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 Q4 regulatory disclosures by fund managers ($100M+ AUM)
20% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 106
2.1% more ownership
Funds ownership: 98.17% [Q3] → 100.28% (+2.1%) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 401 | Existing positions reduced: 375
1% more funds holding
Funds holding: 987 [Q3] → 992 (+5) [Q4]
5% less capital invested
Capital invested by funds: $43.4B [Q3] → $41B (-$2.38B) [Q4]
17% less call options, than puts
Call options by funds: $166M | Put options by funds: $199M
36% less funds holding in top 10
Funds holding in top 10: 14 [Q3] → 9 (-5) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Citigroup Filippo Falorni 43% 1-year accuracy 9 / 21 met price target | 7%downside $22 | Neutral Maintained | 14 Apr 2025 |
Barclays Lauren Lieberman 58% 1-year accuracy 51 / 88 met price target | 7%downside $22 | Equal-Weight Maintained | 14 Apr 2025 |
Redburn Atlantic Edward Lewis 50% 1-year accuracy 1 / 2 met price target | 0%downside $24 | Neutral Initiated | 10 Apr 2025 |
Evercore ISI Group Javier Escalante 33% 1-year accuracy 1 / 3 met price target | 6%upside $25 | In-Line Initiated | 24 Mar 2025 |
Canaccord Genuity Susan Anderson 24% 1-year accuracy 9 / 38 met price target | 23%upside $29 | Buy Maintained | 5 Mar 2025 |
Financial journalist opinion
Based on 13 articles about KVUE published over the past 30 days
