Johnson & Johnson (JNJ) Stock Outlook Ahead of Q4 Earnings

Johnson & Johnson prepares to report fourth-quarter fiscal 2025 results on January 21, with Wall Street anticipating a 22% surge in earnings per share to $2.49-$2.50. Revenue is projected to grow 7.3% year-over-year, reaching approximately $24.14 billion. The stock has outperformed the S&P 500, climbing 47-48.7% over the past year.

Recent developments include promising Phase 3 data for Caplyta in treating major depressive disorder, with 65% of patients achieving remission in a six-month extension study. The company also announced $55 billion in U.S. investments, including a $2 billion biologics plant in North Carolina expected to create 5,000 jobs. However, a Maryland jury ordered J&J to pay $1.56 billion in a talc lawsuit, a verdict the company plans to appeal.

Analysts remain divided on the stock, maintaining a Moderate Buy rating with an average price target of $221.09, suggesting minimal upside from current levels. The company continues to uphold its Dividend King status, reinforcing its appeal to income-focused investors.