Michael Leschner pitched Johnson & Johnson (NYSE: JNJ) on October 27th, 2025. Johnson & Johnson is a global healthcare company focused on its two high-growth segments: Innovative Medicine and MedTech. The company specializes in products across oncology, immunology, neuroscience, cardiopulmonary, cardiovascular, surgery, and vision.
Michael’s investment thesis focuses on three main pillars. First, Johnson & Johnson provides reliable income generation and financial resilience despite market volatility, supported by its Dividend King status with 63 consecutive years of dividend increases, an Aaa credit rating, and its ability to adapt to tariff impacts, with expectations to halve the $400 million in projected tariff costs. Second, J&J boasts a robust portfolio with over two dozen blockbuster products, 70 novel therapies or product expansions expected by 2030, and 103 innovative medicines in development to drive long-term earnings growth while reducing single-product dependency. Lastly, Johnson & Johnson continues to benefit as a defensive healthcare company with long-term growth tailwinds driven by an aging global population and AI integration into products such as the Monarch Quest bronchoscopy robotic system.
The Student Managed Investment Fund (SMIF) voted to purchase approximately $68,500 of JNJ, funded by the sale of LLY, ABBV, and ABT.
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