Key Points
- Director Jeffrey Smith purchased 3,177,694 shares at an average price of $17.43 on Dec. 11 — a $55.39M buy that raised his stake to 24,107,632 shares (a 15.18% increase), now valued at about $420.2M.
- Kenvue recently paid a quarterly dividend of $0.2075 (annualized $0.83), implying a 4.8% yield, but its dividend payout ratio is an elevated 110.67%.
- The company reported $0.28 EPS (beating by $0.01) on $3.76B revenue (down 3.5% YoY), set FY 2025 guidance of $1.00–$1.05 EPS, while analysts on average forecast $1.14 EPS and a consensus price target of $20.23 (rating: Hold).
Kenvue Inc. (NYSE:KVUE - Get Free Report) Director Jeffrey Smith purchased 3,177,694 shares of the business's stock in a transaction that occurred on Thursday, December 11th. The stock was bought at an average cost of $17.43 per share, for a total transaction of $55,387,206.42. Following the completion of the acquisition, the director directly owned 24,107,632 shares in the company, valued at $420,196,025.76. The trade was a 15.18% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.
Kenvue Stock Performance
NYSE KVUE opened at $17.20 on Tuesday. Kenvue Inc. has a 52-week low of $14.02 and a 52-week high of $25.17. The company has a 50-day simple moving average of $16.23 and a 200 day simple moving average of $19.01. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.69 and a current ratio of 0.98. The company has a market capitalization of $32.94 billion, a PE ratio of 22.93 and a beta of 0.59.
Kenvue (NYSE:KVUE - Get Free Report) last released its earnings results on Monday, November 3rd. The company reported $0.28 earnings per share for the quarter, beating analysts' consensus estimates of $0.27 by $0.01. The firm had revenue of $3.76 billion during the quarter, compared to the consensus estimate of $3.83 billion. Kenvue had a net margin of 9.55% and a return on equity of 20.02%. The company's revenue was down 3.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.28 EPS. Kenvue has set its FY 2025 guidance at 1.000-1.050 EPS. On average, research analysts predict that Kenvue Inc. will post 1.14 EPS for the current year.
Kenvue Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, November 26th. Shareholders of record on Wednesday, November 12th were given a dividend of $0.2075 per share. This represents a $0.83 dividend on an annualized basis and a yield of 4.8%. The ex-dividend date was Wednesday, November 12th. Kenvue's dividend payout ratio (DPR) is currently 110.67%.
Wall Street Analyst Weigh In
KVUE has been the topic of a number of recent research reports. Citigroup dropped their price target on shares of Kenvue from $20.00 to $17.00 and set a "neutral" rating on the stock in a research note on Thursday, October 9th. Rothschild & Co Redburn upgraded Kenvue from a "neutral" rating to a "buy" rating and dropped their target price for the stock from $22.50 to $22.00 in a research report on Friday, September 26th. The Goldman Sachs Group cut their price target on Kenvue from $22.00 to $19.00 and set a "neutral" rating for the company in a report on Thursday, October 2nd. Rothschild Redb upgraded Kenvue from a "hold" rating to a "strong-buy" rating in a research note on Friday, September 26th. Finally, UBS Group dropped their price objective on Kenvue from $23.00 to $17.00 and set a "neutral" rating on the stock in a report on Wednesday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $20.23.
Read Our Latest Stock Analysis on KVUE
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently added to or reduced their stakes in KVUE. Salomon & Ludwin LLC bought a new stake in Kenvue during the third quarter worth about $25,000. NBT Bank N A NY lifted its position in Kenvue by 180.3% in the 3rd quarter. NBT Bank N A NY now owns 1,564 shares of the company's stock worth $25,000 after buying an additional 1,006 shares during the last quarter. Cornerstone Planning Group LLC boosted its stake in Kenvue by 705.2% in the third quarter. Cornerstone Planning Group LLC now owns 1,554 shares of the company's stock worth $25,000 after buying an additional 1,361 shares in the last quarter. Golden State Wealth Management LLC boosted its stake in Kenvue by 150.1% in the third quarter. Golden State Wealth Management LLC now owns 1,983 shares of the company's stock worth $32,000 after buying an additional 1,190 shares in the last quarter. Finally, Trust Co. of Vermont grew its position in Kenvue by 266.8% during the second quarter. Trust Co. of Vermont now owns 1,581 shares of the company's stock valued at $33,000 after acquiring an additional 1,150 shares during the last quarter. 97.64% of the stock is currently owned by hedge funds and other institutional investors.
Kenvue Company Profile
(
Get Free Report)
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, eye care, and other products under the Tylenol, Motrin, Benadryl, Nicorette, Zarbee's, ORSLTM, Rhinocort, Calpol, and Zyrtec brands.
Further Reading
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