Johnson & Johnson

NYSE:JNJ 株式レポート

時価総額：US$633.2b

Johnson & Johnson 将来の成長

Future 基準チェック /26

Johnson & Johnson利益と収益がそれぞれ年間8.3%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32.5% 8.7%なると予測されています。

主要情報

8.3%

収益成長率

8.68%

EPS成長率

Pharmaceuticals 収益成長14.4%
収益成長率6.5%
将来の株主資本利益率32.47%
アナリストカバレッジ

Good

最終更新日01 Jul 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jul 03

JNJ: Drug Pipeline Optimism Will Face Pressure From Medicare Pricing Rules

For Johnson & Johnson, the analyst price target has been revised higher. The updated fair value estimate has moved from about $181.77 to $212.24 as analysts factor in refreshed revenue growth assumptions, slightly adjusted discount and margin inputs, and a higher future P/E in light of recent research pointing to ongoing new drug momentum and broadly supportive earnings expectations.
分析記事 • Jun 21

Johnson & Johnson (JNJ) Stock Could Be 7.3% Undervalued Based On Its Pharma And MedTech Focus

Johnson & Johnson (JNJ) is back in focus after recent share price weakness, with the stock down 2% over the past month and about 3% over the past 3 months, prompting fresh interest in its valuation. See our latest analysis for Johnson & Johnson. Despite the recent share price weakness over the past week and quarter, Johnson & Johnson’s year to date share price return of 10.15% and 1 year total shareholder return of 56.28% point to momentum that has been positive overall. If this kind of move...
ナラティブの更新 • Jun 19

JNJ: Future Drug Cycle And Dividend Strength Will Balance Policy And Legal Risks

Analysts have raised the Johnson & Johnson price target to $265 from $252, reflecting increased confidence in the company’s new drug momentum and product cycle, while also considering ongoing policy and partnership risks highlighted in recent research. Analyst Commentary Recent Street research around Johnson & Johnson highlights a mix of enthusiasm about the company’s new drug pipeline and product cycle, alongside fresh policy questions and selected partnership headwinds that investors should factor into expectations for execution and valuation.
ナラティブの更新 • Jun 04

JNJ: Future Drug Cycle Momentum Is Expected To Drive Returns

Analysts have nudged their price targets for Johnson & Johnson higher, with recent revisions clustering in the mid to high $260s and up to $280, as they point to strong new drug momentum and product cycle strength as key drivers supporting slightly higher revenue growth expectations and a rich future P/E framework. Analyst Commentary Recent research remains broadly constructive on Johnson & Johnson, with several bullish analysts citing product cycle momentum, new drug contributions, and a supportive P/E setup.
Seeking Alpha • May 23

Johnson & Johnson: A Dividend King, But Priced Appropriately, Big Conference Slate

Summary Johnson & Johnson is rated Hold, trading near intrinsic value with limited upside based on a 20x multiple and $12 normalized EPS. Q1 results showed 10% sales growth and a $450M revenue beat, with management raising FY 2026 guidance and extending the dividend growth streak to 64 years. JNJ faces headwinds from biosimilar and generic competition, MedTech challenges, and commercial sluggishness, but maintains strong FCF yield and a robust product pipeline. Technicals are mixed but lean bullish, with $235 as near-term resistance and investors advised to monitor upcoming conference commentary and sector momentum. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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.

業績と収益の成長予測

NYSE:JNJ - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/2028115,04526,12831,56037,35217
12/31/2027107,55024,34529,45134,07321
12/31/2026100,94922,05226,54431,99721
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

アナリストによる今後の成長予測

収入対貯蓄率: JNJの予測収益成長率 (年間8.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: JNJの収益 ( 8.3% ) US市場 ( 18.4% ) よりも低い成長が予測されています。

高成長収益: JNJの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: JNJの収益 ( 6.5% ) US市場 ( 12.7% ) よりも低い成長が予測されています。

高い収益成長: JNJの収益 ( 6.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: JNJの 自己資本利益率 は、3年後には高くなると予測されています ( 32.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/05 02:33
終値2026/07/02 00:00
収益2026/03/29
年間収益2025/12/28

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Johnson & Johnson 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。53

アナリスト機関
David ToungArgus Research Company
Matthew MiksicBarclays
Lee HambrightBernstein