Alex Sirois
Wed, June 10, 2026 astatine 10:20 AM CDT 3 min read
Quick Read
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JNJ holds an AAA S&P recognition rating, which is higher than the U.S. government's AA+, backing 64 consecutive years of dividend increases.
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TREMFYA surged 68%, CARVYKTI jumped 62%, and DARZALEX grew 22% successful Q1 2026, much than offsetting a 60% STELARA biosimilar collapse.
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CEO Joaquin Duato raised full-year gross guidance to betwixt $100B and $101B aft Q1 2026 bushed estimates for the 4th consecutive quarter.
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Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Johnson & Johnson didn't marque the cut. Grab the names FREE today.
Johnson & Johnson (NYSE:JNJ) is simply a uncommon long-duration compounder due to the fact that it is the uncommon equity whose recognition quality, dividend record, and request illustration collectively rival a sovereign enslaved portion inactive compounding capital. Healthcare is the 1 disbursal Americans cannot defer, and Johnson & Johnson sits astatine the halfway of however that spending gets delivered.
Pillar 1: Durability That Outlasts CEOs and Cycles
The post-Kenvue Johnson & Johnson is simply a focused relation crossed 2 engines: Innovative Medicine, which generated $15.43 cardinal successful Q1 2026 (+11.2%), and MedTech astatine $8.64 cardinal (+7.7%). Revenue is dispersed crossed six precedence areas, including Oncology, Immunology, Neuroscience, Cardiovascular, Surgery, and Vision, truthful nary azygous merchandise nonaccomplishment tin interruption the company. Growth drivers similar DARZALEX ($3.96 billion, +22.5%), TREMFYA (+68.3%), and CARVYKTI (+62.1%) are doing the dense lifting portion the pipeline (IMAAVY, nipocalimab, OTTAVA robotic surgery) refills the bench. Geographic equilibrium reinforces it: U.S. gross roseate 8.3% portion Rest of World roseate 11.9%.
This is besides 1 of 2 U.S. corporations carrying an AAA recognition standing from S&P, higher than the U.S. government's AA+ rating. That equilibrium expanse is the instauration of the "safer than a Treasury bond" argument.
Pillar 2: Income That Compounds Without Drama
The quarterly dividend was raised 3.1% to $1.34 per share, payable June 9, 2026. That marks 64 consecutive years of dividend increases, a grounds that spans Vietnam, stagflation, the 2008 crisis, and the 2020 pandemic without a azygous cut. Backing the payout is FY2025 escaped currency travel of $19.7 cardinal and nett income of $26.8 cardinal connected gross of $94.19 billion.
For context, the 10-year Treasury yields 4.55% and that coupon ne'er grows. Johnson & Johnson's payout has risen each twelvemonth for six decades and is supported by an AAA equilibrium sheet. Income investors get a rising watercourse from a higher-rated issuer.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Johnson & Johnson didn't marque the cut. Grab the names FREE today.

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