Joel South
Thu, July 2, 2026 astatine 7:00 AM CDT 5 min read
Quick Read
-
AbbVie's post-Humira modulation succeeded with 12% Q1 gross growth, portion JNJ's 64-year dividend streak and AAA recognition marque it the portfolio's prime anchor.
-
Coca-Cola delivered 12% Q1 gross maturation and 10% integrated growth, raised full-year EPS guidance, and pays its adjacent $0.53 quarterly dividend connected July 1.
-
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Johnson & Johnson didn't marque the cut. Grab the names FREE today.
Dividend investors entering July 2026 person a uncommon setup: Three of the market's astir reliable income stocks each delivered beat-and-raise first-quarter reports, each hiked their payouts successful the past 12 months and each 3 are riding meaningful momentum into the backmost fractional of the year. The thesis is simple. When antiaircraft cash-flow machines commencement outperforming, income compounding does the dense lifting portion you wait.
Here are 3 dividend names worthy watching intimately this month, each chosen for a antithetic crushed truthful they complement alternatively than duplicate each different successful a portfolio.
AbbVie (ABBV)
AbbVie (NYSE:ABBV) is the growth-flavored prime of the three. The post-Humira modulation is nary longer theoretical: Skyrizi posted $4.48 cardinal successful Q1 income (+31%) and Rinvoq added $2.12 cardinal (+23%), much than offsetting a 39% Humira decline. Total Q1 2026 gross deed $15.00 billion, up 12% year-over-year, and absorption lifted full-year adjusted EPS guidance to $14.08 to $14.28.
The dividend mathematics is what matters here: AbbVie present pays $1.73 per stock quarterly, up from $1.64 successful 2025 and the streak runs 12 consecutive years arsenic a standalone institution since the Abbott spin. Shares are trading astir $252 with a guardant P/E of 18, which is tenable fixed the trailing maturation profile. CEO Robert A. Michael said the institution is "off to an fantabulous commencement successful 2026, with first-quarter results exceeding our expectations."
Bull case: Skyrizi and Rinvoq are present collectively bigger than Humira ever was astatine peak, neuroscience grew 26%, and the 44% one-year full instrumentality shows the marketplace is yet crediting the caller maturation engines.
Act now: the expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks — and Johnson & Johnson didn't marque the cut. Grab the names FREE today.
Risk: Humira erosion is not finished, a $744 cardinal IPR&D complaint dragged Q1 nett income little by 46% year-over-year, and the trailing P/E of 124 reflects however lumpy GAAP net tin beryllium successful biopharma.
Johnson & Johnson (JNJ)
Johnson & Johnson (NYSE:JNJ) is the prime anchor. The institution conscionable raised its quarterly dividend to $1.34 from $1.30, extending a streak that present sits astatine 64 consecutive years of yearly increases. That makes JNJ a existent Dividend King, and it carries 1 of lone 2 AAA firm recognition ratings successful the United States.

1 day ago
4




English (CA) ·
English (US) ·
Spanish (MX) ·