Johnson & JohnsonNYSE: JNJ
Health Care · Pharmaceuticals
$227.78
-0.90%
Vol: 11.6M
Research Digest
Friday, May 1, 2026
Johnson & Johnson announces acquisition of Atraverse Medical, FDA Priority Review for Imaavy in hemolytic anemia, and discontinues CD20 CAR-T programs
J&J entered definitive agreement to acquire Atraverse Medical (left-heart access/radiofrequency tech) closing Q2 2026. FDA granted Priority Review for Imaavy in hemolytic anemia on April 27. Announced discontinuation of investigational CD20 mono CAR-T and CD19-CD20 bi-CAR-T programs based on portfolio priorities. Presenting 20+ cancer abstracts at ASCO 2026. Appointed Ryan Koors as VP Investor Relations effective May 7. Announced $1.34 quarterly dividend (ex-date May 26). Stock at $229.44.
Previous Market Intelligence
13 daysApr 30Johnson & Johnson receives FDA Priority Review for IMAAVY in hemolytic anemia and Atraverse Medical acquisitionPositive▶
Johnson & Johnson announced FDA Priority Review designation for IMAAVY (nipocalimab-aahu) as first therapy for warm autoimmune hemolytic anemia treatment, a significant regulatory milestone. The firm agreed to acquire Atraverse Medical, a medical device company specializing in left-heart access and radiofrequency technology. FDA approved supplemental NDA for Caplyta in schizophrenia relapse prevention, and Phase 3 data on IMAAVY showed sustained improvements in generalized myasthenia gravis over 120 weeks. Ryan Koors appointed as VP of Investor Relations effective May 7. JNJ reported solid Q1 results with raised revenue estimates for new psoriasis treatment. Key risk: patent expirations and pipeline execution.
Apr 29Johnson & Johnson acquires Atraverse Medical April 24; Imaavy gets FDA Priority Review for hemolytic anemiaPositive▶
Johnson & Johnson entered definitive agreement April 24 to acquire Atraverse Medical, a private medical device company for cardiac ablation solutions in atrial fibrillation treatment. FDA granted Priority Review to Imaavy (nipocalimab-aahu) for hemolytic anemia on April 27. Q1 revenue beat at $24.1B (+10% YoY). New psoriasis treatment Icotyde showed early traction with 1,500 Rx in weeks. Citi reaffirmed Buy rating April 27.
Apr 16Johnson & Johnson reports Q1 2026 revenue of $24.1 billion, beating expectations, and raises full-year guidance while declaring 64th consecutive dividend increase to $1.34/sharePositive▶
Johnson & Johnson beat first-quarter expectations with revenue of $24.1 billion, up 10% YoY, as strong demand for cancer drug Darzalex and psoriasis treatment Tremfya offset Stelara revenue declines. The company raised full-year 2026 guidance with expected sales between $100.3-$101.3 billion and adjusted EPS of $11.45-$11.65. Darzalex revenue reached $3.964 billion, up 23%, while Tremfya posted $1.608 billion, up 68%. The board declared a 64th consecutive dividend increase, raising the quarterly payout from $1.30 to $1.34 per share.
Apr 15Johnson & Johnson beat Q1 earnings expectations with 9.9% revenue growth to $24.06 billion, raising full-year guidance while announcing 64th consecutive dividend increasePositive▶
Johnson & Johnson reported Q1 2026 earnings of $2.70 per share, exceeding estimate of $2.67, with revenue rising 9.9% to $24.06 billion. Strong demand for Darzalex and Tremfya offset a 60% decline in Stelara sales. The company raised full-year revenue guidance to $100.8 billion and adjusted earnings to $11.55 per share. J&J announced 3.1% dividend increase marking 64th consecutive year.
Apr 14Johnson & Johnson reports Q1 2026 earnings April 14; ICOTYDE psoriasis treatment FDA-approvedPositive▶
Q1 earnings on April 14. FDA approved ICOTYDE for plaque psoriasis. Stock up 58.78% YoY. Barclays reaffirmed Hold.
Apr 13Q1 2026 earnings due April 14; strategic transformation completed; asbestos litigation risk at $10-15B settlement rangePositive▶
J&J reports Q1 2026 earnings April 14 before market open; consensus EPS $2.68, revenue $23.6B. Company completed transformation to pure-play Innovative Medicine/MedTech platform after Kenvue spin-off, with Orthopaedics business separation underway. Stock surged 60% since early 2025, now at $241.30. Major headwind: 67,000+ asbestos litigants with settlement estimate of $10-15B. TECNIS PureSee IOL new clinical data and VARIPULSE Pro CE Mark approval in Europe.
Apr 10Johnson & Johnson scheduled to report Q1 2026 earnings April 14 with analyst predictions of $2.68 EPS.Positive▶
Johnson & Johnson will release Q1 2026 earnings April 14 with analysts predicting $2.68 EPS and $23.6B revenue. Company has transformed into pure-play Innovative Medicine and MedTech powerhouse. 63 consecutive years of dividend increases. Launched VARIPULSE Pro device in Europe. HSBC upgraded to $280 target and Wolfe Research to $240.
Apr 9Johnson & Johnson reports strong Q4 results with Darzalex oncology drug surging 26.6% to $3.90B annual revenuePositive▶
Johnson & Johnson posted Q4 revenue of $24.56B, up 9.1% YoY, with Innovative Medicine segment contributing $15.76B. Oncology drug DARZALEX surged 26.6% to $3.90B. Phase 3 data shows ICOTYDE oral peptide maintains high psoriasis remission rates. Exclusive distribution deal for SIRTURO signed with KYORIN Pharmaceutical for Japan market. 63 consecutive years of dividend increases alongside Coca-Cola. Consensus favors defensive healthcare positioning in uncertain macro environment.
Apr 8J&J reports Phase 3 psoriasis data and signs distribution deal with KYORIN Pharmaceutical for bedaquiline.Neutral▶
J&J announced exclusive distribution agreement with KYORIN Pharmaceutical for SIRTURO (Bedaquiline) in Japan. Reported 52-week Phase 3 data showing oral peptide ICOTYDE maintained high complete skin clearance rates for psoriasis. JNJ shares declined 0.85% to $240.97. Continues 63 consecutive years of dividend increases. Defensive healthcare positioning.
Apr 7J&J wins FDA approval for Tecvayli/Darzalex combo in multiple myeloma; bankruptcy court dismisses talc subsidiary Chapter 11Mixed▶
Johnson & Johnson revealed "unprecedented" Phase 3 data in relapsed/refractory multiple myeloma achieving 83.4% 36-month progression-free survival. FDA approved Tecvayli and Darzalex Faspro combination. Positive 52-week Phase 3 data for oral psoriasis drug ICOTYDE. $500M R&D partnership with Royalty Pharma on antibody therapy JNJ-4804. Third Circuit rejected J&J's talc bankruptcy strategy, dismissing subsidiary Chapter 11 and rejecting attempt to offload liabilities; stock fell 3% (largest 2-year decline). $8.9B settlement offer over 25 years on table. Share price up 19% over 90 days, 17.2% YTD. Analyst consensus: Strong Buy (1), Buy (17), Hold (9) with avg. PT $236.91.
Apr 6J&J explores $20B+ sale of orthopedics unit; FDA approves ICOTYDE for psoriasis and new EDOF cataract lens.Neutral▶
J&J received FDA approvals for ICOTYDE plaque psoriasis treatment and advanced EDOF intraocular lens. Exploring potential $20B+ sale of DePuy Synthes orthopedics unit. Stock at $244.12 with mixed sentiment. DCF shows 32.8% intrinsic discount. Forecasts 2026 profit above estimates. Focused on oncology, immunology, neuroscience. Q1 earnings April 14.
Apr 3Johnson & Johnson approved for psoriasis pill as company explores strategic options for DePuy Synthes unit amid ongoing talc litigation.Mixed▶
The FDA approved a psoriasis pill from J&J that rivals injectable therapies, broadening the company's immunology portfolio. RYBREVANT FASPRO reduces administration time from hours to minutes for lung cancer patients. The company entered a $500 million R&D co-funding agreement with Royalty Pharma and is evaluating strategic options for DePuy Synthes. Stock closed at $244.12 with 1.7% gains over 7 days. The company faces over 3,000 U.K. talc litigation claims.
Apr 1Johnson & Johnson beat Q4 expectations and provides solid 2026 guidance; FDA approved TECVAYLI plus DARZALEX in record 55 days.Positive▶
Johnson & Johnson reported Q4 2025 beat with revenues of $24.56 billion up 9.1% YoY and adjusted EPS of $2.46 up 20.6% YoY. The company issued 2026 sales guidance of $100-101B and adjusted EPS guidance of $11.53, representing 6.9% growth. The FDA approved TECVAYLI plus DARZALEX FASPRO on March 5 under the priority voucher program in just 55 days versus typical 10-12 months, showing an 83% reduction in myeloma progression risk. Q1 2026 earnings are scheduled for April 14. JNJ stock surged 60% between June 30, 2025 and March 27, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| LLYELI | $964.50 | +3.20% | +0.8% | 22.2x | 0.50 | $834.9B |
| JNJJOHNSON | $227.78 | -0.90% | -4.6% | 18.1x | 0.33 | $553.3B |
| MRKMERCK | $112.32 | +2.88% | -9.7% | 11.2x | 0.28 | $269.7B |
| PFEPFIZER | $26.37 | -1.25% | -4.1% | 9.5x | 0.39 | $151.9B |
| BMYBRISTOL | $58.19 | -3.97% | +2.1% | 9.9x | 0.27 | $123.7B |
| ZTSZOETIS | $114.35 | -0.54% | -2.8% | 15.2x | 0.97 | $48.5B |
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