of their medical device operation. Well priced and good opportunity to get in. Good management. Good dividend and great balance sheet and well diversified between pharmaceuticals, medical devices and consumer business.
PAST TOP PICK
(A Top Pick Aug 25/09. Down 3.12%.) Ran into some problems with some product recalls but it is still etched in the cheap.
BUY
Currency is an important aspect when buying a US stock but you also want to look for a higher rate of return to compensate for the currency risk. This is a great company with a great ROE and a decent yield. Long-term hold.
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