Earnings Beat Sparks Interest: Social media lit up after Johnson & Johnson's Q1 results surpassed forecasts, with revenue hitting $24.1 billion against expectations of $23.61 billion and earnings per share topping estimates. The company raised its full-year revenue target beyond $100 billion and boosted its dividend, drawing praise for resilient growth in innovative medicines and MedTech.
Guidance Optimism Prevails: Conversations highlighted the CEO's comments on a strong start to 2026, despite initial pre-market weakness. Investors noted offsets to Stelara patent erosion through pipeline advancements, amid broader macro risks like drug pricing. Analysts adjusted price targets upward, signaling confidence in the diversified portfolio.
Dividend and Technical Focus: The reliable dividend increase reinforced its appeal to income seekers, listed among April's expected hikes. Traders discussed a flagging chart pattern after a prior rally, eyeing potential breakouts. Overall, the tone reflected steady performance in a challenging pharma landscape.
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 18 times in the past 6 months. Of those trades, 1 have been purchases and 17 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) has made 0 purchases and 2 sales selling 100,000 shares for an estimated $22,122,893.
- JOSEPH J WOLK (Exec VP, CFO) has made 0 purchases and 4 sales selling 89,654 shares for an estimated $21,767,826.
- JAMES D. SWANSON (EVP, CIO) has made 0 purchases and 3 sales selling 62,080 shares for an estimated $15,109,758.
- JOHN C REED (EVP, Innovative Medicine, R&D) has made 0 purchases and 3 sales selling 53,931 shares for an estimated $13,105,233.
- TIMOTHY SCHMID (EVP, WW Chair, MedTech) has made 0 purchases and 3 sales selling 23,945 shares for an estimated $5,852,268.
- VANESSA BROADHURST (EVP, Global Corp Affairs) sold 6,197 shares for an estimated $1,508,287
- ROBERT J DECKER (VP Corporate Controller) sold 4,075 shares for an estimated $1,010,070
- 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 $24.1B in Q1 2026. This is an increase of 9.91% 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 14 times in the past 6 months. Of those trades, 4 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 3 times. They made 0 purchases and 3 sales worth up to $115,000 on 03/26, 01/23, 11/20.
- REPRESENTATIVE RICHARD MCCORMICK has traded it 3 times. They made 1 purchase worth up to $15,000 on 11/05 and 2 sales worth up to $30,000 on 03/19.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 03/19.
- REPRESENTATIVE LLOYD DOGGETT has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/10, 12/09 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Johnson & Johnson Hedge Fund Activity
We have seen 1,812 institutional investors add shares of Johnson & Johnson stock to their portfolio, and 2,107 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 69,083,868 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $16,851,282,501
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 46,320,499 shares (-72.8%) from their portfolio in Q4 2025, for an estimated $9,586,027,268
- CAPITAL WORLD INVESTORS added 9,692,884 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,005,942,343
- FRANKLIN RESOURCES INC removed 5,342,443 shares (-33.1%) from their portfolio in Q4 2025, for an estimated $1,105,618,578
- FMR LLC added 5,333,244 shares (+39.7%) to their portfolio in Q4 2025, for an estimated $1,103,714,845
- VANGUARD GROUP INC added 3,731,074 shares (+1.6%) to their portfolio in Q4 2025, for an estimated $772,145,764
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,655,754 shares (+41.7%) to their portfolio in Q4 2025, for an estimated $756,558,290
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Johnson & Johnson Government Contracts
We have seen $28,692,388 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:
- 4569579217!4.5MM LCP PROXIMAL FEMUR: $471,086
- 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
- 4569393992!CSS+ LARGE SET: $218,394
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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/28/2026
- TD Cowen issued a "Buy" rating on 01/22/2026
- Goldman Sachs issued a "Buy" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/05/2025
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 16 analysts offer price targets for $JNJ in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Larry Biegelsen from Wells Fargo set a target price of $263.0 on 04/15/2026
- Rick Wise from Stifel set a target price of $250.0 on 04/15/2026
- Matt Miksic from Barclays set a target price of $255.0 on 04/15/2026
- Terence Flynn from Morgan Stanley set a target price of $267.0 on 04/10/2026
- Michael Nedelcovych from TD Cowen set a target price of $250.0 on 04/08/2026
- Shagun Singh from RBC Capital set a target price of $255.0 on 03/30/2026
- Morten Herholdt from HSBC set a target price of $280.0 on 03/17/2026
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.
