Yes, Roundhill S&P Dividend Monarchs ETF (KNGS) holds JNJ with 3.54% (as of 2026-07-16).

Yes, Vanguard Dividend Appreciation ETF (VIG) holds JNJ with 2.66% (as of 2026-07-16).

Yes, Vanguard Value ETF (VTV) holds JNJ with 2.28% (as of 2026-07-16).

Yes, iShares Russell 1000 Value ETF (IWD) holds JNJ with 1.71% (as of 2026-07-16).

Johnson & Johnson (JNJ) is held by KNGS (3.54%), VIG (2.66%), VTV (2.28%), IWD (1.71%).

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 $249.97 on 2026-07-16.

JNJ

Johnson & Johnson

Health Care · Pharmaceuticals

$249.97last close

+51.7%~252d

Price

+51.70% over 1Y

4 auto-fib

Tese

em 2026-07-16

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

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 3.54% (as of 2026-07-16).
Is JNJ in VIG?: Yes, Vanguard Dividend Appreciation ETF (VIG) holds JNJ with 2.66% (as of 2026-07-16).
Is JNJ in VTV?: Yes, Vanguard Value ETF (VTV) holds JNJ with 2.28% (as of 2026-07-16).
Is JNJ in IWD?: Yes, iShares Russell 1000 Value ETF (IWD) holds JNJ with 1.71% (as of 2026-07-16).
What ETFs hold JNJ?: Johnson & Johnson (JNJ) is held by KNGS (3.54%), VIG (2.66%), VTV (2.28%), IWD (1.71%).
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 $249.97 on 2026-07-16.

•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

JNJ

Price

Tese

Analyze JNJ· interactive tools

Top correlated· 252d co-movement

Frequently asked questions

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Held by ETFs

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