Mar Vista Investment Partners, LLC released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter, reporting +0.20% net-of-fees gains in Q4 2025. The market witnessed a fast recovery, with US equities experiencing strong momentum in 2025. Mega-cap stocks and AI-driven companies dominated the landscape as markets balanced strong fundamentals with economic uncertainties in 2026.

Johnson & Johnson (NYSE:JNJ) was highlighted in Mar Vista U.S. Quality Strategy’s Q4 2025 investor letter as one of the strongest-performing holdings. On January 12, 2026, JNJ stock closed at $209.72 per share, with a one-month return of 0.20% and a 44.88% gain over the last 52 weeks. JNJ has a market capitalization of $505.28 billion.

In Q4 2025, Johnson & Johnson (NYSE:JNJ) demonstrated strong performance due to robust financial results, upward guidance revisions, and accelerating growth in pharmaceutical and medical technology segments. Management expects 5-7% revenue growth through 2030, exceeding consensus estimates. Barclays raised JNJ target on strength in key drugs.

103 hedge fund portfolios held Johnson & Johnson (NYSE:JNJ) at the end of Q3 2025, up from 95 in the previous quarter. While JNJ is a potential investment, certain AI stocks offer greater upside potential with less downside risk. Check out our coverage of JNJ and other stocks discussed by Jim Cramer for more insights.

Read more at Yahoo Finance: Here’s What Lifted Johnson & Johnson (JNJ) in Q4