{"id":202516,"date":"2025-12-25T01:37:15","date_gmt":"2025-12-25T01:37:15","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/202516\/"},"modified":"2025-12-25T01:37:15","modified_gmt":"2025-12-25T01:37:15","slug":"heres-why-johnson-johnson-jnj-surged-in-q3","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/202516\/","title":{"rendered":"Here\u2019s Why Johnson & Johnson (JNJ) Surged in Q3"},"content":{"rendered":"\n

Meridian Funds, managed by ArrowMark Partners, released its \u201cMeridian Hedged Equity Fund\u201d third-quarter 2025 investor letter.\u00a0A copy of the letter can be downloaded here<\/a>. In the quarter, the market is more focused on the tailwind of policy easing than the headwind of weakening fundamentals, resulting in substantial gains despite stagflation emerging as a key concern. In this environment, the fund returned 1.67% (net) during the quarter, compared to 8.13% returns of the S&P 500 Index and 3.53% returns of the secondary benchmark, the CBOE S&P 500 BuyWrite Index. In addition, please check the fund\u2019s top five holdings to know its best picks in 2025.<\/p>\n

In its third-quarter 2025 investor letter, Meridian Hedged Equity Fund highlighted stocks such as Johnson & Johnson (NYSE:JNJ<\/a>). Johnson & Johnson (NYSE:JNJ) is a multinational company that engages in the research, development, and manufacturing of products in the healthcare field. The one-month return of Johnson & Johnson (NYSE:JNJ) was -0.43%, and its shares gained 41.09% of their value over the last 52 weeks. On December 23, 2025, Johnson & Johnson (NYSE:JNJ) stock closed at $205.78 per share, with a market capitalization of $495.785 billion.<\/p>\n

Meridian Hedged Equity Fund stated the following regarding Johnson & Johnson (NYSE:JNJ) in its third quarter 2025 investor letter:<\/p>\n

“Johnson & Johnson (NYSE:JNJ) is a major healthcare company focused on innovative pharmaceuticals and medical devices. The company faces a critical transition as sales from its blockbuster drug Stelara begin to decline due to patent expiration. However, J&J is successfully executing on its strategy to offset these losses with a robust pipeline of new drugs, particularly in oncology and immunology. The stock responded positively in the quarter as the company demonstrated significant progress on multiple fronts. It secured a landmark FDA approval for Inlexzo, a new bladder cancer treatment with substantial sales potential, and its lung cancer drug Rybrevant moved closer to broader adoption after receiving positive trial data for a more convenient injection format. Strong sales momentum across other key drugs more than compensated for Stelara’s decline, while favorable legal developments eased investor concerns about the company’s ongoing talc litigation.”<\/p>\n

\"BofA BofA Sees J&J\u2019s Premium Multiple as Justified <\/p>\n

Johnson & Johnson (NYSE:JNJ) is not on our list of\u00a030 Most Popular Stocks Among Hedge Funds<\/a>. According to our database, 103 hedge fund portfolios held Johnson & Johnson (NYSE:JNJ) at the end of the third quarter, up from 95 in the previous quarter. While we acknowledge the potential of Johnson & Johnson (NYSE:JNJ) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Meridian Funds, managed by ArrowMark Partners, released its \u201cMeridian Hedged Equity Fund\u201d third-quarter 2025 investor letter.\u00a0A copy of…\n","protected":false},"author":2,"featured_media":202517,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[163,521,85,48030,46,4272,113877],"class_list":{"0":"post-202516","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-healthcare","8":"tag-health","9":"tag-healthcare","10":"tag-il","11":"tag-investor-letter","12":"tag-israel","13":"tag-johnson-johnson","14":"tag-meridian-funds"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/202516","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=202516"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/202516\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/202517"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=202516"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=202516"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=202516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}