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

Kenvue (NYSE:KVUE) released its quarterly earnings results 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 during the quarter, compared to the consensus estimate of $3.97 billion. Kenvue had a net margin of 10.61% and a return on equity of 20.81%. The firm’s quarterly revenue was up 3.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.29 earnings per share.

Kenvue Stock Performance

NYSE KVUE traded down $0.01 during trading hours on Friday, reaching $19.18. The stock had a trading volume of 4,315,099 shares, compared to its average volume of 28,749,828. The stock has a fifty day moving average of $18.73 and a 200 day moving average of $18.08. The stock has a market cap of $36.82 billion, a P/E ratio of 22.56, a price-to-earnings-growth ratio of 1.49 and a beta of 0.47. Kenvue has a 52-week low of $14.02 and a 52-week high of $21.95. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.70 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 26th. Investors of record on Wednesday, August 12th will be issued a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 4.4%. This is a positive change from Kenvue’s previous quarterly dividend of $0.21. The ex-dividend date of this dividend is Wednesday, August 12th. Kenvue’s dividend payout ratio is presently 97.65%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on KVUE shares. UBS Group raised their target price on shares of Kenvue from $18.00 to $20.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. Wall Street Zen upgraded Kenvue to a “buy” rating in a report on Sunday, July 12th. Barclays raised their price objective on Kenvue from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Citigroup reduced their target price on Kenvue from $20.00 to $19.00 and set a “neutral” rating on the stock in a research report on Wednesday, April 15th. Finally, Zacks Research cut Kenvue from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Three equities research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $19.58.

Key Kenvue News

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales increased 3.0% year over year to approximately $3.96 billion, supported by higher prices and volumes. Self Care sales rose 2.2%, Skin Health and Beauty advanced 5.1%, and Essential Health grew 2.3%. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Net income rose to $456 million from $420 million a year earlier, while diluted EPS increased to $0.24 from $0.22 on a reported basis. Six-month operating cash flow was $1.2 billion and free cash flow was $1.0 billion, providing financial support during the pending transaction. Kenvue Q2 net sales rise 3% as diluted EPS hits 24 cents
• Neutral Sentiment: Kenvue is continuing to prepare for its acquisition by Kimberly-Clark, which is expected to close in the fourth quarter of 2026, subject to regulatory approvals and other customary conditions. The company declined to provide forward-looking guidance because of the pending transaction. How Reddit and Wall Street See Kenvue as Buyout Nears
• Negative Sentiment: Adjusted EPS came in at $0.31, below the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. The miss was attributed to narrowing margins as inflation, tariffs and currency-related costs increased pressure on profitability. Kenvue misses quarterly estimates as inflation, tariffs squeeze margins

Hedge Funds Weigh In On Kenvue

A number of institutional investors have recently bought and sold shares of KVUE. Cibc World Markets Corp acquired a new position in Kenvue during the fourth quarter worth $162,193,000. Bank of Montreal Can raised its holdings in shares of Kenvue by 603.8% during the 4th quarter. Bank of Montreal Can now owns 9,384,200 shares of the company’s stock worth $161,877,000 after acquiring an additional 8,050,823 shares during the period. Starboard Value LP raised its holdings in shares of Kenvue by 30.5% during the 4th quarter. Starboard Value LP now owns 27,307,632 shares of the company’s stock worth $471,057,000 after acquiring an additional 6,377,694 shares during the period. Marshall Wace LLP boosted its position in shares of Kenvue by 560.2% during the 4th quarter. Marshall Wace LLP now owns 5,826,776 shares of the company’s stock valued at $100,512,000 after acquiring an additional 4,944,173 shares during the last quarter. Finally, Voloridge Investment Management LLC acquired a new position in shares of Kenvue during the 4th quarter valued at about $74,175,000. 97.64% of the stock is owned by hedge funds and other institutional investors.

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.