Jim Cramer named Johnson & Johnson one of his top-performing stocks for 2026, citing the planned spinoff of its orthopedics business DePuy Synthes as a catalyst to raise the company's price-to-earnings multiple. Cramer noted that the move mirrors the earlier separation of Kenvue, which boosted valuation, and called a recent dip a terrific entry point. Johnson & Johnson shares have risen 68% over the past year and 26% year-to-date. The company beat fourth-quarter estimates with $24.56 billion in revenue and $2.46 in earnings per share, and it raised full-year guidance again after strong first-quarter results of $24.1 billion in revenue and $2.70 in adjusted earnings per share.
Johnson & JohnsonCramer names J&J a top 2026 performer, highlights spinoff catalyst and strong earnings/guidance.
Kenvue Inc.