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JNJNYSE/health care

Johnson & Johnson

$257.77Up+0,79 (+0,31%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

Johnson & Johnson operates in Pharmaceuticals within the health care sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Открытие
257,95
Максимум
259,51
Минимум
256,15
Капитализация
620,51 млрд
P/E
29.87
Максимум за 52 недели
--
Дивиденд
2.090%
Квартальный дивиденд
--

3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
Growth from newer and expanding oncology, immunology, and neuroscience medicines can offset erosion in mature products. The base case remains conditional on talc litigation staying manageable.
Bull case
Growth from newer and expanding oncology, immunology, and neuroscience medicines can offset erosion in mature products. Higher procedure volumes and adoption of newer cardiovascular, surgery, orthopaedics, and vision technologies can support MedTech growth. Regulatory approvals, label expansions, and clinical readouts across medicine and MedTech can create additional durable revenue streams.
Bear case
Pending talc claims create uncertain legal costs, potential judgments, and reputational exposure that may persist despite defense and resolution efforts. Biosimilar or generic competition, government price negotiations, and payer pressure can reduce sales and margins for key medicines. Pipeline assets and medical devices may fail trials, face approval delays, encounter safety findings, or fall short of commercial adoption expectations.
Thesis invalidation
Reassess the thesis if pending talc claims create uncertain legal costs, potential judgments, and reputational exposure that may persist despite defense and resolution efforts.

Key catalysts

  • Innovative Medicine portfolio

    Growth from newer and expanding oncology, immunology, and neuroscience medicines can offset erosion in mature products.

  • MedTech procedure growth

    Higher procedure volumes and adoption of newer cardiovascular, surgery, orthopaedics, and vision technologies can support MedTech growth.

  • Pipeline and indication expansion

    Regulatory approvals, label expansions, and clinical readouts across medicine and MedTech can create additional durable revenue streams.

Principal risks

  • Talc litigation

    Pending talc claims create uncertain legal costs, potential judgments, and reputational exposure that may persist despite defense and resolution efforts.

  • Exclusivity and pricing pressure

    Biosimilar or generic competition, government price negotiations, and payer pressure can reduce sales and margins for key medicines.

  • Clinical and regulatory execution

    Pipeline assets and medical devices may fail trials, face approval delays, encounter safety findings, or fall short of commercial adoption expectations.

Latest earnings research

Q1 FY2026

Johnson & Johnson reported results for its fiscal first quarter ended March 29, 2026, with contributions from Innovative Medicine and MedTech and an outlook centered on portfolio growth, pipeline execution, and operational investment.

Valuation interpretation

  • Valuation should separate the growth and patent profiles of Innovative Medicine from the procedure-driven economics of MedTech.
  • A durability premium depends on pipeline replacement of mature products and should be tempered by litigation and regulatory uncertainty.

Peer research

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Recent news

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Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
Johnson & Johnson 2026 First-Quarter ResultsJohnson & Johnson · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 14/04/2026 10:45:00

Open original source
Johnson & Johnson Investor RelationsJohnson & Johnson · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
Johnson & Johnson Form 10-Q for the fiscal quarter ended March 29, 2026U.S. Securities and Exchange Commission · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 22/04/2026 00:00:00

Open original source

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