文章核心观点 - 约翰逊&约翰逊(JNJ)将于2024年7月17日发布第二季度业绩报告 [2] - 分析师预期JNJ第二季度调整后每股收益为2.69美元,同比下降3.9% [3] - 全年来看,分析师预测JNJ调整后每股收益为10.54美元,同比增长6.3% [3] - JNJ管理层给出的调整后每股收益中值指引为10.65美元,同比增长7.4% [3] - JNJ过去十年调整后每股收益中值比报告每股收益高46% [11] 根据目录分别总结 第二季度业绩预期和历史业绩 - 分析师预期JNJ第二季度调整后每股收益为2.69美元,同比下降3.9% [3] - 过去16年JNJ每季度每股收益惊喜平均仅为0.44% [6] - JNJ过去两年业绩预测准确性很高 [6][7] 对JNJ盈利质量的深入分析 - JNJ过去十年调整后每股收益中值比报告每股收益高46% [11] - 2023年、2022年、2019年和2017年调整幅度最大 [12] - 2023年调整主要来自诉讼费用和无形资产摊销 [13][14] - 2022年、2019年和2017年调整主要也来自这两项 [16][17] - 对新冠疫苗相关成本和重组费用的调整不合理 [15][16] - 总体来看,JNJ的调整不会对估值产生重大影响 [18]

In an era where some investors prioritize stable income and reliable returns, artificial intelligence (AI) has identified three standout dividend stocks poised to shine in the latter half of 2024. These companies have built a track record of resilience, consistent performance, and a commitment to rewarding shareholders through reliable dividend distributions.In this line, Finbold turned to OpenAI’s latest and most advanced AI platform, ChatGPT-4o, to gather insights on the must-have dividend stocks for the ...

JHVEPhoto In my last article, I called Johnson & Johnson (NYSE:JNJ) (NEOE:JNJ:CA) a very cautious “Buy” but since my last article Johnson & Johnson continued to decline further and the stock lost about 9% in value during the last 10 months. Especially when comparing the performance to the S&P 500 (SPY) which increased 23% in the same timeframe, we have to see Johnson & Johnson rather as a disappointment. Johnson & Johnson is not really declining steeply, but the stock is slowly creeping lower and has re ...

CARVYKTI ® is the first and only BCMA-targeted CAR-T cell therapy approved by the U.S. FDA for the treatment of patients with multiple myeloma who have had at least one prior line of therapyRARITAN, N.J., July 2, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE:JNJ) announced today positive results from a prespecified second interim analysis of the Phase 3 CARTITUDE-4 study evaluating CARVYKTI® (ciltacabtagene autoleucel; cilta-cel) compared to standard therapies of pomalidomide, bortezomib and dexamethasone (P ...

文章核心观点 - 收益型投资者可以在任何市场环境中找到大量机会 [1] - 股息股票是一种很好的方式,可以为投资组合增加现金流,并随时间推移帮助复合整体收益 [1] - 投资股息股票时,需要确保公司有强大的基本面和资产负债表,以支持和增长支付的股息 [2] 公司分析 Johnson & Johnson - 已连续62年每年支付并增加股息,是"股息之王"中的佼佼者 [4] - 股息收益率为3.4%,是标普500平均水平的两倍以上 [5] - 过去10年股息年均增长6%,派息率仅30% [5] - 股价表现相对较弱,主要受到与其滑石粉产品相关的诉讼和潜在负债的影响 [6] - 公司拥有260亿美元现金,可用于管理诉讼并维持对股东的承诺 [6] - 公司营收860亿美元,利润170亿美元,自由现金流240亿美元 [7] - 去年将消费品业务分拆,专注于更快增长的制药和医疗器械业务 [8] - 长期投资者可能会发现该公司是一个有吸引力的投资机会 [9] 可口可乐 - 已连续62年每年增加股息,股息收益率约3% [10] - 过去5年和10年的总回报分别为46%和108% [10] - 在美国市场占据46%的碳酸饮料市场份额 [11] - 过去12个月利润110亿美元,营收460亿美元,利润率23% [12] - 派息率74%,仍处于可控水平,过去10年股息年均增长5% [12] - 过去12个月经营现金流120亿美元,自由现金流110亿美元 [13] - 尽管受到汇率和宏观环境波动的影响,但其股息承诺和资产负债表实力仍彰显了这家公司的抗风险能力 [13] - 长期持有型投资者可能会对可口可乐感兴趣 [14]

First-and-only FcRn blocker to demonstrate superiority in activities of daily living (MG-ADLa) over placebo when added to standard of care over 24 weeks in antibody positive patients: anti-AChR+, anti-MuSK+, anti-LRP4+HELSINKI, June 28, 2024 /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced positive results from the nipocalimab Phase 3 Vivacity-MG3 study in patients with generalized myasthenia gravis (gMG). Patients treated with nipocalimab plus standard of care (SOC) achieved superiority over p ...

Johnson & Johnson's business is growing at a decent rate, but there's still a fair bit of risk surrounding the company.Johnson & Johnson (JNJ -0.25%) is focusing on the next iteration of its business -- one that investors hope creates a lot more growth than in years past. The company spun off its consumer health business last year, and with just two main segments moving forward -- medical devices and innovative medicines -- J&J could be in a good position to accelerate its growth rate.But investors don't ap ...

公司股价表现 - 公司股价在最新交易日收于$147.19，较前一交易日下跌1.29%，表现落后于S&P 500指数的0.09%涨幅，同时落后于纳斯达克指数的0.16%涨幅，但优于道琼斯指数的0.1%跌幅 [1] - 在过去一个月中，公司股价上涨了1.46%，表现落后于医疗板块的2.3%涨幅和S&P 500指数的2.83%涨幅 [1] 公司财务预期 - 公司预计将于2024年7月17日公布财报，预计每股收益(EPS)为$2.73，同比下降2.5%，预计营收为$223.8亿，同比下降12.32% [1] - 对于全年，Zacks共识预期预测每股收益为$10.63，同比增长7.16%，营收为$883.8亿，同比下降4.99% [2] 分析师估计与估值 - 公司目前的Zacks排名为3（持有），过去一个月的Zacks共识EPS估计下调了0.08% [3] - 公司当前的远期市盈率(P/E)为14.02，低于行业平均的14.7，显示出估值折扣 [3] - 公司的PEG比率为2.48，高于大型制药行业平均的1.8，表明相对于预期增长，公司股价可能被高估 [3] 行业表现 - 大型制药行业属于医疗板块，目前Zacks行业排名为81，位于所有250多个行业的前33% [4] - Zacks行业排名通过评估各行业组中个股的平均Zacks排名来衡量行业实力，研究表明，排名前50%的行业表现优于后50%的行业，比例为2:1 [4]

J&J is the textbook blue chip stock -- but it's not for everyone.Investing comes in many flavors, so there isn't a right or wrong approach: You should do what's best for you. That applies even to dividend investing. For some, dividend investing means maximizing immediate income, even if it requires sacrificing some growth and long-term upside; for others, it's the opposite.Healthcare juggernaut Johnson & Johnson (JNJ 0.25%) is a hallowed name in the dividend community, both for its brand recognition and for ...

文章核心观点 - 市场热衷于追逐成长股，强生和雷克斯福德工业虽过去一年表现不佳，但基本面强劲、估值有吸引力，是价值和股息投资者的优质选择 [2][12] 强生公司（JNJ） - 业务聚焦：去年剥离消费者健康部门后，更专注高利润率的制药和医疗设备业务 [3] - 股价表现：过去12个月股价下跌11%，逊于标普500指数25%的涨幅和医疗保健精选ETF 11%的涨幅 [3] - 业绩增长：2024年第一季度全球运营销售额同比增长3.9%至214亿美元，调整后每股收益同比增长12.4%至2.71美元 [4] - 业务亮点：医疗技术部门销售额同比增长6.3%，创新药物部门除新冠疫苗外销售额同比增长8.3% [4] - 全年指引：管理层预计全年销售额增长5.75%，调整后每股收益增长7.7% [4] - 潜在催化剂：收购Ambryx强化肿瘤产品线，计划收购Shockwave Medical提升心血管业务能力，研发投入35亿美元 [4] - 财务状况：资产负债表强劲，标普评级为AAA，现金及等价物262亿美元，净债务与TTM EBITDA比率为0.24倍 [4] - 股息情况：股息收益率3.4%，连续61年提高派息，派息率46% [4] - 估值水平：当前市盈率13.8，低于历史市盈率16.5 [4] 雷克斯福德工业（REXR） - 业务定位：专注供应受限的南加州物流资产的工业房地产投资信托基金 [6] - 股价表现：过去12个月股价下跌17%，逊于标普500指数25%的涨幅和先锋房地产ETF 1.3%的涨幅 [7] - 业绩增长：2024年第一季度核心每股FFO增长11.5%，投资组合净营业收入增长14.9% [7] - 租赁情况：第一季度执行114份租约，综合租金价差33.6% [7] - 全年指引：预计同投资组合净营业收入增长7.5%，全年核心每股FFO指引上调至2.33美元，增长6.4% [8] - 发展潜力：持续强劲的租赁价差和14亿美元的开发项目提供增长动力 [9] - 财务状况：资产负债表强劲，标普评级为BBB+，净债务与总企业价值比率为21%，净债务与EBITDA比率为4.6倍 [9] - 股息情况：股息收益率3.5%，派息率70% [9] - 估值水平：当前远期P/FFO为18.7，历史P/FFO为28.3 [10]