Core Insights - The article discusses two top dividend stocks, Johnson & Johnson and United Parcel Service, highlighting their financial health and dividend performance as attractive investment opportunities. Group 1: Johnson & Johnson - Johnson & Johnson is one of the largest pharmaceutical companies globally, with a history of increasing dividends for over 62 years [3][4]. - The current dividend yield for Johnson & Johnson is approximately 3.2%, significantly higher than the S&P 500 average of 1.3%, with a forward annual dividend payout of $4.96 per share [4]. - The company maintains a payout ratio of 80% of earnings, generating $20 billion in free cash flow and $25 billion in operating cash flow over the last 12 months, indicating strong financial stability [5]. - In Q3 2024, Johnson & Johnson reported net sales of $22.4 billion, a 5% increase year-over-year, with net earnings of $2.7 billion [7]. Group 2: United Parcel Service - United Parcel Service has consistently paid and raised its dividend since its IPO in 1999, with a current forward annual dividend rate of $6.52 per share [8]. - The current yield for UPS is nearly 5%, which is almost four times higher than the average S&P 500 stock, despite recent challenges in package volume and increased costs [9]. - UPS has maintained a payout ratio of over 90% of earnings, generating $4 billion in free cash flow over the trailing 12 months [10]. - In Q3 2024, UPS reported revenue of $22.2 billion, a 5.2% increase from the previous year, with earnings rising by 37% to $1.5 billion [12][13].

Group 1 - iREIT® offers in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers, with a tracker that covers over 250 tickers [1] - Dividend Kings are highlighted as top-tier companies that have increased their dividends for over 50 consecutive years, indicating a strong commitment to returning value to shareholders [1] Group 2 - The investing group iREIT®+HOYA Capital is led by Brad and includes a team with over 100 years of combined experience, featuring professionals from diverse backgrounds such as hedge fund management and military service [2] - Brad Thomas has extensive experience in real estate investing, having been involved in over $1 billion in commercial real estate transactions and is recognized in major financial media [3]

Core Viewpoint - AbbVie stock (NYSE: ABBV) is considered a better pharmaceutical investment compared to Johnson & Johnson stock (NYSE: JNJ) due to better future prospects driven by new drugs gaining market share, despite both trading at 15x forward expected earnings [1][15]. Group 1: Stock Performance - AbbVie stock has increased by 85% from $90 in January 2021 to around $165, while JNJ has only risen about 10% during the same period [2]. - AbbVie's returns were 32% in 2021, 24% in 2022, and 0% in 2023, whereas JNJ's returns were 11%, 6%, and -9% respectively [2]. Group 2: Revenue Growth - JNJ's revenue grew by 11.4% from $78.7 billion in 2021 to $87.7 billion, while AbbVie's revenue declined by 1.2% from $56.2 billion to $55.5 billion [4]. - JNJ's pharmaceutical segment growth is driven by drugs like Darzalex and Stelara, while AbbVie faces revenue loss due to Humira's market exclusivity loss [5][7]. Group 3: Profitability - JNJ's operating margin improved from 26.6% in 2021 to 27.5% in 2023, while AbbVie's margin declined from 31.9% to 23.5% [11]. - JNJ's adjusted earnings per share for 2024 are projected at $9.91, down from $10.05, while AbbVie expects adjusted earnings per share between $10.90 and $10.94, compared to $11.11 in 2023 [12][13]. Group 4: Financial Position - JNJ has a better financial position with 10% debt as a percentage of equity compared to AbbVie's 24%, and JNJ's cash as a percentage of assets is 11% versus AbbVie's 5% [14]. Group 5: Future Outlook - Both AbbVie and JNJ are expected to see sales growth at a mid-single-digit average annual rate over the next few years [10]. - AbbVie is anticipated to grow its sales and earnings despite Humira's patent loss, with peak sales for Rinvoq and Skyrizi expected to reach $32 billion [18].

J&J (JNJ) stock has plunged 6.1% in a month, losing almost $24 billion of its market value.Though slowing sales in its MedTech segment, the upcoming patent expiration of its blockbuster drug, Stelara, and talc-related legal issues are hurting J&J, a lot of this stock price decline could be due to the broader drug/biotech sector decline in the past month. Lower-than-expected sales of Lilly (LLY) and Novo Nordisk’s (NVO) popular diabetes and obesity drugs in the third quarter, guidance cuts, pipeline setbacks ...

The Health Care sector is often known for its stability during periods of economic turmoil. That’s not the case today, given uncertainty regarding future policy thanks to speculation that Robert F. Kennedy, Jr. will be appointed head of the DepartmentFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passio ...

More than 90 presentations of clinical trial and real-world data highlight potentially practice-changing evidence and commitment to pioneer the next wave of therapies for patients with hematologic malignancies RARITAN, N.J., Nov. 19, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) announced today more than 90 abstracts featuring data from the Company's differentiated blood cancer portfolio and pipeline will be presented at the 66th American Society of Hematology (ASH) Annual Meeting in San Diego from Dece ...

Icotrokinra (JNJ-2113), a first-in-class investigational targeted oral peptide that selectively blocks the IL-23 receptor, met its co-primary endpoints in patients with moderate to severe plaque psoriasis74% of patients achieved clear or almost clear skin (IGA 0/1) at week 24Comprehensive results are being prepared for presentation at upcoming medical congressesSPRING HOUSE, Pa., Nov. 18, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced positive topline results from ICONIC-LEADa, a pivotal ...

Financial Data and Key Metrics Changes - Johnson & Johnson's acquisitions of Shockwave and Abiomed represent approximately 3.5% of total sales, with a combined investment of $30 billion [2][4]. Business Line Data and Key Metrics Changes - The Abiomed franchise is focused on expanding its cardiac power device offerings, including the next-generation Impella pump, which has shown significant safety and efficacy in clinical studies [5][6]. - Shockwave has launched the E8 peripheral product and is working on new devices that utilize lithotripsy technology to treat calcified lesions, enhancing procedural efficiency [6][30]. Market Data and Key Metrics Changes - The interventional cardiology market is valued at approximately $65 billion, growing at 8% annually, with gross margins exceeding 80% [8]. - The company aims to shift its revenue mix from 80% US to a higher percentage of international sales as new markets open up [20]. Company Strategy and Development Direction - Johnson & Johnson is re-entering the interventional cardiology space, focusing on high-growth areas with significant unmet needs, aiming to be a market creator rather than just a participant [8][12]. - The integration of acquired companies like Abiomed and Shockwave is being handled thoughtfully to minimize disruption while amplifying their existing strengths [10][19]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong clinical data and innovative product pipelines as catalysts for growth [22][23]. - The company is actively pursuing geographic expansion and market access strategies to increase the availability of its products globally [20][35]. Other Important Information - The V-Wave acquisition targets a significant unmet need in heart failure treatment, with a potential market size comparable to the US TAVR market [36][38]. - The company is leveraging its historical expertise and relationships in international markets to enhance patient care and access [35]. Q&A Session All Questions and Answers Question: Reflections on TCT and customer interactions - Management noted a positive reception at TCT, highlighting strong engagement with interventional cardiovascular professionals and successful data presentations [5]. Question: Integration of acquired companies - Management emphasized that integration is designed to be seamless, ensuring minimal disruption to existing operations while enhancing patient care [10]. Question: Future M&A strategy - The company is open to various sizes of acquisitions, focusing on high-growth, high-margin opportunities that align with its strategic goals [12][13]. Question: Growth expectations for Abiomed - While specific growth numbers were not disclosed, management indicated strong momentum and significant catalysts for future growth [21][22]. Question: Opportunities in structural heart - Management acknowledged the potential in structural heart treatments and the application of lithotripsy technology to improve patient outcomes [16][30].

Johnson & Johnson (NYSE:JNJ) Stifel 2024 Healthcare Conference November 18, 2024 10:55 AM ET Company Participants Michael Bodner - Group President, Heart Recovery and Circulatory Restoration Conference Call Participants Rick Wise - Stifel Rick Wise Okay everybody, Rick Wise again here and it is my pleasure and truly my privilege to welcome J&J to the 2024 Stifel Healthcare Conference. To my left, Michael Bodner, Group President, Heart Recovery and Circulatory Restoration. In the audience, two friends from I ...

Johnson & Johnson (JNJ) announced that the EMA’s Committee for Medicinal Products for Human Use (“CHMP”) recommended approving the combination of its intravenously administered EGFR/MET inhibitor Rybrevant (amivantamab) and oral EGFR-TKI inhibitorLazcluze (lazertinib) for use in certain patients with non-small cell lung cancer (NSCLC).The CHMP has recommended the Rybrevant-Lazcluze combination as a first-line treatment for adult patients with locally advanced or metastatic NSCLC with EGFR exon 19 deletions ...