Johnson & Johnson

NYSE:JNJ Stok Raporu

Piyasa değeri: US$614.4b

Johnson & Johnson Yönetim

Yönetim kriter kontrolleri 2/4

Johnson & Johnson CEO'su Joaquin Duato, Jan2022 tarihinde atandı, in görev süresi 4.58 yıldır. in toplam yıllık tazminatı $ 32.76M olup, şirket hissesi ve opsiyonları dahil olmak üzere 4.9% maaş ve 95.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.015% ine doğrudan sahiptir ve bu hisseler $ 90.80M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.6 yıl ve 6.2 yıldır.

Anahtar bilgiler

Joaquin Duato

İcra Kurulu Başkanı

US$32.8m

Toplam tazminat

CEO maaş yüzdesi4.88%
CEO görev süresi4.6yrs
CEO sahipliği0.01%
Yönetim ortalama görev süresi4.6yrs
Yönetim Kurulu ortalama görev süresi6.2yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 31

JNJ: New Drug Cycle And Talc Settlement Progress Will Balance Policy Risks

Johnson & Johnson's analyst fair value estimate has been raised from $252.87 to $270.59, reflecting higher Street price targets tied to recent Q2 beats, updated guidance, progress on new medicines, and greater clarity around talc litigation exposure. Analyst Commentary Recent Street research on Johnson & Johnson points to a mix of enthusiasm around execution on new medicines and MedTech, alongside measured caution on policy and competitive pressures.
Anlatı Güncellemesi Jul 17

JNJ: Oncology Focus And New Medicines Will Drive Confidence Through 2026

Analysts raised the Johnson & Johnson fair value estimate to $305 from $265 after a series of price target increases tied to a recent quarterly beat, higher full year guidance, and growing confidence in the company's new medicines and projected revenue trajectory through 2026. Analyst Commentary Recent Street research around Johnson & Johnson has turned more constructive, with a cluster of upgrades and higher price targets following the latest quarterly results and revised guidance.
Seeking Alpha Jul 15

Johnson & Johnson Q2: Solid (If Not Spectacular) Performance Satisfies Wall Street

Summary Johnson & Johnson delivered strong Q2 2026 results, with 6.6% annual revenue growth and robust performance across Pharma and MedTech divisions. JNJ maintains mid-to-high single digit revenue growth, a portfolio of 15+ "blockbuster" drugs, and a solid pipeline, supporting its blue-chip status. I am downgrading JNJ from Strong Buy to Buy due to valuation normalization and tempered forward share price expectations, despite continued operational strength. JNJ offers stable dividends (>2% yield), high profitability (27.5% operating margin in 2025), and remains a reliable 'buy and hold' within Big Pharma. Read the full article on Seeking Alpha
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.

CEO Tazminat Analizi

Joaquin Duato'un ücretlendirmesi Johnson & Johnson'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 28 2026n/an/a

US$21b

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

Tazminat ve Piyasa: Joaquin 'nin toplam tazminatı ($USD 32.76M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.47M ).

Tazminat ve Kazançlar: Joaquin şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Joaquin Duato (63 yo)

4.6yrs
Görev süresi
US$32,758,111
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Joaquin Duato
CEO & Chairman4.6yrsUS$32.76m0.015%
$ 90.8m
Joseph Wolk
Executive VP & CFO8.1yrsUS$14.41m0.0035%
$ 21.7m
John Reed
Executive Vice President of Innovative Medicine and R&D3.3yrsUS$12.21m0.0010%
$ 6.3m
Timothy Schmid
Executive VP & Worldwide Chairman of MedTech2.8yrsUS$9.34m0.0011%
$ 6.7m
Robert Decker
Controller & Chief Accounting Officer6.7yrsVeri yok0.0010%
$ 6.3m
James Swanson
Executive VP & Chief Information Officer6.8yrsVeri yok0.0011%
$ 6.6m
Ryan Koors
Vice President of Investor Relationsless than a yearVeri yokVeri yok
Dirk Brinckman
Chief Compliance Officerno dataVeri yokVeri yok
Elizabeth Forminard
Executive VP & Chief Legal Officer3.8yrsVeri yok0.00098%
$ 6.0m
Kristen Mulholland
Executive VP & Chief HR Officerno dataVeri yok0.00082%
$ 5.0m
Guy Lebeau
Group Chairman of MD&D Business - EMEAno dataVeri yokVeri yok
Kathryn Wengel
Executive VP and Chief Technical Operations & Risk Officer8.1yrsVeri yok0.0048%
$ 29.2m
4.6yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: JNJ 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Joaquin Duato
CEO & Chairman4.6yrsUS$32.76m0.015%
$ 90.8m
John Morikis
Directorless than a yearUS$59.13k0.000080%
$ 491.5k
Hubert Joly
Independent Director6.7yrsUS$367.55k0.00021%
$ 1.3m
Marillyn Hewson
Lead Independent Director7.3yrsUS$413.00k0.00012%
$ 737.2k
Paula Johnson
Independent Director3.5yrsUS$344.00k0.000010%
$ 61.4k
Mark McClellan
Independent Director12.8yrsUS$330.00k0%
$ 0
Mary Beckerle
Independent Director11.2yrsUS$375.00k0%
$ 0
Jennifer Doudna
Independent Director8.3yrsUS$370.00k0%
$ 0
Eugene Woods
Independent Director2.8yrsUS$347.16k0.000010%
$ 61.4k
Mark Weinberger
Independent Director6.7yrsUS$355.00k0.000040%
$ 245.7k
Daniel Pinto
Director1.1yrsUS$62.50kVeri yok
Nadja West
Independent Director5.7yrsUS$350.00k0%
$ 0
6.2yrs
Ortalama Görev Süresi
63.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: JNJ 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/05 20:58
Gün Sonu Hisse Fiyatı2026/08/05 00:00
Kazançlar2026/06/28
Yıllık Kazançlar2025/12/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Johnson & Johnson 53 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David ToungArgus Research Company
Matthew MiksicBarclays
Lee HambrightBernstein