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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
151% more first-time investments, than exits
New positions opened: 435 | Existing positions closed: 173
25% more call options, than puts
Call options by funds: $2.64B | Put options by funds: $2.11B
5% more funds holding
Funds holding: 3,832 [Q3] → 4,014 (+182) [Q4]
1.66% more ownership
Funds ownership: 70.16% [Q3] → 71.82% (+1.66%) [Q4]
6% less capital invested
Capital invested by funds: $273B [Q3] → $256B (-$16.5B) [Q4]
23% less funds holding in top 10
Funds holding in top 10: 189 [Q3] → 145 (-44) [Q4]
30% less repeat investments, than reductions
Existing positions increased: 1,330 | Existing positions reduced: 1,910
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Barclays Matt Miksic 48% 1-year accuracy 20 / 42 met price target | 6%upside $165 | Equal-Weight Maintained | 17 Apr 2025 |
Raymond James Jayson Bedford 44% 1-year accuracy 12 / 27 met price target | 5%upside $164 | Outperform Maintained | 16 Apr 2025 |
Morgan Stanley Terence Flynn 50% 1-year accuracy 11 / 22 met price target | 8%upside $169 | Equal-Weight Maintained | 16 Apr 2025 |
RBC Capital Shagun Singh 49% 1-year accuracy 33 / 68 met price target | 16%upside $181 | Outperform Reiterated | 16 Apr 2025 |
B of A Securities Tim Anderson 47% 1-year accuracy 7 / 15 met price target | 2%upside $159 | Neutral Maintained | 10 Apr 2025 |
Financial journalist opinion
Based on 126 articles about JNJ published over the past 30 days









