Yes, Roundhill S&P Dividend Monarchs ETF (KNGS) holds JNJ with 3.25% (as of 2026-09-23).

Yes, Vanguard Dividend Appreciation ETF (VIG) holds JNJ with 2.73% (as of 2026-09-23).

Yes, Vanguard Value ETF (VTV) holds JNJ with 2.33% (as of 2026-09-23).

Yes, iShares Russell 1000 Value ETF (IWD) holds JNJ with 1.70% (as of 2026-09-23).

Johnson & Johnson (JNJ) is held by KNGS (3.25%), VIG (2.73%), VTV (2.33%), IWD (1.70%).

What sector is JNJ in?

Johnson & Johnson is classified under GICS Health Care (Pharmaceuticals).

What is JNJ's last close price?

JNJ last closed at $270.68 on 2026-09-24.

JNJ

Johnson & Johnson

Health Care · Pharmaceuticals

$270.68last close

+53.2%~252d

Price

+53.19% over 1Y

Tese

em 2026-09-23

Bull case

Structural: post-Kenvue pure-play healthcare with two engines - Innovative Medicine (~63% of rev) and MedTech (~37%). 9B 2023 rev, ~16% of group) losing US exclusivity 2026 with biosimilar erosion already underway, against ramping replacement franchises (Tremfya, Darzalex, Carvykti, Erleada) and Abiomed-led MedTech reacceleration.

Talc litigation overhang remains binary tail risk.

- Tremfya + Darzalex + Carvykti + Erleada portfolio sized to bridge Stelara LOE per management guide; oncology pipeline (CAR-T, bispecifics) underappreciated

- Abiomed Impella high-single-digit growth + cardiovascular tuck-ins reposition MedTech as the secular growth leg

- Dividend King status + ~3% yield + AAA balance sheet = defensive bid in risk-off; buyback optionality

- Kenvue separation removed lower-margin drag; group operating margin re-rates structurally higher

Bear case

- Stelara biosimilar ramp 2024-2026 is the largest LOE step-down in JNJ history; replacement franchise execution is not free

- Talc multi-district litigation: bankruptcy strategy challenged twice, settlement range still wide; tail risk caps multiple

- Pharma pricing/IRA Medicare negotiation lists Xarelto + Imbruvica; future-rounds risk for Stelara, Darzalex

- Mega-cap healthcare has underperformed broad indices through the GLP-1 / AI rotation; multiple compression risk if growth disappoints

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Analyze JNJ· interactive tools

Top correlated· 252d co-movement

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Frequently asked questions

Is JNJ in KNGS?: Yes, Roundhill S&P Dividend Monarchs ETF (KNGS) holds JNJ with 3.25% (as of 2026-09-23).
Is JNJ in VIG?: Yes, Vanguard Dividend Appreciation ETF (VIG) holds JNJ with 2.73% (as of 2026-09-23).
Is JNJ in VTV?: Yes, Vanguard Value ETF (VTV) holds JNJ with 2.33% (as of 2026-09-23).
Is JNJ in IWD?: Yes, iShares Russell 1000 Value ETF (IWD) holds JNJ with 1.70% (as of 2026-09-23).
What ETFs hold JNJ?: Johnson & Johnson (JNJ) is held by KNGS (3.25%), VIG (2.73%), VTV (2.33%), IWD (1.70%).
What sector is JNJ in?: Johnson & Johnson is classified under GICS Health Care (Pharmaceuticals).
What is JNJ's last close price?: JNJ last closed at $270.68 on 2026-09-24.

•2026 Q1: Stelara US biosimilar competition begins (Amgen Wezlana, Alvotech); first quarter of step-down disclosed in segment pharma
•2023 Dec: Kenvue ($KVUE) consumer-health separation completed via exchange offer; ~$13B cash returned
•2023 Q1: Abiomed acquisition closed (~$16.6B); Impella heart pump franchise folded into MedTech cardiovascular
•2023: Darzalex Faspro + Tremfya + Erleada each cross $4B run rate; oncology + immunology growth pillars established
•2024-2026: Carvykti (CAR-T, multiple myeloma, partnered with $LEGN) ramping toward blockbuster status
•Medicare IRA negotiation: Xarelto + Imbruvica in first list (effective 2026); Stelara likely future round

Key levels

$240.83
0.382 retr of 175.74->281.07 (52w) · 2026-09-24
Out of reach · reference only
+12.4%
$228.41
0.5 retr of 175.74->281.07 (52w) · 2026-09-24
Out of reach · reference only
+18.5%
$215.98
0.618 retr of 175.74->281.07 (52w) · 2026-09-24
Out of reach · reference only
+25.3%
$198.28
0.786 retr of 175.74->281.07 (52w) · 2026-09-24
Out of reach · reference only
+36.5%

Price has moved beyond every level on record here. They are kept as structural reference, not as an entry map.

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Facts

Exchange: US
Currency: USD
Market cap: $648.67B
Last update: 2026-09-24

Revenue (TTM)$97.9B

P/E31.3×

P/S6.6×

Net margin21.5%

JNJ