The Zacks Analyst Blog Highlights Johnson & Johnson, SAP, Coca-Cola, Hamilton Beach and SIFCO Industries

Johnson & Johnson reported positive Phase 3 trial results for Caplyta in treating manic episodes in adults with bipolar I disorder. The study met its primary endpoint, showing significant symptom reduction versus placebo by Week 3, with early improvement observed by Day 3. Results were presented at the 2026 Psych Congress Annual Meeting.

Johnson & Johnson announced the CHMP recommended approval for TECVAYLI (teclistamab) in adults with relapsed or refractory multiple myeloma after at least one prior therapy. The recommendation follows phase 3 results showing improved progression-free and overall survival. The company highlighted the critical need for effective immunotherapies in earlier treatment lines.

Johnson & Johnson (JNJ) plans to divest its orthopedic division, DePuy Synthes, either through a sale to Apollo Global Management for $20B or a spinoff. The move aims to streamline operations, improve profitability, and focus on higher-growth segments. Investors expect the divestiture to accelerate JNJ's transformation toward faster-growing, higher-margin markets.

Johnson & Johnson (JNJ) is considering selling its orthopedics unit, DePuy Synthes, for $20 billion to Apollo Global Management. The move aligns with J&J's strategy to streamline operations and focus on higher-growth, higher-margin businesses. According to the company, this will accelerate its shift toward more profitable markets. The sale could provide J&J with cash for stock buybacks, debt reduction, or reinvestment.

Johnson & Johnson (JNJ) received EU approval for ICOTYDE, a once-daily oral treatment for moderate-to-severe plaque psoriasis. The approval was based on positive Phase 3 trial data, with about 70% of patients achieving clear or almost clear skin. ICOTYDE is the first targeted oral peptide blocking the IL-23 receptor. JNJ's stock is currently trading at $272.39, up 0.89%.

Johnson & Johnson (JNJ) reported positive phase 3 trial results for its bipolar I disorder drug Caplyta, showing significant efficacy. The company offers a 1.93% dividend yield with a 50% payout ratio and a 4.9% 3-year dividend growth rate. JNJ's stock is trading 40.1% above its intrinsic GF Value™ of $193.54. The company has a GF Score™ of 80, reflecting strong financial health and profitability, but weaker valuation and momentum.