Johnson & Johnson (NYSE:JNJ) Releases FY 2026 Earnings Guidance

by · The Markets Daily

Johnson & Johnson (NYSE:JNJ – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 11.600-11.750 for the period, compared to the consensus earnings per share estimate of 11.570. The company issued revenue guidance of $100.8 billion-$101.4 billion, compared to the consensus revenue estimate of $100.9 billion.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on JNJ. Weiss Ratings lowered Johnson & Johnson from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, June 15th. JPMorgan Chase & Co. increased their target price on shares of Johnson & Johnson from $250.00 to $260.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 15th. Bank of America raised their price target on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research note on Friday, July 10th. Stifel Nicolaus set a $260.00 price target on shares of Johnson & Johnson in a report on Wednesday. Finally, Johnson Rice set a $270.00 target price on shares of Johnson & Johnson in a research report on Friday, June 26th. Twenty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $261.70.

Read Our Latest Report on JNJ

Johnson & Johnson Stock Performance

JNJ opened at $247.55 on Thursday. Johnson & Johnson has a 1 year low of $159.80 and a 1 year high of $269.43. The company has a current ratio of 1.03, a quick ratio of 0.77 and a debt-to-equity ratio of 0.46. The stock’s 50 day simple moving average is $238.64 and its 200-day simple moving average is $234.20. The stock has a market cap of $595.90 billion, a PE ratio of 28.62, a P/E/G ratio of 2.42 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, topping analysts’ consensus estimates of $2.84 by $0.06. The firm had revenue of $25.31 billion during the quarter, compared to analysts’ expectations of $25.02 billion. Johnson & Johnson had a net margin of 21.83% and a return on equity of 32.60%. The company’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter last year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Sell-side analysts forecast that Johnson & Johnson will post 11.58 EPS for the current year.

Johnson & Johnson Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be given a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a dividend yield of 2.2%. Johnson & Johnson’s dividend payout ratio (DPR) is 61.97%.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Kathryn E. Wengel sold 10,000 shares of the business’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the transaction, the executive vice president directly owned 114,288 shares in the company, valued at $27,560,551.20. The trade was a 8.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.16% of the stock is currently owned by company insiders.

More Johnson & Johnson News

Here are the key news stories impacting Johnson & Johnson this week:

  • Positive Sentiment: Johnson & Johnson beat Q2 estimates on both earnings and revenue, driven by strong pharmaceutical sales and growth in key drugs like Darzalex and Tremfya.
  • Positive Sentiment: The company raised its full-year 2026 outlook, signaling management confidence in continued momentum across the business.
  • Positive Sentiment: J&J announced a quarterly dividend of $1.34 per share, reinforcing its appeal as a defensive income stock.
  • Neutral Sentiment: Analysts now rate JNJ an average of “Moderate Buy,” suggesting sentiment is constructive but not uniformly bullish. Johnson & Johnson (NYSE:JNJ) Receives Average Recommendation of “Moderate Buy” from Analysts
  • Neutral Sentiment: Investors are still weighing strong innovation and pipeline progress against uneven MedTech results and broader uncertainty around the company’s risk profile.
  • Negative Sentiment: The stock fell after earnings because the results were viewed as solid but not exceptional, and the market had already priced in a strong report.
  • Negative Sentiment: Ongoing talc litigation remains a key overhang that continues to cap enthusiasm for the shares.

Institutional Trading of Johnson & Johnson

A number of hedge funds and other institutional investors have recently made changes to their positions in JNJ. Semmax Financial Advisors Inc. increased its holdings in shares of Johnson & Johnson by 55.0% in the second quarter. Semmax Financial Advisors Inc. now owns 203 shares of the company’s stock valued at $31,000 after purchasing an additional 72 shares in the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of Johnson & Johnson during the third quarter worth approximately $41,000. Imprint Wealth LLC acquired a new position in shares of Johnson & Johnson in the 3rd quarter valued at $47,000. Safe Harbor Fiduciary LLC acquired a new position in Johnson & Johnson in the fourth quarter valued at about $50,000. Finally, IFC & Insurance Marketing Inc. bought a new position in Johnson & Johnson during the fourth quarter worth about $80,000. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Johnson & Johnson Company Profile

(Get Free Report)

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

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