21.93 USD
+0.48
2.24%
At close Feb 14, 4:00 PM EST
After hours
22.00
+0.07
0.32%
1 day
2.24%
5 days
8.19%
1 month
4.28%
3 months
-7.12%
6 months
3.54%
Year to date
3.05%
1 year
14.88%
5 years
-18.48%
10 years
-18.48%
 

About: Kenvue is the world's largest pure-play consumer health company by sales, generating $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 6,831 funds
0
Analysts bullish %
of 7 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

24% more capital invested

Capital invested by funds: $35.6B [Q2] → $44.2B (+$8.51B) [Q3]

17% more call options, than puts

Call options by funds: $297M | Put options by funds: $253M

11% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 110

0% more funds holding

Funds holding: 983 [Q2] → 986 (+3) [Q3]

2.51% less ownership

Funds ownership: 102.35% [Q2] → 99.84% (-2.51%) [Q3]

7% less funds holding in top 10

Funds holding in top 10: 15 [Q2] → 14 (-1) [Q3]

10% less repeat investments, than reductions

Existing positions increased: 368 | Existing positions reduced: 410

Research analyst outlook

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

Low target
$21
4%
downside
Avg. target
$23
5%
upside
High target
$26
19%
upside

7 analyst ratings

positive
29%
neutral
71%
negative
0%
Canaccord Genuity
Susan Anderson
32% 1-year accuracy
11 / 34 met price target
9%upside
$24
Buy
Maintained
7 Feb 2025
UBS
Peter Grom
27% 1-year accuracy
6 / 22 met price target
4%downside
$21
Neutral
Maintained
7 Feb 2025
RBC Capital
Nik Modi
28% 1-year accuracy
11 / 40 met price target
9%upside
$24
Sector Perform
Reiterated
3 Feb 2025
Barclays
Lauren Lieberman
43% 1-year accuracy
39 / 90 met price target
4%downside
$21
Equal-Weight
Maintained
17 Jan 2025
Citigroup
Filippo Falorni
41% 1-year accuracy
7 / 17 met price target
4%downside
$21
Neutral
Maintained
15 Jan 2025

Financial journalist opinion

Based on 20 articles about KVUE published over the past 30 days

Positive
Seeking Alpha
3 days ago
Buy 2 February S&P 500 Dividend Aristocrats Out Of 38 'Safer'
Five of the ten lowest-priced Dividend Aristocrats - Franklin Resources, Realty Income, Amcor, Hormel, and Kenvue - are recommended buys, offering dividends exceeding their single share prices. Analysts project net gains of 15.84% to 46.98% by February 2025 for the Top Ten Aristocrat Dogs, with an average gain of 21.63%. Ten Aristocrats show negative free cash flow margins, making them unsafe buys; Federal Realty, Kenvue, and PepsiCo are among them.
Buy 2 February S&P 500 Dividend Aristocrats Out Of 38 'Safer'
Neutral
Business Wire
4 days ago
Kenvue to Webcast Presentation at the Consumer Analyst Group of New York Conference
SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) today announced Thibaut Mongon, Chief Executive Officer, Paul Ruh, Chief Financial Officer, and Charmaine England, Chief Growth Officer, will present at the Consumer Analyst Group of New York (CAGNY) Conference on Wednesday, February 19, 2025, at 3:00 p.m. Eastern Time. A live webcast of the presentation will be available on investors.kenvue.com and a replay will be available on the website following the event. About Kenvue Kenvue Inc. i.
Kenvue to Webcast Presentation at the Consumer Analyst Group of New York Conference
Neutral
Seeking Alpha
1 week ago
Kenvue: An Intriguing Turnaround
Kenvue's stock has underperformed since its IPO, with disappointing guidance cuts for 2023 and 2024, and minimal growth projected for 2025. Despite recent struggles, Kenvue's strong brand portfolio, including Tylenol and Band-Aid, suggests potential for a turnaround, supported by activist investor Starboard Value. Execution issues, external factors, and potential structural changes have impacted Kenvue's performance, but improvements in marketing and management could drive future growth.
Kenvue: An Intriguing Turnaround
Neutral
Seeking Alpha
1 week ago
Kenvue Is A Mediocre Candidate
Kenvue, the world's largest pure-play consumer health company, has a market cap of $37.96 billion but struggles with profitability despite decent growth. Management's cost-cutting initiatives show promise, but recent financials reveal mixed results, with revenue slightly up but net income and EBITDA declining. Kenvue's valuation appears relatively cheap compared to peers, yet its fundamentals don't justify a bullish outlook; thus, I rate it a 'hold'.
Kenvue Is A Mediocre Candidate
Neutral
Seeking Alpha
1 week ago
Kenvue, Inc. (KVUE) Q4 2024 Earnings Call Transcript
Kenvue, Inc. (NYSE:KVUE ) Q4 2024 Earnings Conference Call February 6, 2025 8:00 AM ET Company Participants Thibaut Mongon - CEO Paul Ruh - CFO Sofya Tsinis - Head, IR Conference Call Participants Filippo Falorni - Citi Peter Grom - UBS Anna Lizzul - Bank of America Andrea Teixeira - J.P. Morgan Bonnie Herzog - Goldman Sachs Korinne Wolfmeyer - Piper Sandler Nik Modi - RBC Capital Markets Lauren Lieberman - Barclays Steve Powers - Deutsche Bank Operator Hello, and welcome to the Kenvue Fourth Quarter and Full-Year 2024 Earnings Conference Call.
Kenvue, Inc. (KVUE) Q4 2024 Earnings Call Transcript
Positive
Zacks Investment Research
1 week ago
Kenvue (KVUE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Kenvue (KVUE) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Kenvue (KVUE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
Neutral
The Motley Fool
1 week ago
Kenvue's Q4 Sales Miss, Margins Improve
Consumer healthcare products specialist Kenvue (KVUE -0.34%) reported mixed fourth-quarter and full-year earnings on Thursday, Feb. 6. Adjusted earnings per share (EPS) of $0.26 aligned with the market's consensus expectations.
Kenvue's Q4 Sales Miss, Margins Improve
Positive
Zacks Investment Research
1 week ago
Kenvue (KVUE) Q4 Earnings Meet Estimates
Kenvue (KVUE) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.31 per share a year ago.
Kenvue (KVUE) Q4 Earnings Meet Estimates
Negative
Reuters
1 week ago
Kenvue sees 2025 profit below estimates as strong dollar, weak cough product sales hit
Consumer health company Kenvue forecast 2025 adjusted profit below Wall Street estimates on Thursday, hit by a stronger dollar and weak demand for its cough and cold products that include Tylenol and Benadryl.
Kenvue sees 2025 profit below estimates as strong dollar, weak cough product sales hit
Neutral
Business Wire
1 week ago
Kenvue Reports Full Year and Fourth Quarter 2024 Results
SKILLMAN, N.J.--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE), today announced financial results for the full year and fiscal fourth quarter ended December 29, 2024. “We delivered on our 2024 profit commitments despite headwinds that resulted in softer than expected sales growth and we enter 2025 as a more competitive company with stronger foundations,” said Thibaut Mongon, Chief Executive Officer. “We remain focused on leveraging our increased brand investments to accelerate growth and deliver lon.
Kenvue Reports Full Year and Fourth Quarter 2024 Results
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