FFilingSight

Johnson & Johnson

JNJHealthcare

Generated Jul 4, 2026, 03:17 PM UTC

Hold

Hold on JNJ (Johnson & Johnson). Composite score -0 (confidence 80%). Net income up ▲ +95.9% YoY. Debt/equity 0.51, current ratio 1.03, net debt $19.75B. Market cap $633.19B at $263.04 per share. Trailing P/E 19.17, P/B 7.80. EV/Operating income ≈ 43.66 (EV $652.94B). Risk: Moderate. Macro: Risk-on · Supportive.

Market cap
$633.19B
2.41B shares
Price
$263.04
NYQ
P/E (ttm)
19.17
Revenue (FY)
Net margin
Free cash flow
$18.25B
Risk level
Moderate

Free SEC analysis

— computed from SEC filings, free to read
Free previewFundamentals Analyst

Fundamentals

Fundamentals Analyst
score 0Neutral
80% conf

Net income up ▲ +95.9% YoY. Debt/equity 0.51, current ratio 1.03, net debt $19.75B.

  • Net income up ▲ +95.9% YoY.
  • Debt/equity 0.51, current ratio 1.03, net debt $19.75B.
Revenue (FY)
Net margin
ROE
ROA 19.52%
ROIC
0.00%
EPS (diluted)
$13.72
FY2025
Free cash flow
$18.25B
Debt / equity
0.51
Cash $21.69B
Current ratio
1.03
Equity $81.19B
Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)
FYRevenueRev YoYGross%Op%Net%FCFROE%
2016$15.00B
2017$16.11B
2018$15.54B
2019$17.78B
2020$18.53B
2021$19.92B
2022$20.19B
2023$19.76B
2024$17.18B
2025$18.25B
Quarterly revenue trend (last 6 quarters, SEC 10-Q)
Quarter endRevenueYoYQoQNet margin
Sep 29, 2013$17.57B58.67%
Mar 30, 2014$18.11B+3.1%26.09%
Jun 29, 2014$37.61B+107.6%24.07%
Jun 29, 2014$19.50B-48.2%46.44%
Sep 28, 2014$56.08B+187.6%24.61%
Sep 28, 2014$18.47B-67.1%74.74%
Free cash flow (annual)
2016: 14,996
2017: 16,106
2018: 15,541
2019: 17,777
2020: 18,531
2021: 19,918
2022: 20,189
2023: 19,758
2024: 17,185
2025: 18,248
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
Free previewRegulatory Analyst

Filings & Ownership

Regulatory Analyst
score 30Bullish
80% conf

Latest annual report (10-K) filed Feb 11, 2026. Latest quarterly report (10-Q) filed Apr 22, 2026. 7 recent 8-K material-event filings in the index.

  • Latest annual report (10-K) filed Feb 11, 2026.
  • Latest quarterly report (10-Q) filed Apr 22, 2026.
  • 7 recent 8-K material-event filings in the index.
  • Recent insider Form 4s: 0 buy vs 0 sell transactions.
  • ~10,000+ recent 13F-HR filings reference Johnson & Johnson; broad institutional reporting.
  • Recent filers include LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA.
  • 9 recent 13D activist/beneficial-ownership filings — potential catalyst.
  • 11 recent 13G passive institutional ownership notices.
Latest 10-K
Feb 11, 2026
Annual report
Latest 10-Q
Apr 22, 2026
8-K (recent)
7
Insider net
0B/0S
13F filers
10k+
Activist 13D
9
Recent 13F institutional filers (SEC EDGAR full-text)
FilerFormFiled
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA13F-HRMay 15, 2003
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA13F-HRAug 9, 2002
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA13F-HRMay 8, 2001
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA13F-HRMay 11, 2004
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA13F-HRNov 2, 2001
Recent 8-K material events
DateFormDescription
Apr 28, 20268-K8-K
Apr 14, 20268-K8-K
Jan 21, 20268-K8-K
Oct 14, 20258-K8-K
Sep 9, 20258-K8-K
Jul 16, 20258-K8-K
Jun 10, 20258-K8-K

Unlock the rest

  • Valuation
    Market cap $633.19B at $263.04 per share.
    Pro
  • Price & Technicals
    Price $263.04 — uptrend (above 200-DMA); 1-month momentum positive.
    Pro
  • Macro & Rates
    Market regime: Risk-on · Supportive.
    Pro
  • Risk Scorecard
    Composite risk: Moderate.
    Pro

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Macro exposure

Defensive · Low sensitivity
Neutral

Macro regime: Risk-on · Supportive. Johnson & Johnson is a defensive name (low macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.

Macro regime
Risk-on · Supportive
Yield curve
Normal
VIX
16.59
Fed funds
3.63%
CPI YoY
+4.2%

Advisor read

deterministic preview
Hold

Price $263.04 — uptrend (above 200-DMA); 1-month momentum positive..

Conviction
50%
Risk
Moderate
Macro
Neutral
Sizing tilt
Trim
Sizing trimmed ~10% — macro neutral — regime: Risk-on · Supportive.

Peer comparison

Defensive group

How JNJ stacks up against tracked peers with similar macro sensitivity — by rating, score and regime verdict.

CompanyRatingScoreMacro
Johnson & Johnson JNJ● youHold0Neutral
Walmart Inc. WMTSell-22Neutral