Waycross Partners LLC Makes New Investment in Kenvue Inc. $KVUE

Waycross Partners LLC bought a new stake in Kenvue Inc. (NYSE:KVUE) during the third quarter, HoldingsChannel reports. The fund bought 200,000 shares of the company’s stock, valued at approximately $3,246,000.

Several other large investors have also recently made changes to their positions in KVUE. Salomon & Ludwin LLC purchased a new position in Kenvue in the 3rd quarter worth $25,000. NBT Bank N A NY raised its position in Kenvue by 180.3% during the 3rd quarter. NBT Bank N A NY now owns 1,564 shares of the company’s stock valued at $25,000 after purchasing an additional 1,006 shares during the last quarter. Cornerstone Planning Group LLC lifted 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 acquiring an additional 1,361 shares during the period. Golden State Wealth Management LLC lifted its position in shares of Kenvue by 150.1% in the 3rd quarter. Golden State Wealth Management LLC now owns 1,983 shares of the company’s stock worth $32,000 after purchasing an additional 1,190 shares during the period. Finally, Trust Co. of Vermont lifted its holdings in Kenvue by 50.9% in the third quarter. Trust Co. of Vermont now owns 2,385 shares of the company’s stock worth $39,000 after buying an additional 804 shares during the period. 97.64% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

KVUE has been the topic of a number of research reports. Weiss Ratings restated a “hold (c-)” rating on shares of Kenvue in a report on Friday, January 9th. Evercore set a $18.00 target price on Kenvue in a report on Tuesday, October 28th. Canaccord Genuity Group reissued a “hold” rating and set a $15.00 price objective (down from $26.00) on shares of Kenvue in a report on Wednesday, October 29th. Deutsche Bank Aktiengesellschaft set a $18.00 target price on Kenvue in a report on Friday, October 24th. Finally, Edward Jones downgraded shares of Kenvue from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 3rd. Four investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Kenvue currently has an average rating of “Hold” and a consensus target price of $19.46.

Kenvue Stock Down 1.5%

KVUE opened at $18.42 on Wednesday. The company has a market capitalization of $35.29 billion, a PE ratio of 24.56 and a beta of 0.59. The firm has a 50-day simple moving average of $17.45 and a two-hundred day simple moving average of $17.65. The company has a quick ratio of 0.69, a current ratio of 0.98 and a debt-to-equity ratio of 0.66. Kenvue Inc. has a 52 week low of $14.02 and a 52 week high of $25.17.

Kenvue (NYSE:KVUE) last posted its earnings results on Tuesday, February 17th. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. Kenvue had a net margin of 9.55% and a return on equity of 20.02%. The firm had revenue of $3.78 billion during the quarter, compared to analyst estimates of $3.68 billion. During the same period last year, the firm posted $0.26 earnings per share. Kenvue’s revenue for the quarter was up 3.2% compared to the same quarter last year. Analysts forecast that Kenvue Inc. will post 1.14 earnings per share for the current fiscal year.

Kenvue Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be given a dividend of $0.2075 per share. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $0.83 annualized dividend and a dividend yield of 4.5%. Kenvue’s payout ratio is currently 110.67%.

Insider Buying and Selling at Kenvue

In other news, Director Jeffrey C. Smith purchased 3,200,000 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The stock was purchased at an average cost of $17.37 per share, with a total value of $55,584,000.00. Following the purchase, the director owned 27,307,632 shares in the company, valued at approximately $474,333,567.84. This trade represents a 13.27% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 1.68% of the company’s stock.

Kenvue News Summary

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Reported Q4 results beat expectations on the top and bottom line — revenue of ~$3.78B (≈+3.2% y/y) and EPS $0.27 vs. consensus ~$0.22; management pointed to stronger Q4 execution. Kenvue Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Independent outlets and earnings summaries highlighted the beat on EPS and revenue, which supports near-term earnings durability and underpins current analyst forecasts. Kenvue (KVUE) Beats Q4 Earnings and Revenue Estimates
• Neutral Sentiment: Market coverage offers mixed takes — some previews and snapshots emphasize steady execution, while others flag softer underlying sales trends that may alter the investment case. Is Kenvue’s (KVUE) Profitability Strengthening Despite Softer Sales?
• Neutral Sentiment: Some outlets ran headlines calling revenue a miss or “slightly” missing certain models — the beats/misses vary by benchmark, creating short-term headline noise for traders. Kenvue Q4 revenue misses estimates as shares edge higher
• Negative Sentiment: Kenvue announced a ~3.5% global workforce reduction as part of restructuring ahead of the proposed Kimberly‑Clark deal — cost-cutting can boost margins but raises execution and integration risk around the takeover. Kenvue beats quarterly estimates, announces job cuts amid Kimberly-Clark acquisition
• Negative Sentiment: Third‑party reports flagged weaker cash flow (large y/y drop in operating cash) and mixed line‑item takes on EPS — these metrics are likely a focus for investors and could pressure sentiment if trends persist. Kenvue Inc. Releases Q4 2025 Earnings

About Kenvue

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.