Kenvue (NYSE:KVUE) Releases Quarterly Earnings Results, Misses Estimates By $0.01 EPS

Kenvue (NYSE:KVUE) announced its quarterly earnings data on Thursday. The company reported $0.31 earnings per share for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.01), FiscalAI reports. The firm had revenue of $3.96 billion for the quarter, compared to analysts’ expectations of $3.97 billion. Kenvue had a net margin of 10.76% and a return on equity of 21.17%. The business’s quarterly revenue was up 3.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.29 earnings per share.

Kenvue Trading Up 0.2%

Shares of Kenvue stock traded up $0.04 on Friday, hitting $19.22. The stock had a trading volume of 14,323,669 shares, compared to its average volume of 21,344,760. The company has a quick ratio of 0.70, a current ratio of 0.98 and a debt-to-equity ratio of 0.67. Kenvue has a one year low of $14.02 and a one year high of $21.95. The stock’s 50-day simple moving average is $18.77 and its two-hundred day simple moving average is $18.09. The stock has a market cap of $36.91 billion, a price-to-earnings ratio of 22.09, a PEG ratio of 1.46 and a beta of 0.47.

Kenvue Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Wednesday, August 12th will be issued a $0.21 dividend. This is a positive change from Kenvue’s previous quarterly dividend of $0.21. This represents a $0.84 annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Wednesday, August 12th. Kenvue’s dividend payout ratio (DPR) is 96.55%.

Institutional Investors Weigh In On Kenvue

A number of large investors have recently added to or reduced their stakes in KVUE. DV Equities LLC purchased a new stake in shares of Kenvue during the fourth quarter worth about $46,000. Quarry LP bought a new position in Kenvue during the 4th quarter valued at approximately $76,000. Arax Advisory Partners lifted its holdings in Kenvue by 219.7% in the 4th quarter. Arax Advisory Partners now owns 4,463 shares of the company’s stock worth $77,000 after buying an additional 3,067 shares during the period. Johnson Financial Group Inc. lifted its holdings in Kenvue by 277.8% in the 3rd quarter. Johnson Financial Group Inc. now owns 5,062 shares of the company’s stock worth $82,000 after buying an additional 3,722 shares during the period. Finally, CIBC Private Wealth Group LLC grew its position in shares of Kenvue by 20.1% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 6,388 shares of the company’s stock worth $104,000 after buying an additional 1,068 shares during the last quarter. Institutional investors own 97.64% of the company’s stock.

More Kenvue News

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% year over year to $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, with growth across Self Care, Skin Health and Beauty, and Essential Health. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Net income increased to $456 million from $420 million a year earlier, while adjusted diluted EPS reached $0.31 versus $0.29 in the prior-year quarter. Six-month operating cash flow was $1.2 billion and free cash flow was $1.0 billion. Kenvue Q2 net sales rise 3% as diluted EPS hits 24 cents
• Neutral Sentiment: The Kimberly-Clark transaction remains expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. Kenvue is withholding forward guidance because of the pending deal, limiting visibility for investors. How Reddit and Wall Street See Kenvue as Buyout Nears
• Negative Sentiment: Adjusted EPS of $0.31 fell short of the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. The miss was unusual for Kenvue and contributed to the recent decline in the stock. Kenvue misses quarterly estimates as inflation, tariffs squeeze margins
• Negative Sentiment: Margins narrowed as inflation, tariffs and currency-related costs offset part of the benefit from pricing and volume gains, raising concerns about near-term profitability and the company’s turnaround execution. KVUE Q2 Earnings Miss Estimates as Margins Narrows Sales Rise

Wall Street Analysts Forecast Growth

A number of brokerages have commented on KVUE. UBS Group increased their price target on shares of Kenvue from $18.00 to $20.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. Weiss Ratings upgraded shares of Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 15th. Wall Street Zen cut shares of Kenvue from a “buy” rating to a “hold” rating in a research note on Saturday. Barclays increased their target price on shares of Kenvue from $18.00 to $19.00 and gave the company an “equal weight” rating in a report on Tuesday, July 21st. Finally, Zacks Research cut shares of Kenvue from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 7th. Three equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $19.36.

Kenvue Company Profile

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.