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JNJNYSE/health care

Johnson & Johnson

$257.77Up+0,79 (+0,31%)
Research reviewed: 2026年7月12日 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.

Eröffnung
257,95
Hoch
259,51
Tief
256,15
Marktkapitalisierung
620,51 Mrd.
KGV
29.87
52-Wochen-Hoch
--
Dividende
2.090%
Quartalsdividende
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

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: 2026年7月12日 00:00 UTC
3 verified sources
Johnson & Johnson 2026 First-Quarter ResultsJohnson & Johnson · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/14 10:45:00

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

Fetched: 2026/7/12 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: 2026/7/12 0:00:00 UTC

Published: 2026/4/22 0:00:00

Open original source

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