Significant ETF Withdrawals Observed - JEPI, ABBV, JNJ, ROST
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 22 2025
0mins
Source: NASDAQ.COM
JEPI Share Price Overview: JEPI's 52-week low is $49.94 and high is $60.88, with the last trade recorded at $57.52.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (units destroyed), impacting the underlying holdings.
Disclaimer: The views expressed in the article are those of the author and do not necessarily represent Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JNJ?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 231.730
Low
190.00
Averages
218.50
High
240.00
Current: 231.730
Low
190.00
Averages
218.50
High
240.00
About JNJ
Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s segments include Innovative Medicine and MedTech. The Innovative Medicine segment is focused on various therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, pulmonary hypertension, cardiovascular and metabolism. Its products include REMICADE (infliximab), SIMPONI (golimumab), SIMPONI ARIA (golimumab), STELARA (ustekinumab), TREMFYA (guselkumab), EDURANT (rilpivirine), and INVEGA SUSTENNA/XEPLION (paliperidone palmitate). The MedTech segment includes a portfolio of products used in cardiovascular, orthopedics, surgery, and vision categories. The Cardiovascular portfolio includes electrophysiology products to treat heart rhythm disorders and circulatory restoration products (Shockwave) for the treatment of calcified coronary artery disease (CAD) and peripheral artery disease (PAD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Comparing Dividend Kings: Procter & Gamble vs. Johnson & Johnson
- Dividend King Criteria: To be classified as a Dividend King, a company must increase its dividend for at least 50 consecutive years, a standard that highlights the ability of firms like Procter & Gamble and Johnson & Johnson to maintain stability through economic fluctuations, showcasing their robust business models and brand loyalty.
- Procter & Gamble's Market Position: With a market cap of $336 billion and a dividend yield of 2.95%, Procter & Gamble is considered a solid investment choice despite its valuation metrics being below five-year averages, particularly as consumer demand for essentials remains consistent amid economic uncertainty.
- Johnson & Johnson's Competitive Edge: Johnson & Johnson boasts a market cap of $564 billion and a 5.7% annual dividend growth rate, benefiting from patent protections in its pharmaceutical and medical device sectors, which ensures stable revenue streams even during economic downturns, reinforcing its leadership in the healthcare industry.
- Legal Risks and Market Opportunities: While Johnson & Johnson faces legal challenges related to talcum powder, its diversified business model and ongoing investment in research and development position it well to navigate market uncertainties, further solidifying its status as a Dividend King.
See More
Johnson & Johnson: A Strong Dividend King Investment
- Stable Dividend Growth: Johnson & Johnson has increased its dividend annually for 50 consecutive years, with an average growth rate of 5.7%, demonstrating a robust business model and adaptability in the face of economic uncertainty, which attracts long-term investor interest.
- Strong Demand for Medical Products: J&J's medical and pharmaceutical products benefit from patent protections, ensuring its market position in healthcare, as consumers have little choice when it comes to necessary medical services, thereby enhancing revenue stability and risk resilience.
- Relative Valuation Analysis: Although J&J's valuation metrics are above its five-year averages, its dividend yield exceeds 2.2%, double that of the broader market, indicating that investors are willing to pay a premium for its diversified and resilient business in the current market environment.
- Legal Risk Consideration: J&J faces legal challenges related to talcum powder, which may concern some investors; however, the management's ability to address these issues could further validate the company's fundamental strength and capacity to navigate adversity.
See More
Wall Street Trading Week Outlook and Focus
- Salesforce Earnings Outlook: Salesforce is set to report earnings on Wednesday, with market concerns about its AI business still prevalent; analysts expect revenue of $11.05 billion and EPS of $3.12, and strong revenue growth could alleviate worries about slowing growth in its legacy business.
- Costco Membership Renewal Challenges: Costco will report earnings on Thursday, with expected revenue of $69.73 billion and EPS of $4.93; while high oil prices may pressure profit margins, its membership model and bulk selling strategy are likely to attract consumers, especially during periods of rising gas prices.
- Economic Data Focus: The personal consumption expenditures (PCE) price index will be released on Thursday, with a year-over-year increase expected at 3.8% and a core increase of 3.3%, which will influence the Federal Reserve's rate hike decisions, leaving the market uncertain about future rate changes.
- Investor Conference Season: This week marks the start of investor conference season, with Boeing, Johnson & Johnson, and others attending the Bernstein Strategic Decisions Conference, where analyst questions may reveal insights into market perceptions of company futures, making it a key event to watch.
See More
Direct Indexing Strategy Boosts Retirement Income Potential
- Income Potential: A 65-year-old couple can generate approximately $19,000 annually from a $700,000 investment portfolio using a direct indexing strategy, which combines dividends and tax-loss harvesting, highlighting the strategy's effectiveness and appeal.
- Dividend Composition: Supported by major dividend payers like Johnson & Johnson (JNJ), Procter & Gamble (PG), Coca-Cola (KO), Exxon Mobil (XOM), and Microsoft (MSFT), the dividend yield is around 2.0%, providing investors with a stable cash flow.
- Tax-Loss Harvesting Advantage: The direct indexing strategy allows for selling individual stocks that decline, utilizing harvested losses to offset capital gains, with expected annual increases in after-tax returns of 0.5% to 1.5%, further enhancing overall portfolio returns.
- Portfolio Flexibility: This strategy enables investors to manage their portfolios flexibly while maintaining market exposure, optimizing returns through market volatility, thereby achieving higher capital appreciation and income growth over the long term.
See More
CDL's Distribution Structure Solid Amid Rising Yield Competition
- Solid Distribution Structure: CDL's distribution relies entirely on dividends collected from large U.S. companies, with a payout of $2.29 per share in 2025 against a current share price of approximately $76, ensuring stable cash flow and reliable monthly distributions.
- Increased Yield Competition: The 10-year Treasury yield has reached 4.61%, surpassing CDL's 3.6% yield, which pressures share price upside but does not threaten CDL's monthly dividend stream.
- Portfolio Concentration: CDL's income is primarily derived from regulated utility companies like WEC Energy and Duke Energy, which possess stable cash flows and long-term dividend records that support future dividend growth.
- Strong Long-Term Returns: Despite the pressure from rising yields, CDL has increased by 18% over the past year, 54% over five years, and 190% over ten years, demonstrating that it provides stable dividends without sacrificing capital.
See More
Healthcare Stocks Surge Due to Innovation and Policy Changes
- Strong Sector Performance: The healthcare sector has shown remarkable performance, with the State Street Health Care Select Sector SPDR ETF (XLV) rising 3.3% over the past week, significantly outperforming the S&P 500's 0.5% gain, indicating a robust rebound and renewed investor confidence in healthcare stocks.
- Drug Innovation Driving Prices: Merck (MRK) saw a substantial stock price increase after announcing a lung cancer drug that reduced tumor progression risk by 65% in a Phase 3 study, highlighting the positive impact of ongoing pharmaceutical innovation on stock valuations.
- Favorable Medicare Policies: The Centers for Medicare and Medicaid Services announced that starting in 2027, Eli Lilly's (LLY) GLP-1 drugs will be available to Medicare patients for $50 a month, resulting in a 25% stock price increase for Lilly over three weeks, demonstrating the direct support of policy changes for healthcare stocks.
- Aging Population Trend: The global aging population is driving increased demand for pharmaceuticals, medical devices, and health insurance, positioning the healthcare sector as a focal point for investors seeking growth opportunities in the face of demographic shifts.
See More
Comparing Dividend Kings: Procter & Gamble vs. Johnson & Johnson
- Dividend King Criteria: To be classified as a Dividend King, a company must increase its dividend for at least 50 consecutive years, a standard that highlights the ability of firms like Procter & Gamble and Johnson & Johnson to maintain stability through economic fluctuations, showcasing their robust business models and brand loyalty.
- Procter & Gamble's Market Position: With a market cap of $336 billion and a dividend yield of 2.95%, Procter & Gamble is considered a solid investment choice despite its valuation metrics being below five-year averages, particularly as consumer demand for essentials remains consistent amid economic uncertainty.
- Johnson & Johnson's Competitive Edge: Johnson & Johnson boasts a market cap of $564 billion and a 5.7% annual dividend growth rate, benefiting from patent protections in its pharmaceutical and medical device sectors, which ensures stable revenue streams even during economic downturns, reinforcing its leadership in the healthcare industry.
- Legal Risks and Market Opportunities: While Johnson & Johnson faces legal challenges related to talcum powder, its diversified business model and ongoing investment in research and development position it well to navigate market uncertainties, further solidifying its status as a Dividend King.
See More
Johnson & Johnson: A Strong Dividend King Investment
- Stable Dividend Growth: Johnson & Johnson has increased its dividend annually for 50 consecutive years, with an average growth rate of 5.7%, demonstrating a robust business model and adaptability in the face of economic uncertainty, which attracts long-term investor interest.
- Strong Demand for Medical Products: J&J's medical and pharmaceutical products benefit from patent protections, ensuring its market position in healthcare, as consumers have little choice when it comes to necessary medical services, thereby enhancing revenue stability and risk resilience.
- Relative Valuation Analysis: Although J&J's valuation metrics are above its five-year averages, its dividend yield exceeds 2.2%, double that of the broader market, indicating that investors are willing to pay a premium for its diversified and resilient business in the current market environment.
- Legal Risk Consideration: J&J faces legal challenges related to talcum powder, which may concern some investors; however, the management's ability to address these issues could further validate the company's fundamental strength and capacity to navigate adversity.
See More
Wall Street Trading Week Outlook and Focus
- Salesforce Earnings Outlook: Salesforce is set to report earnings on Wednesday, with market concerns about its AI business still prevalent; analysts expect revenue of $11.05 billion and EPS of $3.12, and strong revenue growth could alleviate worries about slowing growth in its legacy business.
- Costco Membership Renewal Challenges: Costco will report earnings on Thursday, with expected revenue of $69.73 billion and EPS of $4.93; while high oil prices may pressure profit margins, its membership model and bulk selling strategy are likely to attract consumers, especially during periods of rising gas prices.
- Economic Data Focus: The personal consumption expenditures (PCE) price index will be released on Thursday, with a year-over-year increase expected at 3.8% and a core increase of 3.3%, which will influence the Federal Reserve's rate hike decisions, leaving the market uncertain about future rate changes.
- Investor Conference Season: This week marks the start of investor conference season, with Boeing, Johnson & Johnson, and others attending the Bernstein Strategic Decisions Conference, where analyst questions may reveal insights into market perceptions of company futures, making it a key event to watch.
See More
Direct Indexing Strategy Boosts Retirement Income Potential
- Income Potential: A 65-year-old couple can generate approximately $19,000 annually from a $700,000 investment portfolio using a direct indexing strategy, which combines dividends and tax-loss harvesting, highlighting the strategy's effectiveness and appeal.
- Dividend Composition: Supported by major dividend payers like Johnson & Johnson (JNJ), Procter & Gamble (PG), Coca-Cola (KO), Exxon Mobil (XOM), and Microsoft (MSFT), the dividend yield is around 2.0%, providing investors with a stable cash flow.
- Tax-Loss Harvesting Advantage: The direct indexing strategy allows for selling individual stocks that decline, utilizing harvested losses to offset capital gains, with expected annual increases in after-tax returns of 0.5% to 1.5%, further enhancing overall portfolio returns.
- Portfolio Flexibility: This strategy enables investors to manage their portfolios flexibly while maintaining market exposure, optimizing returns through market volatility, thereby achieving higher capital appreciation and income growth over the long term.
See More
CDL's Distribution Structure Solid Amid Rising Yield Competition
- Solid Distribution Structure: CDL's distribution relies entirely on dividends collected from large U.S. companies, with a payout of $2.29 per share in 2025 against a current share price of approximately $76, ensuring stable cash flow and reliable monthly distributions.
- Increased Yield Competition: The 10-year Treasury yield has reached 4.61%, surpassing CDL's 3.6% yield, which pressures share price upside but does not threaten CDL's monthly dividend stream.
- Portfolio Concentration: CDL's income is primarily derived from regulated utility companies like WEC Energy and Duke Energy, which possess stable cash flows and long-term dividend records that support future dividend growth.
- Strong Long-Term Returns: Despite the pressure from rising yields, CDL has increased by 18% over the past year, 54% over five years, and 190% over ten years, demonstrating that it provides stable dividends without sacrificing capital.
See More
Healthcare Stocks Surge Due to Innovation and Policy Changes
- Strong Sector Performance: The healthcare sector has shown remarkable performance, with the State Street Health Care Select Sector SPDR ETF (XLV) rising 3.3% over the past week, significantly outperforming the S&P 500's 0.5% gain, indicating a robust rebound and renewed investor confidence in healthcare stocks.
- Drug Innovation Driving Prices: Merck (MRK) saw a substantial stock price increase after announcing a lung cancer drug that reduced tumor progression risk by 65% in a Phase 3 study, highlighting the positive impact of ongoing pharmaceutical innovation on stock valuations.
- Favorable Medicare Policies: The Centers for Medicare and Medicaid Services announced that starting in 2027, Eli Lilly's (LLY) GLP-1 drugs will be available to Medicare patients for $50 a month, resulting in a 25% stock price increase for Lilly over three weeks, demonstrating the direct support of policy changes for healthcare stocks.
- Aging Population Trend: The global aging population is driving increased demand for pharmaceuticals, medical devices, and health insurance, positioning the healthcare sector as a focal point for investors seeking growth opportunities in the face of demographic shifts.
See More
