KenvueKVUE
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
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
7 analyst ratings
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 21 articles about KVUE published over the past 30 days









