Johnson & Johnson $JNJ is considering the sale of its DePuy Synthes orthopedic division, which it originally planned to spin off as a standalone company. The potential value of the transaction is estimated at more than $20 billion.
The company's shares, with a market capitalization approaching $600 billion, have risen 74% since April of last year. They have gained 19.4% so far this year alone, and it looks like they have no plans to slow down.
Large funds are interested in the division the company plans to sell, and competing medical-device manufacturers may also show interest. The orthopedics division manufactures hip, knee and shoulder implants, surgical instruments and other products, and achieved revenues of $9.3 billion in 2025.
Do you hold $JNJ shares in your portfolio, or are you betting on competitors such as $NVO, whose shares have followed the exact opposite trend in recent years?
I only have $NVO so far and I won't be adding any more stocks. $JNJ doesn't appeal to me at all.
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The shares didn't grow at all before, but now the situation is different and the company is doing well. Personally, I keep my distance from the shares of $JNJ and I'm more interested in $CVS or $NVO.