NYSE:JNJ

Johnson & Johnson (JNJ)

250.43
+1.61 (0.65%)
as of Jul 21, 2026, 4:40:36 pm Market Open.
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Johnson & Johnson (JNJ) has shown strong performance in the pharmaceutical sector, particularly after spinning off its orthopedics division. Despite challenges in the cardio business and ongoing talcum-cancer lawsuits, expert opinions are largely optimistic about the company's future prospects. The current focus on high-margin areas like medical devices and pharmaceuticals, combined with a strong drug pipeline, positions JNJ for growth. Although the stock may experience fluctuations around earnings reports, it is generally viewed as a buy during dips. Overall, experts suggest that JNJ remains a sound investment, particularly for those interested in dividend growth and potential additional upside.

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Consensus
Buy
valuation icon
Valuation
Fair Value
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Similar
PG
DON'T BUY
Over time, the model price has been coming down. He has a model price of $60.18, a -14% differential.
TOP PICK
Medical devices and pharmaceuticals have been doing very well. Has a global franchise and growing very nicely outside of North America. Positive earnings revisions.
BUY
Likes their non-prescription healthcare products business. Good P/E multiple and good dividend.
BUY
If you like pharmaceuticals, consider moving into Johnson & Johnson (JNJ-N).
HOLD
Only partly a big pharmaceutical. Also into medical devices, consumer products, cosmetic products so it is more diversified.
BUY
(Market Call Minute.) Have been held back by the pharmaceutical side of the business but the medical devices and consumer products is good.
COMMENT
Has done a great job in anybody's portfolio. Very stable price while the market has gyrated. Has performed so well on a relative basis that there may not be a lot left.
PAST TOP PICK
(A Top Pick May 8/07. Up 7%.) Now that the Cdn$ 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.
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