Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$640.0B
2,410M shares
52-week range
$173.33 – $281.07
86% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NYSE
CS
P/S (TTM)
6.6
EV / FCF (TTM)
36.2
Johnson & Johnson is the world's largest and most diverse healthcare firm. It has two divisions: innovative medicine and medtech. These now represent all of the company's sales following the divestment of the consumer business, Kenvue, in 2023. After restructurings in 2023-24, the drug division focuses on three main therapeutic areas: immunology, oncology, and neurology. Geographically, just over half of total revenue is generated in the United States.
www.jnj.comNo one on the platform currently holds JNJ.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 696,884 | $170.3M |
| Renaissance Technologiesas of 2025-09-30 | 306,747 | $56.9M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-25 | $1.3400 | 2026-09-08 |
| 2026-05-26 | $1.3400 | 2026-06-09 |
| 2026-02-24 | $1.3000 | 2026-03-10 |
| 2025-11-25 | $1.3000 | 2025-12-09 |
| 2025-08-26 | $1.3000 | 2025-09-09 |
| 2025-05-27 | $1.3000 | 2025-06-10 |
| 2025-02-18 | $1.2400 | 2025-03-04 |
| 2024-11-26 | $1.2400 | 2024-12-10 |
| 2024-08-27 | $1.2400 | 2024-09-10 |
| 2024-05-20 | $1.2400 | 2024-06-04 |
No one on the platform has traded JNJ yet.
| 2024-02-16 | $1.1900 | 2024-03-05 |
| 2023-11-20 | $1.1900 | 2023-12-05 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 19.2% | 21.8% | 20.5% | — | — | — |
| Rev. Growth % | 6.0% | 2.7% | ||||
| Profit Margin % | 28.5% | 26.9% | 21.4% | |||
| Free Cash Flow Margin % | 20.9% | 22.3% | 22.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.9% on the P/E track.
At today's price, your expected annual return is +10.6% on the P/E track.
At today's price, your expected annual return is +14.8% on the P/E track.
Also held through funds
2 more books hold JNJ indirectly · VTI 0.9% of fund, AVUS 0.7% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $101.3B | +8.0% | $11.55 | $10.98–$11.85 | 23.0× | 5 |
| 2027 | $108.8B | +7.4% | $12.78 | $12.23–$13.52 | 20.8× | 5 |
| 2028 | $117.4B | +7.9% | $14.31 | $14.11–$14.49 | 18.6× | 1 |
| 2029 | $125.2B | +6.6% | $16.18 | $15.95–$16.38 | 16.4× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-15 | $2.84 | $2.90 | +2.1% |
| 2026-04-14 | $2.68 | $2.70 | +0.7% |
| 2026-01-21 | $2.46 | $2.46 | +0.0% |
| 2025-10-14 | $2.76 | $2.80 | +1.4% |
| 2025-07-16 | $2.68 | $2.77 | +3.4% |
| 2025-04-15 | $2.58 | $2.77 | +7.4% |
| 2025-01-22 | $1.99 | $2.04 | +2.5% |
| 2024-10-15 | $2.21 |
| $2.42 |
| +9.5% |
| $180.8B |
| — |
| MRKMerck & Co., Inc. | $145.34 | +0.98% | $359.0B | — |
| NVONovo Nordisk A/S | $43.48 | +0.95% | $193.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Stifel y'day reiterated $CTNM Buy-$28 and said -- CTNM announced today that PIPE-307/JNJ-5120/, their selective M1R antagonist, failed its ph2 study in MDD. $JNJ $BMY AGMB PLRX VCRE Here's what Stifel went on to say in its note: https://x.com/Quantumup1/status/2099820032914026501?s=20
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$SLS $JNJ https://finance.yahoo.com/healthcare/articles/sls-ibrx-iova-focus-amid-040047202.html
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CTNM Stock Slumps 10% After-Hours — What’s The JNJ Connection? $CTNM $JNJ https://stocktwits.com/news/equity/markets/ctnm-stock-slumps-10-after-hours-what-s-the-jnj-connection/cZtmiH3RBT4
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@Nasfact 25. GPS developed by MSKCC and supported by the world's top KOLs and clinical investigators. 26. $JNJ products executive calls GPS a 'game changer'
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@Outcomes $MRNA $PFE $JNJ $IBRX Just hope that RNA messenger are not trigging something else... like cancers !! Because the vaccine was done very fast...during Covid !!
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$JNJ is once again trading within the marked support area Holding structure well against the $265 support level with the 50DMA acting as an additional support Looking for a break above $272 for call entry Put trigger under $261
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What might be closest to your next entry point for $NVS ? $XLV $PILL $JNJ
View on StockTwits ↗$ABBV $JNJ $ABT taking some profits.... Fed's coming wed... and it won't be good news for bulls !!
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$JNJ is in talks to sell DePuy Synthes, its $9.3B hip-and-knee unit, to $APO for about $20B. A deal could close in weeks—or J&J may spin it off. https://notreload.xyz/xy/jnj-in-talks-to-sell-depuy-synthes-to-apollo-for-20b/
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Here are our top 10 things to watch in the stock market Monday $jnj $dia Johnson & Johnson is in talks with Apollo Global Management to sell its DePuy Synthes orthopedics business for around $20 billion. A sale would be a cleaner exit versus a planned separation. It’s a great way for J&J to become more focused on more profitable parts of medtech and its incredible line-up of drugs. https://www.cnbc.com/2026/09/14/here-are-our-top-10-things-to-watch-in-the-stock-market-monday.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
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$JNJ (+1.1% pre) J&J Is in Talks to Sell Its Hips-and-Knees Business to Apollo for $20 Billion https://ooc.bz/l/114060
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$JANX (NP) ~$100M EV, first patient dosed with PSMA CD28-costim bispecific (goal of enhancing durability of responses) @JoseRestonVA $JNJ moving its CD28 PSMA into phase 3 along with KLK2/CD3 re validation Will be interested to see how double-masked JANX014 shapes up vs $VIR (the former seems very far behind)
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$IBRX $MRNA $MRK $PFE $JNJ .....'Turbo-cancers' PSS KNOWS. https://x.com/docBenk12/status/2099104918783098994?s=20
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.