Kenvue

KVUE

Market cap $34.7B

Overview Fund Activity

18.10 USD

-0.24

1.31%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

18.23

+0.13

0.72%

1 day

-1.31%

5 days

-3.83%

1 month

-14.22%

3 months

-15.26%

6 months

-22.45%

Year to date

-14.94%

1 year

-21.95%

5 years

-32.71%

10 years

-32.71%

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

Consumer Staples Household & Personal Products

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 8 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

573% more call options, than puts

Call options by funds: $1.28B | Put options by funds: $190M

32% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 110

12% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 400

1% more funds holding

Funds holding: 1,072 [Q1] → 1,088 (+16) [Q2]

0.95% more ownership

Funds ownership: 98.5% [Q1] → 99.45% (+0.95%) [Q2]

12% less capital invested

Capital invested by funds: $45.1B [Q1] → $39.9B (-$5.2B) [Q2]

19% less funds holding in top 10

Funds holding in top 10: 16 [Q1] → 13 (-3) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$20

10% upside

Avg. target

$23

29% upside

High target

$26

44% upside

8 analyst ratings

3 positive

38%

5 neutral

63%

0 negative

0%

Citigroup Filippo Falorni	$20	Neutral Maintained	16 Sep 2025
Evercore ISI Group Javier Escalante	$23	In-Line Maintained	8 Sep 2025
Canaccord Genuity Susan Anderson	$26	Buy Maintained	8 Aug 2025
RBC Capital Nik Modi	$22	Sector Perform Maintained	8 Aug 2025
JP Morgan Andrea Teixeira	$26	Overweight Maintained	25 Jul 2025
UBS Peter Grom	$23	Neutral Maintained	17 Jul 2025
Barclays Lauren Lieberman	$22	Equal-Weight Maintained	15 Jul 2025
B of A Securities Anna Lizzul	$25	Buy Maintained	15 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 19 articles about KVUE published over the past 30 days

Meet 16 Ideal "Safer" September Dividend Dogs Of The S&P500

Sixteen of the thirty-eight highest-yield, 'safer' S&P 500 dividend stocks are highlighted as ready to buy, with adequate free cash flow supporting payouts. Analyst forecasts suggest top ten S&P 500 dividend 'dogs' could deliver 20.45% to 38.5% net gains by September 2026, with an average gain of 27.35%. Stocks like Amcor, Healthpeak, Conagra, Pfizer, and Verizon offer the best combination of high yield and low price, following the O'Higgins 'Dogs of the Dow' strategy.

Meet 16 Ideal "Safer" September Dividend Dogs Of The S&P500

COVID vaccine makers' shares fall as Trump officials to link shots to child deaths, report says

Shares of companies that make COVID vaccines sank Friday, after a report raised fears that Trump administration health officials will blame the vaccines for some child deaths.

COVID vaccine makers' shares fall as Trump officials to link shots to child deaths, report says

Kenvue CEO lobbied RFK Jr. not to cite Tylenol as autism cause, WSJ reports

Kenvue's interim Chief Executive Officer Kirk Perry met Robert F. Kennedy Jr. to try and dissuade the U.S. health secretary from including Tylenol as a potential cause of autism in an upcoming report, the Wall Street Journal said on Friday, citing a person familiar with the matter.

Kenvue CEO lobbied RFK Jr. not to cite Tylenol as autism cause, WSJ reports

The CEO of Tylenol maker Kenvue lobbied RFK Jr. to not cite the over-the-counter medication as a potential cause of autism in a soon-to-be released report

In a hastily scheduled meeting, Kenvue interim Chief Executive Kirk Perry sought to dissuade the health secretary, arguing there is no clear link.

The CEO of Tylenol maker Kenvue lobbied RFK Jr. to not cite the over-the-counter medication as a potential cause of autism in a soon-to-be released report

Dividend Kings: 2 Ideal Buys In 25 "Safer" Of 56 September Dogs

The Dividend Kings list now includes 56 stocks, but only a select few offer fair value and strong yields relative to share price. Five top-yielding Dividend Kings—UVV, CDUAF, NWN, UBSI, and KVUE—currently meet my ideal of annual dividends exceeding share price. Analyst targets suggest these top-yield Kings could deliver net gains of 16% to 75% by September 2026, with lower volatility than the market.

Dividend Kings: 2 Ideal Buys In 25 "Safer" Of 56 September Dogs

What To Do With These Seven S&P 500 Stocks That Slumped

Tech sector gains masked the underperforming stocks in the S&P 500; selective buying and holding is recommended based on company-specific catalysts and sector positioning. Keurig Dr Pepper and International Flavors & Fragrances are attractive for accumulation, offering potential turnaround and industry strength despite recent declines. Chipotle, AMD, and Kenvue are stocks to hold, although near-term risks persist.

What To Do With These Seven S&P 500 Stocks That Slumped

S&P 500 Losers: From Lululemon To MGM — What Went Wrong?

During the week ending September 5, the S&P 500 was essentially unchanged, slipping 0.12%. In contrast, several notable S&P 500 stocks fell sharply, driven by a mix of earnings outlook revisions, regulatory risk, downgrades, demand concerns, and leadership changes.

S&P 500 Losers: From Lululemon To MGM — What Went Wrong?

Tylenol maker's stock dips after report says RFK Jr.'s HHS plans to link the drug to autism

The U.S. Department of Health and Human Services (HHS) is planning to release a report that will reportedly link autism and acetaminophen use in pregnancy, according to The Wall Street Journal. The department has confirmed a report is in the works, but has not revealed its conclusions.

Tylenol maker's stock dips after report says RFK Jr.'s HHS plans to link the drug to autism

Explainer: Is Tylenol safe to take during pregnancy?

U.S. Health Secretary Robert F. Kennedy Jr. plans to announce a link between autism and prenatal exposure to the popular over-the-counter pain and fever medicine Tylenol, sold generically as acetaminophen in the United States and paracetamol in the UK, the Wall Street Journal reported on Friday.

Explainer: Is Tylenol safe to take during pregnancy?

CNBC Television

Dr. Scott Gottlieb reacts to RFK Jr. linking autism to Tylenol

Dr. Scott Gottlieb, fmr. FDA commissioner, joins 'Fast Money' with reaction to RFK Jr. implying Tylenol usage is linked to autism, sending Kenvue stock plummeting.

Dr. Scott Gottlieb reacts to RFK Jr. linking autism to Tylenol

See News Rankings

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