Eczema Drug Setback: Recent discussions on social media have centered on Johnson & Johnson's decision to halt a mid-stage trial for an experimental eczema drug due to insufficient efficacy. Many users expressed disappointment over the setback, as it raises concerns about the company’s pipeline strength. This news has sparked debates about potential impacts on future revenue growth.
Legal Challenges Loom: Another hot topic is the ongoing legal battles, particularly a significant talc-related verdict worth $1.5 billion. Social media conversations highlight fears that with over 60,000 cases still pending, these liabilities could weigh heavily on the stock’s performance. Some are questioning if innovation can offset these persistent risks.
Mixed Market Views: Opinions on the stock’s valuation are split, with some on social media calling it a strong buy due to solid fundamentals, while others warn of a potential drop citing insider selling. The stock’s low volatility has been praised by a few as a safe haven in uncertain markets. These contrasting views keep the discussion lively and dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Johnson & Johnson Insider Trading Activity
Johnson & Johnson insiders have traded $JNJ stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $JNJ stock by insiders over the last 6 months:
- JOAQUIN DUATO (CEO and Chairman of the Board) sold 125,824 shares for an estimated $22,548,654
- JENNIFER L TAUBERT (EVP, WWC. Innovative Medicine) sold 56,471 shares for an estimated $10,040,882
- JOHN C REED (EVP, Innovative Medicine, R&D) has made 0 purchases and 2 sales selling 40,858 shares for an estimated $7,315,622.
- JOSEPH J WOLK (Exec VP, CFO) sold 16,820 shares for an estimated $2,975,570
- JOHN G MORIKIS purchased 1,250 shares for an estimated $257,687
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Johnson & Johnson Revenue
Johnson & Johnson had revenues of $24B in Q3 2025. This is an increase of 6.77% from the same period in the prior year.
You can track JNJ financials on Quiver Quantitative's JNJ stock page.
Johnson & Johnson Congressional Stock Trading
Members of Congress have traded $JNJ stock 13 times in the past 6 months. Of those trades, 3 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $JNJ stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 11/20, 07/31.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 08/04 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 10/10.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE KELLY MORRISON sold up to $15,000 on 08/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Johnson & Johnson Hedge Fund Activity
We have seen 1,957 institutional investors add shares of Johnson & Johnson stock to their portfolio, and 2,032 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 12,124,049 shares (+61.6%) to their portfolio in Q3 2025, for an estimated $2,248,041,165
- GQG PARTNERS LLC added 5,988,242 shares (+12137.4%) to their portfolio in Q3 2025, for an estimated $1,110,339,831
- GEODE CAPITAL MANAGEMENT, LLC removed 4,394,021 shares (-7.2%) from their portfolio in Q3 2025, for an estimated $814,739,373
- BLACKROCK, INC. added 3,411,739 shares (+1.7%) to their portfolio in Q3 2025, for an estimated $632,604,645
- FLOSSBACH VON STORCH SE removed 3,347,823 shares (-52.8%) from their portfolio in Q3 2025, for an estimated $620,753,340
- CAPITAL INTERNATIONAL INVESTORS added 3,266,354 shares (+545.6%) to their portfolio in Q3 2025, for an estimated $605,647,358
- PACER ADVISORS, INC. removed 2,632,092 shares (-84.2%) from their portfolio in Q3 2025, for an estimated $488,042,498
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Johnson & Johnson Government Contracts
We have seen $28,180,944 of award payments to $JNJ over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 4566846440!TRILEAP MODULAR 1ST MTP SYSTEM: $506,953
- 4568561541!6.5MM/7.3MM CANNULATED SCREW INSTRUMENT: $270,118
- 4568528079!2.7MM/3.5MM VA-LCP ELBOW: $241,322
- 4568544902!SET INSTRMNT IMPLNT 1S: $236,585
- 4567327302!MATRIXORTHOGNATHIC PLATING: $231,995
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Johnson & Johnson Analyst Ratings
Wall Street analysts have issued reports on $JNJ in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/05/2025
- UBS issued a "Buy" rating on 10/14/2025
- Citigroup issued a "Buy" rating on 10/07/2025
- Wells Fargo issued a "Overweight" rating on 10/03/2025
- RBC Capital issued a "Outperform" rating on 07/17/2025
To track analyst ratings and price targets for Johnson & Johnson, check out Quiver Quantitative's $JNJ forecast page.
Johnson & Johnson Price Targets
Multiple analysts have issued price targets for $JNJ recently. We have seen 14 analysts offer price targets for $JNJ in the last 6 months, with a median target of $210.5.
Here are some recent targets:
- Asad Haider from Goldman Sachs set a target price of $240.0 on 12/19/2025
- Tim Anderson from B of A Securities set a target price of $220.0 on 12/15/2025
- Terence Flynn from Morgan Stanley set a target price of $197.0 on 12/12/2025
- Joanne Wuensch from Citigroup set a target price of $232.0 on 12/11/2025
- Shagun Singh from RBC Capital set a target price of $230.0 on 12/11/2025
- Vamil Divan from Guggenheim set a target price of $227.0 on 12/05/2025
- Matt Miksic from Barclays set a target price of $197.0 on 12/02/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
