Quick Read – JNJ notched its 64th consecutive dividend hike and raised full-year guidance, while AbbVie’s 12% revenue growth was clouded by a $744 million pipeline charge. – Skyrizi and Rinvoq grew 31% and 23% respectively, already offsetting Humira’s 39% decline and cementing…
bVie’s pivot to immunology. – JNJ suits defensive income buyers with its 0.235 beta, while AbbVie’s 18x forward P/E and 2.65% yield better fits growth-plus-income buyers. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Johnson & Johnson didn’t make the cut. Grab the names FREE today
Johnson & Johnson (NYSE:JNJ) and AbbVie (NYSE:ABBV) both posted Q1 2026 results that reshape how income investors should think about big pharma. JNJ paired a top-line beat with a raised full-year outlook and a 64th consecutive dividend increase. AbbVie beat on revenue, missed on EPS due to a pipeline charge, and leaned harder into immunology.
Same quarter, very different playbooks. Oncology Powers One. Immunology Powers the Other.