KVUE
Kenvue Inc.
$17.55
-0.90%
$33.7B
No data for this timeframe.
Vol
Market Cap$33.7B
Cap SizeLarge Cap
Analyst ConsensusSell (0%)
Inst. Holders10 funds
Inst. Value$7.3B
Inst. Activity1 buys / 4 sells
Insider Activity0B / 1S
Insider Net $-$679.7K
SEC Reports4
Congressional3 trades
Exchange NYSE·Sector Perfumes, Cosmetics & Other Toilet Preparations·Inc. DE·CIK 0001944048·Prev Close $17.71
Recent Activity
May 21, 2026
Insider
Smith Jeffrey C sold 10,309 shares
Director @ $17.46 ($180.0K)
May 21, 2026
Insider
Godbole Seemantini sold 10,309 shares
Director @ $17.46 ($180.0K)
May 21, 2026
Insider
Sneed Michael E sold 10,309 shares
Director @ $17.46 ($180.0K)
May 18, 2026
dark_pool
Dark Pool: KVUE — 12.2M shares, 72,802 trades
Week starting 2026-05-18. Total ATS volume: 12,217,292 shares across 72,802 trades.
May 7, 2026
SEC
Kenvue reported Q1 2026 adjusted EPS of $0.32, beating the $0.27 consensus by 18.5%, driven by margin expansion and cost
8-K — Impact 6/10
Apr 15, 2026
SEC
Kenvue Inc. announced the departure of CFO Amit Banati effective May 12, 2026, and appointed interim CFO Heather Howlett
8-K — Impact 5/10
Apr 8, 2026
SEC
Kenvue Inc. has filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting, which includes routine corpora
DEFA14A — Impact 2/10
Inst.
NORGES BANK — NEW
43,876,034 shares ($756.9M)
Price Targets
$19.50
+8.8% upside
Buy
Current $17.92
Low $18.00
Median $19.00
High $23.00
12 analysts
$18.00
$23.00
Analyst Ratings
0Strong Buy
0Buy
15Hold
1Sell
2Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 15, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Apr 14, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 7, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| Mar 6, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Feb 18, 2026 | Canaccord Genuity | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.32 ▲ +3.7% | $0.29 — $0.35 | 10% YoY | 9 |
| Next Q | $0.30 ▲ +2.0% | $0.29 — $0.33 | 8% YoY | 9 |
| Current FY | $1.19 ▲ +4.9% | $1.11 — $1.26 | 10% YoY | 14 |
| Next FY | $1.24 ▲ +2.6% | $1.10 — $1.35 | 4% YoY | 16 |
Latest Reports
BULLISH
8-K
6/10
Kenvue reported Q1 2026 adjusted EPS of $0.32, beating the $0.27 consensus by 18.5%, driven by margin expansion and cost
May 7, 2026
BEARISH
8-K
5/10
Kenvue Inc. announced the departure of CFO Amit Banati effective May 12, 2026, and appointed interim CFO Heather Howlett
Apr 15, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $4.1B | — |
| FMR LLC | $1.6B | — |
| NORGES BANK | $756.9M | NEW |
| MORGAN STANLEY | $297.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $223.6M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Smith Jeffrey | A | $180.0K |
| May 21, 2026 | Godbole Seemantini | A | $180.0K |
| May 21, 2026 | Sneed Michael | A | $180.0K |
| May 21, 2026 | Hofstetter Sarah | A | $180.0K |
| May 21, 2026 | ALLISON RICHARD | A | $180.0K |
Congressional Trades
2 members: 1 buys, 2 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Kevin Hern | R | SELL | $15,001 - $50,000 |
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
| Gilbert Cisneros | D | SELL | $1,001 - $15,000 |
10 institutional holders with $7.3B total value (425,893,377 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net selling activity: 4 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 234,951,484 | $4.1B | 55.2% | — |
| 2 | FMR LLC | 94,112,610 | $1.6B | 22.1% | — |
| 3 | NORGES BANK | 43,876,034 | $756.9M | 10.3% | NEW |
| 4 | MORGAN STANLEY | 17,228,962 | $297.2M | 4.0% | — |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12,963,663 | $223.6M | 3.0% | TRIM -48.2% |
| 6 | BANK OF AMERICA CORP /DE/ | 12,953,346 | $223.4M | 3.0% | TRIM -58.2% |
| 7 | YACKTMAN ASSET MANAGEMENT LP | 7,857,496 | $135.5M | 1.8% | — |
| 8 | WELLS FARGO & COMPANY/MN | 1,898,662 | $32.8M | 0.4% | TRIM -49.1% |
| 9 | Tweedy, Browne Co LLC | 40,907 | $705.6K | 0.0% | NEAR_EXIT -86.8% |
| 10 | Cullen Capital Management, LLC | 10,213 | $176.2K | 0.0% | NEAR_EXIT -99.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 43,876,034 | — | $756.9M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 25,048,954 | 12,963,663 | -48.2% | $223.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 30,981,003 | 12,953,346 | -58.2% | $223.4M | 2025-Q4 |
| Cullen Capital Management, LLC | NEAR_EXIT | 2,410,641 | 10,213 | -99.6% | $176.2K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 10,868 | 0 | -100.0% | $0.00 | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 4,610,735 | 2,344,659 | -49.1% | $38.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 10,868 | — | $176.4K | 2025-Q3 |
| NORGES BANK | EXIT | 25,676,929 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 7,713,428 | 26,267,798 | +240.5% | $549.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 25,676,929 | — | $537.4M | 2025-Q2 |
| Cullen Capital Management, LLC | TRIM | 9,050,279 | 2,484,940 | -72.5% | $52.0M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 9,782,618 | 22,183,407 | +126.8% | $532.0M | 2025-Q1 |
| UBS Group AG | TRIM | 13,109,669 | 7,713,428 | -41.2% | $185.0M | 2025-Q1 |
| Tweedy, Browne Co LLC | NEAR_EXIT | 356,796 | 47,098 | -86.8% | $1.1M | 2025-Q1 |
| NORGES BANK | EXIT | 24,419,107 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 4,646,431 | 13,109,669 | +182.1% | $279.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 6,076,265 | 9,782,618 | +61.0% | $208.9M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 333,712 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 24,411,207 | — | $564.7M | 2024-Q3 |
23 unique insiders with 1 transactions. Net insider value: -$679.7K ($0.00 bought, $679.7K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Smith Jeffrey C | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | Godbole Seemantini | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | Sneed Michael E | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | Hofstetter Sarah | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | ALLISON RICHARD E JR | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | Mann Erica L | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | PAWLUS KATHLEEN M | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | PRABHU VASANT M | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | Healey Melanie | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | HOLDEN BETSY D | Director | A | 10,309 | $17.46 | $180.0K |
| May 21, 2026 | MERLO LARRY J | Director | A | 16,036 | $17.46 | $280.0K |
| May 8, 2026 | Orlando Matthew | General Counsel | SELL | 38,491.296 | $17.66 | $679.7K |
| May 1, 2026 | Curado Gomes de Lemos Leonardo | Group President LATAM | M | 24,247.71 | $0.00 | $0.00 |
| May 1, 2026 | Curado Gomes de Lemos Leonardo | Group President LATAM | F | 7,141 | $17.43 | $124.5K |
| May 1, 2026 | Curado Gomes de Lemos Leonardo | Group President LATAM | M | 24,247.71 | $0.00 | $0.00 |
| Mar 30, 2026 | ALLISON RICHARD E JR | Director | A | 1,331 | $0.00 | $0.00 |
| Mar 30, 2026 | Smith Jeffrey C | Director | A | 1,331 | $0.00 | $0.00 |
| Mar 10, 2026 | Alvarado Luani | Chief People Officer | F | 1,721 | $17.96 | $30.9K |
| Mar 10, 2026 | Alvarado Luani | Chief People Officer | M | 3,525.293 | $0.00 | $0.00 |
| Mar 10, 2026 | Stevens Meredith | Chief Operations Officer | M | 4,329.269 | $0.00 | $0.00 |
| Mar 10, 2026 | Stevens Meredith | Chief Operations Officer | F | 1,738 | $17.96 | $31.2K |
| Mar 10, 2026 | Stevens Meredith | Chief Operations Officer | M | 4,329.269 | $0.00 | $0.00 |
| Mar 10, 2026 | Alvarado Luani | Chief People Officer | M | 3,525.293 | $0.00 | $0.00 |
| Mar 10, 2026 | Lawson Carlton | Group President EMEA & LA | M | 6,157.82 | $0.00 | $0.00 |
| Mar 10, 2026 | Lawson Carlton | Group President EMEA & LA | M | 6,157.82 | $0.00 | $0.00 |
| Mar 5, 2026 | Howlett Heather | VP & Chief Accounting Officer | M | 2,722.87 | $0.00 | $0.00 |
| Mar 5, 2026 | Stevens Meredith | Chief Operations Officer | F | 1,677 | $18.25 | $30.6K |
| Mar 5, 2026 | Alvarado Luani | Chief People Officer | M | 4,289.08 | $0.00 | $0.00 |
| Mar 5, 2026 | Lawson Carlton | Group President EMEA & LA | M | 7,736.17 | $0.00 | $0.00 |
| Mar 5, 2026 | Stevens Meredith | Chief Operations Officer | M | 6,178.21 | $0.00 | $0.00 |
| Mar 5, 2026 | Stevens Meredith | Chief Operations Officer | M | 6,178.21 | $0.00 | $0.00 |
| Mar 5, 2026 | Howlett Heather | VP & Chief Accounting Officer | M | 2,722.87 | $0.00 | $0.00 |
| Mar 5, 2026 | Alvarado Luani | Chief People Officer | M | 4,289.08 | $0.00 | $0.00 |
| Mar 5, 2026 | Lawson Carlton | Group President EMEA & LA | M | 7,736.17 | $0.00 | $0.00 |
| Mar 5, 2026 | Howlett Heather | VP & Chief Accounting Officer | F | 933 | $18.25 | $17.0K |
| Mar 5, 2026 | Alvarado Luani | Chief People Officer | F | 2,094 | $18.25 | $38.2K |
| Mar 3, 2026 | Howlett Heather | VP & Chief Accounting Officer | M | 1,534.48 | $0.00 | $0.00 |
| Mar 3, 2026 | Howlett Heather | VP & Chief Accounting Officer | M | 1,534.48 | $0.00 | $0.00 |
| Mar 2, 2026 | Howlett Heather | VP & Chief Accounting Officer | A | 22,233 | $0.00 | $0.00 |
| Mar 2, 2026 | Wondrasch Michael | Chief Tech & Data Officer | A | 79,407 | $0.00 | $0.00 |
| Mar 2, 2026 | De Jesus Carlos | Group President North America | A | 127,051 | $0.00 | $0.00 |
| Mar 2, 2026 | Tillett Caroline | Chief Scientific Officer | A | 63,525 | $0.00 | $0.00 |
| Mar 2, 2026 | Lawson Carlton | Group President EMEA & LA | A | 93,488 | $0.00 | $0.00 |
| Mar 2, 2026 | Perry Kirk | Chief Executive Officer | A | 491,662 | $0.00 | $0.00 |
| Mar 2, 2026 | Dasgupta Anindya | Group President APAC | A | 98,994 | $0.00 | $0.00 |
| Mar 2, 2026 | Curado Gomes de Lemos Leonardo | Group President LATAM | A | 13,234 | $0.00 | $0.00 |
| Mar 2, 2026 | Alvarado Luani | Chief People Officer | A | 79,407 | $0.00 | $0.00 |
| Mar 2, 2026 | Orlando Matthew | General Counsel | A | 122,286 | $0.00 | $0.00 |
| Mar 2, 2026 | Stevens Meredith | Chief Operations Officer | A | 92,641 | $0.00 | $0.00 |
| Mar 2, 2026 | Dyer Russell | Chief Corp. Affairs Officer | A | 43,673 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
BULLISH
8-K
6/10
Kenvue reported Q1 2026 adjusted EPS of $0.32, beating the $0.27 consensus by 18.5%, driven by margi
May 7, 2026
BEARISH
8-K
5/10
Kenvue Inc. announced the departure of CFO Amit Banati effective May 12, 2026, and appointed interim
Apr 15, 2026
NEUTRAL
DEFA14A
2/10
Kenvue Inc. has filed a definitive proxy statement (DEFA14A) for its 2026 annual meeting, which incl
Apr 8, 2026
BEARISH
INST-CLUSTER
7/10
In Q4 2025, a notable institutional cluster emerged in Kenvue Inc. (KVUE) with four major institutio
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 18 analysts: 0 strong buy, 0 buy, 15 hold, 1 sell, 2 strong sell.
Analyst Price Targets
$19.50 mean target
+8.8% upside
Buy (3.00)
$18.00 Low
$23.00 High
| Metric | Value |
|---|---|
| Current Price | $17.92 |
| Target Low | $18.00 |
| Target Mean | $19.50 |
| Target Median | $19.00 |
| Target High | $23.00 |
| # Analysts | 12 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.32 | $0.29 | $0.35 | 9.7% | +3.7% | 6↑ 1↓ | $4.0B | 3.3% | 9 |
| Next Q 2026-09-30 |
$0.30 | $0.29 | $0.33 | 8.2% | +2.0% | 5↑ 2↓ | $3.9B | 3.3% | 9 |
| Current FY 2026-12-31 |
$1.19 | $1.11 | $1.26 | 10.1% | +4.9% | 10↑ 1↓ | $15.6B | 3.3% | 14 |
| Next FY 2027-12-31 |
$1.24 | $1.10 | $1.35 | 4.0% | +2.6% | 8↑ 2↓ | $16.0B | 2.5% | 16 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.318 | |
| 7d ago | $0.306 | +0.012 |
| 30d ago | $0.307 | +0.011 |
| 60d ago | $0.306 | +0.012 |
| 90d ago | $0.300 | +0.018 |
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 15, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 14, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 7, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 6, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 18, 2026 | Canaccord Genuity | MAINTAIN | Hold | Hold |
| Feb 18, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 18, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Jan 30, 2026 | Jefferies | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 0 | 0 | 15 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% | |
| Apr 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% | |
| Mar 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% | |
| Feb 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% | |
| Jan 1, 2026 | 3 | 4 | 13 | 1 | 0 | 33% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 2 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 17, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | KENVUE INC | Apr 6, 2026 (21d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | KENVUE INC | Mar 10, 2026 (29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | KENVUE INC | Feb 16, 2026 (39d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: KVUE — 12.2M shares, 72,802 trades
Week starting 2026-05-18. Total ATS volume: 12,217,292 shares across 72,802 trades.
May 11, 2026
dark_pool
Dark Pool: KVUE — 15.8M shares, 73,486 trades
Week starting 2026-05-11. Total ATS volume: 15,788,781 shares across 73,486 trades.
May 7, 2026
earnings_calendar
KVUE Q1 2026 Earnings Before Market Open — 2026-05-07
May 4, 2026
dark_pool
Dark Pool: KVUE — 12.8M shares, 73,515 trades
Week starting 2026-05-04. Total ATS volume: 12,831,030 shares across 73,515 trades.
Apr 27, 2026
dark_pool
Dark Pool: KVUE — 12.6M shares, 81,560 trades
Week starting 2026-04-27. Total ATS volume: 12,595,443 shares across 81,560 trades.
Apr 20, 2026
dark_pool
Dark Pool: KVUE — 10.0M shares, 68,625 trades
Week starting 2026-04-20. Total ATS volume: 9,992,648 shares across 68,625 trades.
Apr 13, 2026
dark_pool
Dark Pool: KVUE — 11.3M shares, 76,859 trades
Week starting 2026-04-13. Total ATS volume: 11,341,247 shares across 76,859 trades.
Apr 6, 2026
dark_pool
Dark Pool: KVUE — 15.1M shares, 83,800 trades
Week starting 2026-04-06. Total ATS volume: 15,117,669 shares across 83,800 trades.
Apr 1, 2026
short_interest
FTD: KVUE — 39,995 shares ($0.7M) failed to deliver
Settlement: 20260401, Price: $17.24, FTD Value: $689,513.8, KENVUE INC COM
Mar 31, 2026
short_interest
FTD: KVUE — 39,995 shares ($0.7M) failed to deliver
Settlement: 20260331, Price: $17.24, FTD Value: $689,513.8, KENVUE INC COM
Mar 30, 2026
dark_pool
Dark Pool: KVUE — 13.4M shares, 73,571 trades
Week starting 2026-03-30. Total ATS volume: 13,442,697 shares across 73,571 trades.
Mar 24, 2026
FDA
CHILDREN'S ZYRTEC ALLERGY
Supplemental Approval — Labeling — CETIRIZINE HYDROCHLORIDE — TABLET, CHEWABLE — ORAL
Mar 24, 2026
FDA
CHILDREN'S ZYRTEC ALLERGY
Supplemental Approval — Labeling — CETIRIZINE HYDROCHLORIDE — TABLET, CHEWABLE — ORAL
Mar 24, 2026
FDA
CHILDREN'S ZYRTEC ALLERGY
Supplemental Approval — Labeling — CETIRIZINE HYDROCHLORIDE — TABLET, CHEWABLE — ORAL
Mar 23, 2026
dark_pool
Dark Pool: KVUE — 10.2M shares, 74,340 trades
Week starting 2026-03-23. Total ATS volume: 10,182,969 shares across 74,340 trades.
Mar 16, 2026
dark_pool
Dark Pool: KVUE — 10.6M shares, 68,333 trades
Week starting 2026-03-16. Total ATS volume: 10,637,110 shares across 68,333 trades.
Mar 9, 2026
short_interest
FTD: KVUE — 417,451 shares ($7.7M) failed to deliver
Settlement: 20260309, Price: $18.39, FTD Value: $7,676,923.89, KENVUE INC COM
Mar 9, 2026
dark_pool
Dark Pool: KVUE — 11.4M shares, 67,349 trades
Week starting 2026-03-09. Total ATS volume: 11,434,463 shares across 67,349 trades.