JNJ

JOHNSON & JOHNSON

NYSE · Pharmaceutical Preparations · Inc. NJ · CIK 0000200406
$237.00 +2.08% $558.9B
High Impact Filing (8/10)3 Institutional ExitsCongressional Activity (5)
Vol
Market Cap$558.9B
Cap SizeMega Cap
Analyst ConsensusBuy (68%)
Inst. Holders15 funds
Inst. Value$84.4B
Inst. Activity2 buys / 3 sells
Insider Activity0B / 1S
Insider Net $-$324.8K
Reddit Sentiment75° Bullish
SEC Reports10
Congressional9 trades
Exchange NYSE·Sector Pharmaceutical Preparations·Inc. NJ·CIK 0000200406·Prev Close $232.16

Recent Activity

Jul 14, 2026 earnings_calendar
JNJ Q2 2026 Earnings After Market Close — 2026-07-14
EPS est: $2.91 | Rev est: $25.3B
Jun 6, 2026 SEC
Freedom Broker downgrades JNJ to Hold — PT $190 (-18.4%)
ANALYST-DOWNGRADE — Impact 3/10
May 13, 2026 SEC
Leerink Partners double upgrades to Outperform — PT $265 (+18%)
ANALYST-UPGRADE — Impact 3/10
May 7, 2026 SEC
Freedom Broker double downgrades [TICKER] to Hold — PT $190, implying 15% downside from $224.62
ANALYST-DOWNGRADE — Impact 5/10
May 1, 2026 Insider
REED JOHN C sold 25,255 shares
EVP, Innovative Medicine, R&D @ $0.00 ($0.00)
May 1, 2026 Insider
REED JOHN C sold 11,002 shares
EVP, Innovative Medicine, R&D @ $229.85 ($2.5M)
May 1, 2026 Insider
REED JOHN C sold 25,255 shares
EVP, Innovative Medicine, R&D @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
33,459,884 shares ($6.9B)

Price Targets

$252.87 +6.7% upside Buy
Current $237.00 Low $155.00 Median $260.00 High $285.00 23 analysts
$155.00 $285.00

Analyst Ratings

Buy68% buy · 31 analysts
7Strong Buy
14Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 13, 2026 Leerink Partners UPGRADE Market Perform → Outperform
Apr 15, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 15, 2026 Stifel MAINTAIN Hold → Hold
Apr 15, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 10, 2026 Morgan Stanley MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.85 ▲ +0.5% $2.65 — $3.00 3% YoY 16
Next Q $3.02 $2.96 — $3.21 8% YoY 16
Current FY $11.57 $11.45 — $11.82 7% YoY 24
Next FY $12.72 $12.07 — $13.47 10% YoY 24

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$49.7B
MORGAN STANLEY$9.6B
NORGES BANK$6.9BNEW
BANK OF AMERICA CORP$5.9B
CHARLES SCHWAB INVESTMENT MANAGEMENT$3.9BNEW

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026REED JOHNM$0.00
May 1, 2026REED JOHNF$2.5M
May 1, 2026REED JOHNM$0.00
Apr 23, 2026Beckerle MaryA$0.00
Apr 23, 2026Doudna JenniferA$0.00

Reddit Sentiment

75°
Bullish
Bearish Neutral Bullish
6 mentions 5 bullish 0 bearish

Congressional Trades

5 members: 3 buys, 6 sells
MemberPartyTypeAmount
Ro KhannaDBUY$15,001 - $50,000
Thomas KeanRSELL$1,001 - $15,000
Rich McCormickRSELL$1,001 - $15,000
15 institutional holders with $84.4B total value (408,056,066 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC240,349,660$49.7B58.9%
2MORGAN STANLEY46,325,589$9.6B11.4%
3NORGES BANK33,459,884$6.9B8.2%NEW
4BANK OF AMERICA CORP /DE/28,333,601$5.9B6.9%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC19,034,302$3.9B4.7%NEW
6FMR LLC18,776,671$3.9B4.6%ADD +39.7%
7WELLS FARGO & COMPANY/MN18,523,844$3.8B4.5%
8YACKTMAN ASSET MANAGEMENT LP1,252,646$259.2M0.3%
9Cullen Capital Management, LLC1,159,046$239.9M0.3%
10Mawer Investment Management Ltd.415,882$86.1M0.1%NEAR_EXIT -79.6%
11Tweedy, Browne Co LLC236,075$48.9M0.1%TRIM -44.2%
12TWO SIGMA INVESTMENTS, LP95,659$19.8M0.0%NEAR_EXIT -90.5%
13ARIEL INVESTMENTS, LLC43,260$9.0M0.0%ADD +66.4%
14DODGE & COX20,947$4.3M0.0%
15Olstein Capital Management, L.P.29,000$6.0K0.0%TRIM -40.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW33,459,884$6.9B2025-Q4
FMR LLCADD13,443,42718,776,671+39.7%$3.9B2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT1,010,78795,659-90.5%$19.8M2025-Q4
Olstein Capital Management, L.P.TRIM48,50029,000-40.2%$6.0K2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT306,7470-100.0%$0.002025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED176,9921,010,787+471.1%$187.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCTRIM883,190306,747-65.3%$56.9M2025-Q3
ARIEL INVESTMENTS, LLCADD31,16351,854+66.4%$9.6M2025-Q3
NORGES BANKEXIT31,929,1240-100.0%$0.002025-Q3
NORGES BANKNEW31,929,124$4.9B2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED202,563883,190+336.0%$134.9M2025-Q2
Tweedy, Browne Co LLCTRIM438,271244,713-44.2%$37.4M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED23,957176,992+638.8%$27.0M2025-Q2
Tweedy, Browne Co LLCTRIM1,080,471438,271-59.4%$72.7M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT921,499202,563-78.0%$33.6M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM63,76823,957-62.4%$4.0M2025-Q1
NORGES BANKEXIT30,355,6720-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW921,499$133.3M2024-Q4
Mawer Investment Management Ltd.NEAR_EXIT2,503,774510,936-79.6%$73.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW17,639,368$2.9B2024-Q3
22 unique insiders with 1 transactions. Net insider value: -$324.8K ($0.00 bought, $324.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026REED JOHN CEVP, Innovative Medicine, R&DM25,255$0.00$0.00
May 1, 2026REED JOHN CEVP, Innovative Medicine, R&DF11,002$229.85$2.5M
May 1, 2026REED JOHN CEVP, Innovative Medicine, R&DM25,255$0.00$0.00
Apr 23, 2026Beckerle Mary CDirectorA975$0.00$0.00
Apr 23, 2026Doudna Jennifer ADirectorA975$0.00$0.00
Apr 23, 2026HEWSON MARILLYN ADirectorA975$0.00$0.00
Apr 23, 2026Johnson Paula ADirectorA975$0.00$0.00
Apr 23, 2026Joly HubertDirectorA975$0.00$0.00
Apr 23, 2026McClellan Mark B.DirectorA975$0.00$0.00
Apr 23, 2026MORIKIS JOHN GDirectorA1,540$0.00$0.00
Apr 23, 2026Pinto Daniel EDirectorA1,712$0.00$0.00
Apr 23, 2026WEINBERGER MARK ADirectorA975$0.00$0.00
Apr 23, 2026West NadjaDirectorA975$0.00$0.00
Apr 23, 2026Woods Eugene A.DirectorA975$0.00$0.00
Mar 10, 2026Woods Eugene A.DirectorA154.869$242.14$37.5K
Mar 10, 2026HEWSON MARILLYN ADirectorA206.492$242.14$50.0K
Mar 10, 2026Pinto Daniel EDirectorA129.058$242.14$31.3K
Feb 27, 2026Decker Robert JVP Corporate ControllerM4,075$115.67$471.4K
Feb 27, 2026Decker Robert JVP Corporate ControllerM4,075$0.00$0.00
Feb 20, 2026Schmid TimothyEVP, WW Chair, MedTechSELL1,322$245.66$324.8K
Feb 9, 2026Duato JoaquinCEO and Chairman of the BoardA73,054$0.00$0.00
Feb 9, 2026Wengel Kathryn EEVP, Chief TO and Risk OfficerA13,706$0.00$0.00
Feb 9, 2026Forminard ElizabethEVP, Chief Legal OfficerA13,706$0.00$0.00
Feb 9, 2026Mulholland KristenEVP, Chief HR OfficerA3,602$0.00$0.00
Feb 9, 2026Schmid TimothyEVP, WW Chair, MedTechA4,378$0.00$0.00
Feb 9, 2026Swanson James D.EVP, CIOA9,412$0.00$0.00
Feb 9, 2026Taubert Jennifer LEVP, WWC. Innovative MedicineA27,412$0.00$0.00
Feb 9, 2026Wolk Joseph JExec VP, CFOA37,463$0.00$0.00
Feb 9, 2026Broadhurst VanessaEVP, Global Corp AffairsA8,594$0.00$0.00
Feb 9, 2026Decker Robert JVP Corporate ControllerA2,741$0.00$0.00
Feb 6, 2026Mulholland KristenEVP, Chief HR OfficerM5,625$101.87$573.0K
Feb 6, 2026Mulholland KristenEVP, Chief HR OfficerF3,335$239.99$800.4K
Feb 6, 2026Mulholland KristenEVP, Chief HR OfficerM5,625$101.87$573.0K
Feb 6, 2026Wengel Kathryn EEVP, Chief TO and Risk OfficerM38,945$101.87$4.0M
Feb 6, 2026Wengel Kathryn EEVP, Chief TO and Risk OfficerF27,270$239.99$6.5M
Feb 6, 2026Wengel Kathryn EEVP, Chief TO and Risk OfficerM38,945$101.87$4.0M
Feb 6, 2026Schmid TimothyEVP, WW Chair, MedTechM15,571$101.87$1.6M
Feb 6, 2026Schmid TimothyEVP, WW Chair, MedTechF10,335$239.99$2.5M
Feb 6, 2026Schmid TimothyEVP, WW Chair, MedTechM15,571$101.87$1.6M
Feb 5, 2026Forminard ElizabethEVP, Chief Legal OfficerM8,921$129.51$1.2M
Feb 5, 2026Forminard ElizabethEVP, Chief Legal OfficerF6,226$237.90$1.5M
Feb 5, 2026Forminard ElizabethEVP, Chief Legal OfficerM8,921$129.51$1.2M
Mar 4, 2025HEWSON MARILLYN ADirectorA75.256$166.10$12.5K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (68% buy). Based on 31 analysts: 7 strong buy, 14 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$252.87 mean target +6.7% upside Buy (2.00)
$155.00 Low $285.00 High
MetricValue
Current Price$237.00
Target Low$155.00
Target Mean$252.87
Target Median$260.00
Target High$285.00
# Analysts23
RecommendationBuy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.85 $2.65 $3.00 3.0% +0.5% 1↑ 1↓ $25.0B 5.3% 16
Next Q
2026-09-30
$3.02 $2.96 $3.21 8.0% +0.2% 1↑ 1↓ $25.2B 5.2% 16
Current FY
2026-12-31
$11.57 $11.45 $11.82 7.3% -0.0% 1↑ 1↓ $100.9B 7.1% 24
Next FY
2027-12-31
$12.72 $12.07 $13.47 9.9% +0.1% 1↑ 1↓ $107.3B 6.3% 24

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.853
7d ago$2.853
30d ago$2.839+0.015
60d ago$2.884-0.031
90d ago$2.883-0.029
17 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 13, 2026 Leerink Partners UPGRADE Market Perform Outperform
Apr 15, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 15, 2026 Stifel MAINTAIN Hold Hold
Apr 15, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 10, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 30, 2026 RBC Capital REITERATE Outperform Outperform
Mar 19, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 17, 2026 HSBC MAINTAIN Buy Buy
Mar 11, 2026 Citigroup MAINTAIN Buy Buy
Mar 5, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 3, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 28, 2026 Morgan Stanley UPGRADE Equal-Weight Overweight
Jan 27, 2026 Freedom Capital Markets MAINTAIN Hold Hold
Jan 27, 2026 Freedom Broker MAINTAIN Hold Hold
Jan 23, 2026 Guggenheim MAINTAIN Buy Buy
Jan 22, 2026 Citigroup MAINTAIN Buy Buy
Jan 22, 2026 B of A Securities MAINTAIN Neutral Neutral
Jan 22, 2026 TD Cowen MAINTAIN Buy Buy
Jan 22, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 22, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 22, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Jan 22, 2026 Stifel MAINTAIN Hold Hold
Jan 9, 2026 Bernstein MAINTAIN Market Perform Market Perform
Dec 30, 2025 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 19, 2025 Goldman Sachs MAINTAIN Buy Buy
Dec 15, 2025 B of A Securities MAINTAIN Neutral Neutral
Dec 12, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026714100068%
May 1, 2026614120063%
Apr 1, 2026614120063%
Mar 1, 2026613130059%
Feb 1, 2026613130059%
Jan 1, 2026612140056%
Dec 1, 2025613130059%
Nov 1, 2025612130058%
Strong BuyBuyHoldSellStrong Sell
5 members of Congress traded this stock: 3 buys, 6 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000Johnson & JohnsonMay 13, 2026 (31d)
Mar 26, 2026Thomas Kean JrRHOUSESELL$1,001 - $15,000Johnson & JohnsonApr 14, 2026 (20d)
Mar 19, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Johnson & JohnsonApr 8, 2026 (21d)
Mar 19, 2026Rich McCormickRHOUSESELL$1,001 - $15,000Johnson & JohnsonApr 8, 2026 (21d)
Mar 19, 2026John BoozmanRSENATESELL$1,001 - $15,000Johnson & JohnsonApr 14, 2026 (27d)
Mar 10, 2026Lloyd DoggettDHOUSEBUY$1,001 - $15,000Johnson & JohnsonApr 8, 2026 (30d)
Mar 6, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Johnson & JohnsonApr 9, 2026 (35d)
Mar 6, 2026Ro KhannaDHOUSESELL$1,001 - $15,000Johnson & JohnsonApr 9, 2026 (35d)
Jan 23, 2026Thomas Kean JrRHOUSESELL$15,001 - $50,000Johnson & JohnsonFeb 20, 2026 (29d)
75°
Bullish
Bearish Neutral Bullish
6 mentions 5 bullish 0 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 2, 2026160° Warm101
May 2, 2026160° Warm101
Apr 18, 2026160° Warm101
Apr 18, 2026160° Warm101
Apr 11, 2026160° Warm101
Feb 20, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 9d 6h ago
FOMO alert : Johnson & Johnson (JNJ) stock is going to surge ??
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
Top Dividend Stocks for 2025: 6 Picks Paying 3%+
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
JNJ still worth it?
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 1mo ago
JNJ still worth it?
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 3mo ago
Investing with the goal of living off my portfolio
▲ 0 💬 20
Jul 14, 2026
earnings_calendar
JNJ Q2 2026 Earnings After Market Close — 2026-07-14
EPS est: $2.91 | Rev est: $25.3B
Jun 9, 2026
Clinical Trial
A Study of Aticaprant Plus an Antidepressant to Prevent Return of Depression Symptoms in Participants With Major Depressive Disorder Who Experience a Loss of Interest and Pleasure
Phase Phase 3 — TERMINATED
Jun 9, 2026
Clinical Trial
A Study of Subcutaneous Daratumumab Versus Active Monitoring in Participants With High-Risk Smoldering Multiple Myeloma
Phase Phase 3 — COMPLETED
Jun 5, 2026
Clinical Trial
A Study of Teclistamab in Japanese Participants With Relapsed or Refractory Multiple Myeloma
Phase Phase 2 — COMPLETED
Jun 5, 2026
Clinical Trial
A Study of Milvexian in Participants After a Recent Acute Coronary Syndrome
Phase Phase 3 — COMPLETED
Jun 5, 2026
clinical_trial_readout
Results Pending: Teclistamab (Phase 2) — Completed 53d ago
Trial: A Study of Teclistamab in Japanese Participants With Relapsed or Refractory Multiple Myeloma Sponsor: Janssen Pharmaceutical K.K. Phase: Phase
Jun 4, 2026
Clinical Trial
A Study of JNJ-95475939 in the Treatment of Participants With Moderate to Severe Atopic Dermatitis (AD)
Phase Phase 2 — TERMINATED
Jun 2, 2026
clinical_trial_readout
T-90d Trial Readout: Cilta-cel (Phase 2)
Trial: A Study of Ciltacabtagene Autoleucel and Talquetamab for the Treatment of Participants With High-Risk Multiple Myeloma Sponsor: Janssen Researc
May 25, 2026
clinical_trial_readout
T-90d Trial Readout: Rilpivirine (Phase 2)
Trial: A Roll-over Study With Rilpivirine for Human Immunodeficiency Virus Type 1 (HIV-1) Infected Participants Who Participated in Rilpivirine Pediat
May 22, 2026
short_volume
Short Volume: JNJ — 55.5% short (1.1M / 2.0M)
Short: 1,120,658 | Exempt: 2,751 | TRF Vol: 2,019,459 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
clinical_trial_readout
T-90d Trial Readout: Rilpivirine (Phase 2)
Trial: A Roll-over Study With Rilpivirine for Human Immunodeficiency Virus Type 1 (HIV-1) Infected Participants Who Participated in Rilpivirine Pediat
May 18, 2026
clinical_trial_readout
T-90d Trial Readout: JNJ-68284528 (Phase 2)
Trial: A Study of JNJ-68284528, a Chimeric Antigen Receptor T Cell (CAR-T) Therapy Directed Against B-cell Maturation Antigen (BCMA) in Participants W
May 18, 2026
short_volume
Short Volume: JNJ — 59.3% short (1.6M / 2.8M)
Short: 1,641,615 | Exempt: 433 | TRF Vol: 2,766,276 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: JNJ — 7.4M shares, 138,357 trades
Week starting 2026-05-18. Total ATS volume: 7,356,146 shares across 138,357 trades.
May 11, 2026
clinical_trial_readout
T-90d Trial Readout: JNJ-68284528 (Phase 2)
Trial: A Study of JNJ-68284528, a Chimeric Antigen Receptor T Cell (CAR-T) Therapy Directed Against B-cell Maturation Antigen (BCMA) in Participants W
May 11, 2026
dark_pool
Dark Pool: JNJ — 6.5M shares, 137,449 trades
Week starting 2026-05-11. Total ATS volume: 6,520,451 shares across 137,449 trades.
May 7, 2026
short_interest
FTD: JNJ — 5,684 shares ($1.3M) failed to deliver
Settlement: 20260507, Price: $224.62, FTD Value: $1,276,740.08, JOHNSON AND JOHNSON
May 6, 2026
clinical_trial_readout
T-90d Trial Readout: JNJ-68284528 (Phase 2)
Trial: A Study of JNJ-68284528, a Chimeric Antigen Receptor T Cell (CAR-T) Therapy Directed Against B-cell Maturation Antigen (BCMA) in Participants W
May 4, 2026
dark_pool
Dark Pool: JNJ — 6.9M shares, 148,125 trades
Week starting 2026-05-04. Total ATS volume: 6,941,848 shares across 148,125 trades.
May 1, 2026
clinical_trial_readout
Results Pending: Milvexian (Phase 3) — Completed 84d ago
Trial: A Study of Milvexian in Participants After a Recent Acute Coronary Syndrome Sponsor: Janssen Research & Development, LLC Phase: Phase 3 | Compl
Apr 20, 2026
FDA
CONCERTA
WARNING: ABUSE, MISUSE, AND ADDICTION CONCERTA has a high potential for abuse and misuse, which can lead to the development of a substance use disorde
Mar 30, 2026
Enforcement
3:25-cv-06161 SNYDER et al v. JANSSEN PHARMACEUTICALS, INC. et al
Court ruling from United States District Court for the District of New Jersey. Docket: N/A
Mar 24, 2026
FDA
XARELTO
Supplemental Approval — Labeling — RIVAROXABAN — FOR SUSPENSION — ORAL
Mar 24, 2026
FDA
XARELTO
Supplemental Approval — Labeling — RIVAROXABAN — FOR SUSPENSION — ORAL
Mar 24, 2026
FDA
XARELTO
Supplemental Approval — Labeling — RIVAROXABAN — FOR SUSPENSION — ORAL