William Blair Has Bearish Forecast for Kenvue Q3 Earnings

Key Points

• William Blair has lowered its Q3 2025 earnings per share estimate for Kenvue to $0.29, down from $0.31, while also predicting Q4 2025 earnings at $0.23 per share.
• Kenvue's recent earnings report showed a net revenue decrease of 4% year-over-year, with earnings per share of $0.29, slightly above the consensus estimate of $0.28.
• The company announced an increased quarterly dividend of $0.2075, which is a positive adjustment from the previous $0.21, reflecting a dividend yield of 3.9%.

Kenvue Inc. (NYSE:KVUE - Free Report) - Analysts at William Blair decreased their Q3 2025 earnings per share estimates for shares of Kenvue in a research report issued on Thursday, August 7th. William Blair analyst J. Andersen now anticipates that the company will post earnings per share of $0.29 for the quarter, down from their previous forecast of $0.31. The consensus estimate for Kenvue's current full-year earnings is $1.14 per share. William Blair also issued estimates for Kenvue's Q4 2025 earnings at $0.23 EPS, FY2025 earnings at $1.05 EPS and FY2026 earnings at $1.20 EPS.

Kenvue (NYSE:KVUE - Get Free Report) last issued its quarterly earnings results on Thursday, August 7th. The company reported $0.29 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.01. Kenvue had a return on equity of 20.06% and a net margin of 9.37%. The company had revenue of $3.84 billion for the quarter, compared to analysts' expectations of $3.94 billion. During the same period last year, the firm earned $0.32 EPS. The firm's revenue for the quarter was down 4.0% on a year-over-year basis.

Several other brokerages also recently commented on KVUE. UBS Group reduced their price target on shares of Kenvue from $25.00 to $23.00 and set a "neutral" rating for the company in a research report on Thursday, July 17th. Bank of America cut their target price on shares of Kenvue from $27.00 to $25.00 and set a "buy" rating on the stock in a research note on Tuesday, July 15th. Canaccord Genuity Group decreased their target price on Kenvue from $29.00 to $26.00 and set a "buy" rating for the company in a research report on Friday. Citigroup lowered their price target on Kenvue from $24.50 to $22.00 and set a "neutral" rating on the stock in a report on Tuesday, July 15th. Finally, Royal Bank Of Canada reduced their price objective on Kenvue from $24.00 to $22.00 and set a "sector perform" rating for the company in a research note on Friday. Seven analysts have rated the stock with a hold rating and five have given a buy rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $24.38.

Kenvue Trading Down 1.8%

Shares of NYSE:KVUE opened at $21.37 on Monday. The stock has a market capitalization of $41.00 billion, a price-to-earnings ratio of 28.88, a PEG ratio of 4.08 and a beta of 0.83. Kenvue has a 1-year low of $19.75 and a 1-year high of $25.17. The company has a 50 day moving average price of $21.62 and a 200 day moving average price of $22.42. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.68 and a current ratio of 0.98.

Kenvue Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 27th. Investors of record on Wednesday, August 13th will be paid a $0.2075 dividend. The ex-dividend date is Wednesday, August 13th. This is a positive change from Kenvue's previous quarterly dividend of $0.21. This represents a $0.83 dividend on an annualized basis and a dividend yield of 3.9%. Kenvue's dividend payout ratio is currently 110.81%.

Hedge Funds Weigh In On Kenvue

Hedge funds have recently made changes to their positions in the business. Cambridge Investment Research Advisors Inc. grew its holdings in shares of Kenvue by 4.0% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 106,140 shares of the company's stock worth $2,545,000 after purchasing an additional 4,034 shares during the last quarter. IFP Advisors Inc grew its stake in Kenvue by 25.3% during the first quarter. IFP Advisors Inc now owns 15,278 shares of the company's stock worth $369,000 after buying an additional 3,081 shares during the last quarter. Starboard Value LP acquired a new stake in shares of Kenvue during the fourth quarter worth approximately $467,864,000. Kingswood Wealth Advisors LLC bought a new position in shares of Kenvue in the first quarter valued at approximately $413,000. Finally, Cooper Investors PTY Ltd. boosted its holdings in shares of Kenvue by 39.7% in the 1st quarter. Cooper Investors PTY Ltd. now owns 858,076 shares of the company's stock worth $20,577,000 after acquiring an additional 244,043 shares in the last quarter. Institutional investors and hedge funds own 97.64% of the company's stock.

About Kenvue

Kenvue Inc operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, eye care, and other products under the Tylenol, Motrin, Benadryl, Nicorette, Zarbee's, ORSLTM, Rhinocort, Calpol, and Zyrtec brands.

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