JNJ Q1 2026 Earnings Beat, Div Hike & Growth Thesis
Key Questions
What were Johnson & Johnson's Q1 2026 earnings results?
JNJ reported EPS of $2.70, beating expectations, with revenue up 9.9%. Growth came from Med, MedTech, and CAPLYTA.
What is JNJ's FY26 guidance?
The company guided FY26 EPS to $11.45-11.65. This supports the ongoing growth thesis.
Did Johnson & Johnson raise its dividend?
Yes, the quarterly dividend increased to $1.34 per share, yielding 2.4%. This reflects financial strength.
What supports the bullish thesis for JNJ stock?
FDA wins, CAPLYTA's efficacy in MDD trials, and a 40% intrinsic discount to $260 PT confirm bullish outlook. Despite minor trims and talc issues.
How do analysts view JNJ stock?
Wall Street analysts are generally bullish, with investor attention high. Zacks rates it #3 Hold amid insider sells.
EPS $2.70 beat, rev +9.9%, FY26 $11.45-11.65 guide, div $1.34 qtrly (2.4% yield). Med/MedTech/CAPLYTA growth, FDA wins, 40% intrinsic discount to PT $260 confirms bullish vs minor trims/insider sells/talc/Zacks #3 Hold.