November 25, 2025 a 08:38 pm
JNJ: Analysts Ratings - Johnson & Johnson
Johnson & Johnson remains a pillar in the healthcare sector with a diversified portfolio post its strategic separation of its Consumer Health segment. Focused on its Innovative Medicine and MedTech segments, the company aims to solidify its leadership in pharmaceutical and medical device innovations. Current analyst ratings suggest cautious optimism with a mix of holds and buys outweighing strong buys.
Historical Stock Grades
| Rating | Number of Recommendations | Score |
|---|---|---|
| Strong Buy | 4 | |
| Buy | 9 | |
| Hold | 11 | |
| Sell | 0 | |
| Strong Sell | 1 |
Sentiment Development
Over recent months, analyst sentiment for Johnson & Johnson presents a cautious outlook. While there has been some movement towards buy recommendations, the dominant trend is towards "Hold". The number of buy recommendations peaked but is now tapering as hold recommendations gain traction. Notably:
- The number of "Strong Buy" ratings has remained relatively stable.
- Overall, "Hold" ratings have consistently increased, indicating a sentiment shift towards caution.
Percentage Trends
The rating distribution shows varying sentiment shifts. Notable insights over the year highlight a decrease in "Buy" recommendations, with a corresponding increase in "Hold". This indicates reticence among analysts as uncertainty about growth prospects arises. As seen:
- From March to November, the "Buy" category declined by approximately 44%.
- Conversely, "Hold" ratings increased from roughly 30% to an estimated 46% in the same period.
- Overall, sentiment indicates a marginal reduction in aggressive buy recommendations.
Latest Analyst Recommendations
Recent analyst recommendations show a trend towards maintaining positions with some downgrades observed. The following table provides the latest insights:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-22 | Hold | Buy | Freedom Capital Markets |
| 2025-10-15 | Equal Weight | Equal Weight | Morgan Stanley |
| 2025-10-15 | Neutral | Neutral | B of A Securities |
| 2025-10-15 | Hold | Hold | Stifel |
| 2025-10-15 | Buy | Buy | Citigroup |
Analyst Recommendations with Change of Opinion
Analysts have demonstrated changes in opinion, indicative of underlying market conditions or corporate developments. A detailed look shows upgrades and downgrades, featuring shifts towards more neutral recommendations:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-22 | Hold | Buy | Freedom Capital Markets |
| 2025-10-03 | Overweight | Equal Weight | Wells Fargo |
| 2025-09-23 | Buy | Neutral | Guggenheim |
| 2025-05-13 | Market Perform | Outperform | Leerink Partners |
| 2025-04-09 | Buy | Neutral | Goldman Sachs |
Interpretation
The prevalent analyst sentiment towards Johnson & Johnson captures a strategic posture of cautious optimism amidst market uncertainties. Despite some downgrades, the retention of buy ratings reflects residual confidence in its MedTech and Innovative Medicine segments. Analysts demonstrate reticence as forecast optimism moderates, hinting at possible caution about short-term challenges while maintaining belief in long-term potential.
Conclusion
In summary, Johnson & Johnson's analyst ratings reflect a balanced market perspective with prevailing cautionary sentiment. The trend towards increasing "Hold" ratings underlines ambivalence in the face of potential near-term headwinds. Analysts appear to await more concrete developments to substantiate their projections, attributing stable consumer health separation benefits and R&D advancements as pivotal for sustained growth. The transition from Consumer Health to a focused innovation-led business strategy remains promising but subject to evaluative scrutiny.