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Johnson & Johnson
JNJleaderJohnson & Johnson is a global healthcare company operating in pharmaceuticals and medical devices. Following the spin-off of its consumer health division as Kenvue, it focuses on innovative medicine and MedTech.
Produk & Pendapatan
Pangsa Pendapatan Produk
Komposisi Pendapatan ($85.2B)
Data statis (memuat keuangan langsung…)
Innovative Medicine (55%)
MedTech (45%)
Komposisi segmen dan pelanggan utama
Detail produk
Innovative Medicine55%
Pharmaceutical products including immunology, oncology, and neuroscience therapeutics
MedTech Surgical25%
Surgical instruments, robotics, and interventional solutions
MedTech Orthopedics20%
Joint reconstruction, spine, and sports medicine implants
Hubungan Rantai Pasok
Konteks makro dan pasar
헬스케어Berita sektor
메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요
미국 헬스케어 지출 (2026E)
$4.8T
AI 진단 정확도 개선
+23% vs 기존
UNH 의료손해율
87.3%
약가 협상 대상 의약품
20종 (IRA)
Katalis mendatang
◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개
Sinyal Institusional
| Institusi | Tindakan | Nilai | Kuartal | Tanggal pengajuan |
|---|---|---|---|---|
| BlackRock | accumulating | $923M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $384M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $358M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $25M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $50M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $948M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $431M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $10.9B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $7.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $714M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $509M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $870M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $27M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $137M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $41M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $515M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $80M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $17M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $531M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $1.1B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $222M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $44.8B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $2.8B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $828M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $11K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $4M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $27.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $4.7B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $36M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $6M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $2M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $2M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $14M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $53M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $27M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2.2B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $509K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $19M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $43M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $386M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $14M | 2025.12 | 2026-02-17↑ |
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Info Perusahaan
Gambaran umum sektor — 헬스케어
Berita sektor메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요
미국 헬스케어 지출 (2026E)
$4.8T
AI 진단 정확도 개선
+23% vs 기존
UNH 의료손해율
87.3%
약가 협상 대상 의약품
20종 (IRA)
Tema utama
- •CMS 메디케어 어드밴티지 수가 인하 → 보험사 마진 압박
- •AI 영상진단·병리학 도입 가속 — Tempus, Veracyte 수혜
- •GLP-1 보험 적용 확대 논의 → UNH·CVS 비용 증가 리스크
Katalis mendatang
- ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
- ◆UNH/HUM/CVS Q1 실적 (2026.04)