Johnson & Johnson (JNJ) Stock Price & Analysis

Johnson & Johnson (JNJ) closed at USD 267.61 on Thursday, October 22, 2026, up 3.81% on the day. The US market is currently closed (pre-market); this is not a live price.

The prior close was USD 257.78; the Oct 22, 2026 session ranged USD 259.04–269.67 on volume of 10,127,910 shares. Market capitalization is $644.91B, with a 52-week range of USD 184.66–281.07 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:23 UTC.

Also available as compact Markdown for AI agents: nexqual.com/JNJ.md

Latest Earnings Results (JNJ)

Fiscal periodEPS (reported)RevenueReleasedSource
Q3 2026$0.09 (GAAP diluted)$25.40BOct 13, 2026, 8:12:35 AM ET · on Nexqual +36 secondsSEC 8-K filing

Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.

Key facts (JNJ)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (JNJ)

USDFY2021FY2022FY2023FY2024FY2025TTM
Revenue$78.7B$80.0B$85.2B$88.8B$94.2B$99.3B
Gross profit$55.3B$55.4B$58.6B$61.4B$63.9B—
Net income$20.9B$17.9B$35.2B$14.1B$26.8B$16.1B
EPS (diluted)$7.81$6.73$13.72$5.79$11.03—
Free cash flow$19.8B$17.2B$18.2B$19.8B$19.7B$20.6B
Gross margin70.3%69.3%68.8%69.1%67.9%—
Net margin26.5%22.4%41.3%15.8%28.5%16.2%
Revenue growth-4.7%+1.6%+6.5%+4.3%+6.0%—
Cash + short-term investments$31.6B$22.3B$22.9B$24.5B$20.1B—
Total debt$32.1B$28.4B$27.4B$32.4B$41.4B—

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Sep 27, 2026) (JNJ)

P/E 40.1x · P/E ex non-operating (est.) ≈28.9x · P/S 6.5x · EV/Sales 6.8x · P/FCF 31.3x · P/B 7.9x · FCF yield 3.19% · Earnings yield 2.50% · Buyback yield (TTM) 1.22% · Net debt $27.4B · EV $672B

P/E at fiscal year-ends: Dec 2025 18.8x, Dec 2024 25.0x, Dec 2023 11.4x.

Superinvestors (SEC 13F-HR, Q2 2026) (JNJ)

12 of 80 tracked investors hold JNJ (1 investor on Q3 2026, filed early). Each row is the investor's latest 13F; change is vs their prior-quarter share count.

InvestorFirm% of portfolioValueChangeQuarter
Yacktman Asset Management3.96%$320MAdded +0.8%Q2 2026
Tweedy Browne3.88%$51.2MReduced -8.1%Q2 2026
Thomas GaynerMarkel Group1.18%$155MUnchangedQ2 2026
Mairs & PowerMairs & Power Funds0.99%$107MReduced -26.8%Q2 2026
Prem WatsaFairfax Financial Holdings0.71%$18.6MUnchangedQ2 2026
Torray Funds0.14%$1.1MUnchangedQ2 2026
John RogersAriel Investments0.09%$9.0MReduced -12.7%Q2 2026
Jensen Investment Management0.05%$2.2MReduced -9.9%Q2 2026
David KatzMatrix Asset Advisors0.04%$429KUnchangedQ3 2026
Christopher BloomstranSemper Augustus0.02%$202KNew positionQ2 2026
Dodge & Cox FundsDodge & Cox<0.01%$5.3MUnchangedQ2 2026
Thomas RussoGardner Russo & Quinn<0.01%$282KReduced -14.7%Q2 2026

Insider sales (SEC Form 4, open-market, last ~7 months) (JNJ)

0 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-09-02Schmid TimothyEVP, WW Chair, MedTech33,597$9.2M56.1%NoToo little history (no open-market trades in 2023 or 2024)
2026-08-17Taubert Jennifer LEVP, WWC. Innovative Medicine15,000$4.0M7.2%NoToo little history (no open-market trades in 2023)
2026-08-13Duato JoaquinCEO and Chairman of the Board123,291$32.2M28.6%NoToo little history (no open-market trades in 2023 or 2024)
2026-08-06Forminard ElizabethEVP, Chief Legal Officer15,918$4.1M48.4%NoToo little history (no open-market trades in 2023–2025)
2026-08-05Duato JoaquinCEO and Chairman of the Board48,480$12.5M13.6%NoToo little history (no open-market trades in 2023 or 2024)
2026-07-20Broadhurst VanessaEVP, Global Corp Affairs23,054$5.8M50.1%NoToo little history (no open-market trades in 2023 or 2025)
2026-06-11Wengel Kathryn EEVP, Chief TO and Risk Officer10,000$2.4M8%NoToo little history (no open-market trades in 2024 or 2025)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (JNJ)

Consensus Buy (mean 2.13 on a 1–5 scale), 23 analysts; mean target USD 279.41 (low 190, high 320).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-16Wells FargoTarget raisedOverweight$275 → $287
2026-10-15Morgan StanleyTarget loweredOverweight$294 → $292
2026-10-14Leerink PartnersTarget loweredOutperform$276 → $272
2026-10-14Wells FargoTarget loweredOverweight$282 → $275
2026-10-14RBC CapitalTarget loweredOutperform$290 → $280
2026-10-07GuggenheimReiteratedBuy$287
2026-10-06RBC CapitalTarget raisedOutperform$287 → $290
2026-10-05CitigroupTarget raisedBuy$298 → $303
2026-09-29JP MorganTarget raisedNeutral$270 → $285
2026-09-10HSBCTarget raisedBuy$290 → $320
2026-09-02UBSTarget raisedBuy$280 → $320
2026-08-06GuggenheimTarget raisedBuy$270 → $287

Total return (dividends reinvested) (JNJ)

1Y (from 2025-10-23)5Y (from 2021-10-18)
Total return+42.2%+88.0%
S&P 500 (SPY)+14.9%+80.3%
Per year+42.4%+13.4%
Volatility (annualized)20.7%17.9%
Max drawdown-11.0% (Mar 2026→May 2026)-17.4% (Jan 2023→Oct 2023)

JNJ revenue by business segment (quarter ended Sep 27, 2026)

LineRevenueShare of totalYoY
Innovative Medicine$16.76B66.0%+7.7%
MEDTECH$8.64B34.0%+2.5%
Total revenue$25.40B100%—

JNJ revenue by region (quarter ended Sep 27, 2026)

LineRevenueShare of totalYoY
United States$14.96B58.9%+9.1%
Non-US$10.44B41.1%+1.5%
— Europe (part of Non-US)$5.41B21.3%-0.6%
— Asia-Pacific, Africa (part of Non-US)$3.65B14.4%+1.0%
— Western Hemisphere, excluding U.S. (part of Non-US)$1.39B5.5%+12.5%
Total revenue$25.40B100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

JNJ suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
PartnerAbbVie (ABBV)“In 2023, the Centers for Medicare & Medicaid Services (CMS) published the first "Selected Drug" list, which includes XARELTO and STELARA as well as IMBRUVICA, which is developed in collaboration and co-commercialized in the U.S. with Pharmacyclics LLC, an AbbVie company.”
CompetitorMerck (MRK)“The increase in REMICADE (infliximab) sales was due to favorable patient mix, market growth and the Merck, Sharp & Dohme return of rights in Europe in the fiscal fourth quarter of 2024, partially offset by continued biosimilar competition.”

Quoted from the company's 10-K filed Feb 11, 2026.

Companies that name JNJ in their SEC reports

Relationship to JNJCompanyFilingSentence
relatedWestin Acquisition Corp (WSTN)10-K Sep 29, 2026“Earlier in his career, Mr. Chung held various sales and management positions at Johnson & Johnson Vision Care, OCBC Bank”
competitoriBio, Inc. (IBIO)10-K Aug 28, 2026“Our most significant competitors, among others, are fully integrated pharmaceutical companies such as Eli Lilly and Company, Novo Nordisk A/S, Amgen Inc., Bristol-Myers Squibb Company, Merck & Co., Inc., Novartis AG, MedImmune, LLC (a wholly owned subsidiary of AstraZeneca PLC), Johnson & Johnson, Pfizer Inc., Merck KGaA and Sanofi SA, and more established biotechnology companies such as Genentech, Inc. (a member …”
competitorTRINITY BIOTECH PLC (TRIB)20-F Apr 30, 2026“The Group's competition includes several large companies such as, but not limited to: Abbott Diagnostics, Arkray, Becton Dickenson, Bio-Rad, Copan, Dexcom Inc., Diasorin Inc., Johnson & Johnson, Roche Diagnostics, Sebia, Siemens (from the combined acquisitions of Bayer, Dade-Behring and DPC), Thermo Fisher, Tosoh and Werfen.”
partnerBurning Rock Biotech Ltd (BNR)20-F Apr 28, 2026“Our products are recognized by the medical, pharmaceutical and scientific communities, as evidenced by (i) the use of our products by oncology key opinion leaders in clinical trials and research studies they initiate, and (ii) our collaborations on clinical trials and research studies with leading pharmaceutical companies including AstraZeneca (NYSE: AZN), Bayer (ETR: BAYN), Johnson & Johnson (NYSE: JNJ), CStone (…”
partnerMATERIALISE NV (MTLS)20-F Apr 23, 2026“In the medical market, we have entered into collaborations with DePuy Synthes Companies of Johnson & Johnson, or DePuy Synthes, and Zimmer Biomet Holdings, Inc., or Zimmer Biomet, as well as with Encore Medical, L.P. (d/b/a Enovis), or Enovis, Limacorporate Spa, or Lima, Mathys AG, or Mathys (which is now part of the same company as Enovis), Smith & Nephew Inc., or Smith & Nephew, Corin Ltd, or Corin, Medtronic In…”
partnerTuHURA Biosciences, Inc./NV (HURA)10-K Mar 31, 2026“During his tenure at Johnson & Johnson, Dr. Tendler and his team worked in collaboration with the FDA and the European Medicines Agency to secure worldwide approvals of transformational treatment in prostate cancer, hematologic malignancies, as well as for lunch and bladder cancer.”
partnerOMEROS CORP (OMER)10-K Mar 31, 2026“Earlier in his career, Mr. Ghesquiere served in business development and alliance management roles at Aventis Pharmaceuticals (acquired by Sanofi) and worked in product marketing/new product planning at Johnson & Johnson.”
competitorNEXGEL, INC. (NXGL)10-K Mar 31, 2026“that actively compete for the business of consumers both in the United States and abroad, including companies such as Johnson & Johnson,”
competitorAlvotech (ALVO)20-F Mar 31, 2026“In addition to Johnson & Johnson's (the originator's) reference product, we can face competition from other approved biosimilars for Stelara (ustekinumab) in the U.S. and EEA, including biosimilars from Intas, Amgen, Biocon, Celltrion, Formycon, Fresenius Kabi, Gedeon Richter, Samsung Bioepis, Accord and Bio-Thera.”
partnerNanobiotix S.A. (NBTX)20-F Mar 31, 2026“In July 2023, we entered into a global licensing agreement (Janssen Agreement) with Janssen Pharmaceutica NV ("Janssen"), a Johnson & Johnson”
competitorMiNK Therapeutics, Inc. (INKT)10-K Mar 31, 2026“Key competitors developing autologous CAR-T and TCR-based therapies include large pharmaceutical and biotechnology companies such as Bristol-Myers Squibb (including former Celgene and Juno Therapeutics assets), Gilead Sciences, Johnson & Johnson, Novartis, AstraZeneca, and BioNTech.”
partnerMeiraGTx Holdings plc (MGTX)10-K Mar 30, 2026“On January 30, 2019, we and our wholly-owned subsidiary MeiraGTx UK II Limited entered into a Collaboration, Option and License Agreement with Johnson & Johnson Innovative Medicine (formerly known as Janssen Pharmaceuticals, Inc.), as further amended by that certain First Amendment to Collaboration, Option and License Agreement, dated as of December 16, 2021 (the "Collaboration Agreement"), for, among other things…”
partnerEikon Therapeutics, Inc. (EIKN)10-K Mar 30, 2026“At Veracyte, he led collaborations with companies such as Bayer AG, AstraZeneca plc, and Johnson & Johnson, Inc., and orchestrated multiple acquisitions.”
competitorVor Biopharma Inc. (VOR)10-K Mar 30, 2026“The autoimmune field is a competitive landscape involving multiple fusion protein class members (atacicept, povetacicept), monoclonal antibodies, other biologics, chimeric antigen receptor (CAR) T cells and small molecules either already marketed or in development by many different companies including, but not limited to Alexion, Amgen, Argenx, Dianthus, Johnson & Johnson, UCB, and Vertex.”
partnerLexeo Therapeutics, Inc. (LXEO)10-K Mar 30, 2026“Abiomed, Inc. (Johnson & Johnson subsidiary)—In December 2025, the Company entered into a Collaboration Agreement with Abiomed, Inc. ("Abiomed" and the "Abiomed Agreement"), to investigate localized cardiac delivery of gene therapy.”

JNJ company outlook (results filed Oct 13, 2026)

Quoted word-for-word from the SEC 8-K results press release.

JNJ analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Dec 2026)$2.92$3.01-3.2%$26.43B17
Next quarter (ends Mar 2027)$2.68$2.93-8.5%$25.60B7
Current fiscal year (ends Dec 2026)$11.12$11.66-4.6%$101.22B21
Next fiscal year (ends Dec 2027)$11.62$12.83-9.4%$107.80B22

JNJ options: expected move

ExpirationDaysATM implied volatilityExpected move
Oct 30, 2026726.2%±3.1%
Nov 6, 20261426.3%±4.3%
Nov 13, 20262125.7%±5.1%
Nov 20, 20262825.9%±5.8%
Nov 27, 20263524.5%±6.3%
Dec 4, 20264224.3%±6.8%
Dec 18, 20265624.6%±7.8%
Jan 15, 20278424.0%±9.3%

30-day implied volatility 25.5% vs 26.5% realized over the last 30 trading days. Put/call ratio (volume) 0.83. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 23, 2026 at 09:23 UTC)

PriceUSD 267.61
Change▲ 3.81% (up)
Previous CloseUSD 257.78
OpenUSD 260.54
Day RangeUSD 259.04 – 269.67
52-Week RangeUSD 184.66 – 281.07
Volume10,127,910 shares
Market Cap$644.91B
ExchangeNYQ

Technical Analysis (JNJ)

Nexqual's technical model rates JNJ "BUY" based on 4 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:23 UTC.

Overall SignalBUY
RSI (14)55.67 (neutral)
vs SMA50Above (USD 265.17)
MACD-1.68 (negative)

Analyst Ratings (JNJ)

Wall Street analysts rate JNJ "Buy" based on 23 analysts, with a mean price target of USD 279.41 (range USD 190–320), per Nexqual as of October 23, 2026 at 09:23 UTC.

Consensus RatingBuy
Analyst Count23
Mean TargetUSD 279.41
High TargetUSD 320
Low TargetUSD 190
Buy / Hold / Sell16 / 6 / 1

Earnings (JNJ)

Next Earnings Date2026-10-13
EPS EstimateUSD 2.92
Revenue Estimate$26.43B

Recent Earnings History

QuarterActual vs Estimate
2026-09-30USD 2.59 vs est 2.52 ▲ beat
2026-06-30USD 2.9 vs est 2.85 ▲ beat
2026-03-31USD 2.7 vs est 2.68 ▲ beat
2025-12-31USD 2.46 vs est 2.46 ▼ miss

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Financials & Fundamentals (JNJ)

Total Revenue$99.33B
Revenue Growth (latest quarter, YoY)+5.90%
Gross Margin+67.75%
Operating Margin+25.06%
Profit Margin+16.20%
Debt / Equity0.58
Total Cash$20.76B
Total Debt$49.04B
Free Cash Flow (last four quarters to Sep 2026, SEC 10-Q / 10-K)$20.59B (20.7% of revenue)

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Financial Health Score (JNJ)

Nexqual rates Johnson & Johnson's overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:23 UTC.

GrowthSolid — Revenue +6% YoY (annual)
ProfitabilityStrong — Gross margin 68%, operating 25% (last 12 months)
Balance SheetSolid — $17.2B cash and investments vs $44.7B debt (Sep 2026, SEC)
Cash FlowStrong — FCF $20.6B (last 4 quarters to Sep 2026, SEC), 21% margin
EfficiencyMixed — No data

Ownership (JNJ)

Insider Ownership+0.05%
Institutional Ownership+76.82%
Shares Outstanding2.41B
Float2.41B
Short % of Float+1.02%

Source: Nexqual, October 23, 2026 at 09:23 UTC.

Leadership (JNJ)

Johnson & Johnson is led by Joaquin Duato, CEO & Chairman, per Nexqual as of October 23, 2026 at 09:23 UTC.

CEO & ChairmanJoaquin Duato
Executive VP & CFOJoseph James Wolk
Executive Vice President of Innovative Medicine and R & DJohn C. Reed
Executive VP & Worldwide Chairman of MedTechTimothy Schmid
Vice President of Investor RelationsRyan Koors

Major Backers & Investors (JNJ)

Notable institutional backers of Johnson & Johnson include JPMorgan, Morgan Stanley, NORGES BANK, according to Nexqual as of October 23, 2026 at 09:23 UTC.

Active Investors

InvestorStake
JPMorgan2.42%
Morgan Stanley1.86%
NORGES BANK1.32%
State Farm Mutual Automobile Insurance Co1.31%
Fidelity1.3%

Index Funds (Passive)

FundStake
Vanguard Group9.19%
BlackRock8.8%
State Street5.55%
Geode Capital2.45%
Northern Trust1.19%

Source: Nexqual, October 23, 2026 at 09:23 UTC.

From Johnson & Johnson's Latest SEC 10-K Filing (filed 2026-02-11)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
ABBVAbbVie Inc.USD 285.19▲ 0.14%
MRKMerck & Company, Inc.USD 147.24▼ 1.76%
LLYEli Lilly and CompanyUSD 1,306.69▲ 2.83%
NVSNovartis AGUSD 156.27▲ 1.52%
AZNAstraZeneca PLCUSD 172.57▲ 2.45%
AMGNAmgen Inc.USD 447.28▲ 2.04%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:23 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt