Johnson & Johnson (NYSE:JNJ) Price Target Raised to $265.00

by · The Markets Daily

Johnson & Johnson (NYSE:JNJ – Free Report) had its price target lifted by Scotiabank from $230.00 to $265.00 in a research note published on Thursday, Marketbeat reports. The brokerage currently has a sector outperform rating on the stock.

Several other research firms have also recently weighed in on JNJ. Weiss Ratings restated a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. Johnson Rice set a $190.00 price objective on Johnson & Johnson and gave the stock a “hold” rating in a report on Wednesday, October 22nd. Wolfe Research boosted their target price on Johnson & Johnson from $225.00 to $240.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Royal Bank Of Canada set a $240.00 price target on shares of Johnson & Johnson in a report on Wednesday, December 17th. Finally, HSBC reiterated a “buy” rating and issued a $240.00 price target on shares of Johnson & Johnson in a research note on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $226.18.

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Johnson & Johnson Stock Up 0.8%

Shares of Johnson & Johnson stock opened at $220.29 on Thursday. The company has a 50-day simple moving average of $208.35 and a two-hundred day simple moving average of $189.16. The stock has a market capitalization of $530.74 billion, a PE ratio of 19.94, a price-to-earnings-growth ratio of 2.26 and a beta of 0.34. Johnson & Johnson has a 52-week low of $141.50 and a 52-week high of $222.17. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.80 and a current ratio of 1.07.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting the consensus estimate of $2.46. Johnson & Johnson had a net margin of 28.46% and a return on equity of 33.34%. The company had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same quarter last year, the firm earned $2.04 earnings per share. The firm’s quarterly revenue was up 9.1% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current fiscal year.

Johnson & Johnson Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be given a dividend of $1.30 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. Johnson & Johnson’s dividend payout ratio is presently 47.06%.

Hedge Funds Weigh In On Johnson & Johnson

A number of institutional investors and hedge funds have recently made changes to their positions in JNJ. Brighton Jones LLC increased its stake in shares of Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock worth $7,502,000 after purchasing an additional 6,332 shares in the last quarter. United Bank lifted its position in Johnson & Johnson by 110.7% during the first quarter. United Bank now owns 9,279 shares of the company’s stock valued at $1,539,000 after purchasing an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Johnson & Johnson by 13.4% during the second quarter. Sivia Capital Partners LLC now owns 5,863 shares of the company’s stock valued at $896,000 after purchasing an additional 692 shares during the period. Maseco LLP purchased a new stake in Johnson & Johnson in the second quarter worth about $478,000. Finally, Accurate Wealth Management LLC raised its stake in shares of Johnson & Johnson by 4.9% in the second quarter. Accurate Wealth Management LLC now owns 25,576 shares of the company’s stock worth $4,033,000 after buying an additional 1,189 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Key Stories Impacting Johnson & Johnson

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

  • Positive Sentiment: Q4 beat, stronger guidance and rising free cash flow: JNJ beat Q4 revenue and EPS expectations, raised FY outlook and guided to materially higher 2026 free cash flow (~$21B), which underpins analyst upgrades and ETF buying interest. ETFs to Buy Post JNJ’s Q4 Earnings Surprise & Bullish Cash Flow View
  • Positive Sentiment: Large Scotiabank upgrade: Scotiabank moved to “sector outperform” and raised its target sharply (to $265), signaling confidence in J&J’s growth runway and boosting investor appetite. Johnson & Johnson (JNJ) Gets a Buy from Scotiabank
  • Positive Sentiment: Multiple price target raises from analysts: Leerink (+$201→$232) and Sanford C. Bernstein (+$208→$225) (and others including Stifel, BofA) have nudged targets higher, reflecting the quarter and helping push sentiment positive. Leerink Raises Price Target Bernstein Raises Price Target
  • Positive Sentiment: Technical/trend signals: MarketBeat highlights a trend‑following buy signal after a post‑earnings pullback — technical confirmation can attract momentum and institutional flows. Trend‑Following Buy Signal
  • Positive Sentiment: MedTech strength and product pipeline: MedTech sales growth, product launches and the OTTAVA robotic submission provide a potential high‑growth stream beyond staples like Stelara. MedTech Growth & Product Launches
  • Neutral Sentiment: Valuation checks: Coverage pieces are assessing JNJ’s valuation after the rally — some see limited near‑term upside from current levels, which could temper aggressive buying. Valuation After Momentum
  • Negative Sentiment: Talc litigation risk: A Special Master allowed plaintiffs’ expert testimony in the talc MDL, keeping litigation risk visible and a potential earnings/cash‑flow overhang. Talc Litigation Update

About Johnson & Johnson

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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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