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Equitable Holdings Inc. reduced its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 15.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 144,824 shares of the company’s stock after selling 25,728 shares during the quarter. Equitable Holdings Inc.’s holdings in Johnson & Johnson were worth $36,781,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Centaurus Financial Inc. raised its position in Johnson & Johnson by 49.5% in the second quarter. Centaurus Financial Inc. now owns 12,384 shares of the company’s stock valued at $3,145,000 after purchasing an additional 4,103 shares during the period. Graybill Wealth Management LTD. boosted its holdings in Johnson & Johnson by 1.6% during the 2nd quarter. Graybill Wealth Management LTD. now owns 29,954 shares of the company’s stock valued at $7,607,000 after acquiring an additional 479 shares during the period. Fayez Sarofim & Co grew its position in Johnson & Johnson by 5.7% in the 2nd quarter. Fayez Sarofim & Co now owns 688,542 shares of the company’s stock valued at $174,869,000 after acquiring an additional 37,213 shares in the last quarter. Redwood Investment Management LLC increased its stake in Johnson & Johnson by 4.6% during the second quarter. Redwood Investment Management LLC now owns 5,960 shares of the company’s stock worth $1,514,000 after purchasing an additional 263 shares during the period. Finally, Parvin Asset Management LLC lifted its position in shares of Johnson & Johnson by 6.1% during the second quarter. Parvin Asset Management LLC now owns 3,470 shares of the company’s stock worth $881,000 after purchasing an additional 200 shares in the last quarter. Institutional investors and hedge funds own 69.55% of the company’s stock.

Analysts Set New Price Targets Several research analysts have recently issued reports on JNJ shares. Guggenheim upped their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Argus set a $300.00 target price on shares of Johnson & Johnson in a research report on Wednesday, July 29th. TD Cowen lifted their price target on shares of Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a research note on Monday, July 13th. Wall Street Zen cut shares of Johnson & Johnson from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Morgan Stanley raised their price objective on Johnson & Johnson from $284.00 to $294.00 and gave the stock an “overweight” rating in a report on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $272.83.

View Our Latest Analysis on JNJ Insider Transactions at Johnson & Johnson In other news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total transaction of $3,950,400.00. Following the completion of the transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at approximately $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Kathryn E. Wengel sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total value of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 97,569 shares of company stock valued at $25,476,044 over the last 90 days. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Price Performance Johnson & Johnson stock opened at $275.12 on Tuesday. The company has a debt-to-equity ratio of 0.44, a current ratio of 1.09 and a quick ratio of 0.81. The business has a 50 day simple moving average of $262.32 and a 200-day simple moving average of $245.30. Johnson & Johnson has a 12 month low of $173.33 and a 12 month high of $281.07. The stock has a market capitalization of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last posted its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 earnings per share for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The firm had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period last year, the firm posted $2.77 EPS. Johnson & Johnson’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current year.

Johnson & Johnson Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio is currently 62.11%.

(Free Report)

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

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Empowered Funds LLC raised its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 11.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 348,850 shares of the company’s stock after purchasing an additional 36,477 shares during the quarter. Johnson & Johnson accounts for approximately 0.5% of Empowered Funds LLC’s holdings, making the stock its 27th largest holding. Empowered Funds LLC’s holdings in Johnson & Johnson were worth $88,597,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. State Street Corp lifted its stake in Johnson & Johnson by 1.3% in the 4th quarter. State Street Corp now owns 133,869,843 shares of the company’s stock valued at $27,704,364,000 after acquiring an additional 1,663,782 shares in the last quarter. Auto Owners Insurance Co grew its stake in shares of Johnson & Johnson by 22,225.6% during the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after acquiring an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after purchasing an additional 1,738,292 shares during the last quarter. Norges Bank bought a new stake in shares of Johnson & Johnson in the fourth quarter worth $6,924,523,000. Finally, Wellington Management Group LLP lifted its position in shares of Johnson & Johnson by 3.8% in the third quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock worth $4,789,914,000 after purchasing an additional 956,239 shares in the last quarter. 69.55% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets JNJ has been the topic of several analyst reports. Freedom Capital raised shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. Citigroup raised their price objective on Johnson & Johnson from $285.00 to $298.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. UBS Group started coverage on Johnson & Johnson in a report on Wednesday, September 2nd. They set a “buy” rating and a $320.00 target price on the stock. Royal Bank Of Canada increased their price target on Johnson & Johnson from $265.00 to $287.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Finally, Scotiabank restated an “outperform” rating and issued a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, Johnson & Johnson currently has an average rating of “Moderate Buy” and a consensus price target of $272.83.

Get Our Latest Stock Report on JNJ Johnson & Johnson Stock Down 0.0% JNJ stock opened at $275.12 on Tuesday. Johnson & Johnson has a 1-year low of $173.33 and a 1-year high of $281.07. The business’s 50 day simple moving average is $262.32 and its 200 day simple moving average is $245.30. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The firm has a market capitalization of $663.01 billion, a PE ratio of 31.88, a PEG ratio of 2.63 and a beta of 0.24.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last announced its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The business had revenue of $25.31 billion during the quarter, compared to the consensus estimate of $25.06 billion. During the same quarter last year, the firm posted $2.77 EPS. The company’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, research analysts anticipate that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Tuesday, August 25th will be paid a dividend of $1.34 per share. This represents a $5.36 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is currently 62.11%.

Insider Activity at Johnson & Johnson In other Johnson & Johnson news, EVP Jennifer L. Taubert sold 15,000 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president directly owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 97,569 shares of company stock worth $25,476,044 in the last quarter. 0.16% of the stock is owned by corporate insiders.

Johnson & Johnson Profile (Free Report)

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

Featured Stories Five stocks we like better than Johnson & Johnson 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding JNJ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Johnson & Johnson (NYSE:JNJ – Free Report).

Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.

Fulcrum Asset Management LLP reduced its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 9.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,815 shares of the company’s stock after selling 2,061 shares during the period. Fulcrum Asset Management LLP’s holdings in Johnson & Johnson were worth $5,381,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. State Street Corp boosted its holdings in Johnson & Johnson by 1.3% during the fourth quarter. State Street Corp now owns 133,869,843 shares of the company’s stock worth $27,704,364,000 after buying an additional 1,663,782 shares in the last quarter. Auto Owners Insurance Co increased its holdings in Johnson & Johnson by 22,225.6% in the fourth quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock valued at $1,436,633,000 after buying an additional 69,108,368 shares in the last quarter. Geode Capital Management LLC increased its holdings in Johnson & Johnson by 3.1% in the fourth quarter. Geode Capital Management LLC now owns 57,953,747 shares of the company’s stock valued at $11,967,947,000 after buying an additional 1,738,292 shares in the last quarter. Norges Bank acquired a new stake in shares of Johnson & Johnson during the 4th quarter valued at approximately $6,924,523,000. Finally, Wellington Management Group LLP lifted its position in shares of Johnson & Johnson by 3.8% during the 3rd quarter. Wellington Management Group LLP now owns 25,832,777 shares of the company’s stock valued at $4,789,914,000 after acquiring an additional 956,239 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Analyst Upgrades and Downgrades A number of equities research analysts recently weighed in on JNJ shares. Bank of America upped their price target on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. TD Cowen lifted their price objective on Johnson & Johnson from $250.00 to $300.00 and gave the stock a “buy” rating in a report on Monday, July 13th. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a report on Wednesday, May 13th. Scotiabank reaffirmed an “outperform” rating and set a $305.00 price target on shares of Johnson & Johnson in a research note on Thursday, July 16th. Finally, Morgan Stanley increased their price objective on shares of Johnson & Johnson from $284.00 to $294.00 and gave the company an “overweight” rating in a research note on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $272.83.

Read Our Latest Research Report on Johnson & Johnson Insider Buying and Selling In related news, EVP Vanessa Broadhurst sold 23,054 shares of the stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $251.27, for a total transaction of $5,792,778.58. Following the transaction, the executive vice president directly owned 23,003 shares in the company, valued at approximately $5,779,963.81. This represents a 50.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of the company’s stock in a transaction dated Thursday, August 6th. The shares were sold at an average price of $257.00, for a total transaction of $4,090,926.00. Following the transaction, the executive vice president directly owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This represents a 48.37% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 97,569 shares of company stock worth $25,476,044 in the last three months. 0.16% of the stock is currently owned by insiders.

Johnson & Johnson Trading Down 0.0% Johnson & Johnson stock opened at $275.12 on Tuesday. The stock has a market cap of $663.01 billion, a PE ratio of 31.88, a P/E/G ratio of 2.63 and a beta of 0.24. The stock has a 50-day moving average price of $262.32 and a 200 day moving average price of $245.30. Johnson & Johnson has a 52 week low of $173.33 and a 52 week high of $281.07. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last released its earnings results on Wednesday, July 15th. The company reported $2.90 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. During the same period in the prior year, the firm earned $2.77 EPS. The firm’s quarterly revenue was up 6.6% on a year-over-year basis. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts predict that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Tuesday, August 25th will be paid a $1.34 dividend. This represents a $5.36 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, August 25th. Johnson & Johnson’s payout ratio is presently 62.11%.

(Free Report)

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

Featured Articles Five stocks we like better than Johnson & Johnson 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane

Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.

Livforsakringsbolaget Skandia Omsesidigt lifted its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 4.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 222,206 shares of the company’s stock after purchasing an additional 10,400 shares during the quarter. Johnson & Johnson comprises about 1.8% of Livforsakringsbolaget Skandia Omsesidigt’s investment portfolio, making the stock its 11th biggest position. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Johnson & Johnson were worth $56,431,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Auto Owners Insurance Co increased its stake in Johnson & Johnson by 22,225.6% in the 4th quarter. Auto Owners Insurance Co now owns 69,419,308 shares of the company’s stock worth $1,436,633,000 after acquiring an additional 69,108,368 shares during the last quarter. Norges Bank purchased a new stake in shares of Johnson & Johnson during the 4th quarter worth approximately $6,924,523,000. Capital World Investors bought a new position in shares of Johnson & Johnson during the 4th quarter valued at approximately $2,005,942,000. Jupiter Topco LLC purchased a new position in shares of Johnson & Johnson in the second quarter valued at $1,967,399,000. Finally, Diamant Asset Management Inc. increased its position in Johnson & Johnson by 24,436.5% in the first quarter. Diamant Asset Management Inc. now owns 4,473,008 shares of the company’s stock worth $109,338,000 after purchasing an additional 4,454,778 shares during the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling In other Johnson & Johnson news, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the transaction, the executive vice president owned 194,451 shares of the company’s stock, valued at $51,210,615.36. This represents a 7.16% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Elizabeth Forminard sold 15,918 shares of Johnson & Johnson stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $257.00, for a total value of $4,090,926.00. Following the sale, the executive vice president owned 16,994 shares of the company’s stock, valued at approximately $4,367,458. This trade represents a 48.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 97,569 shares of company stock worth $25,476,044 over the last ninety days. Corporate insiders own 0.16% of the company’s stock.

Analyst Upgrades and Downgrades JNJ has been the subject of several research reports. Freedom Capital upgraded shares of Johnson & Johnson from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 16th. HSBC set a $290.00 target price on shares of Johnson & Johnson and gave the stock a “buy” rating in a report on Monday, July 6th. Leerink Partners raised shares of Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 price target for the company in a report on Wednesday, May 13th. Bank of America lifted their price target on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a research report on Friday, July 10th. Finally, Guggenheim boosted their price objective on Johnson & Johnson from $270.00 to $287.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $272.83. View Our Latest Research Report on JNJ

Johnson & Johnson Price Performance Johnson & Johnson stock opened at $275.12 on Tuesday. The firm has a 50-day moving average price of $262.32 and a 200-day moving average price of $245.30. The firm has a market capitalization of $663.01 billion, a PE ratio of 31.88, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. Johnson & Johnson has a 12-month low of $173.33 and a 12-month high of $281.07.

Johnson & Johnson (NYSE:JNJ – Get Free Report) last issued its quarterly earnings results on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. Johnson & Johnson had a net margin of 21.48% and a return on equity of 32.42%. The company had revenue of $25.31 billion for the quarter, compared to the consensus estimate of $25.06 billion. During the same period in the prior year, the firm posted $2.77 EPS. The firm’s revenue was up 6.6% compared to the same quarter last year. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. As a group, equities research analysts forecast that Johnson & Johnson will post 11.61 EPS for the current year.

Johnson & Johnson Announces Dividend The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. The ex-dividend date is Tuesday, August 25th. This represents a $5.36 dividend on an annualized basis and a yield of 1.9%. Johnson & Johnson’s payout ratio is presently 62.11%.

(Free Report)

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.

Read More Five stocks we like better than Johnson & Johnson 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane

Receive News & Ratings for Johnson & Johnson Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Johnson & Johnson and related companies with MarketBeat.com's FREE daily email newsletter.

First presentation of pivotal Phase 3 CAPLYTA ® data in adults with bipolar mania underscores the asset's potential across mood disorders

New SPRAVATO ® analyses and schizophrenia research emphasize a focus on complex, high-burden neuropsychiatric conditions

, /PRNewswire/ -- Johnson & Johnson (NYSE: JNJ) today announced that 24 abstracts featuring clinical data and real-world evidence across the neuropsychiatry portfolio will be presented at the 2026 Psych Congress Annual Meeting (September 15-19, New Orleans, LA).

Among the featured presentations are new pivotal Phase 3 data evaluating the efficacy and safety of CAPLYTA® (lumateperone) in bipolar mania, alongside additional CAPLYTA® data across bipolar depression and major depressive disorder that further reinforce the breadth of studies for the asset across mood disorders. Data evaluating the effect of SPRAVATO® (esketamine) CIII nasal spray on depressive symptoms such as anhedonia, and Phase 3 clinical trial data for seltorexant in major depressive disorder (MDD) with insomnia symptoms will also be presented. Together, the presentations reflect the Company's continued commitment to advancing research across mood disorders, with a focus on areas where patients and clinicians still face significant treatment challenges.

"People living with neuropsychiatric disorders often face complex, overlapping symptoms that can make identification, treatment selection and long-term management especially challenging," said Jane Tiller, MD, Vice President, Global Head of Development, Neuroscience, Johnson & Johnson. "By advancing clinical and real-world evidence across our portfolio and pipeline, we aim to help move psychiatry forward so that clinicians can continue to make more informed decisions for the patients they serve."

Psych Congress Annual Meeting highlights include:

CAPLYTA®  New data from a pivotal Phase 3 study investigating CAPLYTA® in the acute treatment of patients with manic episodes or manic episodes with mixed features associated with bipolar I disorder will be presented,1 alongside additional data evaluating adjunctive CAPLYTA® in MDD across depressive symptoms, remission, patient subgroups, and metabolic outcomes.2-8 New real-world evidence study evaluating treatment patterns among patients with bipolar depression receiving CAPLYTA®, including dosing and duration in line with routine clinical practice.9 SPRAVATO®  New analyses examining real-world evidence on the impact of SPRAVATO® in treating anhedonia, a core symptom of depression associated with poorer treatment outcomes.10,11 Long-acting Injectables (LAIs) Real-world studies evaluating schizophrenia-related hospitalizations in young dual-eligible patients prior to LAI initiation and subsequent risk of relapse, as well as treatment satisfaction with LAIs.12,13 Seltorexant Real-world data providing insights into MDD with insomnia symptoms, including disease burden, patient management and treatment outcomes.14-16 The full list of Johnson & Johnson data presentations at Psych Congress is available on JNJ.com. The Company will also support a variety of educational programs, in-booth presentations and training opportunities for attendees, including interactive visualizations of PRIDE LAI data, and the latest CAPLYTA® schizophrenia and network meta-analysis (NMA) findings.

ABOUT BIPOLAR MANIA
Bipolar disorder affects an estimated 37 million people worldwide—approximately 1 in 200 individuals—with 4.4% of U.S. adults experiencing the condition in their lifetime.17,18 Mania, a key feature of Bipolar I disorder, is characterized by at least a week-long period of elevated or irritable mood and/or increased energy, as well as symptoms including grandiosity, decreased need for sleep, racing thoughts, distractibility, and risk-taking behavior.19 These noticeable behavioral changes often differ markedly from an individual's baseline and are frequently first recognized by those close to them. In severe cases, manic episodes may require hospitalization for safety and treatment.20

ABOUT MAJOR DEPRESSIVE DISORDER (MDD)
MDD is one of the most common psychiatric disorders and a leading cause of disability worldwide, impacting an estimated 332 million people—or about 4 percent of the population.21,22,23 In 2023, approximately 22 million adults in the U.S. had at least one major depressive episode.24 While depression is typically treated with a "one-size-fits-all" approach, no two cases are the same. MDD is a complex, heterogeneous disorder involving multiple regions of the brain and presenting with as many as 256 unique symptom combinations. As a result, responses to treatment vary widely.25,26 Only 1 in 3 patients reach remission with their first antidepressant—and rates continue to decline further with each subsequent treatment, leaving many to spend years cycling through multiple treatments trying to find complete, sustained symptom relief.27 Moreover, MDD is a risk factor for the development and worsening of a range of comorbidities, illustrating the importance of integrating mental and general health care.28

Anhedonia, a loss of interest or pleasure in previously enjoyed activities, is one of two defining symptoms of a major depressive episode.29 Anhedonia is associated with poorer treatment outcomes, including lower remission rates, greater functional impairment, and higher suicide risk.30 Notably, 40-70% of people with MDD experience anhedonia.30

MDD often includes sleep disturbances such as insomnia or hypersomnia, with approximately 60 percent of MDD patients experiencing clinically relevant insomnia symptoms despite being on an SSRI/SNRI.31 Disturbed sleep and insomnia symptoms have a significant impact on a patient's quality of life and exacerbate the risk of depressive relapse and suicide.32,33

Approximately one-third of adults with MDD will not respond to oral antidepressants alone and are considered to have treatment-resistant depression (TRD), which is often defined as inadequate response to two or more oral antidepressants that were administered at an adequate dose for an adequate duration.34,35 TRD has a significant negative impact on the lives of those affected and has one of the highest economic burdens of all psychiatric disorders.35 Patients often cycle through multiple oral medications, waiting 4-6 weeks for potential relief.36 Based on the STAR*D study, after their third line of treatment, approximately 86 percent of patients do not achieve remission.36

ABOUT SCHIZOPHRENIA
Schizophrenia is a complex, chronic brain disorder that affects how people think, feel, speak, and act. It affects up to an estimated 2.8 million adults in the United States yet remains widely misunderstood and insufficiently treated.37 Symptoms vary by person, but confusion and distortions in perceptions, emotions, and behavior are common.38 Evidence shows that the first three to five years after diagnosis — "the critical period" — from symptom onset are key for a patient's treatment, as this is when the condition progresses most rapidly.39,40 A comprehensive treatment plan, which may include medication, therapy, and psychosocial services, is critical in delaying the time to relapse for adults with schizophrenia.41

ABOUT CAPLYTA® (lumateperone)
CAPLYTA® 42 mg is an oral, once daily atypical antipsychotic approved in adults as an adjunctive therapy with antidepressants for major depressive disorder (MDD), schizophrenia, and depressive episodes associated with bipolar I or II disorder (bipolar depression), as monotherapy, or as adjunctive therapy with lithium or valproate.

While the mechanism of action of CAPLYTA® is unknown, the efficacy of CAPLYTA® could be mediated through a combination of antagonist activity at central serotonin 5-HT2A receptors and partial agonist activity at central dopamine D2 receptors.

A supplemental New Drug Application (sNDA) for CAPLYTA® with long-term data evaluating the safety and efficacy of the medication for delayed time to relapse in schizophrenia was recently approved by the U.S. Food and Drug Administration. The medication is also being studied for other neuropsychiatric disorders. CAPLYTA® is not FDA-approved for these disorders.

ABOUT SPRAVATO® (esketamine) CIII NASAL SPRAY
SPRAVATO® is approved by the U.S. Food and Drug Administration as monotherapy or in conjunction with an oral antidepressant for adults with MDD when they have inadequate response to at least two oral antidepressants (TRD) and depressive symptoms in adults with major depressive disorder with acute suicidal ideation or behavior in conjunction with an oral antidepressant. It is a non-selective, non-competitive antagonist of the N-methyl-D-aspartate (NMDA) receptor and is believed to work differently than traditional antidepressants by acting on a pathway in the brain that affects glutamate. The mechanism by which esketamine exerts its antidepressant effect is unknown. To date, SPRAVATO® has been approved in over 70 markets and administered to more than 250,000 patients worldwide.

ABOUT J&J'S SCHIZOPHRENIA LONG-ACTING INJECTABLE (LAI) PORTFOLIO
Johnson & Johnson's portfolio of long-acting injectable (LAI) offerings for schizophrenia offers a varied range of dosing options and the longest-lasting schizophrenia treatments with each dose available, including INVEGA SUSTENNA® (1-month paliperidone palmitate), INVEGA TRINZA® (3-month paliperidone palmitate), and INVEGA HAFYERA® (6-month paliperidone palmitate), all of which are administered in a clinical setting by a medical professional.42,43,44

ABOUT SELTOREXANT
Seltorexant, an investigational first-in-class therapy, is a selective antagonist of the human orexin-2 receptor currently being developed as an adjunctive treatment for adults with MDD with insomnia symptoms. Seltorexant selectively antagonizes the orexin-2 receptors, potentially improving mood symptoms associated with depression and restoring sleep without next-day sedation.45 When orexin-2 receptors are stimulated for too long or at inappropriate times, their activation can cause hyperarousal manifestations, including insomnia and excessive cortisol release, which may contribute to depression.46,47 Seltorexant is the only investigational therapy under study for the treatment of MDD that is believed to work by normalizing the overactivation of the orexin-2 receptors, thereby targeting the underlying biology that contributes to depression and insomnia symptoms.

CAPLYTA® IMPORTANT SAFETY INFORMATION

What is CAPLYTA (lumateperone)?

CAPLYTA® (lumateperone) is a prescription medicine used in adults along with an antidepressant to treat major depressive disorder (MDD); to treat depressive episodes associated with bipolar I or bipolar II disorder (bipolar depression) alone or with lithium or valproate; or to treat schizophrenia. It is not known if CAPLYTA is safe and effective in children.

IMPORTANT SAFETY INFORMATION

What is the most important information I should know about CAPLYTA?

Medicines like CAPLYTA can raise the risk of death in elderly people who have lost touch with reality (psychosis) due to confusion and memory loss (dementia). CAPLYTA is not approved for treating people with dementia-related psychosis. CAPLYTA and antidepressant medicines increase the risk of suicidal thoughts and actions in people 24 years of age and younger, especially within the first few months of treatment or when the dose is changed. Depression and other serious mental illnesses are the most important causes of suicidal thoughts and actions. Patients and their families or caregivers should watch for new or worsening depression symptoms, especially sudden changes in mood, behaviors, thoughts, or feelings. This is very important when CAPLYTA or an antidepressant medicine is started or when the dose is changed. Report any changes in these symptoms to your healthcare provider immediately. • thoughts about suicide or dying     

• acting aggressive, being angry or violent 

• panic attacks

• new or worse depression 

• new or worse anxiety

• new or worse irritability  

• feeling very agitated or restless   

• suicide attempts 

• acting on dangerous impulses

• trouble sleeping

• an extreme increase in activity and talking (mania)

• other unusual changes in behavior or mood

Do not take CAPLYTA if you are allergic to any of its ingredients. Get emergency medical help if you are having an allergic reaction (e.g., rash, itching, hives, swelling of the tongue, lip, face, or throat).

What are the possible side effects of CAPLYTA?

CAPLYTA may cause serious side effects, including:

Stroke (cerebrovascular problems) in elderly people with dementia-related psychosis that can lead to death. Neuroleptic malignant syndrome (NMS): high fever, confusion, changes in your breathing, heart rate, and blood pressure, stiff muscles, and increased sweating; these may be symptoms of a rare but potentially fatal condition. Contact your healthcare provider or go to the emergency room if you experience signs and symptoms of NMS. Uncontrolled body movements (tardive dyskinesia, TD) in your face, tongue, or other body parts. TD may not go away, even if you stop taking CAPLYTA. It may also occur after you stop taking CAPLYTA. Problems with your metabolism including high blood sugar, diabetes, increased fat (cholesterol and triglyceride) levels in your blood and weight gain. Your healthcare provider should check your blood sugar, fat levels, and weight before you start and during your treatment with CAPLYTA. Extremely high blood sugar levels can lead to coma or death. Call your healthcare provider if you have any of the following symptoms of high blood sugar: feeling very thirsty, hungry, sick to your stomach, needing to urinate more than usual, weak/tired, or confused, or your breath smells fruity. Low white blood cell count. Your healthcare provider may do blood tests during the first few months of treatment with CAPLYTA. Decreased blood pressure (orthostatic hypotension). You may feel lightheaded, dizzy, or faint when you rise too quickly from a sitting or lying position. Falls. CAPLYTA may make you sleepy or dizzy, may cause a decrease in your blood pressure when changing position (orthostatic hypotension), and can slow your thinking and motor skills which may lead to falls that can cause broken bones or other injuries. Seizures (convulsions). Sleepiness, drowsiness, feeling tired, difficulty thinking and doing normal activities. Until you know how CAPLYTA affects you, do not drive, operate heavy machinery, or do other dangerous activities. Problems controlling your body temperature so that you feel too warm. Avoid getting overheated or dehydrated while taking CAPLYTA. Difficulty swallowing that can cause food or liquid to get into the lungs. The most common side effects of CAPLYTA include sleepiness, dizziness, nausea, dry mouth, feeling tired, and diarrhea.

These are not all the possible side effects of CAPLYTA.

Before taking CAPLYTA, tell your healthcare provider about all of your medical conditions, including if you: have or have had heart problems or a stroke, high or low blood pressure, diabetes, or high blood sugar, problems with cholesterol, have or have had a low white blood cell count, seizures (convulsions), or kidney or liver problems.

CAPLYTA may cause fertility problems in females and males. You should notify your healthcare provider if you become pregnant or intend to become pregnant while taking CAPLYTA. There is a pregnancy registry for females who are exposed to CAPLYTA during pregnancy. CAPLYTA may cause abnormal involuntary movements and/or withdrawal symptoms in newborn babies exposed to CAPLYTA during the third trimester. Talk to your healthcare provider if you breastfeed or are planning to breastfeed as CAPLYTA passes into breast milk.

Tell your healthcare provider about all the medicines you're taking. CAPLYTA may affect the way other medicines work, and other medicines may affect how CAPLYTA works, causing possible serious side effects. Do not start or stop any medicines while taking CAPLYTA without talking to your healthcare provider. You are encouraged to report negative side effects of prescription drugs. Contact Intra-Cellular Therapies, Inc. at 1-800-526-7736 or FDA at 1-800-FDA-1088 or www.fda.gov/medwatch.

CAPLYTA is available in 42 mg, 21 mg, and 10.5 mg capsules.

Please see full Prescribing Information, including Boxed WARNINGS, and Medication Guide for CAPLYTA.

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INVEGA SUSTENNA®, INVEGA TRINZA®, INVEGA HAFYERA® IMPORTANT SAFETY INFORMATION 

INDICATIONS 

INVEGA HAFYERA® (6-month paliperidone palmitate) is a prescription medicine given by injection every 6 months by a healthcare professional and used to treat schizophrenia. INVEGA HAFYERA® is used in adults who have been treated with either: 

INVEGA SUSTENNA® (paliperidone palmitate) a 1-time-each-month paliperidone palmitate extended-release injectable suspension for at least 4 months  INVEGA TRINZA® (paliperidone palmitate) a 1-time-every-3-months paliperidone palmitate extended-release injectable suspension for at least 3 months  INVEGA TRINZA® is a prescription medicine given by injection every 3 months by a healthcare professional and used to treat schizophrenia. INVEGA TRINZA® is used in people who have been adequately treated with INVEGA SUSTENNA® for at least 4 months. 

INVEGA SUSTENNA® is a prescription medicine given by injection by a healthcare professional.  

INVEGA SUSTENNA® is used to treat schizophrenia in adults. 

IMPORTANT SAFETY INFORMATION 

What is the most important information I should know about INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA®? 

INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may cause serious side effects, including: 

Increased risk of death in elderly people with dementia-related psychosis. 
INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® increase the risk of death in elderly people who have lost touch with reality (psychosis) due to confusion and memory loss (dementia). INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® are not for the treatment of people with dementia-related psychosis.  Do not receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® if you are allergic to paliperidone, paliperidone palmitate, risperidone, or any of the ingredients in INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®. See the end of the Patient Information leaflet in the full Prescribing Information for a complete list of INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® ingredients. 

Before you receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®, tell your healthcare professional about all your medical conditions, including if you:   

have had Neuroleptic Malignant Syndrome (NMS)  have or have had heart problems, including a heart attack, heart failure, abnormal heart rhythm, or long QT syndrome  have or have had low levels of potassium or magnesium in your blood  have or have had uncontrolled movements of your tongue, face, mouth, or jaw (tardive dyskinesia)  have or have had kidney or liver problems  have diabetes or have a family history of diabetes  have Parkinson's disease or a type of dementia called Lewy Body Dementia  have had a low white blood cell count  have had problems with dizziness or fainting or are being treated for high blood pressure  have or have had seizures or epilepsy  have any other medical conditions  are pregnant or plan to become pregnant. It is not known if INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® will harm your unborn baby  If you become pregnant while taking INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®, talk to your healthcare professional about registering with the National Pregnancy Registry for Atypical Antipsychotics. You can register by calling 1-866-961-2388 or visit http://womensmentalhealth.org/clinical-and-research-programs/pregnancyregistry.  Infants born to women who are treated with INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® may experience symptoms such as tremors, irritability, excessive sleepiness, eye twitching, muscle spasms, decreased appetite, difficulty breathing, or abnormal movement of arms and legs. Let your healthcare professional know if these symptoms occur.  are breastfeeding or plan to breastfeed. INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® 
can pass into your breast milk. Talk to your healthcare professional about the best way to feed your baby if you receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®.  Tell your healthcare professional about all the medicines you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements. INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may affect the way other medicines work, and other medicines may affect how INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® works. 

Your healthcare provider can tell you if it is safe to receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® with your other medicines. Do not start or stop any medicines during treatment with INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® without talking to your healthcare provider first. Know the medicines you take. Keep a list of them to show to your healthcare professional or pharmacist when you get a new medicine. 

Patients (particularly the elderly) taking antipsychotics with certain health conditions or those on long-term therapy should be evaluated by their healthcare professional for the potential risk of falls. 

How will I receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®? 

Follow your treatment schedule exactly as your healthcare provider tells you to.  Your healthcare provider will tell you how much you will receive and when you will receive it.  What should I avoid while receiving INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®? 

INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may affect your ability to make decisions, think clearly, or react quickly. Do not drive, operate heavy machinery, or do other dangerous activities until you know how INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® affects you.  Avoid getting overheated or dehydrated.   INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® may cause serious side effects, including: 

See "What is the most important information I should know about INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA®?"  stroke in elderly people (cerebrovascular problems) that can lead to death  Neuroleptic Malignant Syndrome (NMS). NMS is a rare but very serious problem that can happen in people who receive INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®. NMS can cause death and must be treated in a hospital. Call your healthcare professional right away if you become severely ill and have any of these symptoms: high fever; severe muscle stiffness; confusion; loss of consciousness; changes in your breathing, heartbeat, and blood pressure.  problems with your heartbeat. These heart problems can cause death. Call your healthcare professional right away if you have any of these symptoms: passing out or feeling like you will pass out, dizziness, or feeling as if your heart is pounding or missing beats.  uncontrolled movements of your tongue, face, mouth, or jaw (tardive dyskinesia)  metabolic changes. Metabolic changes may include high blood sugar (hyperglycemia), diabetes mellitus and changes in the fat levels in your blood (dyslipidemia), and weight gain.  low blood pressure and fainting  changes in your blood cell counts  high level of prolactin in your blood (hyperprolactinemia). INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® may cause a rise in the blood levels of a hormone called prolactin (hyperprolactinemia) that may cause side effects including missed menstrual periods, leakage of milk from the breasts, development of breasts in men, or problems with erection.   problems thinking clearly and moving your body  seizures  difficulty swallowing that can cause food or liquid to get into your lungs  prolonged or painful erection lasting more than 4 hours. Call your healthcare professional or go to your nearest emergency room right away if you have an erection that lasts more than 4 hours.   problems with control of your body temperature, especially when you exercise a lot or spend time doing things that make you warm. It is important for you to drink water to avoid dehydration.  The most common side effects of INVEGA HAFYERA® include: injection site reactions, weight gain, headache, upper respiratory tract infections, feeling restlessness or difficulty sitting still, slow movements, tremors, stiffness and shuffling walk. 

The most common side effects of INVEGA TRINZA® include: injection site reactions, weight gain, headache, upper respiratory tract infections, feeling restlessness or difficulty sitting still, slow movements, tremors, stiffness and shuffling walk. 

The most common side effects of INVEGA SUSTENNA® include: injection site reactions; sleepiness or drowsiness; dizziness; feeling of inner restlessness or needing to be constantly moving; abnormal muscle movements, including tremor (shaking), shuffling, uncontrolled involuntary movements, and abnormal movements of your eyes. 

Tell your healthcare professional if you have any side effect that bothers you or does not go away. These are not all the possible side effects of INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA®. For more information, ask your healthcare professional or pharmacist. 

Call your healthcare professional for medical advice about side effects. You may report side effects of prescription drugs to the FDA at 1-800-FDA-1088. 

General information about the safe and effective use of INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® 

Medicines are sometimes prescribed for purposes other than those listed in a Patient Information leaflet.

Do not use INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® for a condition for which it was not prescribed. You can ask your pharmacist or healthcare professional for information about INVEGA HAFYERA®, INVEGA TRINZA® or INVEGA SUSTENNA® that is written for healthcare professionals. 

For more information, go to www.invegahafyera.com, www.invegatrinza.com or www.invegasustenna.com or call 1-800-526-7736. 

Please click to read the full Prescribing Information, including Boxed WARNING, for INVEGA HAFYERA®, INVEGA TRINZA® and INVEGA SUSTENNA® and discuss any questions you have with your healthcare professional. 

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SPRAVATO® IMPORTANT SAFETY INFORMATION 

What is SPRAVATO® (esketamine) CIII nasal spray? 

SPRAVATO® is a prescription medicine used:

with or without an antidepressant taken by mouth, to treat adults with treatment-resistant depression (TRD) with an antidepressant taken by mouth, to treat depressive symptoms in adults with major depressive disorder (MDD) with suicidal thoughts or actions SPRAVATO® is not for use as a medicine to prevent or relieve pain (anesthetic). It is not known if SPRAVATO® is safe or effective as an anesthetic medicine.

It is not known if SPRAVATO® is safe and effective for use in preventing suicide or in reducing suicidal thoughts or actions. SPRAVATO® is not for use in place of hospitalization if your healthcare provider determines that hospitalization is needed, even if improvement is experienced after the first dose of SPRAVATO®.

It is not known if SPRAVATO® is safe and effective in children. 

IMPORTANT SAFETY INFORMATION

What is the most important information I should know about SPRAVATO®? 

SPRAVATO® can cause serious side effects, including: 

Sedation, dissociation, and respiratory depression. SPRAVATO® may cause sleepiness (sedation), fainting, dizziness, spinning sensation, anxiety, or feeling disconnected from yourself, your thoughts, feelings, space and time (dissociation), breathing problems (respiratory depression and respiratory arrest) Tell your healthcare provider right away if you feel like you cannot stay awake or if you feel like you are going to pass out.  Your healthcare provider must monitor you for serious side effects for at least 2 hours after taking SPRAVATO®. Your healthcare provider will decide when you are ready to leave the healthcare setting.  Abuse and misuse. There is a risk for abuse and misuse with SPRAVATO®, which may lead to physical and psychological dependence. Your healthcare provider should check you for signs of abuse, misuse, and dependence before and during treatment. Tell your healthcare provider if you have ever abused or been dependent on alcohol, prescription medicines, or street drugs.  Your healthcare provider can tell you more about the differences between physical and psychological dependence and drug addiction.  SPRAVATO® Risk Evaluation and Mitigation Strategy (REMS). Because of the risks for sedation, dissociation, respiratory depression and abuse and misuse, SPRAVATO® is only available through a restricted program called the SPRAVATO® Risk Evaluation and Mitigation Strategy (REMS) Program. SPRAVATO® can only be administered at healthcare settings certified in the SPRAVATO® REMS Program. Patients treated in outpatient healthcare settings (such as medical offices and clinics) must be enrolled in the program. Increased risk of suicidal thoughts and actions. Antidepressant medicines may increase suicidal thoughts and actions in some people 24 years of age and younger, especially within the first few months of treatment or when the dose is changed. SPRAVATO® is not for use in children. Depression and other serious mental illnesses are the most important causes of suicidal thoughts and actions. Some people may have a higher risk of having suicidal thoughts or actions. These include people who have (or have a family history of) depression or a history of suicidal thoughts or actions.  How can I watch for and try to prevent suicidal thoughts and actions in myself or a family member?  Pay close attention to any changes, especially sudden changes, in mood, behavior, thoughts, or feelings, or if you develop suicidal thoughts or actions.  Tell your healthcare provider right away if you have any new or sudden changes in mood, behavior, thoughts, or feelings, or if you develop suicidal thoughts or actions.  Keep all follow-up visits with your healthcare provider as scheduled. Call your healthcare provider between visits as needed, especially if you have concerns about symptoms.  Tell your healthcare provider or get emergency help right away if you or your family member have any of the following symptoms, especially if they are new, worse, or worry you: 

thoughts about suicide or dying  new or worse depression  feeling very agitated or restless  trouble sleeping (insomnia)  acting aggressive, being angry or violent  an extreme increase in activity and talking (mania)  suicide attempts  new or worse anxiety  panic attacks  new or worse irritability  acting on dangerous impulses  other unusual changes in behavior or mood  Do not take SPRAVATO® if you: 

have blood vessel (aneurysmal vascular) disease (including in the brain, chest, abdominal aorta, arms and legs)  have an abnormal connection between your veins and arteries (arteriovenous malformation)  have a history of bleeding in the brain  are allergic to esketamine, ketamine, or any of the other ingredients in SPRAVATO®.  If you are not sure if you have any of the above conditions, talk to your healthcare provider before taking SPRAVATO®. 

Before you take SPRAVATO®, tell your healthcare provider about all of your medical conditions, including if you: 

have heart or brain problems, including:  high blood pressure (hypertension)  slow or fast heartbeats that cause shortness of breath, chest pain, lightheadedness, or fainting  history of heart attack  history of stroke  heart valve disease or heart failure  history of brain injury or any condition where there is increased pressure in the brain  have liver problems  have ever had a condition called "psychosis" (see, feel, or hear things that are not there, or believe in things that are not true).  are pregnant or plan to become pregnant. SPRAVATO® may harm your unborn baby. You should not take SPRAVATO® if you are pregnant.  Tell your healthcare provider right away if you become pregnant during treatment with SPRAVATO®.  If you are able to become pregnant, talk to your healthcare provider about methods to prevent pregnancy during treatment with SPRAVATO®.  There is a pregnancy registry for women who are exposed to SPRAVATO® during pregnancy. The purpose of the registry is to collect information about the health of women exposed to SPRAVATO® and their baby. If you become pregnant during treatment with SPRAVATO®, talk to your healthcare provider about registering with the National Pregnancy Registry for Antidepressants at 1-844-405-6185 or online at https://womensmentalhealth.org/clinical-and-research- programs/pregnancyregistry/antidepressants/.  are breastfeeding or plan to breastfeed. SPRAVATO® passes into your breast milk. You should not breastfeed during treatment with SPRAVATO®.  Tell your healthcare provider about all the medicines that you take, including prescription and over-the-counter medicines, vitamins, and herbal supplements. Taking SPRAVATO® with certain medicines may cause side effects. 

Especially tell your healthcare provider if you take central nervous system (CNS) depressants, psychostimulants, or monoamine oxidase inhibitors (MAOIs) medicines. Keep a list of them to show to your healthcare provider and pharmacist when you get a new medicine. 

How will I take SPRAVATO®? 

You will take SPRAVATO®  nasal spray yourself, under the supervision of a healthcare provider in a healthcare setting. Your healthcare provider will show you how to use the SPRAVATO® nasal spray device.  Your healthcare provider will tell you how much SPRAVATO® you will take and when you will take it.  Follow your SPRAVATO® treatment schedule exactly as your healthcare provider tells you to.  During and after each use of the SPRAVATO® nasal spray device, you will be checked by a healthcare provider who will decide when you are ready to leave the healthcare setting.  You will need to plan for a caregiver or family member to drive you home after taking SPRAVATO®.  If you miss a SPRAVATO® treatment, your healthcare provider may change your dose and treatment schedule.  Some people taking SPRAVATO® get nausea and vomiting. You should not eat for at least 2 hours before taking SPRAVATO® and not drink liquids at least 30 minutes before taking SPRAVATO®.  If you take a nasal corticosteroid or nasal decongestant medicine take these medicines at least 1 hour before taking SPRAVATO®.  What should I avoid while taking SPRAVATO®? 

Do not drive, operate machinery, or do anything where you need to be completely alert after taking SPRAVATO®. Do not take part in these activities until the next day following a restful sleep. See "What is the most important information I should know about SPRAVATO®?" 

What are the possible side effects of SPRAVATO®? 

SPRAVATO® may cause serious side effects including: 

See "What is the most important information I should know about SPRAVATO®?" 

Increased blood pressure. SPRAVATO® can cause a temporary increase in your blood pressure that may last for about 4 hours after taking a dose. Your healthcare provider will check your blood pressure before taking SPRAVATO® and for at least 2 hours after you take SPRAVATO®. Tell your healthcare provider right away if you get chest pain, shortness of breath, sudden severe headache, change in vision, or seizures after taking SPRAVATO®. 

Problems with thinking clearly. Tell your healthcare provider if you have problems thinking or remembering. 

Bladder problems. Tell your healthcare provider if you develop trouble urinating, such as a frequent or urgent need to urinate, pain when urinating, or urinating frequently at night. 

The most common side effects of SPRAVATO® include: 

feeling disconnected from yourself, your thoughts, feelings and things around you  dizziness  nausea  feeling sleepy  spinning sensation  decreased feeling of sensitivity (numbness)  feeling anxious  lack of energy  increased blood pressure  vomiting  feeling drunk  headache  feeling very happy or excited  If these common side effects occur, they usually happen right after taking SPRAVATO® and go away the same day. 

These are not all the possible side effects of SPRAVATO®. 

Call your doctor for medical advice about side effects. You may report side effects to Johnson & Johnson at 1-800-526-7736, or to the FDA at 1-800-FDA-1088. 

Please see full Prescribing Information, including Boxed WARNINGS, and Medication Guide for SPRAVATO® and discuss any questions you may have with your healthcare provider. 

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About Johnson & Johnson
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity.

Learn more at https://www.jnj.com/ or at www.innovativemedicine.jnj.com. Follow us at @JNJInnovMed.

© Johnson & Johnson and its affiliates 2026. All rights reserved.

Cautions Concerning Forward-Looking Statements 
This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995 related to product development and the potential benefits and treatment impact of CAPLYTA® (lumateperone), SPRAVATO® (esketamine) CIII nasal spray, and seltorexant. The reader is cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the expectations and projections of Johnson & Johnson. Risks and uncertainties include, but are not limited to: challenges and uncertainties inherent in product research and development, including the uncertainty of clinical success and of obtaining regulatory approvals; uncertainty of commercial success; manufacturing difficulties and delays; competition, including technological advances, new products and patents attained by competitors; challenges to patents; product efficacy or safety concerns resulting in product recalls or regulatory action; changes in behavior and spending patterns of purchasers of health care products and services; changes to applicable laws and regulations, including global health care reforms; and trends toward health care cost containment. A further list and descriptions of these risks, uncertainties and other factors can be found in Johnson & Johnson's most recent Annual Report on Form 10-K, including in the sections captioned "Cautionary Note Regarding Forward-Looking Statements" and "Item 1A. Risk Factors," and in Johnson & Johnson's subsequent Quarterly Reports on Form 10-Q and other filings with the Securities and Exchange Commission. Copies of these filings are available online at www.sec.gov, www.jnj.com, www.investor.jnj.com or on request from Johnson & Johnson. Johnson & Johnson does not undertake to update any forward-looking statement as a result of new information or future events or developments.

References:

Brown D, Chen C, Chen M, et al. Lumateperone Treatment for Manic Episodes or Manic Episodes With Mixed Features in Bipolar I Disorder: Results From a Double-Blind, Placebo-Controlled, Randomized, Phase 3 Trial. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Black D, Namjoshi M, Obando C, et al. Changes in Mean Total Score on the PHQ-9 Among Bipolar Depression Patients Treated with Lumateperone in the United States: An Electronic Health Records Study. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chen C, Durgam S, Earley WR, et al. Adjunctive Lumateperone 42 mg Treatment in Major Depressive Disorder: A Pooled Analysis of Efficacy Across Patient-Reported Depression Symptoms. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Armas-Datorre J, Durgam S, Earley WR, et al. Lumateperone 42 mg in Major Depressive Disorder: Demographic and Clinical Subgroups Efficacy Analysis in a Phase 3 Randomized Placebo-Controlled Trial. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Bhagwagar Z, Chen C, Durgam S, et al. Lumateperone 42 mg in Patients With Major Depressive Disorder: Analysis of Remission in Short- and Long-Term Trials. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Dutheil S, Snyder G. Assessment of Lumateperone Partial Agonist Activity at Presynaptic Dopamine D2 Autoreceptors: Reversal of Haloperidol-Induced Tyrosine Hydroxylase Phosphorylation in Mouse Striatum. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chepke C, Durgam S, Earley W, et al. Metabolic Profile of Adjunctive Lumateperone 42 mg in Major Depressive Disorder: A Pooled Analysis of 2 Randomized, Placebo-Controlled Trials. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chen H, Namjoshi M, Wu E, et al. Total Cost per Remitter of Lumateperone Versus Cariprazine for the Treatment of Major Depressive Disorder in the United States. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Liu Z, Namjoshi M, Obando C, et al. Real-World Lumateperone Dosing Patterns and Treatment Duration in Bipolar Depression. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Chepke C, Fu DJ, Himedan M, et al. Montgomery-Åsberg Depression Rating Scale Anhedonia Factor Score Following Esketamine Nasal Spray Monotherapy in Adult Patients With Treatment-Resistant Depression: A Post Hoc Analysis. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Cutler AJ, Drzayich J, Fu DJ, et al. Esketamine Nasal Spray on Anhedonia and Functional Outcomes: Findings from the Ventura Real-World Evidence Study. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Benson C, Doshi J, Geng Z, et al. Association of Schizophrenia-Related Hospitalization Before Long-Acting Injectable Antipsychotic Initiation and Outcomes Among Young Dual Eligibles. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Citrome L, Cline F, Han J, et al. Treatment Satisfaction, Quality of Life, Satisfaction with Participation in Social Roles, and Caregiver Burden In Adults with Schizophrenia Treated with Paliperidone Palmitate Long-Acting Injectables. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Cambron-Mellott J, Dwibedi N, Hamilton J, et al. Incidence of cardiometabolic events among adults with major depressive disorder with and without insomnia symptoms: a real-world evidence study. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Benson C, Campbell A, Johnston K, et al. Association of Insomnia Symptoms in Major Depressive Disorder with Healthcare Resource Use and Cardiovascular and Metabolic Conditions - Analysis of National Health & Nutrition Examination Survey. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. Creel S, Hebert Z, Johnston K, et al. Understanding Insomnia Management in Major Depressive Disorder Through Patient-Provider Discourse. Psych Congress 2026 Annual Meeting; Sept. 15-19, 2026. World Health Organization. Bipolar disorder. September 2025. Accessed August 2026. https://www.who.int/news-room/fact-sheets/detail/bipolar-disorder   National Health Institute. Bipolar Disorder. Accessed August 2026. https://www.nimh.nih.gov/health/statistics/bipolar-disorder#part_2606 Oliva V, Fico G, De Prisco M et al. Bipolar disorders: an update on critical aspects. Lancet Reg Health Eur. 2024;48. doi:10.1016/j.lanepe.2024.101135. Cleveland Clinic. Mania. April 2026. Accessed August 2026. https://my.clevelandclinic.org/health/diseases/21603-mania World Health Organization. Mental disorders. Accessed May 2026. https://www.who.int/news-room/fact-sheets/detail/mental-disorders National Alliance on Mental Health. Mental health by the numbers. Accessed May 2026. https://www.nami.org/mental-health-by-the-numbers/   World Health Organization. Depressive disorder (depression). Accessed October 2025. who.int/news-room/fact-sheets/detail/depression Key substance use and mental health indicators in the United States: results from the 2023 national survey on drug use and health. Center for Behavioral Health Statistics and Quality, Substance Abuse and Mental Health Services Administration. Published July 2024. Accessed May 2026. https://www.samhsa.gov/data/report/2023-nsduh-annual-national-report Su YA and Si T. Progress and challenges in research of the mechanisms of anhedonia in major depressive disorder. Gen Psychiatr. 2022;35:e100724. doi:10.1136/gpsych-2021-10072   Pandya M, et al. Where in the Brain Is Depression? Curr Psychiatry Rep. 2012;14:634–642. doi:10.1007/s11920-012-0322-7 Rush AJ, Trivedi MH, Wisniewski SR, et al. Acute and longer-term outcomes in depressed outpatients requiring one or several treatment steps: a STAR*D report. Am J Psychiatry. 2006 Nov;163(11):1905-17. doi:10.1176/ajp.2006.163. Arnaud AM, Brister TS, Duckworth K, et al. Impact of major depressive disorder on comorbidities: a systematic literature review. J Clin Psychiatry. 2022;83(6):21r14328. Cao B, Zhu J, Zuckerman H, et al. Pharmacological interventions targeting anhedonia in patients with major depressive disorder: A systematic review. Prog Neuropsychopharmacol Biol Psychiatry. 2019;92:109–117. doi: 10.1016/j.pnpbp.2019.01.002 Kale H, Ganz ML, Ghosh, R. Burden of prominent anhedonia in major depressive disorder reflected in polypharmacy, healthcare use and humanistic outcomes. Poster presentation at Psych Congress 2024, Boston, MA, United States. Ohayon MM, Roth T. Place of chronic insomnia in the course of depressive and anxiety disorders. J Psychiatr Res. 2003;37(1):9-15. doi:10.1016/S0022-3956(02)00052-3 Taddei-Allen P. Economic Burden and Managed Care Considerations for the Treatment of Insomnia. AJMC. Updated April 12, 2020. Accessed May 2026. https://www.ajmc.com/view/economic-burden-and-managed-care-considerations-for-the-treatment-of-insomnia  Ağargün MY, Kara H, Solmaz M. Sleep disturbances and suicidal behavior in patients with major depression. J Clin Psychiatry. 1997;58(6):249-51 National Institute of Mental Health. Major Depression. Accessed May 2026. https://www.nimh.nih.gov/health/statistics/major-depression Zhdanava M, Pilon D, Ghelerter I, et al. The prevalence and national burden of treatment-resistant depression and major depressive disorder in the United States. J Clin Psychiatry. 2021;82(2):20m13699. doi:10.4088/JCP.20m13699   Sanacora G, Zarate C, Krystal J, et al. Targeting the glutamatergic system to develop novel, improved therapeutics for mood disorders. Nat Rev Drug Discov. 2008;7(5):426-437. doi:10.1038/nrd2462 Treatment Advocacy Center. Schizophrenia Fact Sheet. Accessed May 2026. www.tac.org/reports_publications/schizophrenia-fact-sheet/. Tandon, Rajiv et al. "The schizophrenia syndrome, circa 2024: What we know and how that informs its nature." Schizophrenia research vol. 264 (2024): 1-28. doi:10.1016/j.schres.2023.11.015 Birchwood, M. "Early intervention and sustaining the management of vulnerability." The Australian and New Zealand Journal of Psychiatry vol. 34 Suppl (2000): S181-4. doi:10.1080/000486700241 National Alliance on Mental Illness. Understanding Schizophrenia. Accessed May 2026. https://www.nami.org/types-of-conditions/schizophrenia/ Alphs L, et al. Factors associated with relapse in schizophrenia despite adherence to long-acting injectable therapy. Int Clin Psychopharmacol. 2016;31(4)202-209. doi:10.1097/YIC.0000000000000125 INVEGA SUSTENNA® [Prescribing Information]. Titusville, NJ: Janssen Pharmaceuticals, Inc. INVEGA TRINZA® [Prescribing Information]. Titusville, NJ: Janssen Pharmaceuticals, Inc. INVEGA HAFYERA® [Prescribing Information]. Titusville, NJ: Janssen Pharmaceuticals, Inc. Recourt K, de Boer P, Zuiker R, et al. The selective orexin-2 antagonist seltorexant (JNJ-42847922/MIN-202) shows antidepressant and sleep-promoting effects in patients with major depressive disorder [published correction appears in Transl Psychiatry. 2019 Oct 2;9(1):240. doi:10.1038/s41398-019-0585-4 Nollet M, Leman S. Role of orexin in the pathophysiology of depression: potential for pharmacological intervention. CNS Drugs. 2013;27(6):411-422. doi:10.1007/s40263-013-0064-z Brooks S, Jacobs GE, de Boer P, et al. The selective orexin-2 receptor antagonist seltorexant improves sleep: An exploratory double-blind, placebo controlled, crossover study in antidepressant-treated major depressive disorder patients with persistent insomnia. J Psychopharmacol. 2019;33(2):202-209. doi:10.1177/0269881118822258 SOURCE Johnson & Johnson

Johnson & Johnson (JNJ - Free Report) closed the most recent trading day at $269.12, moving -2.22% from the previous trading session. This change lagged the S&P 500's 0.58% loss on the day. At the same time, the Dow lost 1.18%, and the tech-heavy Nasdaq lost 0.32%.

Prior to today's trading, shares of the world's biggest maker of health care products had gained 5.13% outpaced the Medical sector's gain of 2.73% and the S&P 500's loss of 0.36%.

Market participants will be closely following the financial results of Johnson & Johnson in its upcoming release. The company plans to announce its earnings on October 13, 2026. The company is forecasted to report an EPS of $2.95, showcasing a 5.36% upward movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $25.36 billion, indicating a 5.71% increase compared to the same quarter of the previous year.

For the full year, the Zacks Consensus Estimates project earnings of $11.59 per share and a revenue of $101.09 billion, demonstrating changes of +7.41% and +7.32%, respectively, from the preceding year.

Any recent changes to analyst estimates for Johnson & Johnson should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.03% lower. Johnson & Johnson is holding a Zacks Rank of #3 (Hold) right now.

In terms of valuation, Johnson & Johnson is presently being traded at a Forward P/E ratio of 23.75. This valuation marks a premium compared to its industry average Forward P/E of 17.92.

Meanwhile, JNJ's PEG ratio is currently 2.63. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. Large Cap Pharmaceuticals stocks are, on average, holding a PEG ratio of 2.27 based on yesterday's closing prices.

The Large Cap Pharmaceuticals industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 102, finds itself in the top 42% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

Key Takeaways Disney is expanding parks and cruise capacity under its $60B, 10-year Experiences investment plan.Fiscal Q3 Experiences revenues rose 10% and operating income 20%, with U.S. attendance up 3%.Weak Asia attendance and about $9B in fiscal 2026 capex make execution and ROIC key investor watchpoints. The Walt Disney Company (DIS - Free Report) is expanding its parks pipeline to add capacity, strengthen guest spending and create a longer runway for Experiences growth. Disney is several years into its $60 billion, 10-year investment plan for Parks, Experiences and Products, with spending focused on theme park and resort expansion, new attractions and cruise capacity. The strategy is already showing results, as Experiences revenues increased 10% year over year in the fiscal third quarter of 2026, while operating income jumped 20%. The pipeline includes major attractions at Disney's U.S. parks, including Villains Land in Orlando and the Avengers Campus expansion in Anaheim, along with additional cruise capacity.

The expansion offers multiple avenues for growth. Domestic attendance increased 3% in the quarter, while per-capita guest spending rose 4%, showing Disney can benefit from both higher visitation and greater spending per visitor. New attractions and lands can also generate additional revenues from admissions, resorts, food and beverages, merchandise and other guest spending. Cruise expansion adds another capacity-driven growth opportunity within Experiences. Importantly, management expects attractive returns from the investment program, making execution and ROIC key measures for investors.

However, international attendance remains a key risk, particularly in Shanghai and Hong Kong, where weaker consumer conditions are weighing on demand. Large capital requirements are another concern, as the company expects fiscal 2026 capital expenditures of approximately $9 billion, primarily reflecting higher Experiences spending on parks, resorts and new attractions.

Overall, ongoing park expansion projects could accelerate Disney's long-term growth, provided the new capacity ensures a sufficient influx of visitors and spending to generate attractive returns on invested capital.

Competitors Challenging DIS in Theme ParksDisney is facing competition as major U.S. operators expand their attractive facilities, invest in new experiences, and strive to build closer engagement with visitors.

Comcast (CMCSA - Free Report) is strengthening its position in the theme park market through Universal’s expanding parks portfolio. Epic Universe continues to perform well, while Universal Kids Resort is open in Frisco and its U.K. park is moving toward construction. Comcast is pursuing long-term parks growth through attractive brands, locations and continued investment in attractions and experiences.

Six Flags Entertainment (FUN - Free Report) is expanding its theme park offering through a growing pipeline of attractions and experiences. Its 2026 lineup includes multiple new attractions, while construction is underway on several 2027 projects. Six Flags is also broadening membership and cross-park visitation, aiming to increase guest engagement, repeat visits and long-term returns from its park investments.

DIS’s Price Performance, Valuation & EstimatesDisney shares have declined 7.5% year to date compared with a 9.7% drop in the Zacks Consumer Discretionary sector.

DIS’s YTD Price Performance
Image Source: Zacks Investment Research

Disney trades at a forward 12-month P/S ratio of 1.72 compared to the Media Conglomerates industry's multiple of 1.24. DIS carries a Value Score of B.

DIS’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for DIS’ 2026 revenues is pegged at $101.38 billion, indicating 7.36% year-over-year growth. The consensus mark for earnings is pegged at $6.91 per share, indicating an upward revision over the past 30 days and indicating 16.53% year-over-year growth.

Image Source: Zacks Investment Research

DIS stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Walt Disney Company (DIS -0.24%) has raised prices so significantly that it is upsetting longtime fans.

*Stock prices used were the afternoon prices of Sept. 4, 2026. The video was published on Sept. 6, 2026.

Parkev Tatevosian, CFA has positions in Walt Disney. The Motley Fool has positions in and recommends Walt Disney. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

I am upgrading The Walt Disney Company to a buy, citing strong Q3 performance and attractive valuation. Disney delivered 7% YoY revenue growth and 21% segment operating income growth. Operating leverage expansion indicates strong efficiency. Increased share buybacks and raised repurchase guidance for FY2026 signal management confidence in cash flows and the stock's intrinsic value.

Key Takeaways Altria's premium segment accounts for about 85% of cigarette profitability, making Marlboro a key driver.Marlboro's total cigarette share fell 1.5 points to 39.5% as discount retail share rose to 33.8%.Basic gained 2.3 points to 2.9%, while smokeable adjusted OCI rose 2.4% to $3.02 billion. Altria Group, Inc. (MO - Free Report) is keeping the cigarette strategy centered on the premium segment, which accounts for about 85% of profitability in the cigarette category. That makes Marlboro’s position especially important as cigarette consumers continue to trade down toward discount offerings amid pressure on discretionary income.

In the second quarter of 2026, Marlboro held a 59.6% share of the premium segment, unchanged from a year earlier and up 0.1 percentage point sequentially. However, Marlboro’s share of the total cigarette category fell 1.5 percentage points year over year to 39.5%. At the same time, industry discount retail share rose 2.6 percentage points to 33.8%, reflecting continued trade-down among adult nicotine consumers.

Altria is addressing the shift toward discount cigarettes through a broader PM USA portfolio strategy. Basic’s retail share increased 2.3 percentage points year over year to 2.9% in the second quarter, while targeted promotional support expanded to roughly 35,000 stores during the first half of 2026. The strategy seeks to participate in the discount segment while limiting the impact on Marlboro.

Despite the mix shift, smokeable price realization was 4.5% in the quarter, supported by strong Marlboro net pricing. Smokeable products adjusted OCI increased 2.4% to $3.02 billion, while adjusted OCI margin expanded 0.3 percentage point to 64.8%. The premium segment therefore remains central to cigarette profitability even as discount participation grows.

How Altria Compares With Philip Morris and TPBPhilip Morris International Inc. (PM - Free Report) also showed premium-brand resilience in second-quarter 2026. While international combustible pricing rose 10%, Philip Morris’ Marlboro share reached a record 11% of the international cigarette category, up 0.3 percentage points year over year. Philip Morris also maintained a 25.3% cigarette category share, with international combustible gross profit increasing 8% organically in the quarter despite unfavorable geographic mix.

Turning Point Brands, Inc. (TPB - Free Report) is also leaning on premium positioning across nicotine products. While Modern Oral investments focus on shelf placement, retail visibility and brand equity to build long-term premium potential, Turning Point Brands described Stoker’s as the segment’s only truly premium product for value-oriented consumers. Turning Point Brands reported Stoker’s segment net sales up 54.5%, with adjusted gross profit rising 40.7% year over year.

Altria’s Price Performance, Valuation & EstimatesShares of Altria have fallen 3.4% in the past three months against the industry’s growth of 2.7%.

Image Source: Zacks Investment Research

From a valuation standpoint, MO trades at a forward price-to-earnings ratio of 11.90X, down from the industry’s average of 14.92X.

Image Source: Zacks Investment Research

Altria remains attractively valued with a high 6.45% dividend yield and a constructive technical setup, despite recent volatility. MO's Q2 results were mixed, but management raised the lower end of FY 2026 EPS guidance and announced a dividend hike. The new manufacturing agreement with Philip Morris leverages MO's production capacity and could optimize import/export operations starting in 2027.

Vancouver, British Columbia – TheNewswire - September 8, 2026 – Adamera Minerals Corp. (TSX-V: ADZ; OTC: DDNFF) (“Adamera” or the “Company”) announces it has filed applications for the Bromley claims, adding over 4,700 hectares contiguous to the Company’s 100%-owned South Hedley Property. This newly staked ground expands the northwestern edge of the property 12 kilometres (km) westward, connecting to the eastern claim boundary of Hudbay Minerals Inc.’s Copper Mountain mine claims.

The Bromley claim applications cover an approximately 12 x 4 km corridor concealed beneath a sequence of younger volcanic rock, where Adamera has identified distinct magnetic features. This area is positioned along an approximately 40 km east-west trend that Adamera interprets as a structural and metallogenic corridor connecting the producing Copper Mountain mine to the historic Nickel Plate mine near Hedley, British Columbia. The Company’s Max Copper-Gold Target is positioned within this corridor.

“This staking reflects our broader vision for the district. The locations of Copper Mountain, Nickel Plate, and our Max copper-gold target are not random. We believe a 40 km structure along the southern margin of the Bromley Batholith controlled the emplacement of the smaller intrusions that carry the copper and gold. Younger volcanic rocks covering this zone have largely kept it untested, and this is the type of opportunity we like to focus on,” said Mark Kolebaba, President and CEO of Adamera.

  Rationale for Staking

A district-scale corridor: The Company interprets an east-west structural and metallogenic corridor, approximately 40 km in length, extending from the producing Copper Mountain mine through the Max Copper-Gold Target to the historic Nickel Plate (Hedley) mine. This corridor roughly tracks the southern margin of the Bromley Batholith and is interpreted as a deep-seated east-west cross-structure located within the Quesnel Trough. The corridor is considered a conduit for mineralizing magmas. 

A long-lived magmatic conduit: The Company’s interpretation suggests this 40 km east-west structural corridor acted as a deep crustal conduit over a 15-million-year metallogenic epoch. This long-lived weakness may have facilitated the earlier emplacement of the mineralizing intrusions at Copper Mountain and Nickel Plate, and ultimately controlled the emplacement of the Bromley Batholith along the trend. Economic copper-gold mineralization in this district is driven by smaller, highly fractionated intrusions tapping this structural corridor, making the covered southern margin of the Bromley Batholith a prospective target. 

Covering the missing link: The Bromley claim applications cover the interpreted southern margin of the Bromley Batholith, an area approximately 12 x 4 km in extent. While younger, post-mineralization cover conceals this zone, Adamera has identified distinct magnetic features within the corridor, providing early geophysical support for targets. 

Contiguous with an active target: These new applications extend directly westward from the Company’s South Hedley Property, where an ongoing induced polarization (IP) survey has defined a chargeability anomaly ranging from 3 to 4 km in width. This land expansion covers the interpreted structural corridor extending westward from this new zone. 

Next Steps

This geological model is based on interpretation and needs to be tested through exploration work. The Bromley claim applications are currently subject to approval. Upon approval, anticipated initial work on the new claims would include prospecting, sampling, and potential airborne geophysics to define drill targets.

South Hedley Project

South Hedley is a copper-gold property near Princeton, British Columbia, within the Quesnel Trough. Work to date has advanced two targets: the Max Copper-Gold Target, a covered porphyry target defined by coincident copper-gold soil geochemistry, magnetics and IP; and Glix, a gold skarn target defined by soil geochemistry, electromagnetic and magnetic survey data. The IP survey at Max copper-gold target is currently underway. Drill permit applications for both targets were submitted in February 2026 and remain pending.

Qualified Person

Martin St. Pierre, P. Geo., a qualified person as defined by National Instrument 43-101 and a consultant to the Company, has reviewed and approved the technical content of this news release. The Copper Mountain and Nickel Plate mines are located on properties adjacent to or near the South Hedley Property. Information regarding those properties is drawn from public sources and has not been independently verified by Adamera. Mineralization on those properties is not necessarily indicative of mineralization on the South Hedley Property.

About Adamera

Adamera Minerals Corp. is targeting critical metals in the U.S. and copper-gold in southern British Columbia. In Washington State, the Company is advancing a tungsten portfolio intended to support a secure domestic supply for U.S. markets. In Canada, Adamera is exploring the South Hedley Copper-Gold Project and maintains additional gold projects in its portfolio.

On behalf of the Board of Directors,

Mark Kolebaba
President & CEO

For additional information please contact:
Email: [email protected]
Website: www.Adamera.com

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. Statements in this press release, other than purely historical information, including statements relating to the Company’s future plans and objectives or expected results, may include forward-looking statements. Forward-looking statements are based on numerous assumptions and are subject to all of the risks and uncertainties inherent in resource exploration and development, including the risk that the Bromley claim applications may not be approved. As a result, actual results may vary materially from those described in the forward-looking statements.

¹ Logan, J.M., and Mihalynuk, M.G., 2014. Tectonic controls on Early Mesozoic paired alkaline porphyry deposit belts (Cu-Au) within the Canadian Cordillera. Economic Geology, v. 109, p. 827-858.

, /PRNewswire/ -- Target Hospitality Corp. ("Target Hospitality" or the "Company") (Nasdaq: TH), one of North America's largest providers of vertically integrated modular accommodations and value-added hospitality services, today announced the pricing of an upsized underwritten, secondary offering (the "Offering") of 14,000,000 shares (the "Shares") of its common stock, par value $0.0001 per share (the "Common Stock"), held by Arrow Holdings S.à r.l. and MFA Global S.à r.l. (collectively, the "Selling Stockholders"), entities controlled by TDR Capital LLP, acting in its capacity as investment fund manager, at a price to the public of $18.50 per share, for total gross proceeds to the Selling Stockholders of approximately $259,000,000, before deducting underwriting discounts and commissions. The Company has not offered any shares in the Offering and will not receive any of the proceeds from the Offering. The closing of the Offering is expected to occur on September 10, 2026, subject to customary closing conditions. The Selling Stockholders have also granted the underwriters a 30-day option to purchase up to an additional 2,100,000 shares of Common Stock.

Additionally, subject to the completion of the Offering, the Company has agreed to purchase from the underwriters shares of its Common Stock (the "Repurchase Shares") that are subject to the Offering with an aggregate purchase price of approximately $30,000,000, at a price per share equal to the price per share to be paid by the underwriters to the Selling Stockholders in the Offering (the "Stock Repurchase"). The completion of the Stock Repurchase is expected to occur concurrently with the closing of the Offering. The Repurchase Shares will be held by the Company as treasury shares following the completion of the Stock Repurchase. The Company expects to fund the Stock Repurchase with cash on hand together with borrowings under its ABL Credit Facility.

Morgan Stanley & Co. LLC, Deutsche Bank Securities Inc. and J.P. Morgan Securities LLC are acting as book-running managers for the Offering. Northland Securities, Inc., Oppenheimer & Co. Inc and Texas Capital Securities are acting as co-managers for the Offering.

The Offering is being made pursuant to an effective shelf registration statement on Form S-3, including a base prospectus, that was initially filed with the Securities and Exchange Commission (the "SEC") on April 10, 2019 and subsequently declared effective by the SEC on May 16, 2019 and is available on the SEC's website at www.sec.gov. The Offering may only be made by means of a prospectus supplement and the accompanying prospectus that will form a part of the registration statement. A preliminary prospectus supplement and the accompanying prospectus relating to the Offering will be filed with the SEC and will be available on the SEC's website. Copies of the final prospectus supplement and the accompanying prospectus, when available, may be obtained from: Morgan Stanley & Co. LLC, Attn: Prospectus Department, 180 Varick Street, 2nd Floor, New York, NY 10014, and Deutsche Bank Securities Inc., Attn: Prospectus Department, 1 Columbus Circle, New York, NY 10019, by telephone at (800) 503-4611, or by email at [email protected], and J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, New York 11717, or by email at [email protected] and [email protected].

This press release does not constitute an offer to sell or a solicitation of an offer to buy any securities of the Company, nor shall there be any sale of securities of the Company in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

Cautionary Statement Regarding Forward-Looking Statements

Certain statements made in this press release are "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words "estimates," "projected," "expects," "anticipates," "forecasts," "plans," "intends," "believes," "seeks," "may," "will," "should," "future," "propose" and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside our control, that could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements. Important factors, among others, that may affect actual results or outcomes include: operational, economic, including inflation, political and regulatory risks; our ability to effectively compete in the specialty rental accommodations and hospitality services industry, including growing the HFS - South, Workforce Hospitality Solutions and Government segments; our ability to execute, expand, and manage WHS projects supporting critical mineral development, power generation, and data center infrastructure projects, including risks related to construction execution, permitting, labor availability, and timely completion of community buildouts; our ability to achieve margin improvement through the effective servicing of contracts in our WHS segment; effective management, utilization, and performance, of our communities (including workforce hubs); natural disasters and other business disruptions including outbreaks of epidemic or pandemic disease; the duration of any future public health crisis, related economic repercussions and the resulting negative impact to global economic demand; the effect of changes in state building codes on marketing our buildings; changes in demand within a number of key industry end-markets and geographic regions, including natural resources, critical minerals, and data center/AI infrastructure; changes in customer capital spending, project schedules, or end-user demand  that may result in delays, non-renewals, or cancellations of contracts, including the contract that is terminable for convenience in the Government segment; our reliance on third party manufacturers, suppliers and service providers; our ability to attract and retain key personnel and maintain workforce availability for specialized hospitality and construction operations; increases in raw material, food, labor or other operating costs; the effect of impairment charges on our operating results; our future operating results fluctuating, failing to match performance or to meet expectations; our exposure to various possible claims and the potential inadequacy of our insurance coverage; unanticipated changes in our tax obligations; our obligations under various laws and regulations, including those applicable to government contracts; the effect of litigation, judgments, orders, regulatory or customer bankruptcy proceedings on our business; our ability to successfully acquire and integrate new operations; global, national or local economic and political developments, including any changes in policy under the current or any future U.S. presidential administrations; federal government budgeting and appropriations; our ability to effectively manage our credit risk and collect on our accounts receivable; our ability to fulfill Target Hospitality's public company obligations; cybersecurity threats, incidents, or failures of our management information systems; and risks related to our liquidity, access to capital markets, and obligations under existing or future debt agreements, including compliance with financial covenants. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

Contact Information
Investor Contact:
Mark Schuck
(832) 702 – 8009
[email protected]

SOURCE Target Hospitality

SPRING, Texas--(BUSINESS WIRE)--ExxonMobil Holdings Corporation ("ExxonMobil") (NYSE: XOM) today announces that its wholly owned subsidiary, Pioneer Natural Resources Company (the "Offeror") is offering to purchase for cash any and all of its outstanding $1,100,000,000 1.900% Senior Notes due 2030 (the “2030 Notes”) and $1,000,000,000 2.150% Senior Notes due 2031 (the “2031 Notes”, and together with the 2030 Notes, the “Notes”). Holders will receive a price equal to the Total Consideration base.

Lengthy dividend increase streaks are appealing to income investors, but it pays to remember that streaks reflect something that's already occurred. They're not future projections.

Even some companies that were once Dividend Kings, or those firms with payout increases in at least 50 consecutive years, have turned into dividend offenders. As one example, 3M cut its payout in 2024, ending a 64-year streak.

ExxonMobil nearly became a dividend offender in 2020. Image source: Getty Images.

One way of interpreting the end of a long run of boosted dividends is that no company is immune from joining that dubious club. ExxonMobil (XOM +0.75%) nearly gained entry into that infamous group in 2020, threatening what was, at the time, a dividend-increase streak spanning more than three decades.

Since 2020 was the year in which the oil giant's dividend was most recently vulnerable to negative action, the obvious culprit was the COVID-19 pandemic. Due to significant demand destruction, there was a brief period in 2020 when U.S. oil prices were negative, prompting doom-and-gloom scenarios for oil majors and their dividend-enthused shareholders.

To its credit, Exxon averted dividend disaster at a time when some of its rivals did not. Both BP and Shell were among oil majors that cut payouts, citing the pandemic. For Shell, it was the first time the company had trimmed its dividend since World War II.

In 2020, Exxon CEO Darren Woods acknowledged that the payout is "sacrosanct," pledging to emphasize a "reliable dividend" policy as the company worked through the effects of the global health crisis.

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Those efforts have paid, well, dividends because Exxon's payout increase now spans 43 years, and the company has adopted a policy of modest, though steady, annual increases that can keep the streak alive without straining the balance sheet.

For the energy sector history buffs out there, Exxon does have a strike on its dividend record. In the first quarter of 1975, the company delivered a payout of $0.30 below the prior quarter, amid the global energy crisis.

Copper Is the AI Trade No One Priced In—3 Miners With the Most to GainFord Motor NYSE: F is reshaping its software and digital-services strategy around a more connected ecosystem spanning vehicle hardware, software, mobile applications and dealer service, according to Mike Aragon, the company’s president of integrated services.

Speaking with Goldman Sachs analyst Mark Delaney, Aragon said Ford has moved away from managing digital products such as BlueCruise and Ford Pro Intelligence as separate offerings. Instead, the company is seeking to make them work as a unified system that improves over time through vehicle data, over-the-air updates and service connections.

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3 Stocks Built for Higher Rates—And 2 That Could Break“It’s not about generic products,” Aragon said. “It’s really about building a software layer on top of the vehicles that our customers already love.”

Focus on activation and engagement Aragon described Ford’s digital-services “flywheel” as consisting of four stages: scale, activate, engage and monetize. The company has about 14 million connected vehicles in its installed base, he said, providing a foundation for digital offerings including connectivity services and the BlueCruise hands-free driving system.

FB Financial's Southern Expansion and Buybacks Drive Analyst OptimismActivation at the dealership is particularly important, according to Aragon. Ford tracks how quickly customers use the specific product they purchased, such as their first BlueCruise or connectivity engagement, and seeks to remove friction from that process.

Aragon said Ford has found a correlation between dealer training, early product usage and longer-term customer engagement. Customers who do not use BlueCruise early may forget about the feature, while early and frequent use has been associated with greater retention, he said.

Ford is working with dealers through incentive payments, sales coaching and a digital delivery tool designed to help salespeople walk customers through the products and services included with their vehicles. The Ford app also provides another channel for customer education and activation.

While subscription revenue remains important, Aragon said his team places significant emphasis on engagement as a leading indicator. He said customers who use multiple parts of Ford’s ecosystem appear to be “stickier,” though he described the company’s observations as still being in the early stages.

BlueCruise and subscriber metrics Ford’s BlueCruise-equipped vehicle installed base has grown from 1.2 million vehicles last year to 1.5 million currently, Aragon said. The company has 1.6 million customers paying for digital services after vehicle purchase, excluding free trials and services included for a defined duration at the time of purchase.

About 200,000 of Ford’s 1.6 million paid subscribers are BlueCruise customers, a figure Aragon said increased 170% year over year. Ford has 530,000 total BlueCruise subscribers, including customers whose access is included with their vehicle for a duration. That figure rose 40% year over year, according to Aragon. Blended average revenue per user across Ford Pro and retail customers is now $14 per month, up from the approximately $10 monthly Ford Pro figure previously discussed by the company. Aragon said the higher blended ARPU reflects a mix of additional features, customers moving into higher-value Ford Pro offerings such as managed maintenance, and a greater contribution from BlueCruise.

He added that Ford views BlueCruise growth as evidence that digital features can influence purchase decisions. On the commercial side, he said fleet buyers are increasingly asking about fleet-management portals, vehicle data controls and uptime in addition to traditional vehicle specifications such as towing capacity and cargo space.

Ford Pro integrates vehicle, software and service offerings Ford Pro had more than 900,000 subscribers last quarter, up about 20% year over year, according to Delaney. Aragon said Ford Pro’s offerings are built around four areas: data services delivered through application programming interfaces; telematics that combine data with insights; fleet-management tools; and managed maintenance.

Managed maintenance uses telematics data to identify potential issues, schedule service and, in some cases, deploy mobile service units, Aragon said. The goal is to support fleet uptime and lower customers’ total cost of ownership.

Aragon acknowledged that Ford Pro subscriber growth has moderated in recent quarters. He said Ford recently reorganized its go-to-market approach by moving the integrated-services sales team under Ford Pro President Alicia Boler Davis. The company now intends to approach commercial customers with a combined hardware, software and service proposition rather than selling software separately after a vehicle sale.

“Let’s sell a problem, and let’s solve problems that only we can solve in a differentiated way,” Aragon said, citing uptime, fleet management and managed maintenance as examples.

AI assistant, service opportunity and global strategy Ford has launched an artificial-intelligence assistant in its app for retail and Ford Pro customers, and a Pro-specific version is embedded in the telematics platform, Aragon said. The assistant can use Ford-specific context including vehicle health data and vehicle trim information. Ford plans to launch the assistant in vehicles eventually, he said.

For fleet users, Aragon said the tool can identify vehicles with excessive idling, flag driver-safety trends and help track whether operating metrics improve over time. The assistant currently is included within Ford’s existing service packages rather than carrying a separate charge.

Aragon said Ford sees potential indirect revenue opportunities when digital vehicle-health alerts lead to dealer service work. Ford’s integrated-services business and physical-service business together represent a $15 billion operation expected to grow 8% through the end of the decade, he said, though he declined to disclose integrated-services revenue separately.

Internationally, Ford aims to build products for global scale while executing locally due to differences in regulation, vehicle mix and driver behavior. Aragon identified Ford Pro Intelligence as the company’s most mature integrated-services business outside North America because fleet needs such as uptime, safety and total cost of ownership translate across markets.

About Ford Motor (NYSE:F)Ford Motor Company NYSE: F is an American multinational automaker headquartered in Dearborn, Michigan. Founded by Henry Ford in 1903, the company became an early pioneer of mass-production techniques with the Model T and the adoption of the moving assembly line. Today, Ford designs, manufactures, markets and services a broad range of vehicles and mobility solutions under the Ford and Lincoln brands, spanning passenger cars, SUVs, pickup trucks and commercial vehicles.

Ford's business activities extend beyond vehicle production to include parts and aftermarket services, fleet and commercial sales, and automotive financing through Ford Motor Credit Company.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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The Trump administration on ‌Tuesday blasted Ford Motor's (F.N) business partnerships with Chinese companies, saying they pose national security concerns.

U.S. Transportation Secretary Sean Duffy in a letter to Ford CEO Jim Farley sent on Tuesday said the automaker's dealings with Chinese battery maker CATL (300750.SZ) ​and Chinese automakers Geely (0175.HK) and BYD (002594.SZ) raised "profound concern."

He urged Ford to cut ties with major ​Chinese companies.

Duffy said USDOT was "deeply alarmed" by Ford's reliance on licensed technology from ⁠Chinese battery manufacturer CATL (300750.SZ) at its plant in Marshall, Michigan, and noted that CATL is on ​the Pentagon's list of companies accused of ties to China's military.

He also criticized the company's decision not ​to move production of the Lincoln Nautilus from China to the United States until 2030, as it leaves the company reliant on Chinese manufacturing for several more years.

Ford, in a statement, said Duffy's "letter is a wrongheaded attempt to capture ​headlines." The company added that "while others continue to import Chinese batteries, Ford is investing to build batteries ​here in America" and added that "Ford owns the plant, controls the operation and employs the workforce."

President Donald Trump is ‌set ⁠to meet with Chinese President Xi Jinping later this month. Duffy's comments come as Congress is pushing to tighten a ban on Chinese vehicles in the United States.

Major automakers last week urged Congress to pass the ban before the end of the year -- and expressly urged lawmakers to bar BYD and ​other Chinese automakers from receiving ​waivers to sell ⁠vehicles in the United States.

Duffy also questioned Farley's pitch in January to administration officials at the Detroit auto show "to facilitate Chinese joint ventures on United States ​soil."

The Chinese Embassy in Washington, CATL, BYD and Geely did not immediately ​respond to ⁠requests for comment.

"When a company intentionally chooses to deepen operational dependencies on strategic competitors, it fails to act as the reliable partner the American public and this DOT require," Duffy said of Ford.

Ford's deal with Geely ⁠faced ​criticism in July, with the chair of the U.S. House select ​committee on China, Representative John Moolenaar of Michigan, saying the "partnership with Geely will further enable China’s decimation of auto markets in ​Europe."

It has also faced criticism for its partnership with CATL.

Transportation Secretary Sean Duffy is accusing Ford Motor Co. of becoming too dependent on Chinese companies, warning CEO Jim Farley that the automaker's business ties to China threaten U.S. national security and American manufacturing.

In a letter sent Tuesday to Farley and obtained by FOX Business, Duffy criticized Ford's growing reliance on Chinese technology and manufacturing partnerships, arguing that the strategy raises national and economic security concerns.

The letter marks one of the Trump administration's strongest public rebukes of a major American automaker over its business relationships with China.

"I am writing to express the profound concern of the U.S. Department of Transportation (DOT) regarding the strategic trajectory of Ford Motor Company," Duffy wrote, adding that the company's recent decisions "paint a troubling picture of a foundational American brand actively intertwining its future with Chinese state-backed enterprises."

FORD’S US MANUFACTURING EXPANSION TO BRING ‘THOUSANDS AND THOUSANDS OF JOBS,’ LUTNICK SAYS

CEO Jim Farley takes off his mask at the Ford Built for America event at the company's truck plant in Dearborn, Michigan. (Nic Antaya/Getty Images)

Administration officials argue the concerns are twofold: that Chinese law can require companies to provide the government access to proprietary and customer data, creating potential national security risks, and that increased reliance on Chinese manufacturing comes at the expense of American workers.

Duffy pointed to several examples in the letter, including Ford's continued use of licensed battery technology from Chinese manufacturer CATL at its BlueOval Battery Park in Marshall, Michigan; the company's joint venture with Chinese-owned Geely in Spain; reported discussions with BYD over hybrid vehicle components; and the company's delayed plans to reshore Lincoln models such as the Nautilus, which Duffy said could extend until 2030.

He argued those moves deepen Ford's reliance on Chinese supply chains while helping strategic competitors expand their influence in the global auto industry.

"When a company intentionally chooses to deepen operational dependencies on strategic competitors, it fails to act as the reliable partner the American public and this DOT require," Duffy wrote.

FORD BOOSTS US LINCOLN PRODUCTION AS IT PHASES OUT IMPORTS FROM CHINA

Secretary Sean Duffy said Ford is becoming too dependent on Chinese companies. (Reuters/Brian Snyder)

Duffy also urged Ford to reduce its dependence on foreign technology.

"Iconic American companies, like Ford, are also expected to out-innovate competitors," he wrote. "To that end, they need to chart clear paths to technological self-reliance."

Ford sharply disputed Duffy's accusations, calling the letter "a wrongheaded attempt to capture headlines at the expense of a company that has done more for American manufacturing than virtually any other in the nation's history."

The automaker said its BlueOval Battery Park Michigan facility in Marshall is owned and operated by Ford, represents billions of dollars in investment and is expected to create about 1,700 American jobs. Ford also said its agreement with Chinese battery maker CATL is "a limited technology-licensing and services agreement, not a joint venture or foreign-owned manufacturing operation."

JAGUAR LAND ROVER OPENS VOLUNTARY REDUNDANCY PROGRAM IN $2.3B COST-CUTTING DRIVE

Ford further argued that Duffy's letter contains factual errors, disputing its characterization of the company's manufacturing plans and noting the White House highlighted the Marshall battery project in a recent press release. The automaker also pointed to recent comments from Commerce Secretary Howard Lutnick praising Ford's decision to expand Lincoln production in the United States.

"Ford supports the Trump administration's vision for advancing American innovation and manufacturing," the company said. "Had Secretary Duffy reached out before issuing his letter to the press, we would have been happy to share more details about Ford's U.S. commitment."

The letter comes as lawmakers and the auto industry have pushed for tighter restrictions on Chinese involvement in the U.S. automotive market.

Ticker Security Last Change Change % F FORD MOTOR CO. 14.00 -0.62 -4.24% CLICK HERE TO GET FOX BUSINESS ON THE GO

In July, the Senate Commerce, Science and Transportation Committee approved bipartisan legislation that would ban the import, sale and operation of vehicles manufactured by companies designated as foreign entities of concern, including firms based in China. The measure would also prohibit certain connected vehicle technologies developed by those countries.

Separately, the Alliance for Automotive Innovation urged congressional leaders in September to enact a permanent ban on Chinese-made vehicles in the United States.

In the latest close session, Ford Motor Company (F - Free Report) was down 4.24% at $14.00. The stock trailed the S&P 500, which registered a daily loss of 0.58%. Elsewhere, the Dow lost 1.18%, while the tech-heavy Nasdaq lost 0.32%.

Shares of the company witnessed a gain of 4.43% over the previous month, beating the performance of the Auto-Tires-Trucks sector with its gain of 3.92%, and the S&P 500's loss of 0.36%.

The upcoming earnings release of Ford Motor Company will be of great interest to investors. In that report, analysts expect Ford Motor Company to post earnings of $0.41 per share. This would mark a year-over-year decline of 8.89%. Simultaneously, our latest consensus estimate expects the revenue to be $46.04 billion, showing a 2.42% drop compared to the year-ago quarter.

For the full year, the Zacks Consensus Estimates project earnings of $1.86 per share and a revenue of $177.44 billion, demonstrating changes of +70.64% and +1.95%, respectively, from the preceding year.

Investors should also note any recent changes to analyst estimates for Ford Motor Company. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Right now, Ford Motor Company possesses a Zacks Rank of #3 (Hold).

Investors should also note Ford Motor Company's current valuation metrics, including its Forward P/E ratio of 7.88. This signifies a discount in comparison to the average Forward P/E of 18.86 for its industry.

It's also important to note that F currently trades at a PEG ratio of 0.3. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. As of the close of trade yesterday, the Automotive - Domestic industry held an average PEG ratio of 1.15.

The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. This industry currently has a Zacks Industry Rank of 55, which puts it in the top 23% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

CINCINNATI, Sept. 08, 2026 (GLOBE NEWSWIRE) --

Investing in castings capacity to support strong demand across commercial engines, aftermarket and defense$11.75 billion transaction, expected to be accretive-a) to adjusted EPS* and free cash flow* in the first yearStrong near and long-term value creation for customers and shareholders GE Aerospace (NYSE:GE) announced today that it has signed an agreement to acquire Consolidated Precision Products (CPP), a leading manufacturer of highly engineered castings, from private investment firms Warburg Pincus and Berkshire Partners. 

GE Aerospace Chairman and CEO H. Lawrence Culp, Jr., said, “Investing in mission-critical casting capacity is needed to support the strong simultaneous demand across commercial engines, aftermarket and defense. By combining GE Aerospace’s technology capabilities and FLIGHT DECK with CPP’s manufacturing experience, we expect to expand capacity, improve performance and accelerate new engine technologies for the current fleet and next-generation platforms.”

CPP, headquartered in Cleveland, Ohio, manufactures highly engineered castings and sub-assemblies primarily for the commercial aerospace and defense markets. Founded in 1991, CPP is one of the world's largest producers of investment and precision sand castings, producing complex super alloy, titanium, aluminum, magnesium and steel castings for a variety of leading commercial and military aircraft, weapon systems, commercial and regional/business jets, helicopters and industrial gas turbines. CPP has a global team of ~6,600 employees across more than 20 facilities. GE Aerospace has been a CPP customer for over fifteen years.

Culp added, “We will leverage FLIGHT DECK to drive process and quality improvements, supporting higher output, and integrate design and manufacturing to bring engine technologies to market faster for our customers. These improvements also will ensure manufacturing readiness to deploy enhanced airfoil technology for a more reliable ramp.”

CPP CEO James Stewart, said, “GE Aerospace has been a great partner to CPP for many years, and we are excited to further strengthen this long‑standing relationship. As we advance our position as an industry leader in castings, GE Aerospace has expressed strong enthusiasm for supporting our continued growth and expanded vision. Together, we look forward to delivering meaningful value and advancing the success of both organizations.”

Warburg Pincus Managing Director Dan Zamlong, said, “We are incredibly proud of the platform we have built in partnership with Berkshire Partners and CPP’s talented management team. CPP has been transformed into a leading precision casting company in the industry, with significant investments in its operations, technology, quality systems and talent, while expanding its ability to support customers across the commercial aerospace, defense, and power generation markets.”

Berkshire Partners Managing Director Blake Gottesman said, “Berkshire Partners is grateful to have partnered with CPP’s management team and Warburg Pincus during a critical chapter of the company’s growth. Together, we have strengthened CPP’s leadership in the castings industry, and we are excited for the company’s continued success as part of GE Aerospace.”

Transaction Details
This transaction will deliver strong near and long-term value creation for customers and shareholders:

Purchase price of $11.75 billion to be financed with $7 billion in cash, with the remainder in new debtValues CPP at ~18x 2027 EBITDA including expected net synergies, multiple of ~26x without The acquisition is expected to be accretive-a) to adjusted EPS* and free cash flow* in the first yearNo change to GE Aerospace’s capital allocation plans  GE Aerospace and CPP are committed to a disciplined, well-planned integration. The transaction is expected to close in the second half of 2027 and will be subject to regulatory approvals and other customary closing conditions.

Advisors
Paul, Weiss, Rifkind, Wharton & Garrison LLP is serving as lead legal counsel to GE Aerospace. Evercore and PJT Partners are the lead financial advisors to GE Aerospace on the transaction. Morgan Stanley & Co. LLC and Guggenheim Securities, LLC are serving as financial advisors and Cleary Gottlieb is serving as legal counsel to CPP on the transaction.

About GE Aerospace
GE Aerospace is a global aerospace propulsion, services, and systems leader with an installed base of approximately 50,000 commercial and 30,000 military aircraft engines. With a global team of approximately 57,000 employees building on more than a century of innovation and learning, GE Aerospace is committed to inventing the future of flight, lifting people up, and bringing them home safely. Learn more about how GE Aerospace and its partners are defining flight for today, tomorrow and the future at www.geaerospace.com.

About Warburg Pincus
Warburg Pincus LLC is the pioneer of private equity global growth investing. A private partnership since 1966, the firm has the flexibility and experience to focus on helping investors and management teams achieve enduring success across market cycles. Today, the firm has more than $105 billion in assets under management, and more than 225 companies in their active portfolio, diversified across stages, sectors, and geographies. Warburg Pincus has been an active investor in the aerospace & defense and industrial technology sectors with current and former investments including Accelya, Aquila Air Capital, CAMP Systems, Duravant, Extant Aerospace, Infinite Electronics, Inmarsat, iNRCORE, Quest Global, Sundyne, Topcast, TransDigm, TRIUMPH, and Wencor Group. Warburg Pincus has invested in more than 1,100 companies across its private equity, real estate, and capital solutions strategies.

The firm is headquartered in New York with more than 15 offices globally. For more information, please visit www.warburgpincus.com or follow us on LinkedIn and YouTube.

About Berkshire Partners
Berkshire Partners is a 100% employee-owned, multi-sector specialist investor in private and public equity, with a focus on North American-based, middle-market companies. For more than four decades, the firm's private equity team has invested in well-positioned, growing companies across services, healthcare, industrials, and technology. Berkshire is currently investing from its Fund XI, with approximately $7.8 billion in commitments. Since inception, Berkshire Partners has made more than 140 private equity investments and has consistently worked in close partnership with management teams to build enduring businesses. Stockbridge, the firm's public equity group, was founded in 2007 and manages a concentrated portfolio seeking attractive long-term investments. For additional information, visit www.berkshirepartners.com.

Caution concerning forward-looking statements - This document contains "forward-looking statements" – that is, statements related to future events that by their nature address matters that are, to different degrees, uncertain. Uncertainties related to this transaction, including expected timing and structure, the ability of the parties to satisfy regulatory and other closing conditions and the expected benefits of the transaction, or other matters as described in our SEC filings may cause our actual future results to be materially different than those expressed in our forward-looking statements; see www.geaerospace.com/investor-relations/important-forward-looking-statement-information as well as our annual reports on Form 10-K and quarterly reports on Form 10-Q for additional details. We do not undertake to update our forward-looking statements. This document also includes certain forward-looking projected financial information that is based on current estimates and forecasts. Actual results could differ materially.

*Non-GAAP Financial Measure
(a- excluding one-time costs and deal related amortization

GE Aerospace (GE.N) said on Tuesday it would buy castings supplier Consolidated Precision Products for $11.75 billion, bringing a key part of its ‌engine supply chain in-house as it races to expand production capacity.

Supply-chain constraints have made it harder for engine makers to keep pace with strong demand for new engines and aftermarket parts and repairs. While conditions have improved, castings remain a key pressure point for the industry.

For GE Aerospace, the deal aims to tackle that constraint directly. The company has a large backlog stretching into the next decade ​and is looking to secure enough capacity to meet demand already on its books.

The acquisition is GE Aerospace's largest since it became a standalone company ​in 2024.

"Investing in mission-critical casting capacity is needed to support the strong simultaneous demand across commercial engines, aftermarket and defense," GE Aerospace ⁠CEO Larry Culp said.

CASTINGS CONSTRAINT
CPP is one of the world's largest makers of precision sand castings, complex metal parts made by pouring molten material into molds.

It is a ​key supplier to GE's LEAP and GEnx commercial engines and makes parts for nearly every major current-generation commercial aircraft program. About 70% of its revenue comes from commercial and ​defense engines.

GE said it expects CPP to generate about $2 billion in revenue in 2027.

GE also expects its demand for airfoils to rise more than 30% by 2030 from 2026 levels. Airfoils include turbine blades and vanes that operate in some of the hottest parts of an engine.

That demand is coming from two fronts. Culp has said GE and its suppliers face competing demands from aircraft ​makers seeking more new engines and airlines needing more parts and repairs. The same supply chain serves both markets, requiring suppliers to keep raising output to meet demand ​on both fronts.

The announcement of the deal comes days after SpaceX (SPCX.O) CEO Elon Musk touted his company's ambitions to manufacture turbine blades to cater to its own power needs.

GE said it expects to ‌raise CPP's ⁠output by improving factory yields and machine use while cutting scrap and rework.

The CEO of leasing company AerCap (AER.N), Aengus Kelly, said the deal was important because engines remain a major constraint on aircraft production.

"You want to be in control of that critical part of your supply chain," Kelly told CNBC of castings and forgings, adding that an engine maker such as GE could take a longer-term view of investments needed to expand capacity.

Vertical Research analyst Robert Stallard said the deal made strategic sense given continued tightness in ​engine castings.

The acquisition could raise questions for ​other aerospace companies that rely on CPP ⁠for parts. Stallard said it remained to be seen whether the deal would affect CPP's non-GE customers.

RTX (RTX.N), whose Pratt & Whitney unit buys engine components from CPP and competes with GE, declined to comment. Howmet Aerospace (HWM.N), a major rival to CPP in aerospace castings, ​also declined to comment.

GE Aerospace shares were little changed in afternoon trading, while Howmet fell about 8%.

MORE THAN CAPACITY
GE also ​sees the deal as ⁠a way to bring new engine technology into production faster.

The company said its enhanced airfoil technology can lower metal temperatures inside engines, helping improve durability and efficiency. The technology can be used on the LEAP as well as future engines.

By bringing airfoil design and manufacturing closer together, GE expects to shorten development times and make it easier to ramp up production ⁠of new ​parts.

The deal values CPP at about 26 times its expected 2027 core profit before benefits GE expects ​from combining the businesses, falling to about 18 times after including them.

GE will fund $7 billion of the purchase with cash and the rest with new debt. The deal is expected to close in the second half ​of 2027.

GE Aerospace (GE) is seeing a modest increase in its stock price following its announcement to acquire Consolidated Precision Products (CPP) for $11.75 billion.

Verizon has quietly staged one of the year's most surprising large-cap comebacks, but the real question is whether the stock's best days are still ahead or already priced in.

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Shares of Verizon (NYSE:VZ | VZ Price Prediction) have quietly become one of the year’s most interesting large-cap turnaround stories. The stock has climbed 29.5% year to date and sits within striking distance of its 52-week high.

Even so, our proprietary model still sees room to run. Our 24/7 Wall St. price target for Verizon is $56.60, implying 11.6% additional upside from the current $50.78 quote. The model rates this a buy with high confidence.

Metric Value Current Price $50.78 24/7 Wall St. Price Target $56.60 Upside 11.6% Recommendation BUY Confidence Level 90% A Turnaround That Is Actually Working Verizon’s Q2 2026 report, delivered on July 24, 2026, marked its sixth consecutive earnings beat. Adjusted EPS came in at $1.30 versus a $1.27 consensus, on revenue of $34.25 billion.

Adjusted EBITDA margin expanded to 40.1% from 37.1%, postpaid phone net adds swung to 184,000 from a loss of 9,000 a year earlier, and free cash flow jumped 27.12% to $6.426 billion.

Management raised FY26 adjusted EPS guidance to $4.99 to $5.04 and lifted the buyback target to $4.5 billion. CEO Dan Schulman called it “a structural inflection point across our entire business.”

Why Bulls See a Breakout Above $60 The bull case is grounded in three levers. First, fiber. Verizon expects to exceed 32 million fiber passings by year-end, with a medium-term goal of 40 to 50 million. Fiber-broadband connections already grew 43.3% YoY to 10.9 million.

Second, AI infrastructure. Schulman flagged discussions with hyperscalers around dark fiber, lit fiber, and 5G assets that could unlock “multi billions in revenues.” Carriers are only one slice of that buildout, and we profiled seven other companies powering, cooling, and connecting AI data centers in a free report here.

Third, churn. Postpaid phone churn improved to 0.92%, and every basis point compounds. If the AI-revenue narrative materializes, our bull-case path lands at $63.82.

What Could Go Wrong Verizon carries $136.5 billion in unsecured debt and net leverage rose to 2.5x from 2.2x post-Frontier. GAAP net income fell 21.07% on $1.8 billion in special items, wireless retail postpaid ARPA slipped 1.4% to $168.35, and FWA net adds dropped 30.6%.

Bulls would counter that the special items are non-recurring and adjusted EBITDA still grew 7.2%. In a bear scenario, our model floor is $49.49.

How Verizon Stacks Up Against AT&T and T-Mobile AT&T (NYSE:T) is the closest strategic analog. Its Q2 2026 adjusted EPS of $0.65 beat by 10.71%, with fiber reaching 38.6 million locations and postpaid phone net adds of 432,000.

AT&T’s $179 billion market cap trades at a modest discount to Verizon’s $210.98 billion, but AT&T is guiding to $45 billion+ in shareholder returns through 2028, roughly matching Verizon’s return profile on a smaller base.

T-Mobile US (NASDAQ:TMUS) is the growth benchmark. Q2 revenue rose 7.85% to $22.79 billion, with Core Adjusted EBITDA margin at 50.2%. Postpaid ARPA of $152.91 and a market cap of $202.7 billion imply investors pay a premium for growth.

That premium is exactly why Verizon’s yield-and-turnaround setup at a lower implied multiple makes the 24/7 Wall St. price target look reasonable rather than aggressive.

Verizon Price Prediction 2026-2030 The model’s verdict: Buy, with a 24/7 Wall St. price target of $56.60 and 90% confidence. Margin expansion, six straight beats, and a $2.83 forward dividend that funds patience.

The bull thesis strengthens if Verizon delivers Q3 service revenue growth near the guided 3% and continues repaying Frontier debt. The thesis weakens if leverage climbs above 2.7x or postpaid churn ticks back above 1%.

Year 24/7 Wall St. Price Target 2026 $52.17 2027 $56.35 2028 $61.67 2029 $66.40 2030 $70.53 These projections assume Verizon executes on its fiber build-out, extracts Frontier synergies, and captures early AI-infrastructure revenue. Meaningful upside or downside would come from either a hyperscaler-scale AI network deal or a resurgence in promotional wireless competition.

Contact [email protected] for any questions or corrections.

California State Teachers Retirement System raised its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 34,873.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 525,674,125 shares of the home improvement retailer’s stock after buying an additional 524,171,077 shares during the quarter. California State Teachers Retirement System owned about 52.72% of Home Depot worth $185,394,750,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in Home Depot during the second quarter valued at $28,771,247,000. State Street Corp increased its holdings in shares of Home Depot by 1.8% in the 4th quarter. State Street Corp now owns 46,925,342 shares of the home improvement retailer’s stock worth $16,147,010,000 after buying an additional 825,164 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Home Depot by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 23,756,142 shares of the home improvement retailer’s stock valued at $8,151,344,000 after buying an additional 343,153 shares in the last quarter. Bank of America Corp DE purchased a new stake in shares of Home Depot during the 2nd quarter valued at about $5,780,468,000. Finally, Charles Schwab Investment Management Inc. increased its stake in Home Depot by 7.8% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 15,471,132 shares of the home improvement retailer’s stock worth $5,323,620,000 after acquiring an additional 1,113,114 shares during the last quarter. Institutional investors own 70.86% of the company’s stock.

Insider Buying and Selling In other news, EVP Teresa Roseborough sold 2,455 shares of the company’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $328.77, for a total transaction of $807,130.35. Following the transaction, the executive vice president directly owned 14,061 shares of the company’s stock, valued at approximately $4,622,834.97. This represents a 14.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Michael F. Rowe sold 710 shares of the firm’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $336.76, for a total transaction of $239,099.60. Following the completion of the transaction, the executive vice president directly owned 6,838 shares of the company’s stock, valued at approximately $2,302,764.88. This represents a 9.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 9,154 shares of company stock worth $3,132,798 in the last three months. 0.08% of the stock is owned by insiders.

Analyst Ratings Changes A number of equities analysts have recently commented on the company. Jefferies Financial Group reiterated a “buy” rating and issued a $398.00 target price on shares of Home Depot in a report on Tuesday, August 18th. Wells Fargo & Company raised their price target on Home Depot from $360.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 11th. UBS Group dropped their price target on shares of Home Depot from $430.00 to $420.00 and set a “buy” rating for the company in a research note on Wednesday, August 19th. Royal Bank Of Canada reduced their price objective on shares of Home Depot from $343.00 to $342.00 and set a “sector perform” rating on the stock in a research report on Wednesday, August 19th. Finally, Morgan Stanley reduced their target price on Home Depot from $420.00 to $400.00 and set an “overweight” rating on the stock in a research note on Wednesday, May 20th. Eighteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $375.54. View Our Latest Analysis on HD

Home Depot Trading Down 0.0% NYSE:HD opened at $320.94 on Tuesday. The firm has a 50-day simple moving average of $338.76 and a 200-day simple moving average of $335.58. The Home Depot, Inc. has a one year low of $289.10 and a one year high of $426.75. The firm has a market cap of $320.20 billion, a P/E ratio of 22.46, a P/E/G ratio of 3.53 and a beta of 0.95. The company has a debt-to-equity ratio of 2.64, a quick ratio of 0.31 and a current ratio of 1.08.

Home Depot (NYSE:HD – Get Free Report) last issued its quarterly earnings data on Tuesday, August 18th. The home improvement retailer reported $4.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.73 by $0.19. The company had revenue of $47.86 billion for the quarter, compared to analyst estimates of $47.24 billion. Home Depot had a net margin of 8.41% and a return on equity of 106.42%. Home Depot’s revenue was up 5.7% compared to the same quarter last year. During the same period last year, the company posted $4.68 earnings per share. Home Depot has set its FY 2026 guidance at 14.690-15.278 EPS. Equities analysts anticipate that The Home Depot, Inc. will post 15 EPS for the current fiscal year.

Home Depot Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Thursday, September 3rd will be paid a dividend of $2.33 per share. This represents a $9.32 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Thursday, September 3rd. Home Depot’s dividend payout ratio is 65.22%.

About Home Depot (Free Report)

The Home Depot, Inc (NYSE: HD) is a leading home improvement retailer that operates large-format stores and an integrated online platform offering a broad range of products and services for do-it-yourself consumers, professional contractors and businesses. The company was founded in 1978 by Bernard Marcus and Arthur Blank and is headquartered in Atlanta, Georgia. Since opening its first stores at the end of the 1970s, Home Depot has grown into a multinational retailer known for its orange-branded stores and wide assortment of home improvement merchandise.

Home Depot’s core business includes the sale of building materials, lumber, tools, hardware, appliances, paint, plumbing and electrical supplies, lawn and garden products, and home décor.

Further Reading Five stocks we like better than Home Depot 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding HD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Home Depot, Inc. (NYSE:HD – Free Report).

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