Question 1

What is JNJ's current valuation?

Accepted Answer

At $236.02 per share, JNJ trades at 21.4x trailing earnings (TTM EPS of $11.03) and approximately 16.9x forward earnings based on the Wall Street consensus of $14.00 for FY2026. The stock's market capitalization stands at $568.8 billion.

Question 2

When is JNJ's next earnings report?

Accepted Answer

Johnson & Johnson reports Q1 2026 earnings on April 14, 2026. This is the key near-term catalyst, as the market needs to see whether quarterly EPS is tracking toward the $3.50 per quarter pace required to hit the $14.00 full-year consensus.

Question 3

Is JNJ a good dividend stock?

Accepted Answer

JNJ remains a Dividend King with decades of consecutive dividend increases, but the current yield of approximately 0.62% is low by income-investor standards. The yield reflects massive price appreciation in 2025 rather than a dividend cut. The investment case is primarily about total return through earnings growth.

Question 4

How has JNJ's portfolio changed after the Kenvue spin-off?

Accepted Answer

Post-Kenvue, JNJ is now a focused MedTech and pharmaceutical company. The consumer health brands (Band-Aid, Tylenol, Neutrogena) are gone. The company competes in orthopedics, surgical robotics, interventional solutions, immunology, and oncology. Full-year 2025 revenue was approximately $94.2 billion.

Quarter	Revenue	Net Income	EPS
2025-12-28	$24.56B	$5.12B	$2.10
2025-09-28	$23.99B	$5.15B	$2.14
2025-06-29	$23.74B	$5.54B	$2.29
2025-03-30	$21.89B	$11.00B	$4.57

Johnson & Johnson

Price History (1 Year)

AI Analysis

JNJ: Earnings Apr 14 Test $236 Valuation

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