J&J Reports Q3 Results, Adjusts 2026 Outlook

Johnson & Johnson on October 13, 2026 posted third-quarter non-GAAP earnings of $2.59 a share against a $2.53 Wall Street estimate and revenue of $25.4 billion that ran slightly ahead of consensus after a 5.8% to 5.9% year-over-year increase. The board also set a fourth-quarter dividend at $1.34 a share, due December 8 for owners on the books as of November 24. Contested figures center on the full-year 2026 outlook. Independent Journal Review and the wire summary give an EPS range of $10.95–$11.05 and revenue of $101 billion–$101.4 billion and describe the earnings forecast as below the analyst consensus. GuruFocus pieces call the move a raise, putting adjusted EPS at $11.10 or between $11.05 and $11.15 and sales at $101.2 billion or within $101–$101.4 billion. Those same GuruFocus articles put the dividend yield at 1.95% or 2.03%, the payout ratio near 55%, three-year dividend growth at 4.9%, and the shares at $263.73 versus a GF Value of $194.36, or 35.7% above that model, while flagging net insider selling of $154.9 million over twelve months. Some firms keep Buy ratings; Bank of America is at Hold.