Johnson & Johnson (JNJ) Buy, Sell or Hold

Johnson & Johnson (JNJ)

228.45

+0.06 (0.03%)

as of Jun 18, 2026, 11:54:36 pm Market Open.

496 watching

HOLD

Hold for long-term? Defensive, low valuation at 16x earnings. Planned consumer spinoff will create value for remaining pharma and medical devices divisions. Hold for the short- and medium-term, then decided which company you want to own after the spinoff.

TOP PICK

A traditional recession-proof company. Model price of $171 or so, a 4% overvaluation. Going to split off vaccine division, which is bullish for the stock. Not much upside, but you're looking for companies to get you through a recession deeper than a lot of people realize. Yield is 2.51%. (Analysts’ price target is $190.39)

PAST TOP PICK

(A Top Pick Mar 03/21, Up 14%) Pharmaceutical sector has remained strong even with tech selloff. Spinning out consumer side of the business which has provided catalyst for return on stock. Current stock price presenting good buying opportunity. Will continue to buy and hold shares in company.

COMMENT

Reported a strong last quarter. He was furious when shares fell down. This comes down to market fears, not JNJ itself.

BUY

Tuesday morning they reported an inline quarter, except the previously struggling medtech division which is now soaring. JNJ said that after Covid that surgeries would return, so medical device sales would bounce back--and they did. Has a fine balance sheet and does share buybacks. JNJ returns wealth to shareholders.

PAST TOP PICK

(A Top Pick Mar 30/20, Up 39.2%) Still likes it. Model price of $191.71, still upside of about 10%. Would have been a Top Pick today, but chose a fresh idea instead. In the process of splitting between vaccines and consumer so keep an eye on it, as you might make some money on the transaction.

PAST TOP PICK

(A Top Pick Mar 16/21, Up 10%) A stable healthcare name. AAA balance sheet. Has owned this for years. Has raised its dividend for 6 decades. Pays 2.5%. Their pharma business is strong. A return to surgeries will boost their medical devices division. They will spin off their consumer health division, a small part of their business. She likes healthcare for its long-term growth. They have a good pipeline of pharma drugs coming.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Dec 02/21, Up 1.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JNJ has triggered its stop at $160. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 4%, when combined with the previous buy recommendation.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Dec 02/21, Up 10.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JNJ is progressing well. We now recommend trailing up the stop (from $147) to $160.

BUY

Healthcare has been tough. JNJ has done better than the group. Rising RSI since November. Yield is 2.5%, with 6-6% dividend growth. Pretty attractive. Sector won't provide a huge tailwind, but a good journeyman position.

BUY ON WEAKNESS

Can vaccine business overcome litigation risk? Doesn't think so. PZE is going to be the dominant player. JNJ is the elephant in the room in large cap healthcare. Really well diversified across medical devices. Valuation a bit high, fine to hold. Defensive go-to name when the market's concerned. If there's a shift to growth in Q1, you may get a chance to pick this up lower. Spinoff of lower growth consumer business will let them be more focused.

BUY

Russia fomenting a war with Ukraine will likely see oil prices explode higher, based on historic precedent. Industries and stocks that will rise if a war happens (and nobody wants one outside Russia) are oil, consumer staples, drug companies like Procter & Gamble or JNJ. Also defence stocks like Raytheon which reports tomorrow or Lockheed are buys.

PAST TOP PICK

(A Top Pick Jan 10/20, Up 25%) A great buy here. Model price of $214.71, 25% upside. Yield is 2.44%.

PARTIAL BUY

He's surprised--JNJ will spin-off its consumer health as a separate company to leave behind a best-of-breed drug and medical device business. He's a big fan of JNJ. It could take 1.5-2 years for this break-up to play out, so be patient. JNJ has one of the best drug businesses, but it's buried within a larger business while medical devices is growing strong. JNJ trades at 16x 2022 earnings, much lower than its peers. Has a strong balance sheet. Pays a 2.5% dividend yield. Share could rise as more details of the break-out come. Their Covid wasn't doesn't seem effective now.

BUY

A number of different business units with potential. Likes Johnson & Johnson as it is a well run company. Very inexpensive stock with free cash flow yield is ~5% and forward P/E ratio at 16x. Executive stock compensation is reason why buybacks aren't reducing share count. Share buybacks are popular because managements can understand own business model better that alternative use of capital.

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