NYSE:JNJ

Johnson & Johnson (JNJ)

248.82
-4.22 (1.67%)
as of Jul 20, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Buy
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Valuation
Fair Value
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COMMENT
A fine, long-term story but shares were hammered today when the CEO announced aggressive numbers that the street doubted. Nearly all healthcare stocks sold off, too.
TOP PICK
So many things going for it. New CEO, really trying to put more emphasis on the medical business. One of 2 companies in the world with a AAA credit rating. Resurgence in medical procedures. A play on demographics, Covid rebound, and higher margin businesses. Yield is 2.54%. (Analysts’ price target is $182.15)
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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.
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