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Johnson & Johnson logo

Johnson & Johnson

JNJ
$248.61
▲ +10%since Benson's first pick

Market price data through October 13, 2026.

Performance

Oct 2021 – Oct 2026

Benson's first pick
$131$184$237$289Oct 2021Jan 2023Apr 2024Jul 2025Oct 2026Benson picked · $226.10
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.6 / 5
Benson's overall conviction in this stock right now.
Risk
Medium risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+10%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$226
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
April 2026
The month this stock first became a Benson pick.
Tracking duration
5 months
How long Benson has been tracking this pick.

About Johnson & Johnson

Johnson & Johnson is the largest healthcare company in the world, and you probably have its products at home. It makes prescription medicines for cancer, psoriasis, and depression, plus medical devices like heart rhythm tools, surgical robots, and contact lenses. Think of it as a hospital's entire supply closet and pharmacy under one roof, with the pharmacy side growing fastest.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Medicine Engine

    The medicine business grew about 8% last quarter even while its old blockbuster Stelara lost patent protection and fell sharply. Newer drugs for cancer and psoriasis are filling the gap, and total sales hit 25.4 billion dollars in the quarter, on track for more than 100 billion dollars this year for the first time in the company's history.

  • Profit Machine

    Johnson & Johnson keeps about 21 cents of every dollar of sales as profit and generated roughly 15 billion dollars of free cash this year through the first nine months. It just raised its 2026 outlook again and declared a 1.34 dollar quarterly dividend, so shareholders get paid while the company builds its next wave of drugs.

Bear case
  • Talc Bill Coming

    The company has set aside 5.5 billion dollars to settle thousands of talc lawsuits, with the first payment of up to 3 billion dollars due in 2027. The deal only goes through if lawyers for at least 95% of the remaining claims sign on, so the legal cloud is not fully gone yet. That charge cut last quarter's reported earnings to just 9 cents a share.

  • Slow Spots

    The medical device side grew only 2.5% last quarter, far behind the 8% from medicines, and earnings per share before one-time items slipped about 7.5%. The company also says 4 to 4.5 billion dollars of products lose patent protection in 2027, and the stock trades near 23 times expected earnings, so there is little room for disappointment.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-10-13. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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