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
BUY
Likes their non-prescription healthcare products business. Good P/E multiple and good dividend.
BUY
If you like pharmaceuticals, consider moving into Johnson & Johnson (JNJ-N).
HOLD
Only partly a big pharmaceutical. Also into medical devices, consumer products, cosmetic products so it is more diversified.
BUY
(Market Call Minute.) Have been held back by the pharmaceutical side of the business but the medical devices and consumer products is good.
COMMENT
Has done a great job in anybody's portfolio. Very stable price while the market has gyrated. Has performed so well on a relative basis that there may not be a lot left.
PAST TOP PICK
(A Top Pick May 8/07. Up 7%.) Now that the Cdn$ is below par, he is comfortable with the US market. Nice dividend yield and a low PE.
BUY ON WEAKNESS
Has the medical side as well as the consumer side. Its medical device side is facing a bit of problem and its drugs are likely to face increased scrutiny if there is a Democratic administration. Attractive in the $55-$58 range.
BUY
Wonderful company. Great management. Very strong balance sheet. Gives a bit of exposure in the Pharma and medical supply businesses as well as the consumer business. A good core holding. 2.65% yield.
DON'T BUY
In the near term, he would avoid this one. Expensive compared to other pharmaceutical companies. Has some major drugs coming off patents. Some big question marks regarding its stent business. If it comes off some more, it's a good long-term stock to own.
DON'T BUY
One of the better performing drug related stocks. Part pharmaceutical, part medical devices and part consumer products. Consumer product area has done well. Stent has not been doing well. Where doing well on the drug side but have a number of drugs coming off patent in the next few years. Expensive at 15-16X 2009 earnings for a company whose growth rate is slowing down. (See his top picks for a drug stock.)
BUY
Very high-quality company. There are some issues around their stent business, but long-term it doesn't get much better. Trades at historically low multiple of about 15X.
BUY
Owning this gives him the buffer between the non-patent products/devices to the pharmaceuticals. Very inexpensive.
BUY
A very sound financial company, growing its earnings at 8% to 10% per year. Trades at about 15X earnings. 2.5% dividend yield. Pristine AAA balance sheet. A very stable holding.
BUY
This would be a fine way of playing the healthcare area. It's a defensive company. Had a few issues with the stent market, but the rest of their operations are just great.
BUY
Not only is this a pharmaceutical company, which he likes, it is also a medical device company as well as consumer products. Very well run, good company. Cheap. Good pipeline.
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