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!
Just For You A Closer Look at Healthcare Sector Earnings: AZN vs. EW vs. ZBHAuthored by Nathan Reiff. Publication Date: 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 a financial check-up, earnings for companies in the healthcare sector provide investors a window into a firm's pipeline and development progress. Even well-established, stable firms can surprise with growth after releasing a new blockbuster drug or medical device; earnings season also gives management a chance to offer context beyond FDA notices or other regulatory updates. When multiple healthcare companies report on the same day, investors can face a busy news flow while deciding how to position portfolios. On Feb. 10, 2025, 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 the highlights and takeaways for investors. AstraZeneca Firms Up Cancer Business in a Strong Overall Quarterly Performance U.K.-based pharma giant AstraZeneca closed 2025 by further cementing its position as a leading cancer-drug provider: oncology accounted for roughly 44% of product sales in the quarter. Sales of key oncology medicines such as Imfinzi and Enhertu rose as much as 48% year-over-year (YOY), helping drive total revenue up 8.6% to $58.7 billion for the year. Net income rose alongside revenue, to $10.2 billion from $7 billion in the prior-year quarter, and the company's board declared a second interim dividend that was 7 cents higher than last year's. Investors also have a robust pipeline to watch: management said about 20 Phase 3 readouts are expected in 2026. AstraZeneca reaffirmed expectations for solid increases in both total revenue and core earnings per share (EPS) for full-year 2026. Shares climbed nearly 3% in the hours after the earnings release. While 10 of 11 analysts rate AZN a Buy or equivalent, some on Wall Street question the stock's valuation—the consensus price target of $95.75 implies roughly a 51% downside from recent levels. TAVR Momentum Fuels Edwards Sales Growth, Though Investors Should Note Earnings and Margin Limits Edwards makes replacement heart valves, related surgical devices and monitoring systems. Its Q4 2025 results were largely positive, with sales up 13.3% YOY driven by strong transcatheter aortic valve replacement (TAVR) demand and the latest SAPIEN valve iteration. However, adjusted EPS missed analyst expectations and gross profit margin declined by 0.8% YOY. Despite the mixed signals, Edwards remains confident it can meet prior 2026 guidance calling for 8%–10% sales growth and EPS of $2.90 to $3.05. EW shares rose above $80 in after-hours trading, roughly 4% higher than the previous close. About two-thirds of analysts covering EW rate the stock a Buy, and the consensus target of $96.77 implies roughly 25% upside. Orthopedic Demand Remains High, but Zimmer Faces Some Headwinds Zimmer Biomet, a maker of joint and bone replacement systems and implants, saw its shares rise more than 3% after reporting EPS of $2.42, $0.04 above consensus, and revenue of $2.2 billion, up almost 11% YOY and slightly ahead of expectations. Demand for Zimmer's orthopedic products continues to support both top- and bottom-line growth. The company is also shifting focus more toward U.S. sales, where it derives close to 60% of revenue. With utilization among insured patients rising, Zimmer expects near-term demand to remain strong. That said, tariffs and related headwinds could pressure EPS and revenue in 2026. Management issued cautious guidance in the earnings report, forecasting adjusted EPS of $8.30 to $8.45 and free cash flow improvement of 8% to 10%. Prior to the report, analysts were divided on Zimmer: the consensus rating was Hold, although the average price target suggested roughly 15% upside potential from then-current levels (source).
|