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JNJNJ

Johnson & Johnson

Buzzing onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$JNJ·$630B·Drug Manufacturers - General·Healthcare
$255.56+0.9%YTD+23.8%1Y+33.0%
Price updated 2h ago·X counts updated 5d ago
JNJNJ
$JNJJohnson & Johnson
$255.56+0.90%644 posts2.6×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $JNJ on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

644X posts · last 7 days
Sep 28Oct 11
Chatter Meter
2.6×
QuietNormal · 1×Loud

How loud $JNJ's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

J&J chatter is thin — a payday reference, wondering whether clinical data or M&A is coming, and passing mentions in oncology threads. Read is neither directional nor conviction-heavy.

Read what X is saying about $JNJ

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JNJ — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

Dividend-king healthcare giant at record highs — Innovative Medicine growth and oncology pipeline carrying the business.

Johnson & Johnson is the global healthcare conglomerate — Innovative Medicine (pharmaceuticals including Darzalex, Stelara, Carvykti) plus MedTech (medical devices). The stock is up 25% YTD and near record highs on strong oncology franchise performance.

  • The P&L is quietly accelerating: revenue grew 9.9% YoY to $24.06B last quarter at a 27% operating margin and EPS $2.14 — the Innovative Medicine segment is finally offsetting the Stelara LOE drag with Carvykti and other oncology franchises.
  • At 27x trailing earnings and 5.8x sales, JNJ is paying a mild premium versus its 20-year average but the margin profile and dividend coverage (62 consecutive years of increases) justify the multiple — this is the quintessential defensive-income quality compounder.
  • Officer Timothy Schmid sold $6.2M at $275 after exercising at $145 — a scheduled 10b5-1-style transaction, not a conviction signal; director awards are routine.

Accelerating holds while the oncology franchise keeps compounding and MedTech margins remain stable. A soft Oct 13 earnings print on Innovative Medicine growth (sub-7% YoY), or any specific pipeline failure in a key late-stage program, is what cools the move; a strong Carvykti/Darzalex quarter plus a FY27 revenue guide-up extends the move.

What to watch: Oct 13 earnings — Innovative Medicine revenue growth (needs to clear 7% YoY), Carvykti and Darzalex contribution, MedTech margin trajectory, and FY27 revenue guide. A soft Innovative Medicine print or a late-stage pipeline miss is what cools the breakout.

On the calendar: 2026-10-13 — Q3 FY26 earnings

Read the AI verdict on $JNJ

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Major pharma and medtech company focused on innovative medicines and surgical devices after spinning off its consumer health segment (Kenvue).

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - General sits in its cycle right now — and what that implies for $JNJ.

Drug Manufacturers - General · Healthcare

No material change from last week — GLP-1 duopoly (LLY/NVO) drives premium valuations while patent-cliff management defines the rest: ABBV migraine franchise win strengthens post-Humira portfolio.

What this means for $JNJ

Neutral — Major pharma and medtech company focused on innovative medicines and surgical devices after spinning off its consumer health segment (Kenvue).

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+14.5%YTD
+36.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
26.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q3 2026Oct 13, 2026$2.59$2.52+2.8%
Q2 2026Jul 15, 2026$2.90$2.85+1.8%
Q1 2026Apr 14, 2026$2.70$2.68+0.7%
Q4 2025Jan 21, 2026$2.46$2.460.0%
Next earningsWed, Jan 20·consensus EPS $2.92

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$24.1B+9.9%71.5%26.6%$2.14$1.5B
Q4 FY25$24.6B+9.1%67.6%22.8%$2.10$5.5B
Q3 FY25$24.0B+6.8%69.6%29.6%$2.14$8.4B
Q2 FY25$23.7B+5.8%67.9%28.7%$2.29$2.5B

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$101.3B$101.0B – $101.6B$11.29$11.10 – $11.6910
FY27$108.8B$106.5B – $110.2B$12.45$11.69 – $13.259
FY28$117.5B$115.2B – $120.9B$14.32$14.08 – $14.607
FY29$125.8B$124.1B – $127.6B$16.27$15.99 – $16.595
FY30$135.1B$133.3B – $137.1B$18.14$17.83 – $18.493

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.71%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.4B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.235-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 2Timothy SchmidChair22.5K sh$6.2MSellAug 17Jennifer L TaubertEVP, WWC. Innovative Medicine15.0K sh$4.0MSellAug 13Joaquin DuatoCEO123.3K sh$32.2MSellAug 6Elizabeth ForminardEVP, Chief Legal Officer15.9K sh$4.1MSellAug 5Joaquin DuatoCEO48.5K sh$12.5MSellJul 20Vanessa BroadhurstEVP, Global Corp Affairs23.1K sh$5.8MSellJun 11Kathryn E WengelEVP, Chief TO and Risk Officer10.0K sh$2.4M
+ 25 other (17 awards · 7 exempts · 1 inkind) in window

See when $JNJ insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 13
AI summary

Thomas Cavanaugh, Executive Vice President and Worldwide Chairman of Innovative Medicine at Johnson & Johnson, filed an initial Form 3 statement of beneficial ownership. Reported holdings include 71 shares held directly, 428 shares held through a 401(k) plan, employee stock options, and other derivative securities. This is a standard initial disclosure required upon becoming a Section 16 reporting person.

8-KOfficer or director changeAug 48-K — Item 5.02: Officer or director change
AI summary

JNJ announced a leadership Departure involving Certain Officers, who serves as Director. Item 5.02 mandates timely disclosure of executive and director transitions, which can significantly affect JNJ's strategic direction and investor confidence.

8-KPress release / Reg FDJul 298-K — Item 7.01: Press release / Reg FD
AI summary

JNJ (JNJ) filed an 8-K under Reg FD (Item 7.01) on 2026-07-29, posting a guidance update to its website or furnishing it to the SEC. (“Firefly”) and the entry into strategic agreements and collaboration with Sail Biomedicines (“Sail”). The combination of these two transactions is expected to reduce the Company’s adjusted operational earnings per share (Adjusted Operational EPS) This is an informational disclosure furnished (not filed) and does not create new liability under the Exchange Act. Materiality depends on the content of the presentation.

8-KPress release / Reg FDJul 288-K — Item 7.01: Press release / Reg FD
AI summary

JNJ (JNJ) filed an 8-K under Reg FD (Item 7.01) on 2026-07-28, posting a press release to its website or furnishing it to the SEC. This is an informational disclosure furnished (not filed) and does not create new liability under the Exchange Act. Materiality depends on the content of the presentation.

8-KShareholder voteApr 288-K — Item 5.07: Shareholder vote
AI summary

JNJ held its Annual Meeting of stockholders around 2026-04-28 (8-K Item 5.07). Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 11 other (2 earnings 8-Ks · 2 13Fs · 2 10-Qs · 2 11-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Health Rounds: Glucose monitoring devices for type 2 diabetes benefit even those not on insulinreuters.com·1d agoProcter & Gamble Has Raised Its Dividend for 70 Years. These 4 Stocks Also Reward Patience247wallst.com·1d agoJohnson & Johnson $JNJ Stock: Cliftonlarsonallen Wealth Advisors LLC Boosts Positiondefenseworld.net·2d agoJohnson & Johnson Investigation Notice: SueWallSt Notifies Investors of Pending Investigation Into Johnson & Johnson (JNJ)prnewswire.com·2d agoThese Analysts Cut Their Forecasts On Johnson & Johnson After Q3 Resultsbenzinga.com·2d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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