Johnson & Johnson (NYSE:JNJ) has raised its dividend for 64 straight years, yet a plain S&P 500 index fund beat the stock over the past decade. A $1,000 investment 10 years ago with reinvested dividends would be worth $2,957.10 today, about $703 of it from dividends, versus $3,593.10 for the S&P 500 over the same period, excluding dividends. In the third quarter of 2026, about $7 billion in charges for a proposed talc settlement and two deals cut reported EPS to $0.09, while adjusted EPS was $2.59. The company expects $21 billion in free cash flow this year, but net debt is about $28 billion, and two recent deals are expected to cut 2027 adjusted EPS by $1.36; the article warns that if talc payments eat into free cash flow, dividend increases could shrink.
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