What is the 13F Pro Quality Score for JNJ?

13F Pro ranks JOHNSON & JOHNSON (JNJ) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View JNJ's current score at https://13fpro.ai/company/JNJ (free sign-up required for the full ranking).

Which hedge funds own the most JNJ stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of JNJ include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/JNJ as soon as new 13F filings post.

Where does 13F Pro source JNJ data?

All JOHNSON & JOHNSON fundamentals and ownership data come directly from SEC EDGAR. JOHNSON & JOHNSON files with the SEC under CIK 200406. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is JNJ in?

JOHNSON & JOHNSON (JNJ) is classified in the Healthcare sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/healthcare.

What drives JNJ's revenue?

Per JOHNSON & JOHNSON's latest 10-Q filed with the SEC on 2026-07-23, the biggest revenue drivers are: Innovative Medicine ($16.4B, +7.8% YoY); MedTech ($8.9B, +4.5% YoY); Oncology ($7,406M, +17.3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/JNJ.

How often is JNJ research updated on 13F Pro?

JNJ's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

JOHNSON & JOHNSON(JNJ)Stock Analysis

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13F Pro Quality Score

69.0/100

Rank #285 of 2,961 stocksTOP 10%

View Healthcare peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

48.1/100

Profitability

76.7/100

Balance Sheet

86.8/100

Earnings Quality

69.9/100

Free Cash Flow

76.1/100

Institutional Flow

58.1/100

Revenue Scale

98.7/100

Dilution Risk

47.6/100

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Why JNJ Scores 69/100

exact factor attribution · 2026-09-11

JNJ's composite is driven by scale and profitability, held back by earnings growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+7.3 pts

99th pct

Profitability

+4.0 pts

77th pct

Free cash flow

+3.9 pts

76th pct

Capital efficiency

+3.7 pts

87th pct

Earnings quality

+2.0 pts

70th pct

Institutional flow

+0.4 pts

58th pct

Shareholder dilution

-0.1 pts

48th pct

Revenue growth

-0.4 pts

48th pct

Earnings growth

-1.8 pts

15th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

JNJ Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for JOHNSON & JOHNSON (JNJ), a Healthcare sector company. 13F Pro's AI-powered ranking engine scores JNJ at 69.0/100 on a 32-signal composite quality model, placing it at rank #285 of 2,961 stocks — the top 10% of the AI-ranked universe. JNJ scores in the top quartile across revenue scale (98.7), balance sheet strength (86.8), profitability (76.7). Shareholder dilution risk is elevated at 47.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), JOHNSON & JOHNSON reports quarterly revenue of $25.3B, net income of $5.5B, an operating margin of 26.7%. Top institutional holders of JNJ by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. JNJ trades on the NYSE exchange and files with the SEC under CIK 200406. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JNJ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for JOHNSON & JOHNSON directly from SEC EDGAR. JOHNSON & JOHNSON's 13F Pro composite quality score has ranged between 59 and 75 since 2021, currently 69.0 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about JOHNSON & JOHNSON

Quirks, history, and lore behind JNJ — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. healthcare company · mega-cap · listed on the NYSE · headquartered in New Jersey.
2
The Numbers
Revenue of roughly $85 billion a year spread across pharmaceuticals and medical devices — one of the most diversified healthcare giants on the planet.
3
The History
Founded in 1886 by three brothers, it became a household name by making sterile surgical supplies at a time when most doctors still thought germs were optional.
4
The Secret
In 1982, a product-tampering crisis killed seven people and nearly destroyed one of its biggest brands — its swift recall became a gold standard for corporate crisis management.
5
The Lore
It recently spun off its consumer products division — including that famous no-more-tears baby shampoo — to focus purely on pharmaceuticals and medical devices.
6
The Giveaway
A red cross on a bandage, a bottle of baby powder with decades of litigation attached, and a name so wholesome it's literally a family twice over.

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What's Driving JNJ's Business? Latest 10-Q Breakdown

✓ 33/33 datapoints verified

AI-extracted from JOHNSON & JOHNSON's 10-Q filed 2026-07-23 — Q2 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 sales rose 6.6% to $25.3B as TREMFYA (+72.5%) and Oncology (+17.3%) more than offset STELARA's 55.2% biosimilar-driven collapse, while net earnings were flat at $5.5B.

Biggest Revenue Drivers

Innovative Medicine$16.4B+7.8% YoY

Operational growth of 6.8%, with STELARA biosimilar decline a 7.6% headwind to segment operational sales

MedTech$8.9B+4.5% YoY

Operational growth 3.6% plus 0.9% positive currency; acquisitions/divestitures a negative 0.1%

Biggest Revenue Drivers

Total revenue: $25.3B+6.6% YoY

Innovative Medicine$16.4B+7.8% YoY

Operational growth of 6.8%, with STELARA biosimilar decline a 7.6% headwind to segment operational sales

Within Innovative Medicine

Oncology$7,406M+17.3% YoY

DARZALEX share gains and market growth, CARVYKTI site expansion, RYBREVANT/LAZCLUZE launch uptake

Immunology$3,844M-3.7% YoY

STELARA biosimilar competition and SIMPONI/REMICADE share loss, partly offset by TREMFYA share gains

MedTech$8.9B+4.5% YoY

Operational growth 3.6% plus 0.9% positive currency; acquisitions/divestitures a negative 0.1%

Within MedTech

Cardiovascular$2,404M+4.0% YoY

Electrophysiology procedure growth and Shockwave adoption, offset by Abiomed's lower U.S. procedure volumes

Largest Expense Items

Cost of products sold$8,051M31.8% of sales vs 32.1%

Operational drivers and favorable currency, offset by unfavorable STELARA mix and MedTech tariffs

Selling, marketing and administrative$6,432M25.4% of sales vs 24.8%

Commercial investments in the Innovative Medicine and MedTech businesses

Research and development$3,653M+3.9% YoY

Expense phasing in Innovative Medicine, offset by increased investment in MedTech Surgery and Cardiovascular

Other (income) expense, net$331Mvs $107M prior year

Talc litigation charges of $0.4B, Orthopaedics separation costs and restructuring, partly offset by securities gains

Margins: Gross margin improved to 68.2% from 67.9% on operational drivers and favorable currency, partly offset by unfavorable STELARA product mix and MedTech tariffs. Pretax margin fell to 26.7% from 27.3% on higher SM&A and other expense.

Watch Items from the Filing

STELARA sales fell 55.2% to $740M (U.S. -68.8%); the company expects biosimilars to continue negatively impacting sales.
Approximately 76,000 U.S. plaintiffs have talc claims; reserve totals about $3.7 billion, with $0.4B charged in the quarter and ~40% recorded as current.
SIMPONI biosimilars entered Europe in Q2 2026 with a potential U.S. entrant later in 2026; OPSUMIT generics entered the U.S. late in the quarter.
MedTech segment pretax margin fell to 13.2% from 14.1% on $0.3B Orthopaedics separation costs, tariffs and higher R&D spend.
New Innovative Medicine supply chain restructuring: $650M–$750M estimated cost through 2029, with $200M of asset impairments recorded this quarter.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$25.3B

Net Income

Q2 2026

$5.5B

Free Cash Flow

Q2 2026

$7.3B

Operating Margin

Q2 2026

26.7%

ROIC

Q2 2026

20.1%

D/E Ratio

Q2 2026

0.58

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+6.0% YoY

$94.19BFY 2025

FY22 $79.99BFY23 $85.16BFY24 $88.82BFY25 $94.19B

Net Income

+90.6% YoY

$26.80BFY 2025

FY22 $17.94BFY23 $35.15BFY24 $14.07BFY25 $26.80B

EPS (Diluted)

+90.5% YoY

$11.03FY 2025

FY22 $6.73FY23 $13.72FY24 $5.79FY25 $11.03

Total Assets

+10.6% YoY

$199.21BFY 2025

FY22 $187.38BFY23 $167.56BFY24 $180.10BFY25 $199.21B

Total Debt

+31.0% YoY

$60.43BFY 2025

FY22 $55.54BFY23 $35.77BFY24 $46.13BFY25 $60.43B

Op. Cash Flow

+1.1% YoY

$24.53BFY 2025

FY22 $21.19BFY23 $22.79BFY24 $24.27BFY25 $24.53B

Free Cash Flow

-0.7% YoY

$19.70BFY 2025

FY22 $17.18BFY23 $18.25BFY24 $19.84BFY25 $19.70B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$94.19B +6.0%	$88.82B +4.3%	$85.16B +6.5%	$79.99B +1.6%	$78.74B -4.7%	$82.58B
Net Income	$26.80B +90.6%	$14.07B -60.0%	$35.15B +95.9%	$17.94B -14.1%	$20.88B +41.9%	$14.71B
EPS (Diluted)	$11.03 +90.5%	$5.79 -57.8%	$13.72 +103.9%	$6.73 -13.8%	$7.81 +41.7%	$5.51
Total Assets	$199.21B +10.6%	$180.10B +7.5%	$167.56B -10.6%	$187.38B +2.9%	$182.02B +4.1%	$174.89B
Total Debt	$60.43B +31.0%	$46.13B +29.0%	$35.77B -35.6%	$55.54B +32.8%	$41.81B +0.8%	$41.46B
Operating Cash Flow	$24.53B +1.1%	$24.27B +6.5%	$22.79B +7.5%	$21.19B -9.5%	$23.41B -0.5%	$23.54B
Free Cash Flow	$19.70B -0.7%	$19.84B +8.7%	$18.25B +6.2%	$17.18B -13.0%	$19.76B -2.1%	$20.19B

AI Insight: JNJ Financial Trends

Revenue growth accelerated to 7.4% YoY in Q2 2026, but operating cash flow remains volatile and debt has risen 37% since Q3 2024.

• Revenue grew 7.4% YoY from Q2 2025 ($23.7B) to Q2 2026 ($25.3B), marking sustained mid-single-digit growth.

• Operating cash flow rebounded to $8.6B in Q2 2026 after declining to $2.5B in Q1 2026, showing variability.

• Total debt rose from $35.8B in Q3 2024 to $49.0B in Q2 2026, a 37% increase; equity grew 21% over same period.

⚠ Operating cash flow highly volatile across period; Q1 2026 dipped to $2.5B, lowest since Q1 2025.

⚠ Net income declined from $10.999B peak in Q1 2025 to ~$5.2B–$5.5B range in recent quarters; margin compression evident.

AI Insight: JNJ Ratio Trends

JNJ's profitability metrics have normalized sharply from Q1 2025's anomalous spike, with operating margin settling in the mid-20s and ROIC stabilizing around 18–20%.

• Operating margin collapsed from 62.3% in Q1 2025 to 20.2% in Q4 2025, then recovered to 26.7% in Q2 2026, suggesting Q1 2025 included a major one-time gain.

• TTM ROIC of 18.8% sits above pre-spike levels (12.6% in Q3 2024), indicating underlying operational improvement despite margin volatility.

• Leverage (D/E) ranges 0.51–0.74; latest at 0.58, near tighter end of range, supporting balance-sheet strength.

⚠ Q4 2025 ROIC dipped to 14.0%, lowest since Q3 2024 (12.6%), signaling potential operational headwind or seasonal weakness.

⚠ Net profit margin has hovered 20–21% since Q3 2025 despite operating margin swings—monitor for disconnect between EBIT and net income.

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Available Research

13F Pro tracks comprehensive data for JOHNSON & JOHNSON including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of JNJ

BlackRock, Inc.
$53.9B212,098,264 sh
VANGUARD CAPITAL MANAGEMENT LLC
$39.9B157,226,374 sh
STATE STREET CORP
$34.0B133,776,025 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$16.3B64,370,816 sh
JPMORGAN CHASE & CO
$15.1B58,301,609 sh
GEODE CAPITAL MANAGEMENT, LLC
$15.0B59,086,417 sh
MORGAN STANLEY
$11.4B44,808,254 sh
NORGES BANK
$8.1B31,825,084 sh
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$8.0B31,590,952 sh
NORTHERN TRUST CORP
$7.3B28,792,064 sh

Fund	Value	Shares
BlackRock, Inc.	$53.9B	212,098,264
VANGUARD CAPITAL MANAGEMENT LLC	$39.9B	157,226,374
STATE STREET CORP	$34.0B	133,776,025
VANGUARD PORTFOLIO MANAGEMENT LLC	$16.3B	64,370,816
JPMORGAN CHASE & CO	$15.1B	58,301,609
GEODE CAPITAL MANAGEMENT, LLC	$15.0B	59,086,417
MORGAN STANLEY	$11.4B	44,808,254
NORGES BANK	$8.1B	31,825,084
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$8.0B	31,590,952
NORTHERN TRUST CORP	$7.3B	28,792,064

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Is JNJ a good stock to buy?

13F Pro's AI-powered analysis of JOHNSON & JOHNSON (JNJ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Healthcare sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for JNJ are available on the JNJ stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. JNJ is classified as a mega company.

Which hedge funds own JNJ?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling JNJ. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of JOHNSON & JOHNSON's investment landscape.