Earnings

Johnson & Johnson's Q2 EPS Forecast Increased by Analysts

Published February 18, 2025

On February 12, 2025, Zacks Research analysts published an updated earnings forecast for Johnson & Johnson (NYSE:JNJ). They raised their earnings per share (EPS) estimate for the second quarter of 2025 to $2.69, up from their previous estimate of $2.67. This adjustment comes as part of their analysis of the company's financial performance and prospects. Additionally, Zacks Research has projected full-year earnings for Johnson & Johnson at $10.58 per share. Looking further ahead, they estimate that the company's earnings for the fiscal year 2026 will hit $11.05 per share.

Other investment firms have also shared insights regarding Johnson & Johnson's stock. Royal Bank of Canada maintained an “outperform” rating, setting a price target of $181.00. Guggenheim increased its target price for the stock from $162.00 to $166.00 while giving it a “neutral” rating. Barclays raised their price target from $159.00 to $166.00 and rated the stock as “equal weight.” StockNews.com upgraded the rating from “buy” to “strong-buy” on January 25, and Argus followed suit by also issuing a “strong-buy” rating a day earlier. At present, 9 analysts have provided a hold rating, while 8 have issued a buy rating and 2 have assigned a strong buy rating. The consensus rating for Johnson & Johnson is classified as “Moderate Buy,” with a consensus price target set at $170.67, according to MarketBeat data.

Current Stock Performance of Johnson & Johnson

As of the latest trading session, Johnson & Johnson shares opened at $156.20. The company's stock has experienced a one-year low of $140.68 and a high of $168.85. Currently, the fifty-day moving average for the stock stands at $147.87, while the 200-day moving average is $155.95. With a market capitalization of approximately $376.08 billion, the company boasts a price-to-earnings (P/E) ratio of 23.49 and a price-to-earnings-growth (PEG) ratio of 2.46. The company also has a relatively low beta of 0.52, indicating lower volatility compared to the market.

Recent Earnings Reports

Johnson & Johnson recently released its earnings results on January 22, where it reported an EPS of $2.04, which surpassed analysts' expectations of $1.99 by $0.05. The company generated revenue of $22.52 billion, slightly above analyst projections of $22.44 billion. Additionally, Johnson & Johnson recorded a return on equity of 34.35% and a net profit margin of 18.20%. Comparatively, the revenue increased by 5.3% from the same quarter of the previous year. This quarter, the company reported an EPS of $2.29.

Institutional Investment Trends

Recently, there has been activity among institutional investors concerning shares of Johnson & Johnson. Powers Advisory Group LLC increased its stake in the company by 0.6% during the third quarter and now owns 9,489 shares valued at $1,538,000. Likewise, Knuff & Co LLC raised its stake by 0.7%, owning 9,466 shares valued at around $1,534,000. Vertex Planning Partners LLC expanded its stake by 1.3%, bringing their total to 5,211 shares worth $844,000. MRP Capital Investments LLC also raised its ownership by 4.1% and now holds 1,640 shares valued at $237,000. Overall, about 69.55% of Johnson & Johnson's stock is owned by institutional investors.

Insider Transactions

In another development, Director Mark A. Weinberger acquired 1,000 shares of Johnson & Johnson on December 12 at an average price of $147.22 per share, totaling $147,220. This increase reflects a keen interest in the company’s future performance. Insiders hold approximately 0.16% of the stock.

Dividend Announcement

Furthermore, Johnson & Johnson has announced a quarterly dividend of $1.24 per share, scheduled for payment on March 4, 2025. The record date for this dividend is February 18, 2025, implying a total annualized dividend of $4.96 and a dividend yield of 3.18%. The company's dividend payout ratio stands at 74.59%, indicating a balanced approach towards rewarding shareholders.

Overview of Johnson & Johnson

Johnson & Johnson is recognized as a leading holding company involved in the research, development, manufacture, and sale of diverse healthcare products. It operates through its Innovative Medicine and MedTech segments, focusing on various fields including immunology, infectious diseases, oncology, neuroscience, and cardiovascular treatments.

Earnings, Stocks, Forecast