Rep. Gilbert Ray Cisneros, Jr. Buys Kenvue Inc. (NYSE:KVUE) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Kenvue Inc. (NYSE:KVUE). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Kenvue stock on November 12th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Kenvue Price Performance

Shares of Kenvue stock opened at $17.30 on Thursday. Kenvue Inc. has a 52 week low of $14.02 and a 52 week high of $25.17. The company has a current ratio of 0.98, a quick ratio of 0.69 and a debt-to-equity ratio of 0.66. The stock has a market cap of $33.13 billion, a PE ratio of 23.06 and a beta of 0.60. The company’s 50-day moving average price is $16.28 and its two-hundred day moving average price is $18.95.

Kenvue (NYSE:KVUE) last announced its quarterly earnings data on Monday, November 3rd. The company reported $0.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.01. Kenvue had a net margin of 9.55% and a return on equity of 20.02%. The company had revenue of $3.76 billion for the quarter, compared to analysts’ expectations of $3.83 billion. During the same quarter in the previous year, the company posted $0.28 EPS. The business’s revenue was down 3.5% compared to the same quarter last year. Kenvue has set its FY 2025 guidance at 1.000-1.050 EPS. As a group, sell-side analysts anticipate that Kenvue Inc. will post 1.14 EPS for the current fiscal year.

Kenvue Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, November 26th. Stockholders of record on Wednesday, November 12th were issued a $0.2075 dividend. The ex-dividend date was Wednesday, November 12th. This represents a $0.83 annualized dividend and a dividend yield of 4.8%. Kenvue’s dividend payout ratio is 110.67%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Connor Clark & Lunn Investment Management Ltd. raised its holdings in shares of Kenvue by 39.2% during the first quarter. Connor Clark & Lunn Investment Management Ltd. now owns 29,030 shares of the company’s stock worth $696,000 after acquiring an additional 8,178 shares in the last quarter. Vestmark Advisory Solutions Inc. raised its holdings in Kenvue by 119.5% during the first quarter. Vestmark Advisory Solutions Inc. now owns 21,946 shares of the company’s stock valued at $526,000 after buying an additional 11,950 shares in the last quarter. Horizon Investments LLC increased its holdings in shares of Kenvue by 5.5% during the 1st quarter. Horizon Investments LLC now owns 28,406 shares of the company’s stock valued at $681,000 after acquiring an additional 1,489 shares during the last quarter. Aberdeen Group plc grew its holdings in Kenvue by 1.8% during the first quarter. Aberdeen Group plc now owns 666,047 shares of the company’s stock valued at $15,752,000 after purchasing an additional 11,710 shares during the last quarter. Finally, Boston Family Office LLC boosted its holdings in shares of Kenvue by 9.7% during the 1st quarter. Boston Family Office LLC now owns 12,512 shares of the company’s stock worth $300,000 after buying an additional 1,109 shares during the period. 97.64% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Kenvue

In other Kenvue news, Director Jeffrey C. Smith acquired 3,200,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was acquired at an average price of $17.37 per share, with a total value of $55,584,000.00. Following the transaction, the director owned 27,307,632 shares of the company’s stock, valued at approximately $474,333,567.84. This trade represents a 13.27% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.68% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. Deutsche Bank Aktiengesellschaft set a $18.00 price target on shares of Kenvue in a research report on Friday, October 24th. Rothschild & Co Redburn upgraded Kenvue from a “neutral” rating to a “buy” rating and decreased their target price for the stock from $22.50 to $22.00 in a report on Friday, September 26th. Edward Jones lowered Kenvue from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 3rd. Citigroup decreased their price target on Kenvue from $20.00 to $17.00 and set a “neutral” rating for the company in a research report on Thursday, October 9th. Finally, Redburn Partners set a $22.00 price objective on Kenvue in a report on Friday, September 26th. One 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, Kenvue presently has an average rating of “Hold” and a consensus target price of $20.23.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Kenvue

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.