KenvueKVUE
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
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
5 analyst ratings
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
