NYSE:JNJ

Johnson & Johnson (JNJ)

232.16
-0.61 (0.26%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
698 watching
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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 undergone significant changes, notably spinning off its orthopedics division to focus more on pharmaceuticals and medical devices, which are expected to drive higher growth and margins. Despite facing challenges such as ongoing talcum powder lawsuits and a history of stock price volatility post-earnings announcements, analysts highlight the strength of JNJ's drug pipeline and its solid performance in the pharmaceutical sector. Year-to-date, the company has seen considerable stock appreciation, driven by its robust research capabilities and a favorable drug pipeline. While some experts express caution regarding valuation and broader healthcare market pressures, there is a consensus on the potential for continued dividend growth and upside for long-term investors, especially when purchasing during market dips.

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Consensus
Hold
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Valuation
Fair Value
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Similar
PG
TOP PICK
Has gone down over the last number of years from its peak. Trading at 15 X next year's earnings. Really a closed end fund of health care business. Good long-term hold. Ultimately, the market will value it for its good cash flow.
BUY
Gives investors good diversification in 3 pharmaceutical type products drugs, medical devices and consumer products. Nice steady growth in all three. Revenue growth has been languishing which is why the stock has not moved up.
PAST TOP PICK
(A Top Pick Feb 9/06. No change.) This was his insurance in case things got a little rocky. Still likes.
BUY
Has suffered from a lot that is happening in the pharmaceutical area. Pharmaceutical stocks are some of the cheapest around. A good solid company and if you have a long-term approach, it's a good buy here.
WATCH
They like it because of their cardiac care, health and beauty products. They are not crazy about the patented medicine part of the company. It is nicely positioned in the market. It has had a bit of a rocky road downhill. They are reviewing it and may be getting out.
DON'T BUY
Think the worst is over for the pharmaceutical industry. J & J is also into medical devices, and consumer products. The stock had been outperforming other pharmaceutical but now the others are outperforming J & J. He likes Phiser, and Teva Pharmaceutical.
SELL
Has been mispriced. Due for a correction
TOP PICK
Has had a rough go since last March. Trading at around 16 X earnings. Have $14 billion in cash and generate $1 billion in cash each month. Thinks it has bottomed out.
WAIT
He has a model price of $55.63 which is a negative differential of about 2%. It has to finish its downward run. He would wait until about $48.75/49 before buying.
TOP PICK
They were fighting with Boston Scientific (BSX-N) for an acquisition and lost. However, Boston Scientific has acquired a company larger than itself and will have to take on enormous debt and historically, these have turned out to be crippling deals.
BUY
Stock is down 9% over last year. All the big US pharmas are off a lot and this was the last one to fall. It has the best product range and does a very good job. He continues to like it.
DON'T BUY
Seening a little more strength on the pharmaceutical side. He would still prefer to go to the generics.
BUY
Finds the valuation a little bit high relative to the growth rate. A strong brand name. You can buy this and put it away for a number of years. Very low risk.
WAIT
Sold off when it broke a technical signal in the early spring. Starting to look interesting at this price. Has a lot of free cash flow. It's only 50% pharmaceutical with the rest being consumer products. All the big pharmas are under pressure because of some hearings in the next few weeks.
BUY
This has not been a great environment in the last few years for drug stocks, but J&J has been an exception. A diversified medical company with all kinds of businesses. Has been the best performing drug stock and thinks it will continue to be.
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