NEW YORK, January 16, 2026, 12:29 ET — Regular session
- Shares of Johnson & Johnson slipped roughly 0.1%, trading at $219.38 by midday.
- Over the last two days, the company released new clinical updates in both neuroscience and oncology.
- With Monday’s U.S. market holiday behind them, investors are gearing up for J&J’s quarterly earnings next week.
Johnson & Johnson shares dipped slightly on Friday, showing more resilience than many peers in the healthcare sector ahead of the company’s earnings report next week. The stock slipped around 0.1% to $219.38, fluctuating between $218.43 and $220.14 during the session.
Timing is crucial. A heavyweight like J&J stands among the first earnings reports in a packed U.S. calendar, with investors using its results to navigate an increasingly complex policy and geopolitical landscape.
“With all the noise swirling around geopolitics and policy, earnings really have to drive the news cycle,” said Art Hogan, chief market strategist at B Riley Wealth. U.S. markets will be closed Monday for the Martin Luther King Jr. holiday, tightening the calendar even more. Reuters
Johnson & Johnson will release its fourth-quarter results and hold an earnings call on January 21 at 8:30 a.m. ET.
On Friday, the company unveiled new Phase 3 data for CAPLYTA (lumateperone), positioning it as an add-on therapy alongside antidepressants for major depressive disorder. The pooled trial results indicated higher remission rates at six weeks compared to placebo plus an antidepressant. They also referenced a six-month open-label study where 65.4% of patients achieved remission. “Today, remission is out of reach for the majority of patients with depression,” said Michael E. Thase, a psychiatry professor at the University of Pennsylvania, in the release. JNJ.com
Johnson & Johnson highlighted results from a Phase 3 trial of TECVAYLI (teclistamab) for multiple myeloma, a type of blood cancer. The study reported a 71% drop in the risk of disease progression or death compared to standard treatments. TECVAYLI is a bispecific antibody that targets immune cells against cancer cells. “The MajesTEC-9 results reinforce the potential of TECVAYLI to transform treatment earlier,” said Roberto Mina, a cancer specialist at Emory University, in the company’s statement. JNJ.com
In MedTech, the company rolled out a U.S. version of its tablet-based breast-surgery simulation app under the Mentor brand. It’s designed to help surgeons whip up quick 3D visualizations during consultations. “By allowing them to visualize potential outcomes in seconds, this app brings clarity,” said Alenka Brzulja, worldwide president of Aesthetics & Reconstruction at Johnson & Johnson MedTech. JNJ.com
The devices sector drew attention again Thursday when Boston Scientific struck a $14.5 billion deal to acquire Penumbra, underscoring how big medtech portfolios are still up for grabs amid growth hunts. Truist analyst Richard Newitter noted the move closed a hole in Boston Scientific’s neurovascular lineup.
Investors have been keeping an eye on consumer-health stocks linked to J&J’s former units. On Friday, proxy adviser ISS threw its support behind Kimberly-Clark’s bid to acquire Kenvue — the consumer-health spin-off from Johnson & Johnson in 2023 — with shareholders set to vote on January 29. ISS did raise concerns about ongoing litigation involving Kenvue products.
Clinical updates and product launches don’t always boost near-term revenue as expected, and traders tend to punish any slip in guidance, even if the long-term outlook remains solid. Risks from healthcare pricing policies and legal challenges can quickly resurface across the sector, too.
January 21 is the next key date, with Johnson & Johnson set to release earnings and share its outlook. Investors will be watching closely for clues on MedTech demand, the rollout speed of new drugs, and whether management expects 2026 to be smooth sailing or marked by challenges.
