New York, Feb 10, 2026, 11:58 (EST) — Regular session
Johnson & Johnson stock hovered near $238.70 in late morning Tuesday, showing little movement as investors took in a newly posted conference schedule and fresh insider transaction filings. Shares have traded between $237.89 and $240.52 during the session.
Markets barely budged, as investors kept wrestling with where U.S. growth and rates might head next—a climate that can nudge even the usual healthcare stalwarts when there’s no fresh news on the tape. “It’s really the retail sales data that’s come out below expectations … that’s driving some of the weakness,” said Charlie Ripley, vice president of portfolio management at Allianz Investment Management. Reuters
December brought an unexpected stall in U.S. retail sales, with “core” sales—key for tracking consumer spending in GDP—dipping 0.1%. “Overall, signs of earlier consumer strength may be starting to falter,” said Thomas Ryan, North America economist at Capital Economics. Reuters
Johnson & Johnson announced Monday it’s scheduled to appear at the Barclays 28th Annual Global Healthcare Conference on March 10. Management will take part in a fireside chat at 11:30 a.m. Eastern. The company plans to stream a live audio webcast on its investor relations website.
Johnson & Johnson’s management is slated for a fireside chat at 11:10 a.m. Eastern on March 3, part of TD Cowen’s annual healthcare conference, the company said in a separate notice.
In a separate regulatory filing, Chief Technology & Risk Officer Kathryn Wengel exercised options for 38,945 shares on Feb. 6, according to a Form 4. Of those, 27,270 shares were withheld to take care of taxes and the cost of exercising — standard procedure in these transactions.
Johnson & Johnson’s cardiac devices have drawn fresh attention from investors—especially given how often executives get grilled on the topic during meetings. On Feb. 6, in an update tied to the AF Symposium, the company reported its OMNY-AF pilot cohort reached 90% primary effectiveness at 12 months. It also pointed to new safety data on the VARIPULSE system. That device is “valuable for precise and efficient pulsed field energy delivery,” according to Dinesh Sharma, section head of cardiac electrophysiology at Naples Heart Institute. Unlike heat-based energy, pulsed-field ablation relies on electrical pulses to treat atrial fibrillation. JNJ.com
The real test for the stock sits with the 2026 guidance. Back in January, Johnson & Johnson laid out a sales target between $99.5 billion and $100.5 billion, and put adjusted earnings at $11.43 to $11.63 a share. The company flagged roughly $500 million in medical-device tariffs, and said a Medicare drug pricing agreement would shave off “hundreds of millions of dollars.” Biosimilar rivals also loom over the Stelara line — copycat biologic drugs that tend to undercut prices. Reuters
Litigation still hangs over the situation. On Feb. 6, a New Jersey appeals court blocked Beasley Allen from representing claimants in a consolidated group of state talc lawsuits, citing an ethics breach. Johnson & Johnson, which maintains its talc products are safe, is also trying to get the firm disqualified in federal court—a move that’s still up in the air. According to the ruling, more than 67,500 cases are active in federal court, with around 3,600 more in New Jersey state court.
Traders now turn to the upcoming data slate: delayed U.S. jobs and inflation figures due later this week could reshape rate-cut wagers, following Tuesday’s consumer data that shook up sentiment. For Johnson & Johnson holders, it’s all about what execs decide to highlight—or sidestep—when they appear at TD Cowen on March 3, then Barclays on March 10.
