1 month ago
15
Vandita Jadeja
Fri, July 10, 2026 astatine 10:30 AM CDT 4 min read
Quick Read
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JNJ notched its 64th consecutive dividend hike and raised full-year guidance, portion AbbVie's 12% gross maturation was clouded by a $744 cardinal pipeline charge.
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Skyrizi and Rinvoq grew 31% and 23% respectively, already offsetting Humira's 39% diminution and cementing AbbVie's pivot to immunology.
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JNJ suits antiaircraft income buyers with its 0.235 beta, portion AbbVie's 18x guardant P/E and 2.65% output amended fits growth-plus-income buyers.
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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) and AbbVie (NYSE:ABBV) some posted Q1 2026 results that reshape however income investors should deliberation astir large pharma.
JNJ paired a top-line bushed with a raised full-year outlook and a 64th consecutive dividend increase. AbbVie bushed connected revenue, missed connected EPS owed to a pipeline charge, and leaned harder into immunology. Same quarter, precise antithetic playbooks.
Oncology Powers One. Immunology Powers the Other.
JNJ pulled successful $24.06 cardinal successful revenue, up 9.9% YoY, with adjusted EPS of $2.70 beating the $2.6773 consensus. Oncology carried the quarter: DARZALEX deed $3.96 cardinal (+22.5%), CARVYKTI grew 62.1%, and TREMFYA absorbed STELARA stock with 68.3% growth.
STELARA itself fell 59.7%, a astir 920 ground constituent resistance connected Innovative Medicine. MedTech added $8.64 cardinal with cardiovascular up 13.0%. CEO Joaquin Duato called the portfolio and pipeline "unrivaled" aft approvals for ICOTYDE and VARIPULSE Pro.
AbbVie posted $15 cardinal successful revenue, up 12.43% YoY, with Skyrizi astatine $4.48 cardinal (+30.9%) and Rinvoq astatine $2.12 cardinal (+23.3%). Humira slid 38.6%, and adjusted EPS of $2.65 came successful a hairsbreadth beneath the $2.6676 estimation aft a $744 cardinal IPR&D complaint shaved $0.41 per share. Neuroscience surprised, increasing 26% connected Botox Therapeutic, Ubrelvy and Qulipta.
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Diversified Compounder vs. Immunology Machine
| Lens | JNJ | ABBV |
| Core Bet | Oncology + MedTech | Skyrizi and Rinvoq scaling past Humira |
| 2026 EPS Guide | $11.45 to $11.65 | $14.08 to $14.28 |
| Forward P/E | 23 | 18 |
| Dividend Yield | 2.01% | 2.65% |
| Key Vulnerability | STELARA biosimilar erosion | Humira erosion, IPR&D lumpiness |
JNJ is moving a diversified compounder strategy, backing a planned Orthopaedics separation and a $1+ cardinal Pennsylvania compartment therapy works portion raising its dividend 3.1% to $1.34. AbbVie is pouring $1.4 cardinal into a Durham, NC field and pushing the non-incretin ABBV-295 obesity programme toward the GLP-1 conversation.
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