Here’s What Lifted Johnson & Johnson (JNJ) in Q4

2 hours ago 2

Soumya Eswaran

Tue, January 13, 2026 astatine 8:45 AM CST 3 min read

Mar Vista Investment Partners, LLC, an concern absorption company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities experienced a beardown momentum successful 2025 and marked their 2nd consecutive twelvemonth of double-digit gains. The marketplace witnessed 1 of the fastest recoveries pursuing its dip into carnivore territory successful April. Market enactment continued to constrictive arsenic Mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista’s U.S. Quality strategy reported +0.20% net-of-fees gains successful Q4 2025 vs. the Russell 1000® Index’s +2.41% instrumentality and the S&P 500® Index’s +2.65% return. Stock enactment successful the connection services, user discretionary, and financials sectors was favorable to its performance, portion banal enactment successful accusation technology, materials, and healthcare detracted from its performance. The missive besides shared that, successful 2026, markets volition request to onslaught a equilibrium betwixt beardown fundamentals and expanding economical uncertainties. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Mar Vista U.S. Quality Strategy highlighted stocks specified arsenic Johnson & Johnson (NYSE:JNJ). Johnson & Johnson (NYSE:JNJ) was 1 of the strongest-performing holdings successful the quarter. Johnson & Johnson (NYSE:JNJ) is simply a multinational institution that engages successful the research, development, and manufacturing of products successful the healthcare field. On January 12, 2026, Johnson & Johnson (NYSE:JNJ) banal closed astatine $209.72 per share. One-month instrumentality of Johnson & Johnson (NYSE:JNJ) was 0.20%, and its shares gained 44.88% of their worth implicit the past 52 weeks. Johnson & Johnson (NYSE:JNJ) has a marketplace capitalization of $505.28 billion.

Mar Vista U.S. Quality Strategy stated the pursuing regarding Johnson & Johnson (NYSE:JNJ) successful its 4th fourth 2025 capitalist letter:

"Johnson & Johnson (NYSE:JNJ) banal demonstrated beardown show successful Q4, driven by robust fiscal results, upward guidance revisions, and accelerating maturation for the pharmaceutical and aesculapian exertion segments. The company's accordant execution crossed cardinal concern segments and affirmative marketplace sentiment, contempt a important headwind from Stelera generics, contributed to its outperformance comparative to broader marketplace indices. Management continues to expect 5-7% gross maturation done 2030 which exceeds statement estimates."