Beacon Investment Advisory Services Inc. Lowers Position in Kenvue Inc. $KVUE

Key Points

• Beacon Investment Advisory Services cut its Kenvue position by 88% in the second quarter, selling 64,807 shares and retaining 8,836 shares valued at approximately $169,000. Institutional investors collectively own 97.64% of the company.
• Kenvue’s latest quarter showed 3% year-over-year revenue growth to $3.96 billion, but earnings of $0.31 per share narrowly missed estimates. Analysts maintain a consensus “Hold” rating with an average price target of $19.36.
• Kenvue declared a quarterly dividend of $0.21 per share, equal to an annualized $0.84 and a 4.4% yield, though its payout ratio remains high at 95.4%.

Beacon Investment Advisory Services Inc. trimmed its holdings in shares of Kenvue Inc. (NYSE:KVUE - Free Report) by 88.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,836 shares of the company's stock after selling 64,807 shares during the quarter. Beacon Investment Advisory Services Inc.'s holdings in Kenvue were worth $169,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Physician Wealth Advisors Inc. grew its holdings in shares of Kenvue by 67.5% during the fourth quarter. Physician Wealth Advisors Inc. now owns 1,533 shares of the company's stock worth $26,000 after purchasing an additional 618 shares in the last quarter. Elyxium Wealth LLC purchased a new position in Kenvue in the 4th quarter worth approximately $26,000. MV Capital Management Inc. bought a new position in shares of Kenvue in the 4th quarter worth $28,000. CoreCap Advisors LLC raised its position in shares of Kenvue by 64.9% during the 2nd quarter. CoreCap Advisors LLC now owns 1,502 shares of the company's stock valued at $29,000 after buying an additional 591 shares in the last quarter. Finally, Reflection Asset Management purchased a new stake in shares of Kenvue during the 4th quarter valued at $32,000. Hedge funds and other institutional investors own 97.64% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms recently commented on KVUE. Weiss Ratings raised Kenvue from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday, June 15th. Barclays upped their price objective on Kenvue from $18.00 to $19.00 and gave the stock an "equal weight" rating in a report on Tuesday, July 21st. Citigroup reduced their price objective on Kenvue from $20.00 to $19.00 and set a "neutral" rating on the stock in a research report on Wednesday, April 15th. Zacks Research cut Kenvue from a "strong-buy" rating to a "hold" rating in a report on Tuesday, July 7th. Finally, Wall Street Zen downgraded Kenvue from a "buy" rating to a "hold" rating in a research report on Saturday. Three investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $19.36.

Kenvue Stock Up 0.2%

Shares of NYSE:KVUE opened at $19.22 on Friday. The stock has a market capitalization of $36.91 billion, a P/E ratio of 22.09, a price-to-earnings-growth ratio of 1.46 and a beta of 0.47. The stock's 50-day moving average price is $18.77 and its 200-day moving average price is $18.09. The company has a current ratio of 0.98, a quick ratio of 0.70 and a debt-to-equity ratio of 0.67. Kenvue Inc. has a 12-month low of $14.02 and a 12-month high of $21.95.

Kenvue (NYSE:KVUE - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.31 earnings per share for the quarter, missing analysts' consensus estimates of $0.32 by ($0.01). The company had revenue of $3.96 billion during the quarter, compared to the consensus estimate of $3.97 billion. Kenvue had a net margin of 10.76% and a return on equity of 21.17%. The company's revenue was up 3.0% on a year-over-year basis. During the same period last year, the firm posted $0.29 EPS. On average, equities analysts anticipate that Kenvue Inc. will post 1.15 earnings per share for the current year.

Kenvue Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be paid a $0.21 dividend. This is an increase from Kenvue's previous quarterly dividend of $0.21. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $0.84 dividend on an annualized basis and a yield of 4.4%. Kenvue's payout ratio is presently 95.40%.

Kenvue News Roundup

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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