Janus Henderson Group PLC Buys 110,155 Shares of Kenvue Inc. $KVUE

Key Points

• Janus Henderson increased its Kenvue stake by 45.6% in the first quarter, purchasing 110,155 additional shares for a total holding of 351,873 shares valued at approximately $6.1 million. Institutional investors collectively own 97.64% of Kenvue.
• Kenvue’s second-quarter sales rose 3.0% year over year to $3.96 billion, while adjusted EPS increased to $0.31; however, both figures slightly missed analyst estimates. Inflation, tariffs and foreign-exchange costs pressured margins.
• Analysts maintain a consensus “Hold” rating with an average price target of $19.58. Kenvue also declared a quarterly dividend of $0.21, representing a 4.4% annualized yield, while its planned acquisition by Kimberly-Clark remains targeted for completion in the fourth quarter of 2026.

Janus Henderson Group PLC raised its stake in shares of Kenvue Inc. (NYSE:KVUE - Free Report) by 45.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 351,873 shares of the company's stock after purchasing an additional 110,155 shares during the period. Janus Henderson Group PLC's holdings in Kenvue were worth $6,065,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Physician Wealth Advisors Inc. raised its holdings in Kenvue by 67.5% during the 4th quarter. Physician Wealth Advisors Inc. now owns 1,533 shares of the company's stock valued at $26,000 after buying an additional 618 shares during the period. Elyxium Wealth LLC purchased a new position in Kenvue during the fourth quarter worth $26,000. MV Capital Management Inc. purchased a new position in Kenvue during the fourth quarter worth $28,000. Reflection Asset Management bought a new position in Kenvue during the fourth quarter valued at $32,000. Finally, SBI Securities Co. Ltd. increased its position in Kenvue by 82.4% during the fourth quarter. SBI Securities Co. Ltd. now owns 2,273 shares of the company's stock valued at $39,000 after acquiring an additional 1,027 shares during the last quarter. 97.64% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently commented on KVUE. Zacks Research downgraded shares of Kenvue from a "strong-buy" rating to a "hold" rating in a report on Tuesday, July 7th. Weiss Ratings upgraded Kenvue from a "hold (c-)" rating to a "hold (c)" rating in a research note on Monday, June 15th. Barclays boosted their target price on shares of Kenvue from $18.00 to $19.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 21st. UBS Group raised their price target on shares of Kenvue from $18.00 to $20.00 and gave the stock a "neutral" rating in a research note on Thursday, July 16th. Finally, Citigroup decreased their price objective on shares of Kenvue from $20.00 to $19.00 and set a "neutral" rating for the company in a report on Wednesday, April 15th. Three equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat, Kenvue currently has a consensus rating of "Hold" and an average target price of $19.58.

Key Headlines Impacting Kenvue

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% to approximately $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, while Skin Health and Beauty led segment growth with a 5.1% increase. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Adjusted diluted earnings per share increased to $0.31 from $0.29 a year earlier. Reported net income rose to $456 million from $420 million, while six-month operating cash flow reached $1.2 billion and free cash flow totaled $1.0 billion. Kenvue Q2 Net Sales Rise 3% as Diluted EPS Hits 24 Cents
• Neutral Sentiment: Kenvue said its acquisition by Kimberly-Clark remains on track to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. The company is withholding forward-looking guidance because of the pending transaction, limiting visibility for investors. Kenvue Second Quarter Results Fall Short of Expectations
• Negative Sentiment: Adjusted EPS of $0.31 came in below the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. KVUE Q2 Earnings Miss Estimates as Margins Narrow
• Negative Sentiment: Inflation, tariffs and foreign-exchange-related costs squeezed margins, raising concerns about the sustainability of Kenvue’s earnings improvement and contributing to the decline in its shares after the release. Kenvue Misses Quarterly Estimates as Inflation and Tariffs Squeeze Margins

Kenvue Price Performance

Shares of KVUE stock opened at $19.08 on Friday. Kenvue Inc. has a twelve month low of $14.02 and a twelve month high of $21.96. The company has a current ratio of 0.98, a quick ratio of 0.70 and a debt-to-equity ratio of 0.67. The stock has a fifty day simple moving average of $18.73 and a two-hundred day simple moving average of $18.08. The stock has a market capitalization of $36.63 billion, a price-to-earnings ratio of 22.45, a P/E/G ratio of 1.49 and a beta of 0.47.

Kenvue (NYSE:KVUE - Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.31 EPS for the quarter, missing the consensus estimate of $0.32 by ($0.01). Kenvue had a net margin of 10.61% and a return on equity of 20.81%. The firm had revenue of $3.96 billion for the quarter, compared to analysts' expectations of $3.97 billion. During the same quarter in the prior year, the business posted $0.29 EPS. The business's quarterly revenue was up 3.0% on a year-over-year basis. On average, analysts predict that Kenvue Inc. will post 1.16 EPS for the current fiscal year.

Kenvue Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Wednesday, August 12th will be given a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 4.4%. The ex-dividend date of this dividend is Wednesday, August 12th. This is a boost from Kenvue's previous quarterly dividend of $0.21. Kenvue's dividend payout ratio is currently 97.65%.

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.

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