Johnson & JohnsonJNJ
About: Johnson & Johnson is the world's largest and most diverse healthcare firm. It has two divisions: pharmaceutical and medical devices. These now represent all of the company's sales following the divestment of the consumer business, Kenvue, in 2023. The drug division focuses on the following therapeutic areas: immunology, oncology, neurology, pulmonary, cardiology, and metabolic diseases. Geographically, just over half of total revenue is generated in the United States.
Employees: 139,800
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
81% more call options, than puts
Call options by funds: $4.67B | Put options by funds: $2.57B
66% more first-time investments, than exits
New positions opened: 240 | Existing positions closed: 145
52% more funds holding in top 10
Funds holding in top 10: 145 [Q4 2024] → 221 (+76) [Q1 2025]
10% more capital invested
Capital invested by funds: $257B [Q4 2024] → $283B (+$26.3B) [Q1 2025]
0% more funds holding
Funds holding: 4,044 [Q4 2024] → 4,059 (+15) [Q1 2025]
1.0% less ownership
Funds ownership: 71.87% [Q4 2024] → 70.88% (-1.0%) [Q1 2025]
8% less repeat investments, than reductions
Existing positions increased: 1,670 | Existing positions reduced: 1,806
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley Terence Flynn | 9%upside $171 | Equal-Weight Maintained | 10 Jul 2025 |
RBC Capital Shagun Singh | 15%upside $181 | Outperform Reiterated | 5 Jun 2025 |
Leerink Partners David Risinger | 2%downside $153 | Market Perform Downgraded | 13 May 2025 |
Barclays Matt Miksic | 5%upside $165 | Equal-Weight Maintained | 17 Apr 2025 |
Raymond James Jayson Bedford | 5%upside $164 | Outperform Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 59 articles about JNJ published over the past 30 days
