Johnson & Johnson (JNJ)

In the past six months, Johnson & Johnson's stock price has been influenced by several events. The company's Q2 CY2025 earnings exceeded revenue expectations, with a 5.8% year-on-year sales increase, and optimistic full-year revenue guidance was provided. Insider trading activity included sales by executives and one purchase by a board member. Members of Congress also traded JNJ stock, with more purchases than sales. Analysts have issued various price targets, with a median target of $175.0. The stock price increased by 6.13% from July 22, 2024, to July 18, 2025.

While some of Johnson & Johnson's products, like allergy medications, were historically seasonal, demand has become more year-round. J&J uses digital tools and data to predict and understand demand, aiming to ensure product availability. Despite these efforts, "Seasonality" is listed as a risk factor in the company's 2023 annual report, and recent analyst expectations imply potential "demand headwinds".

Johnson & Johnson (JNJ) is an American multinational corporation focused on pharmaceuticals, biotechnology, and medical technologies. Following the spin-off of its consumer healthcare business into Kenvue in 2023, J&J now concentrates on pharmaceutical prescription drugs and medical device technologies. The company operates through two segments: Innovative Medicine (Pharmaceuticals), focusing on therapeutic areas like immunology and oncology, and MedTech (Medical Devices), offering products for cardiovascular, orthopedic, and vision care.

Johnson & Johnson has a significant global presence, with products available in over 175 countries and operations in more than 60 countries. The company has manufacturing units across multiple regions, including the US, Europe, Asia-Pacific, and Latin America. It maintains a strong presence in countries like Switzerland, Brazil, India, China, Canada, and Japan, where it conducts research and development. Johnson & Johnson Innovation operates Innovation Centers and JLABS globally to foster life science and health technology innovations.

Johnson & Johnson has maintained a strong brand reputation in the past year. In 2024, the company was named a Fortune World's Most Admired Company for the 22nd consecutive year. In 2023, J&J was recognized as the pharmaceutical industry's most valuable company and strongest brand. The company's commitment to its "Our Credo" mission statement contributes to its positive image.

Johnson & Johnson's ownership is predominantly institutional, with institutional shareholders holding approximately 70.99% to 73% of the company's shares. The largest institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Retail investors hold a significant portion, estimated at around 27% to 28.82%. Insiders own a small percentage, typically less than 1% of the company's stock.