Kenvue Inc.

Kenvue Inc.

KVUEยทNYSE

$16.83

-3.0%
Consumer DefensiveHousehold & Personal Products

Kenvue Inc. operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, and other products under the Tylenol, Nicorette, and Zyrtec brands. The Skin Health and Beauty segment provides face and body care, hair care, and sun and other care products under the Neutrogena, Aveeno, and OGX brand names. The Essential Health segment offers oral and baby, women's health, and wound care products under the Listerine, Johnson's, Band-Aid, and Stayfree brands. The company was incorporated in 2022 and is headquartered in Skillman, New Jersey. Kenvue Inc. operates as a subsidiary of Johnson & Johnson.

At a Glance

Live Snapshot
Market Cap$32.31B
EPS0.7700
P/E Ratio21.86
Earnings Date08/06/2026
kvue

Kenvue Inc. Street Expectations Map

KVUE ยท NYSE

Wall Street analysts project that KVUE stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 18.00 to a high of 19.00.

Lowest Target
18.00
6.95%
Consensus Target
18.25
8.44%
Highest Target
19.00
12.89%

The consensus 1-year price target stands at 18.25, with estimates ranging from a low of 18.00 to a high of 19.00.

Analyst Consensus Analysis

Upside Potential

+8.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

5.5% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Kenvue Inc. Forward Estimates of Revenue

KVUE ยท NYSE
Latest Revenue
15.12B
FY 2025
Avg Estimate
15.64B
FY 2026
Estimate Range
15.52B - 15.74B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Kenvue Inc. Forward Estimates of Net Income

KVUE ยท NYSE
Latest Net Income
1.47B
FY 2025
Avg Estimate
2.26B
FY 2026
Estimate Range
2.02B - 2.50B
Analyst Spread

Forward Growth Analysis

Projected Growth+53.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Kenvue Inc. Forward Estimates of EPS

KVUE ยท NYSE
Latest EPS
0.77
FY 2025
Avg Estimate
$1.19
FY 2026
Estimate Range
$1.05 - $1.30
Analyst Spread

Forward Growth Analysis

Projected Growth+55.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Kenvue Inc. Forward Estimates of EBIT

KVUE ยท NYSE
Latest EBIT
2.38B
FY 2025
Avg Estimate
2.54B
FY 2026
Estimate Range
2.52B - 2.56B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Kenvue Inc. Forward Estimates of EBITDA

KVUE ยท NYSE
Latest EBITDA
2.94B
FY 2025
Avg Estimate
3.20B
FY 2026
Estimate Range
3.17B - 3.22B
Analyst Spread

Forward Growth Analysis

Projected Growth+8.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Kenvue Inc. Forward Estimates of SG&A Expense

KVUE ยท NYSE
Latest SG&A Expense
6.09B
FY 2025
Avg Estimate
6.04B
FY 2026
Estimate Range
5.99B - 6.08B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

kvue

Kenvue Inc. Insider Positioning

KVUE ยท NYSE

During the last 12 months, insiders have purchased $110.99M and sold $680K worth of KVUE shares, resulting in $110.31M of net buying activity.

3 Months

Bought

0

0.00

Sold

38.5K

679.68K

Net Activity

-680K

-$680K

3-6 Months

Bought

6.4M

110.99M

Sold

0

0.00

Net Activity

+111.0M

+$110.99M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
SJC

Smith Jeffrey C

Director

6.4M sharesโ€ข2 transactions

$110.99M

Top Sellers

1
OM

Orlando Matthew

Officer: General Counsel

38.5K sharesโ€ข1 transactions

$680K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $110.31M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

163.29:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$680K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.