Jacobs & Co. CA Has $1.83 Million Stake in Kenvue Inc. $KVUE

Jacobs & Co. CA reduced its position in Kenvue Inc. (NYSE:KVUE) by 45.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 96,044 shares of the company’s stock after selling 80,864 shares during the period. Jacobs & Co. CA’s holdings in Kenvue were worth $1,835,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the business. Arrowstreet Capital Limited Partnership acquired a new position in shares of Kenvue during the second quarter valued at about $6,528,000. Jump Financial LLC raised its holdings in shares of Kenvue by 210.6% in the 2nd quarter. Jump Financial LLC now owns 54,823 shares of the company’s stock worth $1,147,000 after acquiring an additional 37,170 shares during the last quarter. AXA S.A. lifted its position in Kenvue by 21.1% in the 2nd quarter. AXA S.A. now owns 48,892 shares of the company’s stock valued at $1,023,000 after acquiring an additional 8,524 shares in the last quarter. NewEdge Advisors LLC lifted its position in Kenvue by 219.1% in the 2nd quarter. NewEdge Advisors LLC now owns 97,481 shares of the company’s stock valued at $2,040,000 after acquiring an additional 66,930 shares in the last quarter. Finally, The Manufacturers Life Insurance Company boosted its stake in Kenvue by 0.6% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,873,705 shares of the company’s stock valued at $39,217,000 after purchasing an additional 10,885 shares during the last quarter. Institutional investors and hedge funds own 97.64% of the company’s stock.

Kenvue Stock Performance

Shares of KVUE opened at $19.22 on Friday. The stock has a 50 day moving average of $18.77 and a 200 day moving average of $18.09. The company has a market capitalization of $36.91 billion, a price-to-earnings ratio of 22.09, a PEG ratio of 1.46 and a beta of 0.47. Kenvue Inc. has a 12 month low of $14.02 and a 12 month high of $21.95. The company has a current ratio of 0.98, a quick ratio of 0.70 and a debt-to-equity ratio of 0.67.

Kenvue (NYSE:KVUE) last posted its quarterly earnings data on Thursday, August 6th. The company reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.01). The business had revenue of $3.96 billion during the quarter, compared to analysts’ expectations of $3.97 billion. Kenvue had a return on equity of 21.17% and a net margin of 10.76%.The firm’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period in the prior year, the firm posted $0.29 EPS. As a group, sell-side analysts forecast that Kenvue Inc. will post 1.15 earnings per share for the current year.

Kenvue Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Investors of record on Wednesday, August 12th will be given a dividend of $0.21 per share. The ex-dividend date is Wednesday, August 12th. This is an increase from Kenvue’s previous quarterly dividend of $0.21. This represents a $0.84 annualized dividend and a yield of 4.4%. Kenvue’s dividend payout ratio (DPR) is currently 95.40%.

Analyst Ratings Changes

A number of brokerages have commented on KVUE. Barclays boosted their price objective on Kenvue from $18.00 to $19.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. Wall Street Zen cut Kenvue from a “buy” rating to a “hold” rating in a research report on Saturday. Citigroup decreased their price target on Kenvue from $20.00 to $19.00 and set a “neutral” rating for the company in a report on Wednesday, April 15th. UBS Group raised their price objective on Kenvue from $18.00 to $20.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Finally, Zacks Research downgraded shares of Kenvue from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 7th. Three research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $19.36.

More Kenvue News

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% year over year to $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, with growth across Self Care, Skin Health and Beauty, and Essential Health. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Net income increased to $456 million from $420 million a year earlier, while adjusted diluted EPS reached $0.31 versus $0.29 in the prior-year quarter. Six-month operating cash flow was $1.2 billion and free cash flow was $1.0 billion. Kenvue Q2 net sales rise 3% as diluted EPS hits 24 cents
• Neutral Sentiment: The Kimberly-Clark transaction remains expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. Kenvue is withholding forward guidance because of the pending deal, limiting visibility for investors. How Reddit and Wall Street See Kenvue as Buyout Nears
• Negative Sentiment: Adjusted EPS of $0.31 fell short of the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. The miss was unusual for Kenvue and contributed to the recent decline in the stock. Kenvue misses quarterly estimates as inflation, tariffs squeeze margins
• Negative Sentiment: Margins narrowed as inflation, tariffs and currency-related costs offset part of the benefit from pricing and volume gains, raising concerns about near-term profitability and the company’s turnaround execution. KVUE Q2 Earnings Miss Estimates as Margins Narrows Sales Rise

Kenvue 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.