Kenvue Inc. $KVUE Stock: ProShare Advisors LLC Reduces Position

ProShare Advisors LLC decreased its holdings in Kenvue Inc. (NYSE:KVUE) by 7.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 8,929,962 shares of the company’s stock after selling 701,219 shares during the period. ProShare Advisors LLC’s holdings in Kenvue were worth $157,703,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Callan Family Office LLC purchased a new position in shares of Kenvue during the 2nd quarter valued at about $835,000. Calamos Advisors LLC increased its position in Kenvue by 24.1% during the 1st quarter. Calamos Advisors LLC now owns 3,351,000 shares of the company’s stock valued at $57,771,000 after purchasing an additional 651,000 shares during the period. Pentwater Capital Management LP bought a new position in Kenvue in the second quarter worth about $977,094,000. Nuance Investments LLC purchased a new stake in Kenvue in the second quarter worth $27,681,000. Finally, Quantinno Capital Management LP increased its stake in shares of Kenvue by 59.5% in the 1st quarter. Quantinno Capital Management LP now owns 1,345,956 shares of the company’s stock worth $23,204,000 after acquiring an additional 502,024 shares in the last quarter. 97.64% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently weighed in on KVUE. HSBC reduced their price target on shares of Kenvue from $20.00 to $19.00 and set a “hold” rating for the company in a research report on Monday, August 10th. Zacks Research downgraded shares of Kenvue from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 7th. Barclays lifted their price target on Kenvue from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Kenvue in a research report on Friday, September 11th. Finally, UBS Group decreased their price target on shares of Kenvue from $20.00 to $19.00 and set a “neutral” rating for the company in a research report on Tuesday, August 11th. Thirteen equities research analysts have rated the stock with a Hold rating. According to MarketBeat.com, Kenvue has a consensus rating of “Hold” and a consensus target price of $19.33.

Kenvue Stock Down 1.5%

Shares of NYSE:KVUE opened at $19.26 on Friday. Kenvue Inc. has a 1-year low of $14.06 and a 1-year high of $20.13. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.01 and a quick ratio of 0.71. The firm has a fifty day moving average price of $18.40 and a 200 day moving average price of $18.19. The stock has a market cap of $36.99 billion, a P/E ratio of 21.89, a P/E/G ratio of 1.77 and a beta of 0.48.

Kenvue (NYSE:KVUE) last announced its quarterly earnings results on Friday, October 30th. The company reported $0.29 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.29. The business had revenue of $3.89 billion during the quarter, compared to the consensus estimate of $3.86 billion. Kenvue had a net margin of 10.76% and a return on equity of 21.22%. The business’s revenue was up 3.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.28 EPS. Sell-side 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 Friday, October 2nd. Investors of record on Monday, September 21st were given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date of this dividend was Monday, September 21st. Kenvue’s dividend payout ratio is 96.55%.

Key Stories Impacting Kenvue

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Revenue increased 3.2% year over year to $3.89 billion, exceeding the roughly $3.86 billion consensus estimate. Management cited continued growth in Self Care and Essential Health, productivity initiatives, margin expansion and strong cash generation. Kenvue Reports Third Quarter 2026 Results
• Positive Sentiment: Reported earnings were $0.29 per share, up from $0.28 a year earlier. Zacks characterized the result as slightly ahead of its $0.28 consensus estimate, while other coverage said profit fell short of expectations, suggesting the market is focused on the exact earnings measure and guidance. Kenvue Surpasses Q3 Earnings Estimates
• Positive Sentiment: The quarterly performance represents Kenvue’s fourth consecutive quarter of net and organic sales growth, supporting management’s efforts to rebuild momentum across its consumer-health brands. Kenvue Profit, Revenue Rise as Turnaround Efforts Continue
• Neutral Sentiment: Kenvue’s results arrive as its approximately $40 billion acquisition by Kimberly-Clark approaches closing. The deal may provide strategic support, but investors remain focused on execution, integration and the turnaround’s durability. Kenvue Q3 2026 Revenue Beats as Kimberly-Clark Deal Nears Close
• Negative Sentiment: The conflicting earnings headlines indicate that profit performance did not clearly exceed investor expectations, even though revenue beat forecasts. Earlier concerns about inflation and cautious consumer spending also remain potential pressures on margins and demand. Kenvue Misses Third-Quarter Profit Expectations

About Kenvue

Kenvue Inc is a consumer health company that develops, markets and sells products designed to support everyday health and personal care. Its portfolio spans over-the-counter medicines, skin health and beauty, and essential health products, serving consumers through retail, e-commerce and other distribution channels.

The company’s brands include Tylenol, Motrin, Zyrtec and Benadryl in self-care; Neutrogena, Aveeno and Clean & Clear in skin health and beauty; and Listerine, Johnson’s and OGX in oral care, baby care and hair care.