Johnson & Johnson mostly leaned on Tremfya and Darzalex for almost all of its Q2 sales growth, according to a review of results from the healthcare group. This leaves investors asking how much depth backs up J&J’s higher 2026 guidance.
The market’s central question is whether the profit surge can broaden beyond artificial-intelligence chips and energy without exposing weaker credit. The evidence points to a cautious yes: analysts expect S&P 500 second-quarter earnings to rise 23.4% from a year earlier, and this week’s bank slate will test loan demand and consumer health. The answer still hinges on Taiwan Semiconductor Manufacturing Co. defending its high-growth, heavy-investment outlook. Guidance — management’s forecast for coming quarters — matters more now than another round of backward-looking beats.
NEW YORK, July 12, 2026, 4:33 p.m. EDT — Healthcare stocks head into the week with Johnson & Johnson, UnitedHealth and Abbott set to gauge whether the sector’s reported 9% earnings decline is showing up in results.
Johnson & Johnson climbed $9.06, or 3.57%, to finish at $263.04 Thursday. That's about $21.8 billion added to its market cap based on 2.41 billion shares, according to WSJ. Shares also hit $263.10, matching the stock's 52-week high. Volume came in at 7.9 million, just below the 65-day average.
Amazon has taken the No. 1 spot on the 2026 Fortune 500, Fortune said, unseating Walmart after 13 years at the top. The change put Amazon ahead for the first time in more than a decade and drove shifts in regional tallies for Pennsylvania, New Jersey and New England. Fortune’s 72nd annual list put the collective revenue at $21.0 trillion, with profits at $2.1 trillion and a workforce of 30.5 million worldwide.
Defensive dividend stocks joined Friday’s rally as the S&P 500 rose 0.5% and the Dow finished up 0.7%. Johnson & Johnson traded at $240.87, Coca-Cola at $82.62, and Procter & Gamble at $149.61 at the close, Friday figures show. J&J’s P/E ratio is around 27.9, Coca-Cola’s 26.0, and P&G’s 21.9.
Johnson & Johnson heads into the week with less clutter than much of the Street. Shares gained 2.0% to $232.77 on Friday, while most stocks sank. The last regular session wrapped up at 4:00 p.m. New York time on June 5. With markets closed Saturday, that $232.77 is the number investors see.
Johnson & Johnson shares gained 1.13% on Friday, closing at $234.34, and ended the week up about 3.4%. That put the Dow name ahead of the S&P 500’s weekly move going into the U.S. Memorial Day holiday.
Stock Traders Daily published a new AI-generated trading note on Kenvue Inc. on Sunday, setting fresh price levels for the Tylenol maker before U.S. shares reopen on Monday. The note put KVUE in a neutral near-term and mid-term setup, while calling its longer-term signal weak, against a current-price marker of $17.11.
Johnson & Johnson stock starts the week above Friday’s lows. The drug and medical-device company fell 1.77% to $226.71 on Friday as markets dropped, but the shares ended last week with a gain.
The Dow Jones Industrial Average managed a modest gain Tuesday, bucking declines in the S&P 500 and a steeper slide for the Nasdaq as traders moved out of AI stocks and into more stable blue chips. According to LSEG figures cited by Reuters, the Dow closed up 100.62 points, or 0.20%, at 49,268.41. The S&P 500 slipped 0.64%, with the Nasdaq down 1.24%.
Johnson & Johnson topped Wall Street’s Q1 expectations on Tuesday, helped by surging sales from the cancer therapy Darzalex and the psoriasis drug Tremfya. Those gains made up for a sharp decline in Stelara, which used to be a major driver. Revenue climbed 9.9% to $24.1 billion, beating forecasts of $23.6 billion. Adjusted earnings reached $2.70 a share, also above the $2.66 consensus. The company lifted its 2026 outlook.
Johnson & Johnson on Tuesday said it’s filed with the European Medicines Agency to expand Tecvayli’s EU label, aiming to allow the therapy as a single agent for adults with relapsed or refractory multiple myeloma who’ve already had at least one prior treatment. That would move the drug up in the treatment sequence for the blood cancer, where, according to the company, patients still encounter some of the toughest care gaps.
Johnson & Johnson slipped roughly 0.7% Wednesday, even as the company announced its lupus drug candidate nipocalimab received Fast Track designation from the U.S. FDA. Shares traded at $245.07, down $1.68 in the afternoon session.
Shares of Arcellx surged roughly 78% to $113.92 Monday morning, following news that Gilead Sciences will acquire the cancer therapy maker—pushing the stock close to the buyout price. The takeover puts Arcellx’s valuation as high as $7.8 billion, factoring in a contingent sales-related bonus.
Johnson & Johnson is weighing a sale of its DePuy Synthes orthopedics division that could fetch more than $20 billion, according to a source familiar with the situation, speaking to Reuters on Thursday. The company hasn’t commented yet. This potential sale marks a pivot from J&J’s previously outlined plan to spin off DePuy Synthes over the next 18 to 24 months. CFO Joe Wolk previously indicated no major updates would come before mid-2026. DePuy pulled in $9.3 billion in sales for 2025 and has faced thousands of hip implant lawsuits, Reuters noted.
Johnson & Johnson was changing hands at $243.81, off 1.3% Friday afternoon, after dipping to $240.43 earlier. Shares had fallen $3.10 compared with the previous close, with trading volume at roughly 7.8 million shares.
Johnson & Johnson faces renewed pressure from talc lawsuits as the stock returns Tuesday, following a Pennsylvania jury’s verdict holding the company responsible in the most recent baby powder cancer case.