8-K ·Filed Apr 14, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
The narrow EPS beat and guidance raise suggest underlying strength, particularly in Innovative Medicine. The dividend increase reinforces JNJ's commitment to shareholder returns, making it attractive for income-focused investors.
Final — all horizons settled through T+60d
JNJ ▲ +7.96% at T+60d
LONG call ✓ call won +7.96% · α vs SPY -0.29% · entry $240.01 → $259.10
T+1d
-0.68%
call -0.68% · α -1.45%
$238.38
settled 6mo ago
T+5d
-5.85%
call -5.85% · α -7.24%
$225.97
settled 5mo ago
T+20d
-7.74%
call -7.74% · α -14.04%
$221.43
settled 5mo ago
T+60d
+7.96%
call +7.96% · α -0.29%
$259.10
settled 3mo ago
Price Chart
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Executive Summary
Johnson & Johnson reported Q1 2026 earnings with adjusted EPS of $2.70, narrowly beating consensus of $2.68, and raised full-year guidance. The company also announced a 3.1% dividend increase, marking its 64th consecutive annual dividend hike.
Key Financial Metrics
EPS
$2.70
est $2.68 · +0.7%
Revenue
$24.1B
est $23.6B · +1.9% · +9.9% YoY
Rating
beat
Gross Margin
66.3%
Key Facts
- Adjusted EPS of $2.70 vs. consensus of $2.68
- Raised full-year 2026 guidance for adjusted EPS to $11.55 at midpoint
- Declared 3.1% dividend increase to $1.34 per share
- Innovative Medicine segment grew 11.2% with strong performance in oncology and neuroscience
Financial Impact
Adjusted EPS beat by $0.02 and raised guidance
epsguidancedividend
Risk Factors
- GAAP EPS of $2.14 missed expectations due to litigation-related charges
- Future performance depends on execution of restructuring programs
Market Snapshot
Price
$235.00
Volume
100
Exchange
NYSE
Sector
Pharmaceutical Preparations
Analyst Consensus
63% bullish (32 analysts)
Investment Themes
Biotech & Drug Discovery
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000200406-26-000076 |
| Document: a2026q1exhibit991.htm | 0000200406-26-000076 |
| Document: jnj-20260414.htm | 0000200406-26-000076 |
| Document: a2026q1exhibit993.htm | 0000200406-26-000076 |
| Document: 0000200406-26-000076-index-headers.html | 0000200406-26-000076 |
| Document: 0000200406-26-000076-index.html | 0000200406-26-000076 |
| Document: 0000200406-26-000076.txt | 0000200406-26-000076 |
| 8-K Data (Synthetic) | 0000200406-26-000076 |
16 reports for JNJ
50% Hit rate best @ T+60▲ +13.24%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 9, 2026 23d ago | Court Ruling | $267.08 $267.28 | ▲ +0.07% | ▲ +0.73% | $258.14 (−3.35%) |
Aug 18, 2026 6w ago | Insider Cluster | $273.41 $270.00 | ▼ −1.25% | ▼ −0.86% | $258.14 (−5.58%) |
Aug 14, 2026 7w ago | Insider Cluster | $260.35 $270.24 | ▲ +3.80% | ▲ +5.17% | $258.14 (−0.85%) |
Aug 7, 2026 7w ago | Insider Cluster | $261.81 $262.37 | ▲ +0.21% | ▲ +0.26% | $258.14 (−1.40%) |
Aug 7, 2026 8w ago | Court Ruling | $259.24 $260.35 | ▼ −0.43% | ▼ −0.03% | $258.14 (+0.42%) |
Aug 4, 2026 8w ago | 8-K | $254.93 $259.80 | ▲ +1.91% | ▲ +2.01% | $258.14 (+1.26%) |
Jul 22, 2026 10w ago | Court Ruling | $255.63 $265.53 | ▼ −3.87% | ▼ −6.27% | $258.14 (−0.98%) |
Jul 15, 2026 11w ago | 8-K | $247.02 $255.63 | ▲ +3.49% | ▲ +4.47% | $258.14 (+4.50%) |
May 20, 2026 19w ago | Court Ruling | $229.12 $231.29 | ▲ +0.95% | ▼ −0.29% | $258.14 (+12.67%) |
May 13, 2026 20w ago | ANALYST-UPGRADE | $230.79 $231.58 | ▲ +0.34% | ▲ +1.06% | $258.14 (+11.85%) |
Showing 10 of 16
US Market Status
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