Johnson & Johnson

NYSE:JNJ 株式レポート

時価総額:US$564.1b

Johnson & Johnson マネジメント

マネジメント 基準チェック /24

Johnson & Johnsonの CEO はJoaquin Duatoで、 Jan2022年に任命され、 の在任期間は 4.33年です。 の年間総報酬は$ 32.76Mで、 4.9%給与と95.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.015%を直接所有しており、その価値は$ 83.49M 。経営陣と取締役会の平均在任期間はそれぞれ6.4年と5.9年です。

主要情報

Joaquin Duato

最高経営責任者

US$32.8m

報酬総額

CEO給与比率4.88%
CEO在任期間4.3yrs
CEOの所有権0.01%
経営陣の平均在職期間6.4yrs
取締役会の平均在任期間5.9yrs

経営陣の近況

Recent updates

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.
新しいナラティブ 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.
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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.

CEO報酬分析

Johnson & Johnson の収益と比較して、Joaquin Duato の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 29 2026n/an/a

US$21b

Dec 28 2025US$33mUS$2m

US$27b

Sep 28 2025n/an/a

US$25b

Jun 29 2025n/an/a

US$23b

Mar 30 2025n/an/a

US$22b

Dec 29 2024US$24mUS$2m

US$14b

Sep 29 2024n/an/a

US$15b

Jun 30 2024n/an/a

US$16b

Mar 31 2024n/an/a

US$17b

Dec 31 2023US$28mUS$2m

US$13b

Oct 01 2023n/an/a

US$12b

Jul 02 2023n/an/a

US$12b

Apr 02 2023n/an/a

US$11b

Jan 01 2023US$13mUS$1m

US$16b

Oct 02 2022n/an/a

US$18b

Jul 03 2022n/an/a

US$17b

Apr 03 2022n/an/a

US$20b

Jan 02 2022US$14mUS$1m

US$18b

Oct 03 2021n/an/a

US$18b

Jul 04 2021n/an/a

US$18b

Apr 04 2021n/an/a

US$15b

Jan 03 2021n/an/a

US$15b

Sep 27 2020n/an/a

US$17b

Jun 28 2020n/an/a

US$15b

Mar 29 2020n/an/a

US$17b

Dec 29 2019US$13mUS$970k

US$15b

報酬と市場: Joaquinの 総報酬 ($USD 32.76M ) は、 US市場 ($USD 14.79M ) の同規模の企業の平均を上回っています。

報酬と収益: Joaquinの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Joaquin Duato (62 yo)

4.3yrs
在職期間
US$32,758,111
報酬

Mr. Joaquin Duato serves as Chief Executive Officer & Director of Johnson & Johnson since January 3, 2022 and serves as its Chairman since January 02, 2023. He served as Worldwide Chairman of Pharmaceutica...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Joaquin Duato
CEO & Chairman4.3yrsUS$32.76m0.015%
$ 83.5m
Joseph Wolk
Executive VP & CFO7.8yrsUS$14.41m0.0035%
$ 19.9m
Jennifer Taubert
Executive VP & Worldwide Chairman of Innovative Medicine14.3yrsUS$14.03m0.0081%
$ 45.6m
John Reed
Executive Vice President of Innovative Medicine and R&D3.1yrsUS$12.21m0.0010%
$ 5.8m
Timothy Schmid
Executive VP & Worldwide Chairman of MedTech2.6yrsUS$9.34m0.0011%
$ 6.1m
Robert Decker
Controller & Chief Accounting Officer6.4yrsデータなし0.0010%
$ 5.8m
James Swanson
Executive VP & Chief Information Officer6.5yrsデータなし0.0011%
$ 6.0m
Dirk Brinckman
Chief Compliance Officerno dataデータなしデータなし
Elizabeth Forminard
Executive VP & Chief Legal Officer3.6yrsデータなし0.00098%
$ 5.5m
Kristen Mulholland
Executive VP & Chief Human Resources Officerno dataデータなし0.00082%
$ 4.6m
Guy Lebeau
Group Chairman of MD&D Business - EMEAno dataデータなしデータなし
Kathryn Wengel
Executive VP and Chief Technical Operations & Risk Officer7.8yrsデータなし0.0048%
$ 26.9m
6.4yrs
平均在職期間
58.5yo
平均年齢

経験豊富な経営陣: JNJの経営陣は経験豊富で経験豊富です(平均在職期間は6.4年)。


取締役

名称ポジション在職期間報酬所有権
Joaquin Duato
CEO & Chairman4.3yrsUS$32.76m0.015%
$ 83.5m
John Morikis
Directorless than a yearUS$59.13k0.000080%
$ 451.3k
Hubert Joly
Independent Director6.4yrsUS$367.55k0.00021%
$ 1.2m
Marillyn Hewson
Lead Independent Director7.1yrsUS$413.00k0.00012%
$ 676.9k
Paula Johnson
Independent Director3.3yrsUS$344.00k0.000010%
$ 56.4k
Mark McClellan
Independent Director12.6yrsUS$330.00k0%
$ 0
Mary Beckerle
Independent Director10.9yrsUS$375.00k0%
$ 0
Jennifer Doudna
Independent Director8.1yrsUS$370.00k0%
$ 0
Eugene Woods
Independent Director2.5yrsUS$347.16k0.000010%
$ 56.4k
Mark Weinberger
Independent Director6.4yrsUS$355.00k0.000040%
$ 225.6k
Daniel Pinto
Directorless than a yearUS$62.50kデータなし
Nadja West
Independent Director5.4yrsUS$350.00k0%
$ 0
5.9yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: JNJの 取締役会経験豊富 であると考えられます ( 5.9年の平均在任期間)。


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2026/05/26 17:01
終値2026/05/26 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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 23 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