Johnson & Johnson

NYSE:JNJ 주식 리포트

시가총액: US$553.3b

Johnson & Johnson 경영진

경영진 기준 점검 2/4

Johnson & Johnson CEO는 Joaquin Duato, Jan2022 에 임명되었습니다 의 임기는 4.33 년입니다. 총 연간 보상은 $32.76M, 4.9% 급여 및 95.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $81.89M 가치에 해당하는 회사 주식의 0.015% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.4 년과 5.9 년입니다.

핵심 정보

Joaquin Duato

최고경영자

US$32.8m

총 보수

CEO 급여 비율4.88%
CEO 재임 기간4.3yrs
CEO 지분 보유율0.01%
경영진 평균 재임 기간5.4yrs
이사회 평균 재임 기간5.9yrs

최근 경영진 업데이트

Recent updates

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.

Johnson & Johnson: Why I See Downside Ahead

Apr 17

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.

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.

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.

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?

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.

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.

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.

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.

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?

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.

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.

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.

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.

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.

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.

US 55 Billion Investment Will Drive Breakthrough Therapies

Johnson & Johnson's analyst-derived fair value price target has increased by approximately $5.48 to $185.13. Analysts point to stronger recent biopharma performance, improved confidence in growth following the Stelara expiry, and moderating regulatory concerns as key drivers of the upward revision.

US 55 Billion Investment Will Drive Breakthrough Therapies

Analysts raised Johnson & Johnson’s price target to $179.64, reflecting confidence in robust performance of its Innovative Medicine portfolio and pipeline assets, improved earnings guidance, and resilient management of patent challenges, partly offset by regulatory uncertainty. Analyst Commentary Bullish analysts view Johnson & Johnson's handling of the Stelara loss of exclusivity as strong, emphasizing confidence in new growth led by its Innovative Medicine business and existing product portfolio (Tremfya, Darzalex, Spravato, Caplyta).

CEO 보수 분석

Joaquin Duato의 보수는 Johnson & Johnson의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Joaquin의 총 보수(USD32.76M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.54M)보다 높습니다.

보상과 수익: Joaquin의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Joaquin Duato (62 yo)

4.3yrs
재임 기간
US$32,758,111
보수

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...


리더십 팀

이름직위재임 기간보수지분
Joaquin Duato
CEO & Chairman4.3yrsUS$32.76m0.015%
$ 81.9m
Joseph Wolk
Executive VP & CFO7.8yrsUS$14.41m0.0035%
$ 19.5m
Jennifer Taubert
Executive VP & Worldwide Chairman of Innovative Medicine14.3yrsUS$14.03m0.0081%
$ 44.7m
John Reed
Executive Vice President of Innovative Medicine and R&D3.1yrsUS$12.21m0.00044%
$ 2.4m
Timothy Schmid
Executive VP & Worldwide Chairman of MedTech2.6yrsUS$9.34m0.0011%
$ 6.0m
Robert Decker
Controller & Chief Accounting Officer6.4yrs데이터 없음0.0010%
$ 5.6m
James Swanson
Executive VP & Chief Information Officer6.5yrs데이터 없음0.0011%
$ 5.9m
Darren Snellgrove
Vice President of Investor Relationsno data데이터 없음데이터 없음
Dirk Brinckman
Chief Compliance Officerno data데이터 없음데이터 없음
Elizabeth Forminard
Executive VP & Chief Legal Officer3.6yrs데이터 없음0.00098%
$ 5.4m
Kristen Mulholland
Executive VP & Chief Human Resources Officerno data데이터 없음0.00082%
$ 4.5m
Guy Lebeau
Group Chairman of MD&D Business - EMEAno data데이터 없음데이터 없음
5.4yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: JNJ의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.4 년).


이사회 구성원

이름직위재임 기간보수지분
Joaquin Duato
CEO & Chairman4.3yrsUS$32.76m0.015%
$ 81.9m
John Morikis
Directorless than a yearUS$59.13k0.000080%
$ 442.6k
Hubert Joly
Independent Director6.4yrsUS$367.55k0.00021%
$ 1.2m
Marillyn Hewson
Lead Independent Director7.1yrsUS$413.00k0.00012%
$ 664.0k
Paula Johnson
Independent Director3.3yrsUS$344.00k0.000010%
$ 55.3k
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%
$ 55.3k
Mark Weinberger
Independent Director6.4yrsUS$355.00k0.000040%
$ 221.3k
Daniel Pinto
Directorless than a yearUS$62.50k데이터 없음
Nadja West
Independent Director5.4yrsUS$350.00k0%
$ 0
5.9yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: JNJ의 이사회경험이 있음으로 간주됩니다(평균 재임 5.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 20:05
종가2026/05/01 00:00
수익2026/03/29
연간 수익2025/12/28

데이터 소스

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

Johnson & Johnson는 53명의 분석가가 다루고 있습니다. 이 중 23명의 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