Kenvue

KVUE

Market cap $36.6B

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

A Texas judge on Thursday rejected Kenvue's bid to dismiss a lawsuit by that state's Attorney General Ken Paxton accusing the company of concealing autism and other risks to children when pregnant women use Tylenol.

After a 35-year career in the finance industry, including two decades as an institutional stockbroker at Bear Stearns, Lehman Brothers, and Morgan Stanley, I developed an institutional perspective on dividend-focused investing.

On Feb. 18, 2026, investors weighed Kenvue's earnings momentum against looming merger costs and related risks.

KVUE reports solid Q4 results, with margin gains and broad-based global growth, while moving closer to its planned Kimberly-Clark acquisition.

Kenvue Inc (NYSE:KVUE) reported fourth quarter results that topped Wall Street expectations, while the consumer health company also outlined restructuring steps ahead of its planned combination with Kimberly-Clark. For Q4, Kenvue posted adjusted earnings per share of $0.27, beating analyst estimates of $0.22.

Kenvue (NYSE: KVUE) reported fourth-quarter results yesterday that exceeded analyst expectations, with adjusted EPS of $0.27 beating the FactSet estimate of $0.22 by 23%.

Kenvue (KVUE) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.26 per share a year ago.

The job cuts are part of a restructuring plan to optimize its operating model and drive operational efficiencies, the company said.

Tylenol-maker Kenvue on Tuesday beat Wall Street estimates for fourth-quarter results and announced a global workforce reduction, as it proceeds toward a planned takeover by Kimberly-Clark.