Johnson & Johnson Stock Price, News & Analysis

Johnson & Johnson (NYSE:JNJ) announced positive topline results from the Phase 3 MajesTEC-3 study of TECVAYLI (teclistamab-cqyv) plus DARZALEX FASPRO versus investigator's choice (DPd or DVd) in relapsed/refractory multiple myeloma with one to three prior lines of therapy.

At almost three years follow-up the combination met the primary endpoint of progression-free survival (PFS) and the secondary endpoint of overall survival (OS) with statistically significant superiority; the IDMC recommended unblinding. Safety was consistent with known monotherapy profiles. Phase 2 MajesTEC-5 earlier showed a 100% overall response rate in transplant-eligible newly diagnosed patients.

Johnson & Johnson (NYSE: JNJ) announced a cash dividend of $1.30 per share for the fourth quarter of 2025. The dividend is payable on December 9, 2025 to shareholders of record at the close of business on November 25, 2025. The ex-dividend date is November 25, 2025.

Johnson & Johnson (NYSE: JNJ) announced its intent to separate its Orthopaedics business into a standalone company to operate as DePuy Synthes. The company said the move aims to sharpen JNJ's focus on higher‑growth Innovative Medicine and MedTech areas and accelerate MedTech portfolio shifts toward higher‑margin markets. The Orthopaedics business reported ~$9.2 billion in sales for fiscal 2024 and serves a $50 billion+ global market. The company targets completion within 18–24 months and appointed Namal Nawana as Worldwide President of DePuy Synthes.

Johnson & Johnson (NYSE: JNJ) reported Q3 2025 sales of $23.99B, up 6.8% year-over-year, with operational growth of 5.4% and adjusted operational growth of 4.4%. GAAP diluted EPS was $2.12 and adjusted diluted EPS was $2.80 (+15.7% YoY). The company raised its full-year estimated reported sales guidance to a $93.7B midpoint and reaffirmed full-year adjusted EPS at a $10.85 midpoint while absorbing higher tax costs. Q3 product and pipeline highlights include U.S. approval of INLEXZO, subcutaneous TREMFYA approval in ulcerative colitis, a submission for icotrokinra, landmark overall survival data for RYBREVANT + LAZCLUZE, and long-term survival benefit for the Impella heart pump from DanGer Shock.

Johnson & Johnson (NYSE: JNJ) announced receipt of an unsolicited mini‑tender from Tutanota LLC to buy up to 500,000 shares at $145.00 per share. The offer equals about 0.0207% of JNJ outstanding shares as of the September 29, 2025 offer date and is conditioned on the closing price exceeding $145.00 on the last trading day before expiration.

Johnson & Johnson is not associated with the bidder, says the offer price is below recent market levels, warns the offer may be extended in successive 45–180 day periods, and recommends shareholders take no action and consult brokers or advisors. The offer is scheduled to expire at 5:00 p.m. ET on October 29, 2025 unless extended or terminated.

Johnson & Johnson (NYSE: JNJ) will present 17 abstracts at the 2025 ECNP Congress (October 11–14, Amsterdam) showcasing new clinical and real‑world data across major depressive disorder (MDD), treatment‑resistant depression (TRD) and schizophrenia.

Highlights include Phase 3 and post‑hoc analyses of adjunctive lumateperone (CAPLYTA) on sexual function and anhedonia, subgroup efficacy of adjunctive seltorexant versus quetiapine XR in EU/UK MDD with insomnia, and ESCAPE‑TRD analyses and French real‑world safety data for esketamine (SPRAVATO).

Johnson & Johnson (NYSE: JNJ) will present at the UBS Global Healthcare Conference on Tuesday, November 11, 2025. Management will take part in a Fireside Chat at 11:00 a.m. ET. A live audio webcast will be available on the company's investor relations site at www.investor.jnj.com, with an archived edition posted the same day and an audio replay available approximately 48 hours after the live event.

Johnson & Johnson (NYSE: JNJ) reported 48-week Phase 3 ASTRO results showing subcutaneous TREMFYA (guselkumab) achieved sustained clinical and endoscopic outcomes in adults with moderately to severely active ulcerative colitis.

At Week 48 TREMFYA 100 mg q8w and 200 mg q4w produced clinical remission 36.7% and 42.9%, endoscopic remission 25.9% and 26.4%, and symptomatic remission 47.5% and 53.6%, versus placebo 7.2%/5%/14.4% respectively. Results were consistent across biologic/JAK-naïve and refractory subgroups and safety matched the established profile. TREMFYA is the first IL-23 inhibitor with a fully subcutaneous regimen and has recent U.S. FDA SC induction approval for UC.

Johnson & Johnson (NYSE: JNJ) reported Week 12 results from the Phase 2b ANTHEM-UC study of icotrokinra, a once-daily oral peptide that selectively blocks the IL-23 receptor. The study met its primary endpoint with clinical response rates of 63.5% at 400 mg versus 27% for placebo (p<0.001); 200 mg and 100 mg showed 58.1% and 54.7% response rates. At Week 12 the 400 mg group achieved clinical remission 30.2% (p=0.006), symptomatic remission 46.0%, and endoscopic improvement 36.5% (p=0.002). Safety profiles and serious adverse event rates were similar to placebo through Week 12. Based on these data JNJ has initiated Phase 3 ICONIC-UC and ICONIC-CD programs and submitted an NDA in July 2025 for icotrokinra in plaque psoriasis.