Johnson & Johnson (JNJ)
NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-07
$267.34+3.09%
Close 2026-07-07 · 1-day change
Reading JNJ? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track JNJ free→NYSEHealth CareDrug Manufacturers - GeneralSnapshot 2026-07-07
Reading JNJ? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track JNJ free→Warn: Primary pillar under pressure — Johnson & Johnson revenue reaches at least $100.8 billion in 2026: revenue growth +6% vs 7%.
Johnson & Johnson grows revenue to about $100.8 billion in 2026. Earnings per share rise to $11.55. The company keeps raising its dividend, now $1.34 per share. New products and investments support steady growth.
Revenue growth could slow below 7.7% next year. Earnings might miss the $11.55 per share target. Legal risks and guidance cuts could hurt profits and dividend growth.
The market price is about 49% above our valuation estimate and 33% below the Street median. Analysts expect roughly 8% revenue growth, which aligns with company guidance. Our view is more cautious on growth and valuation.
Breaks if: dividend per share falls below $1.30 quarterly
Johnson & Johnson plans to increase its quarterly dividend to $1.34 per share.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Newly stated in 2026-Q1. The dividend was increased from $1.30 to $1.34 per share, marking a 3.1% increase. This aligns with the company's capital allocation strategy and shows delivery on the stated priority.
“Board of Directors declared a 3.1% increase in the quarterly dividend, from $1.30 per share to $1.34 per share.”
Breaks if: EPS falls below $10.85 per share in 2026
Johnson & Johnson aims to increase its 2026 EPS guidance to $11.55.
Stated in 2 of last 2 quarters. EPS guidance increased from $11.53 in 2025-Q4 to $11.55 in 2026-Q1. The trajectory is delivering on the stated priority with a $0.02 increase in guidance.
“Company increases 2026 guidance with adjusted EPS of $11.55 or 7.1% at the midpoint.”
“Adjusted EPS (Diluted) / Mid-point Change vs. Prior Year / Mid-point $11.43 – $11.63 / $11.53.”
Breaks if: revenue falls below $93.7 billion in 2026
Johnson & Johnson aims to increase its 2026 revenue guidance to $100.8 billion.
Stated in 2 of last 2 quarters. Revenue guidance increased from $100.5B in 2025-Q4 to $100.8B in 2026-Q1. The trajectory is delivering on the stated priority with a $0.3B increase in guidance.
“Company increases 2026 guidance with estimated reported sales of $100.8 Billion or 7.0% at the midpoint.”
“Company issues guidance for 2026 with estimated reported sales of $100.5 Billion or 6.7% at the midpoint.”