Johnson & Johnson

Informe acción NYSE:JNJ

Capitalización de mercado: US$553.7b

Johnson & Johnson Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Johnson & Johnson de 8.3% y 6.3% por año respectivamente. Se prevé que el BPA crezca en un 8.7% al año. Se espera que la rentabilidad financiera sea de 32.5% en 3 años.

Información clave

8.3%

Tasa de crecimiento de los beneficios

8.68%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Pharmaceuticals14.4%
Tasa de crecimiento de los ingresos6.3%
Rentabilidad financiera futura32.47%
Cobertura de analistas

Good

Última actualización15 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • May 14

JNJ: Future Drug Cycle And Legal Outcomes Are Expected To Shape Returns

Analysts have nudged their average price target on Johnson & Johnson slightly higher to about $253, citing stronger momentum from new drugs like Icotyde and Inlexzo, along with increased confidence in the pipeline highlighted in recent research updates. Analyst Commentary Recent research on Johnson & Johnson clusters around the same core themes you are seeing in price target moves, with most commentary tied to execution on new products, confidence in the pipeline, and how the company is positioned within healthcare more broadly.
Actualización de narrativa • Apr 24

JNJ: Fair Outlook Balances Healthcare Demand With Legal And Portfolio Reshaping Risks

The analyst price target for Johnson & Johnson has been raised by about $11 to $252.42. Analysts point to stronger modeled revenue growth, higher projected profit margins, and a slightly richer future P/E multiple as key drivers of the update.
Seeking Alpha • Apr 17

Johnson & Johnson: Why I See Downside Ahead

Summary Johnson & Johnson only slightly raised its 2026 financial guidance. So JNJ expects its operational sales to be between $99.7 billion and $100.7 billion, up from $99.5 billion to $100.5 billion. In my view, this is due to the sharp decline in demand for Stelara, JNJ's former "cash cow" in the immunology franchise. Moreover, JNJ's acquisition of Intra-Cellular Therapies for $14.6 billion doesn't meet my expectations, as Caplyta sales grew by only 8.4% quarter-on-quarter to $270 million. Further in this article, you'll learn about additional reasons why I believe Johnson &Johnson's risk/reward profile is still unattractive. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 09

JNJ: Fair Outlook Sees Healthcare Demand And Legal Outcomes Shape Resilience

Analysts have made a modest upward adjustment to the fair value estimate for Johnson & Johnson, supported by a series of recent price target increases that reflect their updated views on the product pipeline, medical technology trends, and the broader appeal of healthcare stocks. Analyst Commentary Recent research updates on Johnson & Johnson show a cluster of higher price targets and fresh coverage that investors are watching closely.
Nueva narrativa • Mar 30

Johnson & Johnson (JNJ): The $100 Billion Revenue Frontier and the MedTech Evolution

Johnson & Johnson (JNJ) is currently trading at $242.83 USD on the NYSE as of the afternoon session on March 30, 2026, reflecting a steady 1% gain for the day. After a transformative 2025 that saw the full integration of its "pure-play" healthcare strategy following the Kenvue spin-off, the company has entered 2026 with significant momentum.
Actualización de narrativa • Mar 25

JNJ: Fair Outlook Balances Legal Overhang With Core Healthcare Resilience

Analysts lifted the Johnson & Johnson fair value estimate by about $3.79 to $241.08, citing higher assumed revenue growth, slightly adjusted profit margin expectations, and a modestly higher future P/E multiple supported by recent upward price target revisions across the Street. Analyst Commentary Recent Street research on Johnson & Johnson has leaned more constructive, with a series of higher price targets clustered above the latest fair value estimate.
Nueva narrativa • Mar 18

Oncology Reliance And MedTech Execution Will Threaten Long Term Earnings Stability

Catalysts About Johnson & Johnson Johnson & Johnson is a global health care company focused on pharmaceuticals and medical technology across Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Mar 11

JNJ: Pharma Pipeline Momentum Balanced By Talc And Orthopedics Uncertainty

Analysts have nudged their average price target on Johnson & Johnson higher by about $5 per share, reflecting updated views on the company’s pharmaceutical pipeline, including stronger expectations around Tremfya and other near term therapies such as Tecvayli, Inlexzo and Darzalex treatment duration. Analyst Commentary Recent Street research on Johnson & Johnson has centered on how the pharma pipeline feeds into valuation, with analysts updating targets around specific products rather than broad macro calls.
Actualización de narrativa • Feb 25

JNJ: Oncology Pipeline Sale Plans And Talc Cases Will Shape Future Risk

The analyst price target for Johnson & Johnson has been raised by $1 to $232.50, as analysts factor in slightly higher revenue growth expectations, a modest adjustment to profit margin assumptions, and an updated future P/E of 25.94 following a series of recent target increases and an upgrade from major firms. Analyst Commentary Recent Street research on Johnson & Johnson has leaned positive, with several firms lifting price targets and one issuing an upgrade, while a smaller group of voices remains more cautious on how much upside is already reflected in the valuation.
Actualización de narrativa • Feb 10

JNJ: Oncology Pipeline And Talc Litigation Will Shape Future Risk Balance

Analysts have lifted their Johnson & Johnson fair value estimate by about US$7 to roughly US$231, reflecting research that points to slightly higher assumed revenue growth, modestly stronger profit margins, and a marginally higher future P/E multiple following a series of recent price target increases and an upgrade from several firms. Analyst Commentary Recent Street research on Johnson & Johnson has leaned more positive, with several firms adjusting price targets higher and one new initiation that frames the shares as a preferred large cap pharmaceutical name.
Actualización de narrativa • Jan 27

JNJ: Oncology Pipeline And Talc Litigation Will Shape Future Balanced Risk Reward

Analysts have raised their Johnson & Johnson fair value estimate by about US$13 to roughly US$224. This reflects slightly higher modeled revenue growth, a marginally higher future P/E, and supportive Street research that includes multiple recent price target increases from major firms across the sector.
Nueva narrativa • Jan 25

Broad MedTech And Complex Therapy Platforms Will Define A Stronger Future Trajectory

Catalysts About Johnson & Johnson Johnson & Johnson is a global health care company that develops and sells pharmaceuticals and medical devices across Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • Jan 09

JNJ: Ortho Separation And Talc Risks Will Shape Balanced Forward Risk Reward

Analysts have nudged their fair value estimate for Johnson & Johnson slightly higher to about US$211 per share, reflecting updated views on revenue growth, profitability, and future P/E assumptions informed by recent price target increases and supportive research commentary on the company's pipeline and planned ortho separation. Analyst Commentary Recent Street research on Johnson & Johnson points to a mix of optimism around the pipeline, margin profile, and planned ortho separation, alongside ongoing attention to litigation and product risk.
Actualización de narrativa • Dec 19

JNJ Future Portfolio Separation And Litigation Resolution Will Shape Balanced Risk Reward Outlook

Analysts have raised their average price target on Johnson & Johnson by about $7 to roughly $209, reflecting slightly faster expected revenue growth, a modestly higher future earnings multiple, and confidence that portfolio reshaping and pipeline execution can offset near term margin pressure. Analyst Commentary Street research on Johnson & Johnson has turned incrementally more constructive, with multiple firms lifting price targets in response to stronger fundamentals and portfolio actions that are viewed as supportive of a faster growth profile.
Actualización de narrativa • Dec 05

JNJ: Future Reorganization And Litigation Outcomes Will Shape Risk Reward Balance

The analyst price target for Johnson & Johnson has been nudged higher, with fair value rising from approximately $200.82 to $202.54 per share, as analysts highlight slightly stronger long term revenue growth, modestly higher profit margins, and a richer future P/E multiple supported by an improving innovation pipeline and portfolio reshaping efforts. Analyst Commentary Recent research updates reflect a broadly constructive stance on Johnson & Johnson, with a growing number of firms highlighting improving fundamentals, a stronger growth profile, and a more compelling risk reward setup following the latest results and guidance.
Actualización de narrativa • Nov 21

JNJ: Upcoming Business Reorganization and Legal Risks Will Influence Future Performance

Johnson & Johnson's analyst price target has increased slightly from $199.56 to $200.82, as analysts cite stronger-than-expected sector performance and a constructive long-term industry outlook, which support the adjustment. Analyst Commentary Recent analyst commentary on Johnson & Johnson highlights a variety of perspectives related to the company's valuation, strategic direction, and future growth potential.
Actualización de narrativa • Nov 05

JNJ: Upcoming Portfolio Shifts and Legal Uncertainties Will Shape Risk-Reward Balance

Johnson & Johnson's fair value estimate has increased by $1.52 to $199.56, as analysts point to improving core growth metrics, recent strong quarterly results, and expectations for higher margins following portfolio changes. Analyst Commentary Recent Street research reveals a mix of optimism and caution among analysts following Johnson & Johnson’s latest results, portfolio changes, and evolving sector dynamics.
Actualización de narrativa • Oct 22

Analyst Commentary Drives Higher Valuation Targets for Johnson & Johnson Amid Positive Company Developments

Analysts have raised their fair value price target for Johnson & Johnson from approximately $185.13 to $198.03. They cite robust quarterly results, upcoming product launches, and anticipated growth and margin improvements from the company's business transformation initiatives as key reasons for the adjustment.

Previsiones de crecimiento de beneficios e ingresos

NYSE:JNJ - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/2028114,77526,12831,56037,35217
12/31/2027107,23324,34529,45134,07323
12/31/2026100,88722,05226,54431,99721
3/29/202696,36221,04017,41322,870N/A
12/28/202594,19326,80419,31324,530N/A
9/28/202592,14925,11918,67924,204N/A
6/29/202590,62722,66116,39723,028N/A
3/30/202589,33121,81018,57424,783N/A
12/29/202488,82114,06618,05924,266N/A
9/29/202487,69614,76719,18725,146N/A
6/30/202486,57616,38219,99524,642N/A
3/31/202485,64817,07218,39623,191N/A
12/31/202385,15913,32617,94022,791N/A
10/1/202383,70312,42115,73720,278N/A
7/2/202382,34812,42214,54719,073N/A
4/2/202377,45810,73016,20720,472N/A
1/1/202379,99016,37017,48821,194N/A
10/2/202284,85517,87917,73921,576N/A
7/3/202288,19717,23619,95023,582N/A
4/3/202294,88019,83019,73323,315N/A
1/2/202278,74017,80119,75823,410N/A
10/3/202191,44617,88022,46126,021N/A
7/4/202189,19017,76722,56426,114N/A
4/4/202184,21415,11520,85324,252N/A
1/3/202182,58414,71420,18923,536N/A
9/27/202080,85616,98618,30721,591N/A
6/28/202080,50315,18517,44320,735N/A
3/29/202082,72917,16619,76423,231N/A
12/29/201982,05915,119N/A23,416N/A
9/29/201981,70614,151N/A23,262N/A
6/30/201981,32516,332N/A22,007N/A
3/31/201981,59314,679N/A22,138N/A
12/30/201881,58115,297N/A22,201N/A
9/30/201881,3821,542N/A22,062N/A
7/1/201880,6841,372N/A22,056N/A
4/1/201878,6931,245N/A21,749N/A
12/31/201776,4501,300N/A21,056N/A
10/1/201774,36115,827N/A21,604N/A
7/2/201772,53116,335N/A20,699N/A
4/2/201772,17416,505N/A19,491N/A
1/1/201771,89016,540N/A18,767N/A
10/2/201671,59515,941N/A17,199N/A
7/3/201670,87715,027N/A17,978N/A
4/3/201670,18215,546N/A18,886N/A
1/3/201670,07415,409N/A19,569N/A
9/27/201570,51714,715N/A18,849N/A
6/28/201571,88216,106N/A17,363N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (8.3% al año) de JNJ es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (8.3% al año) de JNJ crezcan menos que el mercado US (16.8% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de JNJ crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (6.3% al año) de JNJ crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 6.3% al año) de JNJ crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de JNJ sea alta dentro de 3 años (32.5%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 04:16
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/29
Ingresos anuales2025/12/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Johnson & Johnson está cubierta por 53 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David ToungArgus Research Company
Matthew MiksicBarclays
Lee HambrightBernstein