NYSE:JNJ

Johnson & Johnson (JNJ)

248.82
-4.22 (1.67%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
697 watching
0
Investor Insights
star iconJul 20, 2026, 12:00 am

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

Johnson & Johnson (JNJ) has faced challenges in its cardio business, but experts are generally optimistic about its future, especially following a recent earnings report. The company is transitioning into a pharmaceutical pure-play after spinning off its orthopedics division, which has helped bolster its position in higher-margin sectors such as medical devices and pharmaceuticals. Many analysts believe that despite past legal issues related to talcum powder lawsuits, these concerns have diminished and are unlikely to significantly impact the stock's future performance. With a strong pipeline of drugs, particularly in oncology, JNJ's stock is seen as a promising investment, especially for dividend growth. Overall, the sentiment indicates that buyers may want to capitalize on potential weakness in the stock.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
P&GA,PG
DON'T BUY
Has done better than the other US pharmaceuticals. The sector has not done well. This will be a tough hold because generics will give a lot of competition.
BUY
One of the best consumer product companies with a big medical exposure. Recent study indicated stents are no more effective than drugs, so the stock dropped. A great hedge against a weaker US economy.
TOP PICK
Feels you can get a double-digit return out of this one. Good opportunities for earnings improvement. Good price.
BUY
He likes it for the health care products, more than for the pharmaceutical and medical devices. The stent business is under serious question right now. Trades at a very reasonable PE.
DON'T BUY
Looking a lot better than it did, but still overvalued. His model price is $56.90. Negative 8% differential.
BUY
Likes this a lot. A multinational which pays a dividend.
BUY
A great company and well run. While diversified with pharmaceuticals and consumer products. Throws off lots of free cash flow.
HOLD
This is a company that will have lower return, but more stable. There is a good opportunity for a return in the future.
DON'T BUY
Model price of $57.07, a negative 14% differential. Typical of consumer staples where the market rotated into heavily this year.
BUY
Household products form a base for this company, and he sees the pharmaceuticals as an add-on. Excellent earnings.
BUY
Looks interesting. More consumer products than some of the other large pharmas.
DON'T BUY
His model price is $53.22 which is a negative 17% differential. If you want a great company in your portfolio for 20/30 years, this may be the one, or if you're trying to beat the S&P 500.
BUY
All the major drug stocks are starting to act better. In this type of market, money moves from risky stocks to defensive stocks. A good place to be.
DON'T BUY
The “gold standard” in the healthcare industry. The problem is when you look at earnings growth in healthcare it is the lowest and has the lowest expectations. Would avoid this sector.
BUY
A hybrid. Part pharmaceutical/medical devices and part consumer products. Just in the process of buying Pfizer's (PFE-N) consumers product division. Has had fabulous management. Great growth in earnings.
Showing 541 to 555 of 628 entries