Johnson & Johnson (JNJ) delivered mixed results in Q2 FY2026 on revenue of $25.3B versus the $25.1B estimate (+6.6% YoY) and EPS of $2.90. The next Johnson & Johnson (JNJ) earnings date is Oct 13, 2026. Below is the full Johnson & Johnson earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Johnson & Johnson (JNJ) Earnings Analysis — key stats
Next earnings date
Oct 13, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
5 of last 8 (quarters above estimate)
Avg next-day move
±1.3% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±8.7% (options-derived · into Oct 13, 2026)
Institutional ownership
112.9% (13F as of 2026-06-30)
Top 10 holders
33.6% (of shares outstanding)
Insider activity
3 buys / 9 sells (recent Form 4 filings)
Revenue
$25.3B (vs $25.1B est · +1.0% surprise · +6.6% YoY)
EPS
$2.90 (vs $2.84 est · +2.1% surprise · -0.9% YoY)
Share price
$273.04 (+1.0%)
Market cap
$658.0B
Johnson & Johnson (JNJ) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$25.3B vs $25.1B est
$2.90 vs $2.84 est
+2.1%
-1.5%
Mixed
Q2 FY2026
$24.1B vs $23.6B est
$2.70 vs $2.68 est
+0.7%
+0.3%
In line
Q1 FY2026
$24.6B vs $24.1B est
$2.46 vs $2.46 est
+0.0%
+0.1%
In line
Q4 FY2025
$24.0B vs $23.8B est
$2.80 vs $2.76 est
+1.4%
+0.1%
In line
Q3 FY2025
$23.7B vs $22.9B est
$2.77 vs $2.68 est
+3.4%
+5.0%
Beat
Q2 FY2025
$21.9B vs $21.6B est
$2.77 vs $2.58 est
+7.4%
-0.3%
Mixed
Q1 FY2025
$22.5B vs $22.4B est
$2.04 vs $1.99 est
+2.5%
-1.0%
Mixed
Q4 FY2024
$22.5B vs $22.2B est
$2.42 vs $2.21 est
+9.5%
+1.7%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.7%
212.1M
$53.9B
-0.6%
Vanguard Capital Management LLC
6.4%
157.2M
$39.9B
+0.4%
State Street Corp
5.5%
133.8M
$34.0B
+0.2%
Vanguard Portfolio Management LLC
2.6%
64.4M
$16.3B
+1.3%
Geode Capital Management, LLC
2.4%
59.1M
$15.0B
-0.1%
Jpmorgan Chase & CO
2.4%
58.3M
$15.1B
-7.6%
Morgan Stanley
1.8%
44.8M
$11.4B
+0.2%
Norges Bank
1.3%
31.8M
$8.1B
+100.0%
State Farm Mutual Automobile Insurance CO
1.3%
31.6M
$8.0B
+0.0%
Northern Trust Corp
1.2%
28.8M
$7.3B
-1.8%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Taubert Jennifer L
officer: EVP, WWC. Innovative Medicine
2026-08-17
Buy
15K
$1.7M
Taubert Jennifer L
officer: EVP, WWC. Innovative Medicine
2026-08-17
Sell
15K
$4.0M
Taubert Jennifer L
officer: EVP, WWC. Innovative Medicine
2026-08-17
Sell
15K
$1.7M
Duato Joaquin
director, officer: CEO and Chairman of the Board
2026-08-13
Buy
123K
$14.3M
Duato Joaquin
director, officer: CEO and Chairman of the Board
2026-08-13
Sell
21K
$5.5M
Duato Joaquin
director, officer: CEO and Chairman of the Board
2026-08-13
Sell
102K
$26.7M
Duato Joaquin
director, officer: CEO and Chairman of the Board
2026-08-13
Sell
123K
$14.3M
Duato Joaquin
director, officer: CEO and Chairman of the Board
2026-08-05
Sell
42K
$10.8M
What you'll find
Next Johnson & Johnson (JNJ) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Johnson & Johnson reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Johnson & Johnson (JNJ)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Johnson & Johnson's next earnings date?
Johnson & Johnson's (JNJ) next scheduled earnings date is Oct 13, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Johnson & Johnson (JNJ) beat or miss earnings?
In Q2 FY2026, Johnson & Johnson (JNJ) posted mixed results — revenue of $25.3B versus the $25.1B estimate (+1.0% surprise) and EPS of $2.90 versus $2.84 expected (+2.1% surprise). Magnisto decodes every Johnson & Johnson (JNJ) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Johnson & Johnson beat earnings estimates?
Over its last 8 reported quarters, Johnson & Johnson (JNJ) beat Wall Street EPS estimates 5 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Johnson & Johnson (JNJ) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Johnson & Johnson stock move after earnings?
Over its last 8 quarterly reports, Johnson & Johnson (JNJ) moved an average of ±1.3% the day after earnings — ranging from -1.5% (Q3 FY2026) to +5.0% (Q3 FY2025). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 13, 2026, options-implied volatility is pricing in a move of roughly ±8.7% (derived). Magnisto tracks the realized post-earnings move for every Johnson & Johnson (JNJ) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Johnson & Johnson?
Institutions hold about 112.9% of Johnson & Johnson's (JNJ) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.7%), Vanguard Capital Management LLC (6.4%), State Street Corp (5.5%). Magnisto lists Johnson & Johnson's (JNJ) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Johnson & Johnson (JNJ)?
In the most recent Form 4 filings Magnisto tracks, Johnson & Johnson (JNJ) insiders recorded 3 purchases and 9 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Johnson & Johnson (JNJ) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Johnson & Johnson (JNJ), anchored to the current $273.04 share price, so you can weigh the bull, base and bear cases for Johnson & Johnson side by side.
Is Johnson & Johnson (JNJ) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Johnson & Johnson fits your own thesis and risk profile. This is research, not investment advice.