Johnson & Johnson (NYSE:JNJ) Trading 1.4% Higher – Still a Buy?

Shares of Johnson & Johnson (NYSE:JNJ) were up 1.4% on Tuesday . The stock traded as high as $225.50 and last traded at $224.4990. Approximately 8,151,988 shares were traded during mid-day trading, a decline of 14% from the average daily volume of 9,509,048 shares. The stock had previously closed at $221.49.

More Johnson & Johnson News

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

• Positive Sentiment: FDA approved DARZALEX FASPRO (daratumumab + hyaluronidase) in combination with bortezomib, lenalidomide and dexamethasone (D‑VRd) for newly diagnosed multiple myeloma patients who are ineligible for transplant — the decision is the 12th DARZALEX FASPRO indication and the fifth in the newly diagnosed setting, strengthening J&J’s oncology franchise and recurring drug revenue potential. DARZALEX FASPRO U.S. approval
• Positive Sentiment: Management set an ambitious 2026 sales target (>$100B+) and provided 2026 guidance that exceeded consensus — investors are re‑rating growth expectations across both pharmaceuticals and MedTech after the strong Q4 report and raised outlook. J&J targets $100B+ sales in 2026
• Positive Sentiment: Guggenheim raised its price target on JNJ (to $240 from $227) and reiterated a Buy after the solid Q4 and the 2026 guide — analyst upgrades reinforce the bullish case and can attract additional flows from money managers. Guggenheim lifts J&J outlook
• Positive Sentiment: Unusually large call‑option activity — roughly 37,990 calls bought (≈+23% vs. average) — signals short‑term bullish positioning by traders and can amplify intraday upside and implied-volatility moves. Options flow report
• Neutral Sentiment: Corporate giving: J&J marked $100M of MedTech product donations since 2020 and committed another $20M toward programs — positive for ESG/brand but unlikely to be a near‑term earnings driver. MedTech donations announcement
• Neutral Sentiment: Market commentary pieces highlight JNJ trading at a 52‑week high and being a trending/momentum stock — these writeups can draw retail and momentum money but do not add new fundamental information. Momentum coverage

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. Wolfe Research boosted their price target on Johnson & Johnson from $225.00 to $240.00 and gave the company an “outperform” rating in a report on Monday, January 5th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Leerink Partners lifted their price target on Johnson & Johnson from $201.00 to $232.00 and gave the company a “market perform” rating in a report on Thursday, January 22nd. BMO Capital Markets restated an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson currently has a consensus rating of “Moderate Buy” and a consensus price target of $227.55.

Johnson & Johnson Stock Performance

The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80. The company has a fifty day moving average of $208.79 and a two-hundred day moving average of $189.84. The stock has a market capitalization of $540.88 billion, a P/E ratio of 20.32, a price-to-earnings-growth ratio of 2.14 and a beta of 0.34.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Wednesday, January 21st. The company reported $2.46 EPS for the quarter, hitting analysts’ consensus estimates of $2.46. Johnson & Johnson had a return on equity of 33.34% and a net margin of 28.46%.The firm had revenue of $24.56 billion during the quarter, compared to the consensus estimate of $24.14 billion. During the same period in the prior year, the business earned $2.04 EPS. The firm’s revenue was up 9.1% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. On average, equities analysts anticipate that Johnson & Johnson will post 10.58 EPS for the current year.

Johnson & Johnson Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 24th will be issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s payout ratio is presently 47.06%.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Clark Asset Management LLC grew its holdings in Johnson & Johnson by 51.6% during the 2nd quarter. Clark Asset Management LLC now owns 8,884 shares of the company’s stock worth $1,357,000 after acquiring an additional 3,025 shares during the period. Treasurer of the State of North Carolina raised its stake in shares of Johnson & Johnson by 8.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 1,234,945 shares of the company’s stock valued at $188,638,000 after purchasing an additional 94,957 shares during the period. Talbot Financial LLC lifted its stake in Johnson & Johnson by 4.6% in the 3rd quarter. Talbot Financial LLC now owns 138,424 shares of the company’s stock valued at $25,667,000 after acquiring an additional 6,143 shares in the last quarter. Liberty One Investment Management LLC boosted its holdings in Johnson & Johnson by 83.9% during the third quarter. Liberty One Investment Management LLC now owns 366,813 shares of the company’s stock worth $68,040,000 after purchasing an additional 167,353 shares during the last quarter. Finally, Winnow Wealth LLC bought a new position in shares of Johnson & Johnson in the 2nd quarter valued at about $295,000. Institutional investors own 69.55% of the company’s stock.

About Johnson & Johnson

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.