Core Insights - Johnson & Johnson has launched ACUVUE® OASYS MAX 1-Day MULTIFOCAL for ASTIGMATISM, the first daily disposable multifocal toric contact lens for astigmatic presbyopes in the UK and Ireland, addressing the needs of a significant patient demographic [1][5] Product Features - The new lens provides exceptional comfort, clarity, and stability, offering clear vision at all distances and in various lighting conditions [4][1] - Clinical data indicates that nearly 91% of wearers were successfully fitted with their first pair of lenses during their initial visit [2][4] - The lens demonstrates 100% rotational stability within 5 degrees with a blink, and 95.3% of patients report clear vision during daily activities [4][2] Market Context - Astigmatism affects approximately half of patients in at least one eye, and up to 2.1 billion people globally are expected to develop presbyopia by 2030, highlighting a growing market for tailored vision solutions [1][4] - One in four astigmatic patients discontinue lens wear within the first year due to issues like blurred vision and discomfort, indicating a significant unmet need in this segment [1][4] Support for Eye Care Professionals - Johnson & Johnson has introduced tools such as the ACUVUE® simplifit calculator and the ACUVUE® Astigmatism Demonstration Flipper to assist Eye Care Professionals in providing personalized fitting experiences [2][3] - These tools aim to enhance efficiency and accuracy in identifying optimal trial lens power for patients, thereby improving patient care [2][3] Availability and Promotion - The ACUVUE® OASYS MAX 1-Day MULTIFOCAL for ASTIGMATISM is currently available in select practices in the UK and Ireland, with a broader rollout planned for Spring 2026 [5][1] - The product will be showcased at 100% Optical, the UK's largest optical event, to educate Eye Care Professionals about its technology and clinical benefits [5][1]

A live audio webcast of the presentation will be accessible through Johnson & Johnson's Investor Relations website at www.investor.jnj.com. An archived edition of the session will be available later that day. NEW BRUNSWICK, N.J.--(BUSINESS WIRE)--Johnson & Johnson (NYSE: JNJ) will present at the TD Cowen 46 Annual Health Care Conference on Tuesday, March 3rd, 2026. Management will participate in a Fireside Chat at 11:10 a.m. Eastern Time. th The audio webcast replay will be available approximately 48 hours ...

Core Viewpoint - Johnson & Johnson (NYSE: JNJ) has been upgraded by Morgan Stanley from Equal Weight to Overweight, with a new price target of $262, indicating a positive outlook for the company's future performance [1][2]. Group 1: Analyst Insights - Terence Flynn from Morgan Stanley anticipates higher earnings estimates for Johnson & Johnson due to new product cycles, projecting earnings to exceed consensus estimates by nearly 20% [2][3]. - Flynn highlighted that Johnson & Johnson has one of the most robust new product cycles in the biopharma industry, raising estimates for products such as Tremfya, Icotyde, Tecvayli, and Darzalex [3]. Group 2: Stock Performance and Analyst Ratings - Over the past year, Johnson & Johnson shares have returned over 48.50%, with 57% of analysts rating it a Buy, 36% a Hold, and 7% a Sell [4]. - The median price target among analysts is $240, suggesting an upside of just under 6%, while Morgan Stanley's target of $262 indicates a potential upside of 15.25% [4]. Group 3: Company Overview - Johnson & Johnson is involved in the research, development, manufacturing, and sale of a variety of healthcare products globally, operating through two segments: Innovative Medicine and MedTech [5].

Core Insights - Johnson & Johnson (NYSE: JNJ) has seen significant increases in institutional ownership, with various hedge funds raising their positions in the company, indicating strong investor confidence in its stock performance [2][3]. Institutional Ownership - Winnow Wealth LLC increased its position in Johnson & Johnson by 374.4% in Q3, acquiring an additional 7,240 shares, bringing its total to 9,174 shares valued at $1,706,000 [2]. - Brighton Jones LLC raised its holdings by 13.9% in Q4, now owning 51,876 shares worth $7,502,000 after acquiring 6,332 additional shares [3]. - United Bank grew its position by 110.7% in Q1, owning 9,279 shares valued at $1,539,000 after acquiring 4,876 shares [3]. - Sivia Capital Partners LLC increased its stake by 13.4% in Q2, now holding 5,863 shares valued at $896,000 [3]. - Wealth Group Ltd. lifted its stake by 12.8% in Q2, owning 1,482 shares worth $226,000 [3]. - 69.55% of Johnson & Johnson's stock is currently owned by hedge funds and institutional investors [3]. Stock Performance - Johnson & Johnson's stock opened at $227.10, with a market cap of $547.16 billion, a PE ratio of 20.55, and a beta of 0.34 [4]. - The stock has a 50-day moving average of $210.72 and a 200-day moving average of $191.57, with a 1-year low of $141.50 and a high of $230.00 [4]. Financial Performance - The company reported $2.46 earnings per share (EPS) for the last quarter, matching consensus estimates, with a revenue of $24.56 billion, exceeding expectations of $24.14 billion, marking a 9.1% year-over-year increase [5]. - Johnson & Johnson has set its FY 2026 EPS guidance at 11.430-11.630, with analysts anticipating a current year EPS of 10.58 [5]. Dividend Information - Johnson & Johnson announced a quarterly dividend of $1.30 per share, representing an annualized dividend of $5.20 and a yield of 2.3%, with a payout ratio of 47.06% [6]. Analyst Sentiment - Positive sentiment surrounds Johnson & Johnson, with several analysts raising their price targets, including Daiwa Capital Markets to $237 and Scotiabank to $265, reflecting confidence in the company's growth outlook [7][8]. - Wells Fargo & Company increased their target price from $230.00 to $240.00, maintaining an "overweight" rating [8]. - The stock currently has a consensus rating of "Moderate Buy" with an average target price of $233.05 [8]. Legal and Regulatory Developments - A U.S. judge dismissed a fraud lawsuit related to Johnson & Johnson's talc bankruptcy strategy, which alleviates some near-term legal concerns [12]. - However, analysts caution that the broader talc litigation remains unresolved, indicating ongoing legal risks [12].

Core Viewpoint - The article emphasizes the importance of dividend stocks as a reliable investment option, particularly during varying market conditions, highlighting three companies known as Dividend Kings that are recommended for long-term investment. Group 1: Dividend Kings Overview - Dividend Kings are companies that have increased their dividends for at least 50 consecutive years, indicating a strong commitment to returning value to shareholders [3]. - These companies provide passive income and can offer stability during market downturns while also benefiting from market upswings [2]. Group 2: Abbott Laboratories - Abbott Laboratories has a dividend of $2.52, yielding 2.4%, which is higher than the S&P 500's 1.1% yield [4]. - The company has a diversified healthcare business with four units: medical devices, diagnostics, nutrition, and established pharmaceuticals, providing security against downturns in any single unit [6]. Group 3: Target - Target has faced challenges recently, including a shift in consumer behavior and theft, but is implementing strategies to recover, such as creating an enterprise acceleration office [7][8]. - The company offers a dividend of $4.56, yielding 4.5%, which can provide passive income while the stock potentially rebounds [10]. Group 4: Johnson & Johnson - Johnson & Johnson spun off its consumer health business to focus on higher-growth areas, resulting in a 6% sales increase to over $94 billion last year and an 8% rise in adjusted diluted earnings per share [11][12]. - The company pays a dividend of $5.20, yielding 2.3%, making it a solid choice for passive income [14].

Group 1 - Johnson & Johnson (NYSE: JNJ) is recognized as one of the most profitable healthcare stocks, with TD Cowen raising its price target from $222 to $250, indicating a potential upside of approximately 14% [1] - The company's fourth quarter results exceeded market estimates, reporting $24.6 billion in revenue, which has led several analysts to update their outlooks positively [3] - TD Cowen anticipates that Johnson & Johnson's Pharmaceutical and Medical Devices segments will continue to grow, uplifting consensus revenue and EPS forecasts [2] Group 2 - Johnson & Johnson operates in two main segments: Innovative Medicine and MedTech, providing healthcare products globally since its founding in 1886 [4] - BofA Securities has also slightly increased its price target for Johnson & Johnson from $220 to $221, maintaining a Neutral rating, citing solid financial results driven by growth factors, particularly currency movements [3]

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment sector, progressing from an analyst to a management role [1]. Group 1 - The author holds a master's degree in Analytics from Northwestern University and a bachelor's degree in Accounting [1]. - The author has a personal interest in dividend investing and aims to share insights with the Seeking Alpha community [1]. Group 2 - The author has disclosed a beneficial long position in several companies, including ABBV, ADP, HRL, JNJ, LOW, PEP, and SPGI, through various financial instruments [2]. - The article emphasizes that the author's opinions are personal and not influenced by compensation from any company mentioned [2].

Core Insights - Johnson & Johnson is poised to achieve a significant milestone by potentially surpassing $100 billion in annual sales for the first time in its history in fiscal year 2026 [3][4] - The company reported a strong fourth-quarter performance for 2025, with sales increasing by 9.1% year over year to $24.6 billion and adjusted earnings per share rising by 20.6% to $2.46 [2] - Despite facing challenges such as the loss of patent exclusivity for key drugs and government price negotiations, Johnson & Johnson's diverse product lineup and robust pipeline support its consistent performance [7][8] Financial Performance - For fiscal year 2026, Johnson & Johnson projects sales between $100 billion and $101 billion, indicating a year-over-year revenue growth of 6.7% [4] - The company has a market capitalization of $548 billion, with a current stock price of $227.25 [5][6] - Johnson & Johnson maintains a gross margin of 75.27% and a dividend yield of 2.26%, highlighting its financial stability [6] Dividend Performance - Johnson & Johnson is recognized as a "Dividend King," having increased its dividend payouts for 63 consecutive years, making it an attractive option for dividend investors [9] - The company continues to sustain its dividend program despite facing patent expirations and price negotiations for some of its drugs [9]

Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, highlighting key trends and catalysts that influence market valuations [1] - Edmund Ingham, a biotech consultant with over 5 years of experience, leads the Haggerston BioHealth investing group, which caters to both novice and experienced investors [1] - The investing group provides insights such as buy and sell ratings, product sales forecasts for major pharmaceutical companies, integrated financial statements, discounted cash flow analysis, and market-specific analyses [1]

Core Viewpoint - The GMO U.S. Quality ETF (QLTY) has seen significant inflows and strong performance, but its heavy allocation to technology may pose risks as market conditions change [1] Group 1: Performance and Inflows - QLTY attracted $3 billion since its launch in November 2023, focusing on companies with exceptional returns on capital [1] - The ETF returned 20.5% over the past year, outperforming the S&P 500 by approximately 500 basis points [1] Group 2: Technology Allocation Risks - QLTY has a 37% allocation to Information Technology, which exposes it to valuation risks as tech multiples may compress [1] - The top holdings in QLTY have an average forward price-to-earnings ratio near 25x, which is reasonable for companies with double-digit revenue growth [1] - Quality premiums can diminish quickly with shifts in interest rate expectations or disappointing growth [1] Group 3: Earnings Quality and Company Performance - Meta Platforms, a significant holding in QLTY, has a profit margin of 30.9% but experienced an 82.6% year-over-year earnings decline due to investments in Reality Labs [1] - The uncertainty surrounding Meta's earnings raises questions about the sustainability of QLTY's performance [1] - Johnson & Johnson, with a 4.4% weight in QLTY, offers some defensive balance, but the portfolio remains heavily influenced by tech giants like Microsoft and Lam Research [1]