Johnson & Johnson (NYSE:JNJ) Releases FY 2026 Earnings Guidance

22 Jan 2026, 13:46 by Michael Walen · The Markets Daily

Johnson & Johnson (NYSE:JNJ – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 11.430-11.630 for the period, compared to the consensus EPS estimate of 11.480. The company issued revenue guidance of $99.5 billion-$100.5 billion, compared to the consensus revenue estimate of $98.7 billion.

Johnson & Johnson Stock Down 0.0%

NYSE JNJ opened at $218.12 on Thursday. The stock’s 50 day simple moving average is $207.39 and its 200 day simple moving average is $188.27. Johnson & Johnson has a one year low of $141.50 and a one year high of $220.11. The firm has a market cap of $525.52 billion, a PE ratio of 21.05, a price-to-earnings-growth ratio of 2.24 and a beta of 0.34. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.07 and a quick ratio of 0.80.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, January 21st. The company reported $2.46 earnings per share for the quarter, meeting analysts’ consensus estimates of $2.46. The business had revenue of $24.56 billion during the quarter, compared to analyst estimates of $24.14 billion. Johnson & Johnson had a net margin of 27.26% and a return on equity of 32.73%. Johnson & Johnson’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter last year, the business posted $2.04 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.430-11.630 EPS. As a group, sell-side analysts forecast that Johnson & Johnson will post 10.58 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 24th will be issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Tuesday, February 24th. Johnson & Johnson’s dividend payout ratio is presently 50.19%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on JNJ. Guggenheim boosted their target price on Johnson & Johnson from $206.00 to $227.00 and gave the stock a “buy” rating in a report on Friday, December 5th. UBS Group reiterated a “buy” rating on shares of Johnson & Johnson in a research report on Monday, January 5th. Wells Fargo & Company reissued an “overweight” rating and issued a $240.00 target price on shares of Johnson & Johnson in a research report on Thursday. Royal Bank Of Canada set a $240.00 price target on shares of Johnson & Johnson in a research report on Wednesday, December 17th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Johnson & Johnson in a report on Thursday, December 11th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $215.24.

Read Our Latest Stock Report on JNJ

Key Johnson & Johnson News

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

Positive Sentiment: Q4 results and 2026 outlook beat/raised — Revenue of $24.56B topped estimates and J&J issued FY2026 guidance above consensus, underpinning management’s view of sustained mid-single-digit growth. Business Wire: Q4 & Full-Year 2025 Results
Positive Sentiment: MedTech and oncology drivers — Management called out MedTech operational sales growth and strength in oncology (e.g., Darzalex), supporting margin expansion and recurring revenue upside. PYMNTS: Product launches & regulatory approvals drive growth
Positive Sentiment: Dividend strength and buy-side sentiment — J&J remains a Dividend King with a ~2.4% yield and healthy payout metrics; analysts maintain a constructive consensus rating (Moderate Buy). Fool: Dividend King profile AmericanBankingNews: Moderate Buy Consensus
Positive Sentiment: Technical/trend view — Some analysts flag a trend-following buy signal after the earnings-driven pullback, suggesting a lower-risk entry for continuation of the prior rally. MarketBeat: Trend-following signal
Neutral Sentiment: Management commentary and call materials available — CFO and executives reiterated execution on innovation and strategy in interviews and the earnings call; read the transcript for details on segment dynamics. YouTube: CFO interview Seeking Alpha: Earnings call transcript
Negative Sentiment: Talc litigation advancing — A court allowed plaintiffs to present expert testimony on general causation in the talc MDL, keeping legal and settlement risk in focus for investors. GlobeNewswire: Talc MDL update
Negative Sentiment: Stelara biosimilar pressure and profit-taking — Stelara sales declined sharply after losing patent protection; investors are factoring biosimilar competition and some profit-taking after JNJ’s large 2025 share gains, which helped cause a post-report pullback. Blockonomi: Stock reaction & Stelara impact

Institutional Trading of Johnson & Johnson

Several institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in Johnson & Johnson by 13.9% in the 4th quarter. Brighton Jones LLC now owns 51,876 shares of the company’s stock valued at $7,502,000 after buying an additional 6,332 shares during the last quarter. United Bank grew its stake in shares of Johnson & Johnson by 110.7% in the 1st quarter. United Bank now owns 9,279 shares of the company’s stock worth $1,539,000 after acquiring an additional 4,876 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Johnson & Johnson by 13.4% in 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 last quarter. Wealth Group Ltd. lifted its position in shares of Johnson & Johnson by 12.8% during the second quarter. Wealth Group Ltd. now owns 1,482 shares of the company’s stock valued at $226,000 after purchasing an additional 168 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Johnson & Johnson by 9.8% during the second quarter. Schnieders Capital Management LLC. now owns 73,680 shares of the company’s stock worth $11,255,000 after purchasing an additional 6,584 shares during the last quarter. 69.55% of the stock is currently owned by institutional investors.

Johnson & Johnson Company Profile

(Get Free Report)

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.