Johnson & Johnson

JNJ

Market cap $527B

JNJ heads into Q4 earnings with strong pharma and MedTech momentum, offset by Stelara biosimilar pressure and China-related headwinds.

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Trump's Great Healthcare Plan redraws healthcare winners and losers - here's how ETFs like IHE could benefit as middlemen face pressure.

Healthcare may be entering early mean reversion, but much of Johnson & Johnson's valuation recovery has already occurred. Post-Kenvue, JNJ is a higher-growth, less dividend-centric business, changing how income investors should evaluate the stock. Free cash flow momentum has improved, supporting reinvestment and potential multiple expansion if execution continues.

Johnson & Johnson is downgraded to Hold, as valuation is now stretched after a 50% 12-month rally. JNJ trades above 21x forward EPS, exceeding its long-term average and offering a limited margin of safety despite strong fundamentals. Q3 results were robust, with $24B in revenue and a 69.6% gross margin; management raised FY25 sales guidance and maintains an operational EPS outlook.

AbbVie has increased its dividend by 333% since 2013. Coca-Cola is a Dividend King that still has plenty of growth potential.

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The 2025 Q4 earnings season is in full swing, with results from the big banks this week kicking the period into a much higher gear.

Evaluate the expected performance of Johnson & Johnson (JNJ) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

TECVAYLI® alone reduced risk of disease progression or death by 71% in a high unmet need population MajesTEC-9 is the second positive Phase 3 study to support TECVAYLI® regimens as a potential new standard of care as early as first relapse RARITAN, N.J., Jan. 14, 2026 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ), a worldwide leader in multiple myeloma therapies, today announced positive topline results from the investigational Phase 3 MajesTEC-9 study of TECVAYLI® (teclistamab-cqyv) monotherapy, showing a 71% reduction in the risk of disease progression or death and a 40% reduction in the risk of death in a patient population that was predominantly refractory to anti-CD38 therapy and lenalidomide.