Erste Group Bank Has Strong Estimate for JNJ FY2027 Earnings

by · The Markets Daily

Johnson & Johnson (NYSE:JNJ – Free Report) – Analysts at Erste Group Bank boosted their FY2027 earnings per share (EPS) estimates for Johnson & Johnson in a note issued to investors on Friday, September 18th. Erste Group Bank analyst H. Engel now expects that the company will post earnings per share of $12.83 for the year, up from their prior forecast of $12.81. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.61 per share.

JNJ has been the topic of several other reports. The Goldman Sachs Group reissued a “buy” rating and issued a $282.00 price objective on shares of Johnson & Johnson in a research note on Thursday, July 16th. Freedom Capital raised Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Stifel Nicolaus set a $260.00 price target on Johnson & Johnson in a research report on Wednesday, July 15th. Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Finally, Weiss Ratings upgraded shares of Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $274.13.

Read Our Latest Stock Report on Johnson & Johnson

Johnson & Johnson Trading Up 0.0%

NYSE:JNJ opened at $270.10 on Monday. The firm has a 50-day simple moving average of $263.99 and a 200-day simple moving average of $246.86. Johnson & Johnson has a one year low of $174.12 and a one year high of $281.07. The firm has a market cap of $650.91 billion, a P/E ratio of 31.30, a P/E/G ratio of 2.58 and a beta of 0.24. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.81 and a current ratio of 1.09.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. The company had revenue of $25.31 billion during the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% on a year-over-year basis. During the same period in the prior year, the company earned $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS.

Johnson & Johnson Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th were issued a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

Insider Activity at Johnson & Johnson

In related news, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the sale, the executive vice president directly owned 16,994 shares in the company, valued at approximately $4,367,458. The trade was a 48.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Jennifer Taubert sold 15,000 shares of the stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. The trade was a 7.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 87,569 shares of company stock worth $23,064,544 over the last three months. Company insiders own 0.16% of the company’s stock.

Institutional Investors Weigh In On Johnson & Johnson

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Auto Owners Insurance Co raised its position in Johnson & Johnson by 22,225.6% in the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after purchasing an additional 69,108,368 shares during the period. Geode Capital Management LLC boosted its stake in shares of Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after purchasing an additional 1,738,292 shares during the period. Norges Bank acquired a new position in shares of Johnson & Johnson in the fourth quarter worth $6,924,523,000. Wellington Management Group LLP grew its stake in Johnson & Johnson by 12.5% during the 2nd quarter. Wellington Management Group LLP now owns 22,588,696 shares of the company’s stock worth $5,736,851,000 after purchasing an additional 2,513,321 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Johnson & Johnson by 8.7% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 17,275,937 shares of the company’s stock worth $3,575,255,000 after buying an additional 1,376,828 shares in the last quarter. 69.55% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Johnson & Johnson

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

  • Positive Sentiment: CAPLYTA succeeds in bipolar mania trial: J&J said CAPLYTA met the primary endpoint in a Phase 3 trial for manic episodes associated with bipolar I disorder. The drug produced statistically significant symptom improvement by Week 3, with benefits appearing as early as Day 3. The result moves CAPLYTA closer to a potentially important label expansion, although regulatory approval and commercial uptake remain necessary. J&J’s Caplyta meets main goal of bipolar mania study
  • Positive Sentiment: EU approval expands drug portfolio: J&J received European approval for ICOTYDE for plaque psoriasis, adding another commercial opportunity in immunology and potentially strengthening the company’s longer-term pharmaceutical growth profile. Johnson & Johnson Secures EU Approval For ICOTYDE In Plaque Psoriasis
  • Positive Sentiment: Potential orthopedics sale could sharpen focus: J&J may sell its orthopedics unit for approximately $20 billion. A divestiture could generate substantial proceeds and allow management to concentrate on faster-growing, more profitable operations, though the report describes the transaction as a possibility rather than a completed deal. Johnson & Johnson May Offload Its Orthopedics Unit
  • Neutral Sentiment: CAPLYTA’s potential expansion offers meaningful upside, but J&J still faces the usual approval, launch, and physician-adoption risks. The drug’s commercial prospects may also be influenced by competition from emerging psychiatric treatments.
  • Neutral Sentiment: Analyst commentary remains constructive on JNJ’s future earnings, while the stock’s defensive profile and dividend appeal continue to support investor interest. These factors are supportive but less immediate than the clinical and strategic news.

Johnson & Johnson Company Profile

(Get Free Report)

Johnson & Johnson (NYSE: JNJ) is a global healthcare company that develops, manufactures and markets pharmaceutical and medical device products. Founded in 1886 and headquartered in New Brunswick, New Jersey, the company serves patients, healthcare professionals and institutions in markets around the world.

Johnson & Johnson operates through two primary business segments: Innovative Medicine and MedTech. Innovative Medicine focuses on prescription treatments in areas including immunology, oncology, neuroscience, cardiovascular and metabolic disease, infectious diseases, and pulmonary hypertension.

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