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
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.
TOP PICK
2.5% dividend. Gives you US exposure if you need that. Very defensive in terms of the drug companies. Not highly leveraged. Very good product mix. A defensive holding.
BUY
Stock gives you a split between consumer products, medical devices and pharmaceuticals. Pharmaceuticals are weak because of patents coming off. Medical device sector will face higher competition. Want to use cash from the consumer products for R&D. Dividends have gone up recently. Won't give you great growth, but a good conservative holding. Only buy 1/2 a position now and add more later.
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