Related posts

13 Recession-Proof Stocks for Portfolio SafetyStocks climb to start weekWinning and losing stocks and sectors
Investor Insights

This summary was created by AI, based on 37 opinions in the last 12 months.

Experts have mixed opinions on Johnson & Johnson's stock, with some expressing concern over the ongoing litigation related to the talcum powder lawsuits impacting the company's performance, while others highlight the positive aspects such as the strong pharma pipeline and medical devices division. The company's recent spinoff of its consumer products division is also noted, and social media mentions have seen a significant uptick. Overall, the stock's performance is seen as having both positives and negatives, with some experts choosing to sell their shares while others still see potential for growth.

Consensus
Mixed
Valuation
Fair Value
HOLD
Johnson & Johnson

She's had to be patient. After spinoff of consumer division, now just pharma and medical devices. Pharma pipeline OK, needs to be replenished as with all pharma companies. Litigation overhang, hopefully resolved this year, would be a huge lift. Sticking with it for now. Attractive valuation.

Pretty defensive. AAA balance sheet. Very stable and attractive dividend, which grows. 

biotechnology / pharmaceutical
PAST TOP PICK
Johnson & Johnson
(A Top Pick Aug 04/23, Down 11%)

Talcum powder settlement offer going to plaintiffs' vote on July 26, needs 75% approval. If deal is accepted, overhang will be gone, and you have a chance to buy at cheapest valuation in 20 years at 13x PE. Now pure medical devices (huge demographic play) and pharma since the spinoff.

biotechnology / pharmaceutical
WATCH
Johnson & Johnson

US drug stocks struggling, the sector has significantly weakened RSI. Can see this in JNJ chart, retesting 52-week lows, seeing lower highs. $144 is a pretty significant support level, and it's bounced off 4x already. If it bounces again, encouraging and strong support; taken out, could be really disappointing.

biotechnology / pharmaceutical
DON'T BUY
Johnson & Johnson

Healthcare is very tough to invest in, especially pharmaceuticals. Doesn't have the weight-loss drugs, underperformed. Diversified conglomerate, and competes with his holding in SYK. 

Spinoffs planned, could be interesting because you could pick the one with faster growth. Call back then and he can chat about it ;)

biotechnology / pharmaceutical
TOP PICK
Johnson & Johnson

In line with his view of seasonality, and taking some money off the table, sell in May and go away. He's noticed that telecoms, pipelines, and healthcare are catching a bid. Why? They're solid, great balance sheets. 

A storied brand, spun off lower-margin businesses. Wonderful drugs, huge pipeline of new products, med tech. Reaffirmed earnings, he thinks they can grow at 5-10% clip. Not expensive at 14x. Great for this time of year. Great dividend yield of 3.3%.

(Analysts’ price target is $172.13)
biotechnology / pharmaceutical
BUY
Johnson & Johnson

High quality products that is well established. Tough market with many competitors who undercut prices. A good long term investment. Returns should average around 8%. Would recommend buying. 

biotechnology / pharmaceutical
BUY
Johnson & Johnson

They report this week. Listen to what they say about the recent spin-off. A defensive play with a strong balance sheet and pays a 3% dividend.

biotechnology / pharmaceutical
SELL
Johnson & Johnson

They report on Tuesday. He sold it and would avoid it. Has no expectations for it.

biotechnology / pharmaceutical
SELL
Johnson & Johnson

He gave up on JNJ (and made a small profit), because he was tired of being held hostage to legal decisions that had little to do with the greatness of this company. The legality concerned traces of asbestos in its baby powder that may have caused cancer in some customers. Twenty years ago, any whiff of an asbestos lawsuit would have triggered an instant sell. He forget how ugly such lawsuits could be. In the 1980s, a number of companies lost asbestos lawsuits. After researching the JNJ suit, he concluded that JNJ acted in good faith or didn't know about the asbestos or an accident at worst. Turns out that was a mis-judgement he made. A seemingly endless number of lawsuits were launch, and there was a $2 billion judgement against JNJ that stated that the company didn't take the plaintiff seriously enough. Then, JNJ paid $8.9 billion to the plaintiffs, which he thought was a brilliant strategy, but the 3rd-circuit court in Philadelphia hated this settlement. Meanwhile, JNJ reported a terrific quarter and spun-off its consumer products division successfully. He bought JNJ for its fundamentals, but he was actually betting on the thing that controlled the stock--the litigation. You never want to play that game. In the end, he was far too sanguine about JNJ's handling of the lawsuits. When a judge ruled that JNJ would not go bankrupt or blocked the company pursuing bankruptcy. That's when he sold.

biotechnology / pharmaceutical
COMMENT
Johnson & Johnson

They report Tuesday. If they announce any resolution in the talcum powder lawsuits, this stock will jump 10 points.

biotechnology / pharmaceutical
BUY
Johnson & Johnson
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

JNJ offered its shareholders the opportunity to exchange JNJ shares for shares in Kenvue. The exchange was voluntary, and the exchange ratio was 8.03. Since this was an exchange of shares rather than just a pure distribution of the spinoff, the price of JNJ shares should not be as effected, since the company received JNJ shares from its shareholders, and effectively removed them from circulation, similar to a buyback. In effect, this causes the existing shareholders to own a larger piece of JNJ. 

JNJ is near the same price where the spinout took place, and some of the price decline in JNJ can be attributed to the broader healthcare sector. If the healthcare sector continues to improve from here, we expect JNJ will also participate in this rally. 
Unlock Premium - Try 5i Free

biotechnology / pharmaceutical
PAST TOP PICK
Johnson & Johnson

(A Top Pick Dec 28/22, Down 9%)

Recently sold shares. Spinoff of consumer products business has not gone well. Stock not performing well. Recent litigation is a big worry. 

biotechnology / pharmaceutical
BUY
Johnson & Johnson

Medical devices are an important area that keeps people out of expensive hospitals, improves quality of life, and reduces reliance on drugs. Great advances, which will grow over the years. You want to be in this area. He owns SYK and JNJ in the space.

biotechnology / pharmaceutical
SELL
Johnson & Johnson

Looking back on 2023: JNJ has one of the best pharma pipelines in the business. However, he sold it because he got tired on their many lawsuits over baby powder (having traces of asbestos, allegedly). Originally, he concluded that the company didn't know about the asbestos, but then the lawsuits piled up. JNJ offered to settle with claimants. He bought this for the fundamentals, but then it became about the settlements amounting to billions. There are easier ways to make money. He eventually sold.

biotechnology / pharmaceutical
BUY
Johnson & Johnson

Has long owned this. Got upgraded today. Pays a 3% dividend yield and trades at 15x forward PE. Healthcare will improve in 2024.

biotechnology / pharmaceutical
Showing 1 to 15 of 592 entries

Johnson & Johnson(JNJ-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 12

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 7

Total Signals / Votes : 21

Stockchase rating for Johnson & Johnson is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Johnson & Johnson(JNJ-N) Frequently Asked Questions

What is Johnson & Johnson stock symbol?

Johnson & Johnson is a American stock, trading under the symbol JNJ-N on the New York Stock Exchange (JNJ). It is usually referred to as NYSE:JNJ or JNJ-N

Is Johnson & Johnson a buy or a sell?

In the last year, 21 stock analysts published opinions about JNJ-N. 12 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Johnson & Johnson.

Is Johnson & Johnson a good investment or a top pick?

Johnson & Johnson was recommended as a Top Pick by on . Read the latest stock experts ratings for Johnson & Johnson.

Why is Johnson & Johnson stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Johnson & Johnson worth watching?

21 stock analysts on Stockchase covered Johnson & Johnson In the last year. It is a trending stock that is worth watching.

What is Johnson & Johnson stock price?

On 2024-07-23, Johnson & Johnson (JNJ-N) stock closed at a price of $152.355.