JNJ · News · 20260904N
Guidance and Outlook
JOHNSON & JOHNSON · 2026-09-04 · Importance 74 · Surprise 68 · In source text
Third-party coverage reported that management is targeting accelerated growth in 2026 and beyond despite STELARA loss-of-exclusivity pressure, upcoming drug expirations, MedTech weakness, and talc litigation. Management’s 2026 revenue guidance was reported at 7.0% to 7.6% growth. One valuation analysis indicated that the market may be implying approximately 11.9% annual revenue growth over three years, above the stated 2026 guidance range.
Key facts
- Johnson & Johnson raised its quarterly dividend to $1.34, an annualized yield of 1.95%, and has maintained a 64-year streak of dividend growth with a payout ratio near 48%. source
- Johnson & Johnson stock was reported to have risen 59.9% over the past year in one article's summary. source
- Timothy Schmid, Executive Vice President at Johnson & Johnson, sold company stock worth approximately $9.23 million and retains over 25,000 direct shares plus additional indirect holdings. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| cash | negative | committed | — | Johnson & Johnson raised its quarterly dividend to $1.34, an annualized yield of 1.95%, and has maintained a 64-year streak of dividend… |
| liability | negative | committed | — | Johnson & Johnson raised its quarterly dividend to $1.34, an annualized yield of 1.95%, and has maintained a 64-year streak of dividend… |