Johnson & Johnson

NYSE:JNJ 주식 리포트

시가총액: US$633.2b

Johnson & Johnson 향후 성장

Future 기준 점검 2/6

Johnson & Johnson (는) 각각 연간 8.3% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 32.5% 로 예상됩니다.

핵심 정보

8.3%

이익 성장률

8.68%

EPS 성장률

Pharmaceuticals 이익 성장14.4%
매출 성장률6.5%
향후 자기자본이익률32.47%
애널리스트 커버리지

Good

마지막 업데이트01 Jul 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.

이익 및 매출 성장 예측

NYSE:JNJ - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: JNJ 의 연간 예상 수익 증가율(8.3%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: JNJ 의 연간 수익(8.3%)이 US 시장(18.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: JNJ 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: JNJ 의 수익(연간 6.5%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: JNJ 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: JNJ의 자본 수익률은 3년 후 32.5%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/05 02:33
종가2026/07/02 00:00
수익2026/03/29
연간 수익2025/12/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Johnson & Johnson는 53명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ToungArgus Research Company
Matthew MiksicBarclays
Lee HambrightBernstein