What is Erste Group Bank’s Forecast for JNJ FY2027 Earnings?

Johnson & Johnson (NYSE:JNJ) – Investment analysts at Erste Group Bank dropped their FY2027 earnings per share (EPS) estimates for shares of Johnson & Johnson in a report issued on Wednesday, October 21st. Erste Group Bank analyst H. Engel now expects that the company will earn $11.46 per share for the year, down from their previous forecast of $12.65. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Johnson & Johnson’s current full-year earnings is $11.12 per share.

Several other equities analysts have also recently weighed in on JNJ. UBS Group set a $270.00 price objective on shares of Johnson & Johnson in a research note on Wednesday, October 14th. The Goldman Sachs Group restated a “buy” rating and set a $282.00 target price on shares of Johnson & Johnson in a research report on Thursday, July 16th. Weiss Ratings cut shares of Johnson & Johnson from a “buy (b+)” rating to a “buy (b-)” rating in a report on Friday. HSBC upped their target price on shares of Johnson & Johnson from $290.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, September 10th. Finally, Scotiabank reiterated an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, Johnson & Johnson presently has a consensus rating of “Moderate Buy” and an average price target of $275.92.

Johnson & Johnson Trading Up 1.0%

Johnson & Johnson stock opened at $266.38 on Monday. The business has a 50-day simple moving average of $265.35 and a two-hundred day simple moving average of $245.32. The company has a market cap of $641.25 billion, a P/E ratio of 40.36, a P/E/G ratio of 2.61 and a beta of 0.21. Johnson & Johnson has a 52-week low of $184.66 and a 52-week high of $281.07. The company has a quick ratio of 0.74, a current ratio of 1.02 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ) last issued its quarterly earnings data on Tuesday, October 13th. The company reported $2.59 EPS for the quarter, topping the consensus estimate of $2.53 by $0.06. The company had revenue of $25.40 billion during the quarter, compared to analyst estimates of $25.38 billion. Johnson & Johnson had a return on equity of 31.64% and a net margin of 16.20%. Johnson & Johnson’s revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.80 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.050-11.150 EPS.

Johnson & Johnson Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 8th. Shareholders of record on Tuesday, November 24th will be paid a $1.34 dividend. This represents a $5.36 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Tuesday, November 24th. Johnson & Johnson’s dividend payout ratio is presently 81.21%.

Insiders Place Their Bets

In other Johnson & Johnson news, EVP Timothy Schmid sold 33,597 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $274.74, for a total transaction of $9,230,439.78. Following the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,991,308.78. This trade represents a 56.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Jennifer Taubert sold 15,000 shares of the firm’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the sale, the executive vice president directly owned 194,451 shares in the company, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 64,515 shares of company stock worth $17,271,766. Corporate insiders own 0.16% of the company’s stock.

Institutional Trading of Johnson & Johnson

Several institutional investors and hedge funds have recently added to or reduced their stakes in JNJ. Silver Coast Investments LLC grew its stake in shares of Johnson & Johnson by 3.8% in the second quarter. Silver Coast Investments LLC now owns 1,066 shares of the company’s stock valued at $271,000 after buying an additional 39 shares in the last quarter. Townsend Asset Management Corp NC ADV lifted its stake in Johnson & Johnson by 0.6% in the second quarter. Townsend Asset Management Corp NC ADV now owns 6,418 shares of the company’s stock worth $1,630,000 after acquiring an additional 39 shares during the last quarter. Triumph Capital Management grew its stake in shares of Johnson & Johnson by 1.6% during the second quarter. Triumph Capital Management now owns 2,531 shares of the company’s stock worth $643,000 after purchasing an additional 39 shares in the last quarter. Kwmg LLC increased its holdings in shares of Johnson & Johnson by 1.7% in the 3rd quarter. Kwmg LLC now owns 2,383 shares of the company’s stock valued at $631,000 after acquiring an additional 39 shares during the last quarter. Finally, Cypress Wealth Services LLC lifted its position in shares of Johnson & Johnson by 0.4% during the 3rd quarter. Cypress Wealth Services LLC now owns 10,618 shares of the company’s stock worth $2,705,000 after buying an additional 39 shares during the last quarter. Institutional investors own 69.55% of the company’s stock.

Trending Headlines about Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: Promising prostate-cancer data: Experimental drug JNJ-6143 produced tumor-response rates of roughly 69% to 75% in heavily pretreated patients with advanced prostate cancer. The results support further development of the first-in-class RIPTAC drug, although the evidence remains early-stage. What Do Johnson & Johnson Cancer Trial Wins Mean For Its Stock?
• Positive Sentiment: RYBREVANT expansion potential: A subcutaneous RYBREVANT FASPRO combination generated a 77% overall response rate in first-line treatment of advanced head and neck cancer. The findings support the ongoing Phase 3 OrigAMI-5 trial and could broaden the commercial opportunity for a key oncology franchise. RYBREVANT FASPRO Head and Neck Cancer Results
• Positive Sentiment: ERLEADA showed a meaningful benefit: Johnson & Johnson said using ERLEADA before and after surgery reduced the risk of recurrence or death by 62% versus surgery alone in high-risk localized or locally advanced prostate cancer, potentially supporting broader adoption. ERLEADA Surgical Study Results
• Neutral Sentiment: ETF activity showed net selling of JNJ, but this is generally a short-term trading signal rather than a change in the company’s fundamentals.
• Negative Sentiment: An expected orthopedics merger with Smith & Nephew collapsed over leadership disagreements, removing a potential strategic opportunity. The strong cancer data also comes with clinical and regulatory risks because several programs remain in relatively early development.

Johnson & Johnson Company Profile

Johnson & Johnson (NYSE: JNJ) is a global healthcare company headquartered in New Brunswick, New Jersey. Founded in 1886, the company develops and markets products and services for patients, healthcare professionals and institutions worldwide.

Johnson & Johnson operates through two principal segments: Innovative Medicine and MedTech. Innovative Medicine focuses on pharmaceuticals for areas such as immunology, oncology, neuroscience, infectious diseases and cardiovascular conditions.