Market Cap
$34.4B
KVUE
Kenvue Inc.
$17.33 ▲ +0.64%
Prev close $17.22Market cap$34.4B
ConsensusSell
12-mo target$19.50 (+12.5%)
▼ Bearish
Analyst conviction 3/10
High Impact Filing (7/10)30 New Institutional Positions20 Institutional ExitsCongressional Activity (2) Consumer & Retail
Snapshot
The big-picture read on KVUE right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (30%)
Inst. Holders
50 funds
Inst. Value
$26.8B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $746.7K sell
Insider Net $
-$746.7K
Social Sentiment
33° Cool
SEC Reports
7
Congressional
6 trades
Price chart 30d -9.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 other
Kimberly-Clark Corporation Announces Commencement of Exchange Offers and Consent Solicitations for Kenvue Notes
DALLAS, Sept. 28, 2026 /PRNewswire/ -- Kimberly-Clark Corporation (NASDAQ: KMB) ("Kimberly-Clark") a
Sep 28, 2026 Insider
Smith Jeffrey C was granted 1,300 shares
Director
Sep 28, 2026 Insider
ALLISON RICHARD E JR was granted 1,300 shares
Director
Sep 25, 2026 Insider
Stevens Meredith acquired via exercise 429 shares
Chief Operations Officer
Aug 5, 2026 Congress
Kevin Hern sell
$1,001 - $15,000 — House
Jul 24, 2026 Event
TYLENOL WITH NAPROXEN
Original Approval — Type 4 - New Combination — TABLET
Jul 17, 2026 Congress
Jul 3, 2026 SEC Gilbert Cisneros sell
$1,001 - $15,000 — House
The District of New Jersey granted Kenvue's motion to dismiss a putative class action alleging false 'hypoallergenic' an
COURT-RULING — Impact 4/10
Analyst ratings buy % -9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
30% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 11, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 21, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 16, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 15, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Apr 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 7, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 14 | 0 | 0 | 30% | |
| Aug 1, 2026 | 2 | 4 | 14 | 0 | 0 | 30% | |
| Jul 1, 2026 | 2 | 4 | 14 | 0 | 0 | 30% | |
| Jun 1, 2026 | 0 | 0 | 15 | 1 | 2 | 0% | |
| May 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% | |
| Apr 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% | |
| Mar 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% | |
| Feb 1, 2026 | 0 | 1 | 15 | 2 | 2 | 5% |
Price targets
Where 12 covering analysts think KVUE trades over the next 12 months.
$19.50 +12.5% upside Buy
Current$17.33 Low$18.00 Median$19.00 High$23.00 12 analysts
$18.00$23.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
33°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 2 bearish, 1 mixed, 2 neutral · avg impact 4.4/10.
BULLISHCOURT-RULING4/10
The District of New Jersey granted Kenvue's motion to dismiss a putative class action alleging false
Jul 3, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in KVUE for Q3 2024 shows 45 buyers accumulating $809.6M net versus 31
Jun 12, 2026
NEUTRAL1442/10
Director Heather Howlett filed Form 144 notice of intent to sell 3,700 KVUE common shares (est. ~$67
Jun 10, 2026
BULLISH8-K6/10
Kenvue reported Q1 2026 adjusted EPS of $0.32, beating the $0.27 consensus by 18.5%, driven by margi
May 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
other
Kimberly-Clark Corporation Announces Commencement of Exchange Offers and Consent Solicitations for Kenvue Notes
DALLAS, Sept. 28, 2026 /PRNewswire/ -- Kimberly-Clark Corporation (NASDAQ: KMB) ("Kimberly-Clark") announced today the commencement, in connection wit
Sep 17, 2026
short_volume
Short Volume: KVUE — 59.0% short (5.1M / 8.6M)
Short: 5,079,857 | Exempt: 5,215 | TRF Vol: 8,614,189 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: KVUE down 20% to 57.6M shares
Settlement 2026-09-15 | Days to cover: 1.73 | ≈3.00% of shares outstanding (est.)
Sep 9, 2026
ftd
FTD: KVUE — 69,845 shares ($1.3M) failed to deliver
Settlement: 20260909, Price: $18.39, FTD Value: $1,284,449.55, KENVUE INC COM
Sep 8, 2026
short_volume
Short Volume: KVUE — 65.2% short (6.0M / 9.2M)
Short: 5,990,759 | Exempt: 7,623 | TRF Vol: 9,191,268 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.29 | $0.28–$0.32 | 5.2% | +0.0% | 1↑ 5↓ | $3.9B | 9 |
| Next Q | $0.27 | $0.25–$0.28 | -1.3% | -0.3% | 2↑ 3↓ | $3.9B | 9 |
| Current FY | $1.18 | $1.11–$1.23 | 9.5% | +0.3% | 2↑ 9↓ | $15.6B | 14 |
| Next FY | $1.24 | $1.13–$1.35 | 4.9% | +0.3% | 5↑ 7↓ | $16.0B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.295 | — |
| 7d ago | $0.295 | — |
| 30d ago | $0.295 | — |
| 60d ago | $0.303 | -0.009 |
| 90d ago | $0.303 | -0.009 |
Institutional ownership
Which big funds own KVUE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $26.8B total value (1,403,499,287 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 157,051,418 | $3.0B | 11.2% | — |
| BlackRock, Inc. | 150,825,694 | $2.9B | 10.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 125,314,564 | $2.4B | 8.9% | — |
| STATE STREET CORP | 121,619,054 | $2.3B | 8.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 93,303,762 | $1.8B | 6.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 52,021,320 | $990.2M | 3.7% | — |
| Pentwater Capital Management LP | 51,130,000 | $977.1M | 3.6% | — |
| Independent Franchise Partners LLP | 50,427,994 | $963.7M | 3.6% | — |
| NORGES BANK | 46,156,826 | $882.1M | 3.3% | NEW |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 44,715,586 | $861.9M | 3.2% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 46,156,826 | — | $882.1M |
| JPMORGAN CHASE & CO | DOUBLED | 1,174,353 | 26,248,231 | +2135.1% | $500.6M |
| Amundi | ADD | 13,090,913 | 18,483,326 | +41.2% | $353.2M |
| UBS Group AG | TRIM | 20,763,700 | 13,556,452 | -34.7% | $259.1M |
| Swedbank AB | ADD | 4,912,842 | 9,400,874 | +91.4% | $179.7M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 4,141,512 | 9,024,812 | +117.9% | $172.5M |
| DEUTSCHE BANK AG\ | TRIM | 11,014,726 | 7,920,744 | -28.1% | $151.4M |
| D. E. Shaw & Co., Inc. | TRIM | 26,282,145 | 7,616,358 | -71.0% | $145.5M |
| HSBC HOLDINGS PLC | ADD | 5,618,177 | 7,544,394 | +34.3% | $143.9M |
| BANK OF NOVA SCOTIA | DOUBLED | 2,115,410 | 6,697,615 | +216.6% | $128.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$746.7K — $0.00 bought, $746.7K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Smith Jeffrey C | Director | AWARD | 1,300 | — | — |
| Sep 28, 2026 | ALLISON RICHARD E JR | Director | AWARD | 1,300 | — | — |
| Sep 25, 2026 | Stevens Meredith | Chief Operations Officer | EXERCISE | 429 | — | — |
| Sep 25, 2026 | Stevens Meredith | Chief Operations Officer | TAX W/H | 429 | $17.81 | $7.6K |
| Sep 25, 2026 | Stevens Meredith | Chief Operations Officer | EXERCISE | 1,032 | — | — |
| Sep 25, 2026 | Stevens Meredith | Chief Operations Officer | TAX W/H | 1,032 | $17.81 | $18.4K |
| Jul 31, 2026 | Dasgupta Anindya | Group President APAC | EXERCISE | 16,418.87 | — | — |
| Jun 29, 2026 | Smith Jeffrey C | Director | AWARD | 1,413 | — | — |
| Jun 29, 2026 | ALLISON RICHARD E JR | Director | AWARD | 1,413 | — | — |
| Jun 10, 2026 | Howlett Heather | CFO & CAO | SELL | 3,700 | $18.11 | $67.0K |
Congressional trades
KVUE trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | KENVUE INC | Aug 11, 2026(7d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | KENVUE INC | Sep 7, 2026(53d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | KENVUE INC | Jul 3, 2026(18d) |
| Mar 17, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | KENVUE INC | Apr 6, 2026(21d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | KENVUE INC | Mar 10, 2026(29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | KENVUE INC | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KVUE.
Shares short
57,631,922
Settlement Sep 15, 2026
Change vs prior
-20.1%
Semi-monthly cycle
Days to cover
1.7
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All KVUE filing & press-release reports (7)
- COURT-RULING reportJul 3, 2026
- INST-CLUSTER reportJun 12, 2026
- 144 reportJun 10, 2026
- 8-K reportMay 7, 2026
- 8-K reportApr 15, 2026
- DEFA14A reportApr 8, 2026
- INST-CLUSTER reportFeb 28, 2026