Thanks for signing up for DividendStocks.com! It's the daily newsletter built for dividend and income investors. Before we can begin sending your daily updates, there’s one quick step left. Please confirm your subscription using the link below so our emails reach your inbox. Click Here to Confirm Your Subscription to DividendStocks.com Here’s a small glimpse of what you’ll get access to: Dividend Stock Ideas — Each newsletter features dividend stocks with high yields, sustainable payouts, and strong growth potential. Ex-Dividend Stocks — Want to capture upcoming dividend payouts? Find out which stocks are going ex-dividend this week. Market News and Events — Stay in the loop on the latest developments impacting popular dividend names like AT&T, Exxon Mobil, IBM, Procter & Gamble, and Verizon. Bonus: As a thank-you for confirming, you’ll also receive a free PDF copy of Automatic Income, our popular guide to building wealth through dividend investing. Let’s get your dividend journey started! Discover Top Income-Generating Stocks Here See you in your inbox soon, The DividendStocks.com Team P.S. Don’t miss out click here to verify your subscription and secure your daily dividend insights and your free investing guide!
Today's Exclusive Story A Closer Look at Healthcare Sector Earnings: AZN vs. EW vs. ZBHAuthored by Nathan Reiff. Originally Published: 2/12/2026. 
Key Points - AstraZeneca, Edwards Lifesciences, and Zimmer Biomet all reported earnings on the same day, but with vastly different results.
- Of these, AstraZeneca's impressive oncology medicine sales growth stands out, having driven significant top-line growth.
- Edwards and Zimmer both saw notable successes in the latest quarter, but also face sizable challenges.
- Special Report: [Sponsorship-Ad-6-Format3]
More than just a financial check-up, earnings for companies in the healthcare sector offer a key window for investors into a firm's pipeline and development progress. Even well-established, stable firms in healthcare can surprise with growth after the launch of a blockbuster drug or medical device, and earnings periods give management an opportunity to provide context and commentary beyond what FDA approval notices alone convey. When healthcare companies release earnings reports on the same day, it can be a busy time for investors trying to sort through the most important news and plan trades. On Feb. 10, 2026, three major names in the sector—AstraZeneca (NASDAQ: AZN), Edwards Lifesciences (NYSE: EW), and Zimmer Biomet (NYSE: ZBH)—all reported full-year and Q4 2025 results. Below are highlights and takeaways for healthcare investors planning positions based on these updates. AstraZeneca Firms Up Cancer Business in a Strong Overall Quarterly Performance U.K.-based pharma giant AstraZeneca closed out 2025 by reinforcing its role as a major provider of cancer medicines, which accounted for roughly 44% of product sales in the quarter. Sales of oncology drugs such as Imfinzi and Enhertu increased as much as 48% year-over-year (YOY), supporting total revenue growth of 8.6% to $58.7 billion for the quarter. After-tax profits rose alongside revenue, climbing to $10.2 billion from $7 billion in the prior-year quarter, and the company's board declared a second interim dividend that is $0.07 per share higher than last year. Investors also have catalysts ahead as AstraZeneca advances dozens of clinical programs. Management said about 20 Phase 3 readouts are expected in 2026, and the firm forecasts solid increases in both total revenue and core earnings per share (EPS) for full-year 2026. In the hours after the strong earnings release, AZN shares rose nearly 3%. While 10 of 11 analysts rate AZN a Buy or equivalent, some on Wall Street question the stock's valuation—consensus targets imply potential downside of roughly 51% to a price target of $95.75. TAVR Momentum Fuels Edwards Sales Growth, Though Investors Should Note Earnings and Margin Pressures Edwards builds replacement heart valves and related surgical devices and monitoring systems. The firm's Q4 2025 results were mostly positive: sales grew 13.3% YOY, driven by strong transcatheter aortic valve replacement (TAVR) demand and uptake of the latest SAPIEN valve iteration. However, adjusted EPS missed analyst expectations, and gross profit margin declined by 0.8 percentage points YOY. Despite those headwinds, Edwards remains confident it can meet its prior 2026 outlook, which called for sales growth of 8%–10% YOY and EPS between $2.90 and $3.05. EW shares jumped above $80 in after-hours trading, about 4% higher than the prior close. About two-thirds of analysts covering EW rate the shares a Buy, and the consensus suggests roughly 25% upside to a target of $96.77. Orthopedic Demand Remains High, But Zimmer Faces Some Headwinds Going Forward Zimmer Biomet, a maker of joint-replacement systems and implants, saw its shares rise more than 3% after reporting EPS of $2.42 per share—$0.04 above consensus—and revenue of $2.2 billion, up nearly 11% YOY and slightly ahead of estimates. Strong demand for Zimmer's orthopedic products supported both top- and bottom-line growth. Zimmer is shifting to concentrate more on the U.S. market, which accounts for about 60% of its business. With utilization among insured patients continuing to rise, demand for Zimmer's products should remain robust in the near term. That said, Zimmer expects tariffs to be a continued headwind that could pressure EPS and revenue in 2026. In its latest earnings report, management issued conservative guidance: adjusted EPS between $8.30 and $8.45 and free cash flow improvement of 8%–10%. Before the release, analysts were divided on Zimmer; the consensus rating was Hold, though the shares carried about 15% projected upside in Street estimates.
|