21.39 USD
+0.03
0.14%
At close Jun 20, 4:00 PM EDT
After hours
21.46
+0.07
0.33%
1 day
0.14%
5 days
-2.60%
1 month
-11.36%
3 months
-8.55%
6 months
-1.75%
Year to date
0.52%
1 year
13.54%
5 years
-20.48%
10 years
-20.48%
 

About: Kenvue is the world's largest pure-play consumer health company by sales, generating over $15 billion in annual revenue. Formerly known as Johnson & Johnson's consumer segment, Kenvue spun off and went public in May 2023. It operates in a variety of silos within consumer health, such as cough, cold and allergy care, pain management, face and body care, and oral care, as well as women's health. Its portfolio has some of the most well-known brands in the space, including Tylenol, Listerine, Johnson's, Aveeno, and Neutrogena. Despite playing in a fragmented industry with intense competition and changing consumer preferences, many of Kenvue's brands are the global leader in their respective segment thanks to their strong brand power.

Employees: 22,000

0
Funds holding %
of 7,302 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

269% more call options, than puts

Call options by funds: $484M | Put options by funds: $131M

121% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 70

78% more funds holding in top 10

Funds holding in top 10: 9 [Q4 2024] → 16 (+7) [Q1 2025]

25% more repeat investments, than reductions

Existing positions increased: 456 | Existing positions reduced: 366

10% more capital invested

Capital invested by funds: $41.1B [Q4 2024] → $45.1B (+$3.98B) [Q1 2025]

7% more funds holding

Funds holding: 996 [Q4 2024] → 1,062 (+66) [Q1 2025]

2.04% less ownership

Funds ownership: 100.44% [Q4 2024] → 98.4% (-2.04%) [Q1 2025]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$23
8%
upside
Avg. target
$24
13%
upside
High target
$25
17%
upside

5 analyst ratings

positive
0%
neutral
100%
negative
0%
Barclays
Lauren Lieberman
8%upside
$23
Equal-Weight
Maintained
12 May 2025
UBS
Peter Grom
17%upside
$25
Neutral
Maintained
9 May 2025
Citigroup
Filippo Falorni
15%upside
$25
Neutral
Maintained
9 May 2025
Redburn Atlantic
Edward Lewis
10%upside
$24
Neutral
Initiated
10 Apr 2025
Evercore ISI Group
Javier Escalante
17%upside
$25
In-Line
Initiated
24 Mar 2025

Financial journalist opinion

Based on 10 articles about KVUE published over the past 30 days

Positive
Seeking Alpha
1 day ago
69 June Aristocrats: 1 To Buy
Five of the ten lowest-priced S&P 500 Dividend Aristocrats are currently attractive buys, offering high yields and fair valuations for income investors. Analyst forecasts suggest potential net gains of 15.65% to 36.53% for the top ten Aristocrat Dogs by June 2026, with average risk below the market. Fifteen Aristocrats show negative free cash flow margins, signaling caution—dividends may not be sustainable for these cash-poor stocks.
69 June Aristocrats: 1 To Buy
Positive
Proactive Investors
5 days ago
Kenvue takeover speculation heats up ahead of M&A window
Kenvue Inc (NYSE:KVUE) is again at the center of takeover speculation as the August expiration of its post–spin-off tax agreement with Johnson & Johnson (NYSE:JNJ) approaches, potentially clearing the way for a sale. Despite concentration and uneven performance, Kenvue's brand lineup is attractive, according to analysts at Jefferies.
Kenvue takeover speculation heats up ahead of M&A window
Neutral
Proactive Investors
1 week ago
Kenvue considering sale of skin and beauty brands to streamline portfolio: report
Kenvue Inc (NYSE:KVUE), the consumer health company spun off from Johnson & Johnson (NYSE:JNJ) in 2023, is considering selling a selection of its smaller skin health and beauty brands to streamline this segment and refocus on its core products, according to a Reuters report. The report, which cited four people with knowledge of the matter, is considering the sale of brands such as Clean & Clear, Maui Moisture, Neostrata, its German baby care brand Bebe, and Japanese brand Dr.Ci:Labo.
Kenvue considering sale of skin and beauty brands to streamline portfolio: report
Neutral
Reuters
1 week ago
Kenvue mulls sale of some skin health and beauty brands, sources say
Kenvue is exploring the sale of some of its skin health and beauty brands, four people familiar with the matter said on Thursday, as the consumer health firm prunes an underperforming business segment to focus on core products.
Kenvue mulls sale of some skin health and beauty brands, sources say
Neutral
Accesswire
1 week ago
INVESTOR NOTICE: Kaskela Law LLC Announces Investigation of Kenvue Inc. and Encourages Long-Term Kenvue Investors to Contact the Firm - KVUE
PHILADELPHIA, PA / ACCESS Newswire / June 9, 2025 / Kaskela Law LLC announces that it is investigating potential breach of fiduciary duty claims concerning Kenvue Inc. (NYSE:KVUE) on behalf of the company's long-term investors. Click here to receive additional information about your legal rights and options: https://kaskelalaw.com/case/kenvue/ Recently a securities fraud complaint was filed against Kenvue on behalf of investors who purchased or acquired shares of the company's stock between May 8, 2023 and September 12, 2023.
INVESTOR NOTICE: Kaskela Law LLC Announces Investigation of Kenvue Inc. and Encourages Long-Term Kenvue Investors to Contact the Firm - KVUE
Positive
Seeking Alpha
2 weeks ago
Kenvue: Steady Consumer Health Play; Initiate With 'Buy'
I initiate Kenvue with a 'Buy' rating and a $26 fair value, citing its iconic brands and steady dividend appeal. Kenvue's global operations, diversified product lines, and strong R&D enable resilience and ongoing margin expansion through cost efficiencies. Short-term headwinds from China destocking and tariffs are manageable, with long-term organic growth expected to normalize at 4.5%.
Kenvue: Steady Consumer Health Play; Initiate With 'Buy'
Positive
Seeking Alpha
2 weeks ago
June's Dividend Kings: 3 Ideal Buys In 25 "Safer" Dogs
Most Dividend Kings are currently overpriced, but six offer fair value where annual dividends from $1,000 invested exceed their share price. Three top-yield Dividend Kings—Altria, Northwest Natural, and Canadian Utilities—meet the ideal 'dogcatcher' standard for fair pricing and dividend safety. Analyst projections suggest select Dividend Kings could deliver up to 58% total returns by June 2026, with lower volatility than the market overall.
June's Dividend Kings: 3 Ideal Buys In 25 "Safer" Dogs
Negative
Market Watch
2 weeks ago
Benadryl, Band-Aid parent says tariffs and late allergy season are hurting its business
Kenvue Chief Executive Thibaut Mongon said the consumer continues to be under pressure.
Benadryl, Band-Aid parent says tariffs and late allergy season are hurting its business
Neutral
Business Wire
2 weeks ago
Kenvue Debuts on Fortune 500 List
SUMMIT, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE), maker of consumer health products like Tylenol®, Neutrogena® and Listerine®, today announced it has made the prestigious Fortune 500 list for the first time since becoming a fully independent company. With 2024 full year sales of $15.5 billion, Kenvue is listed at number 281. The company's debut is a testament to the power of its iconic brands and deep commitment to improving the health and well-being of consumers globally through science.
Kenvue Debuts on Fortune 500 List
Positive
24/7 Wall Street
3 weeks ago
5 Rock-Solid Dividend Stocks Under $50 With Room to Run
Looking for high-yield dividend stocks below $50? Here are the top five.
5 Rock-Solid Dividend Stocks Under $50 With Room to Run
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