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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Buy
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 20/22, Up 7.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JNJ is progressing well. To remain disciplined, we recommend trailing up the stop to $166 at this time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly JNJ is a defensive holding that is trading below peer valuation (23x earnings vs 36x for peers). The company is preparing to spin off its consumer division in favour of more investment into its pharmaceutical and medical device divisions. It is reportedly making progress on a ground breaking ulcerative colitis treatment. We recommend placing a stop at $150, looking to achieve $190 -- upside over 15%. Yield 2.7% (Analysts’ price target is $187.82)
HOLD
In process of spinning off consumer products, could lead to value accretion. At lower end of 52-week range, growth has slowed down from historic levels and this gives him pause. Middle valuation among older line pharma. "Blue chip" of pharma industry. He's OK with it, but his pick for portfolios is ELV.
BUY
Continue to like the business. Spinoff of consumer business is a good move. Established business with good prospects. Is a good defensive name(high dividend) for long term investors. Will continue to hold.
BUY
Healthcare is defensive because you have constant demand for these products and services. Investors should have exposure in this uncertain economy. Her pick here is JNJ, given its strong balance sheet. They offer pharmaceuticals, medical devices and consumer products, so are diversified. Aging demographics will fuel demand.
BUY
JNJ vs. PFE Coin flip. Both are stable for the long run. PFE is slightly cheaper right now.
PAST TOP PICK
(A Top Pick Sep 16/21, Up 3%) A solid return, considering the year we had. 60 years of consecutive dividend increases. Look at the spinout that's coming. Growth should accelerate. Long term story, not a trade story.
BUY
Great company with limited downside, but more possible upside because of its pending break-up. JNJ will get into regular generic drugs which offers growth.
TOP PICK
She likes healthcare for being a defensive growth sector. JNJ's balance sheet is very strong, so lots of money to buy companies and grow. They spend a lot on R&D. 70% of revenues come from products that rank #1 or 2. 25% of revenues are from products launched within 5 years. Boasts powerful brands across all segments. Their pharma division is doing well, comprising 55% of company revenues. Drugs coming off-patent can be replaced by 14 drugs totaling a potential $5 billion in sales. They pay a 2.7% dividend they has been increasing for 60 straight years. (Analysts’ price target is $186.88)
BUY
Has a great balance sheet and is smart by breaking itself up.
TOP PICK
Giant in pharma. Also medical and consumer. Likes pharma, as it's large and has scale. Patents are more insulated from cliffs than its peers. Well staggered expiry dates, diversified components. Spinoff of consumer division should unlock value. Outperformed S&P 500 in 5/6 of the last bear markets. Undemanding 17x earnings. Yield is 2.66%. (Analysts’ price target is $188.56)
BUY
It reports Tuesday a transitional quarter. JNJ is breaking into a slower-growth consumer products business, and a higher-growth pharma and medical device division. He expects good numbers even in the interim now.
BUY
Healthcare is defensive name in current market. Upcoming spinoffs planned of business units will change profile of company. Long history of rising dividends and solid financial metrics. Is a good company to hold for the long term. Current share price is attractive.
HOLD
Hold for long-term? Defensive, low valuation at 16x earnings. Planned consumer spinoff will create value for remaining pharma and medical devices divisions. Hold for the short- and medium-term, then decided which company you want to own after the spinoff.
TOP PICK
A traditional recession-proof company. Model price of $171 or so, a 4% overvaluation. Going to split off vaccine division, which is bullish for the stock. Not much upside, but you're looking for companies to get you through a recession deeper than a lot of people realize. Yield is 2.51%. (Analysts’ price target is $190.39)
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