Waycross Partners LLC Purchases New Stake in Kenvue Inc. $KVUE

Waycross Partners LLC bought a new position in shares of Kenvue Inc. (NYSE:KVUE) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 200,000 shares of the company’s stock, valued at approximately $3,246,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Cornerstone Planning Group LLC boosted its holdings in Kenvue by 705.2% in the 3rd quarter. Cornerstone Planning Group LLC now owns 1,554 shares of the company’s stock valued at $25,000 after purchasing an additional 1,361 shares during the period. NBT Bank N A NY grew its position in Kenvue by 180.3% in the third quarter. NBT Bank N A NY now owns 1,564 shares of the company’s stock valued at $25,000 after acquiring an additional 1,006 shares during the last quarter. Salomon & Ludwin LLC acquired a new stake in Kenvue in the third quarter valued at approximately $25,000. Golden State Wealth Management LLC grew its position in Kenvue by 150.1% during the 3rd quarter. Golden State Wealth Management LLC now owns 1,983 shares of the company’s stock worth $32,000 after acquiring an additional 1,190 shares during the last quarter. Finally, Trust Co. of Vermont raised its holdings in Kenvue by 50.9% in the 3rd quarter. Trust Co. of Vermont now owns 2,385 shares of the company’s stock valued at $39,000 after buying an additional 804 shares during the last quarter. Institutional investors and hedge funds own 97.64% of the company’s stock.

Kenvue Stock Performance

Shares of KVUE opened at $18.42 on Wednesday. The company has a market capitalization of $35.29 billion, a price-to-earnings ratio of 24.56 and a beta of 0.59. Kenvue Inc. has a 12 month low of $14.02 and a 12 month high of $25.17. The company has a current ratio of 0.98, a quick ratio of 0.69 and a debt-to-equity ratio of 0.66. The stock has a 50 day moving average of $17.45 and a 200 day moving average of $17.65.

Kenvue (NYSE:KVUE) last issued its quarterly earnings results on Tuesday, February 17th. The company reported $0.27 earnings per share for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. Kenvue had a net margin of 9.55% and a return on equity of 20.02%. The company had revenue of $3.78 billion for the quarter, compared to the consensus estimate of $3.68 billion. During the same period in the previous year, the firm earned $0.26 EPS. The firm’s quarterly revenue was up 3.2% on a year-over-year basis. As a group, sell-side analysts forecast that Kenvue Inc. will post 1.14 earnings per share for the current year.

Kenvue Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be given a $0.2075 dividend. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $0.83 annualized dividend and a dividend yield of 4.5%. Kenvue’s payout ratio is 110.67%.

More Kenvue News

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Reported Q4 results beat expectations on the top and bottom line — revenue of ~$3.78B (≈+3.2% y/y) and EPS $0.27 vs. consensus ~$0.22; management pointed to stronger Q4 execution. Kenvue Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Independent outlets and earnings summaries highlighted the beat on EPS and revenue, which supports near-term earnings durability and underpins current analyst forecasts. Kenvue (KVUE) Beats Q4 Earnings and Revenue Estimates
• Neutral Sentiment: Market coverage offers mixed takes — some previews and snapshots emphasize steady execution, while others flag softer underlying sales trends that may alter the investment case. Is Kenvue’s (KVUE) Profitability Strengthening Despite Softer Sales?
• Neutral Sentiment: Some outlets ran headlines calling revenue a miss or “slightly” missing certain models — the beats/misses vary by benchmark, creating short-term headline noise for traders. Kenvue Q4 revenue misses estimates as shares edge higher
• Negative Sentiment: Kenvue announced a ~3.5% global workforce reduction as part of restructuring ahead of the proposed Kimberly‑Clark deal — cost-cutting can boost margins but raises execution and integration risk around the takeover. Kenvue beats quarterly estimates, announces job cuts amid Kimberly-Clark acquisition
• Negative Sentiment: Third‑party reports flagged weaker cash flow (large y/y drop in operating cash) and mixed line‑item takes on EPS — these metrics are likely a focus for investors and could pressure sentiment if trends persist. Kenvue Inc. Releases Q4 2025 Earnings

Analysts Set New Price Targets

A number of research firms have commented on KVUE. Weiss Ratings reiterated a “hold (c-)” rating on shares of Kenvue in a research report on Friday, January 9th. Evercore set a $18.00 price objective on shares of Kenvue in a research report on Tuesday, October 28th. Jefferies Financial Group downgraded shares of Kenvue from a “buy” rating to a “hold” rating and reduced their price target for the company from $23.00 to $18.00 in a research report on Friday, January 30th. Edward Jones downgraded Kenvue from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 3rd. Finally, UBS Group restated a “neutral” rating on shares of Kenvue in a report on Wednesday. Four research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $19.46.

Insider Buying and Selling

In other Kenvue news, Director Jeffrey C. Smith acquired 3,200,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was bought at an average cost of $17.37 per share, with a total value of $55,584,000.00. Following the acquisition, the director owned 27,307,632 shares in the company, valued at approximately $474,333,567.84. This represents a 13.27% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 1.68% of the company’s stock.

Kenvue 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.