Johnson & Johnson

Johnson & Johnson

JNJ

Get informed when a big investor buys or sells

+ Follow
Market Cap$560.33B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Johnson & JohnsonJohnson & Johnson27.12.25%26%80.2

Earnings Call Q1 2026

April 14, 2026 - AI Summary

Strong Q1 Performance: Johnson & Johnson reported Q1 2026 worldwide sales of $24.1 billion, reflecting a 6.4% operational sales growth year-over-year, despite a substantial headwind from STELARA, which saw a decline of 61.7%. Excluding STELARA, sales grew double digits, indicating strong underlying growth across its diverse portfolio.
Innovative Medicine Growth: The Innovative Medicine segment achieved 7.4% operational growth, driven by high-performing brands like DARZALEX with $4 billion in sales (18% growth) and promising new products such as ICOTYDE, which launched in March and is positioned as a first-choice treatment for psoriasis. The company aims for ICOTYDE to become one of its largest products, adding potential revenue upwards of $10 billion.
Increased Operational Guidance: Management raised operational sales guidance for full-year 2026 to a range of 5.9%-6.9% (midpoint of $100.2 billion), which includes a benefit from a 53rd week of revenue. They also provided an adjusted operational earnings per share guidance increase to $11.30-$11.50, representing 5.7% growth at the midpoint.

Exclusive for Stockcircle Pro members

Sign upSign Up
$263.00

Target Price by Analysts

13% upsideJohnson & Johnson Target Price DetailsTarget Price
$293.76

Current Fair Value

26.2% upside

Undervalued by 26.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$560.33 Billion
Enterprise Value$557.19 Billion
Dividend Yield$5.24 (2.25%)
Earnings per Share$11.03
Beta0.26
Outstanding Shares2,445,233,000

Return

Return on Equity25.92%ROE
Return on Assets10.47%
Return on Invested Capital17.50%

Valuation & Multiples

P/E Ratio27.05P/E Ratio
PEG-51.62PEG
Price to Sales8.03Price to Sales
Price to Book Ratio7.05Price to Book Ratio
Enterprise Value to Revenue7.67
Enterprise Value to EBIT22.24
Enterprise Value to Net Income26
Total Debt to Enterprise0.03
Debt to Equity0.23Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 21, 2026
EPS Estimate
$2.68
Average shareholder expectation
Revenue Estimate
$23.60 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 15, 2026
EPS Estimate
$2.83
Average shareholder expectation
Revenue Estimate
$24.96 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.8456 19.42%
Total Calls17,492,071 3.62%
Total Puts14,791,209 15.74%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %72.46% 3.58%
Total Invested$431.45B 1.48%
Investors Holding4,680 73.00%

ESG Score

No data

About Johnson & Johnson

CEO: Alex Gorsky

At Johnson & Johnson, we believe good health is the foundation of vibrant lives, thriving communities and forward progress. That’s why for more than 130 years, we have aimed to keep people well at every age and every stage of life. Today...

Relevant Senate Committees

Finance

This powerful committee controls taxation, trade policy, and entitlement spending (like Medicare and Medicaid pricing), all of which directly and profoundly impact JNJ's profitability, global market access, and revenue.

Appropriations

This committee directly allocates discretionary federal spending, including funding for health programs, medical research, and government procurement of healthcare products, directly impacting JNJ's revenue streams and market opportunities.

Health, Education, Labor, and Pensions

This committee directly regulates the FDA and NIH, which are critical for drug approval, clinical trials, and research funding – all essential to JNJ's core pharmaceutical business.

Judiciary

This committee's oversight of antitrust laws is critical for a large company like JNJ, and its jurisdiction over intellectual property (patents) is fundamental to the pharmaceutical industry's business model.

Special Committee on Aging

Hearings on drug pricing and healthcare quality for older Americans directly impact JNJ's pharmaceutical revenue, public image, and potential for regulatory scrutiny.

Veterans' Affairs

JNJ provides healthcare products and potentially medical devices, making it a direct beneficiary or supplier to the Department of Veterans Affairs, whose funding decisions directly impact JNJ's government contracts.