Janus Henderson Group PLC Raises Stock Holdings in Kenvue Inc. $KVUE

Janus Henderson Group PLC boosted its stake in shares of Kenvue Inc. (NYSE:KVUE) by 45.6% during the first quarter, Holdings Channel.com reports. The firm owned 351,873 shares of the company’s stock after purchasing an additional 110,155 shares during the quarter. Janus Henderson Group PLC’s holdings in Kenvue were worth $6,065,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Oddo BHF Asset Management Sas boosted its holdings in shares of Kenvue by 3.2% in the 1st quarter. Oddo BHF Asset Management Sas now owns 30,267 shares of the company’s stock valued at $522,000 after buying an additional 931 shares in the last quarter. Bull Harbor Capital LLC bought a new position in shares of Kenvue during the 1st quarter worth approximately $194,000. EverSource Wealth Advisors LLC lifted its position in Kenvue by 94.6% during the first quarter. EverSource Wealth Advisors LLC now owns 24,245 shares of the company’s stock valued at $418,000 after acquiring an additional 11,788 shares during the last quarter. Readystate Asset Management LP lifted its position in Kenvue by 76.8% during the first quarter. Readystate Asset Management LP now owns 1,057,316 shares of the company’s stock valued at $18,228,000 after acquiring an additional 459,192 shares during the last quarter. Finally, Royal Bank of Canada grew its holdings in Kenvue by 78.6% in the first quarter. Royal Bank of Canada now owns 8,979,296 shares of the company’s stock worth $154,802,000 after purchasing an additional 3,952,444 shares during the last quarter. Hedge funds and other institutional investors own 97.64% of the company’s stock.

Kenvue News Roundup

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% to approximately $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, while Skin Health and Beauty led segment growth with a 5.1% increase. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Adjusted diluted earnings per share increased to $0.31 from $0.29 a year earlier. Reported net income rose to $456 million from $420 million, while six-month operating cash flow reached $1.2 billion and free cash flow totaled $1.0 billion. Kenvue Q2 Net Sales Rise 3% as Diluted EPS Hits 24 Cents
• Neutral Sentiment: Kenvue said its acquisition by Kimberly-Clark remains on track to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. The company is withholding forward-looking guidance because of the pending transaction, limiting visibility for investors. Kenvue Second Quarter Results Fall Short of Expectations
• Negative Sentiment: Adjusted EPS of $0.31 came in below the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. KVUE Q2 Earnings Miss Estimates as Margins Narrow
• Negative Sentiment: Inflation, tariffs and foreign-exchange-related costs squeezed margins, raising concerns about the sustainability of Kenvue’s earnings improvement and contributing to the decline in its shares after the release. Kenvue Misses Quarterly Estimates as Inflation and Tariffs Squeeze Margins

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Wall Street Zen raised Kenvue to a “buy” rating in a research report on Sunday, July 12th. Barclays raised their price objective on Kenvue from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Weiss Ratings upgraded Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 15th. Citigroup decreased their price target on Kenvue from $20.00 to $19.00 and set a “neutral” rating for the company in a research note on Wednesday, April 15th. Finally, UBS Group raised their price target on Kenvue from $18.00 to $20.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. Three analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $19.58.

Kenvue Trading Down 3.0%

NYSE:KVUE opened at $19.08 on Friday. Kenvue Inc. has a 12 month low of $14.02 and a 12 month high of $21.96. The firm has a fifty day simple moving average of $18.73 and a 200-day simple moving average of $18.08. The company has a current ratio of 0.98, a quick ratio of 0.70 and a debt-to-equity ratio of 0.67. The company has a market capitalization of $36.63 billion, a P/E ratio of 22.45, a PEG ratio of 1.49 and a beta of 0.47.

Kenvue (NYSE:KVUE) last released its earnings results on Thursday, August 6th. The company reported $0.31 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.01). The firm had revenue of $3.96 billion during the quarter, compared to analyst estimates of $3.97 billion. Kenvue had a net margin of 10.61% and a return on equity of 20.81%. Kenvue’s revenue was up 3.0% on a year-over-year basis. During the same period in the previous year, the company earned $0.29 earnings per share. On average, equities research analysts anticipate that Kenvue Inc. will post 1.16 earnings per share for the current year.

Kenvue Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Wednesday, August 12th will be issued a $0.21 dividend. This is a boost from Kenvue’s previous quarterly dividend of $0.21. This represents a $0.84 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date of this dividend is Wednesday, August 12th. Kenvue’s dividend payout ratio is currently 97.65%.

Kenvue Company Profile

Kenvue is a consumer health company that was established as a standalone, publicly traded business after separating from Johnson & Johnson. Listed on the New York Stock Exchange under the symbol KVUE, Kenvue focuses on the development, manufacture, marketing and distribution of consumer health and personal care products across a range of categories including skin and beauty care, baby care, oral care, wound care and over‑the‑counter medicines.

The company owns and markets a portfolio of widely recognized consumer brands, including names familiar to global shoppers across retail and pharmacy channels.