Johnson & Johnson quarterly dividend $1.30 per share, forecast prior $1.30 regular cash

Johnson & Johnson quarterly dividend $1.30 per share, forecast prior $1.30 regular cash

Johnson & Johnson (JNJ) is set to release its Q2 2025 earnings on July 16, with analysts expecting adjusted earnings of $2.68 per share and sales of $22.85 billion [1]. The company's updated 2025 guidance, evolving tariff and biosimilar impact, and progress of its pipeline and recent product launches are expected to be major focus points.

Adding to the pre-earnings anticipation, Bank of America Securities (BofA) has already updated its revenue estimates for J&J for 2025 and beyond ahead of the second-quarter earnings. BofA analyst Tim Anderson highlighted that the major focus will be on the company’s updated 2025 guidance, the evolving impact of tariffs and biosimilars, and the progress of its pipeline and recent product launches [2].

Despite these slight upward revisions, BofA maintains a Neutral rating and a price forecast of $61, deeming the stock fairly valued given its average long-term EPS growth and above-average P/E multiple. BofA also pointed out that Johnson & Johnson anticipates a $2 billion net headwind in 2025, spread throughout the year, impacting assets such as Stelara, Tremfya, the Invega family, Spravato, Opsumit, Uptravi, and Erleada, while Xarelto is expected to benefit [2].

The company's recent quarterly dividend of $1.30 per share, an increase from its previous quarterly dividend of $1.24, represents a $5.20 annualized dividend and a yield of 3.34% [1]. Additionally, institutional investors and hedge funds own 69.55% of the stock, indicating significant market confidence in the company [1].

Investors will be closely watching Johnson & Johnson's earnings report for any indications of how these headwinds will impact the company's financial performance and future growth prospects.

References:
[1] https://www.marketbeat.com/instant-alerts/johnson-johnson-jnj-expected-to-announce-quarterly-earnings-on-wednesday-2025-07-09/
[2] https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46329068/johnson-johnson-outlook-clouded-by-2-billion-headwind