Key Stats for Johnson & Johnson Stock
- Twenty-five sell-side ratings on Johnson & Johnson stock break down to 10 buys, 5 outperforms, 7 holds, 1 no opinion, 1 underperform and 1 sell, with a $259 mean target sitting barely above the $256.98 close.
- TIKR’s mid-case model values Johnson & Johnson stock at $334.62 by December 2030, a 30% total return, 6% annualized.
- With Q1 2026 operational sales up 6.4% and full-year guidance raised to a $100.2 billion midpoint, Johnson & Johnson stock still trades at the Street’s flat 12-month target, leaving the growth story largely unpriced.
- Raised April guidance lifted adjusted EPS to $11.30-$11.50, a 6% increase.
Johnson & Johnson Stock Rises on Raised 2026 Guidance and a Fast ICOTYDE Launch
Johnson & Johnson (JNJ) posted worldwide sales of $24.1 billion in the first quarter of 2026, up 6.4% operationally, and used the print to raise full-year guidance on April 14, 2026. Adjusted diluted EPS came in at $2.70, down 2.5% year over year, a result Chairman and CEO Joaquin Duato framed as a beat.
That growth leaned heavily on Innovative Medicine, where sales reached $15.4 billion, up 7.4% operationally despite a 920 basis point drag from STELARA’s biosimilar erosion. TREMFYA, the company’s dual-acting IL-23 therapy, grew 63.8% in the quarter.
Behind that immunology strength sits ICOTYDE, the oral peptide approved in March 2026 for plaque psoriasis. Duato addressed the launch directly on the Q1 2026 earnings call: “We said 2026 would be a year of accelerated growth and impact for Johnson & Johnson. And with our strong Q1 performance, including our beat on consensus and raise guidance, you can see we are delivering on that promise.” By the April call, ICOTYDE already had 1,500 prescriptions written across more than 1,000 prescribers. That figure had climbed to roughly 4,500 prescribers by a June 9 healthcare conference, with intent-to-prescribe scores up 20 points in two months.
MedTech contributed too, growing 4.6% on 14.4% growth at Abiomed and 18.1% at Shockwave. The board raised the dividend 3.1% to an annualized $5.36 per share, its 64th straight year of increases, and on June 8 the company agreed to buy Firefly Bio for $1 billion to add a KRAS-targeting cancer platform.
Even so, STELARA sales fell 62% in the quarter, and adjusted pretax margin at the enterprise level slipped from 36.6% to 32.5% on tariff costs and launch spending, a tension the company says new products will overtake.
Watch how the ICOTYDE ramp and the guidance raise flow through the next print on TIKR for free →
Wall Street Rates Johnson & Johnson Stock a Hold at a Target Barely Above Spot
Johnson & Johnson stock carries a consensus split of 10 buys, 5 outperforms, 7 holds, 1 no opinion, 1 underperform and 1 sell across 25 ratings as of July 10, 2026. The mean target sits at $259, with a median of $263, a high of $298 and a low of $190 across 22 price-target estimates. That mean target implies barely 1% upside from the $256.98 close, putting Johnson & Johnson stock at 100.8% of the average price target.
The range between the $190 low and $298 high shows the Street still disagrees sharply on how much credit the pipeline deserves.
Wall Street Expects Johnson & Johnson Stock’s Revenue to Keep Climbing Through 2027
Johnson & Johnson stock’s revenue reached $24.06 billion in the quarter ended March 31, 2026, up 9.9% year over year as new immunology and oncology launches offset the STELARA decline. Analysts model $25.06 billion for the June 2026 quarter and $25.27 billion for September, growth of 5.5% and 5.3% respectively as the STELARA comparison eases.
The estimates stretch further out to $26.48 billion for the December 2026 quarter, up 7.8%, before settling to $25.48 billion and $26.45 billion in the following two quarters, growth of 5.9% and 5.5%. That trajectory lines up with management’s raised full-year guidance of a $100.2 billion midpoint, or 6.4% operational growth.
The open question now is whether the December quarter’s 7.8% estimate holds once ICOTYDE and INLEXZO move past their early-adopter phase, or whether the Street’s flat 12-month target already assumes the deceleration back toward 5.5%.
TIKR’s $335 Target on Johnson & Johnson Stock Holds if ICOTYDE Scales as Guided
TIKR’s mid-case model values Johnson & Johnson stock at $335 by December 2030, implying a 30% total return from the current price of $257, or 6% annualized over 4.5 years.
A 6% annualized return positions Johnson & Johnson stock as a steady compounder rather than a re-rating story, which is exactly the gap between the Street’s flat 12-month target and TIKR’s longer window.
That gap is reachable because the growth drivers are already showing up in the numbers. ICOTYDE went from 1,500 prescriptions to roughly 4,500 prescribers in under two months, TREMFYA grew 64% in the same quarter management raised full-year guidance to a $100.2 billion midpoint, and STELARA’s 62% decline is a shrinking share of the base it must offset. If that pace holds, the multi-year target looks less like a stretch and more like where the current trajectory was already headed.
See what a $335 target and 30% return actually assume on TIKR for free →
Should You Invest in Johnson & Johnson?
The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.
Pull up Johnson & Johnson stock and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
