KVUE

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Kenvue’s latest analyst update keeps the central fair value target steady at US$19.58, so the focus has shifted to how firmly that level can be supported. Around this anchor, research houses have nudged individual targets up or down near US$19 as they weigh recent Q4 results against refreshed growth and margin assumptions. As you read on, you will see how these moving pieces shape the evolving story and what to watch as sentiment around the stock develops. Stay updated as the Fair Value for Kenvue shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Kenvue. UBS lifted its target to US$19 from US$17 after what it called a better than feared Q4, and kept a Neutral rating. This supports the idea that recent results helped shore up confidence around the current valuation range. Barclays moved its target to US$19 from US$18 following the Q4 report, keeping an Equal Weight rating and updating its model. This reinforces the cluster of fair value views around the high teens. Canaccord increased its target to US$18 from US$17 and kept a Hold rating after Kenvue reported a beat on both revenue and earnings, with all three business segments posting year over year growth helped by FX tailwinds. Citi raised its target to US$20 from US$18 while maintaining a Neutral stance, placing the upper edge of recent targets slightly above the current fair value anchor. More recent moves from Citi, Barclays, and UBS include US$1 target cuts, which indicate that some prior optimism has been tempered as analysts reassess growth and margin assumptions against the latest data. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! We've flagged 2 risks for Kenvue. See which could impact your investment. A Texas judge rejected Kenvue's request to dismiss a lawsuit from state Attorney General Ken Paxton, which alleges the company falsely marketed Tylenol by concealing autism and other risks to children when pregnant women use the drug. A rumor involving Kenvue was highlighted in Ben Harrington's M&A focused Betaville blog, according to contacts cited by The Fly. Chief Finan...

SUMMIT, N.J. (AP) — SUMMIT, N.J. (AP) — Kenvue Inc. (KVUE) on Thursday reported first-quarter earnings of $474 million. On a per-share basis, the Summit, New Jersey-based company said it had net income of 25 cents. Earnings, adjusted for one-time gains and costs, were 32 cents per share. The results topped Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 27 cents per share. The consumer health company posted revenue of $3.91 billion in the period, which also beat Street forecasts. Three analysts surveyed by Zacks expected $3.87 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on KVUE at https://www.zacks.com/ap/KVUE

Kenvue (KVUE) came out with quarterly earnings of $0.32 per share, beating the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +19.90%. A quarter ago, it was expected that this consumer health company would post earnings of $0.22 per share when it actually produced earnings of $0.27, delivering a surprise of +22.73%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Kenvue, which belongs to the Zacks Consumer Products - Staples industry, posted revenues of $3.91 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.91%. This compares to year-ago revenues of $3.74 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Kenvue shares have added about 2.5% since the beginning of the year versus the S&P 500's gain of 7.6%. While Kenvue has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Kenvue was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stock...

Net Sales Increased 4.5%; Organic Sales1 Increased 0.7% Diluted EPS Increased 47% to $0.25; Adjusted Diluted EPS1 Increased 33% to $0.32 SUMMIT, N.J., May 07, 2026--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) today announced financial results for the fiscal first quarter ended March 29, 2026. "Our year is off to an encouraging start, as our continued efforts to strengthen the business and sharpen execution resulted in delivering net and organic sales growth for the second consecutive quarter, along with meaningful year-over-year improvement in gross margin, operating margin, and EPS," said Kirk Perry, Chief Executive Officer. "We remain confident in our ability to navigate ongoing macro uncertainty, as we accelerate our organization and business transformation through our new strategic plans and work toward completing our value-creating combination with Kimberly-Clark in the second half of this year." First Quarter Summary Net sales increased 4.5% vs the prior year period, reflecting Organic sales1 growth of 0.7% and a foreign currency benefit of 3.8%. Gross profit margin was 58.9% vs 58.0% in the prior year period. Adjusted gross profit margin1 was 60.8% vs 60.0% in the prior year period. Operating income margin was 19.6% vs 14.9% in the prior year period. Adjusted operating income margin1 was 24.0% vs 19.8% in the prior year period. Diluted earnings per share were $0.25 vs $0.17 in the prior year period. Adjusted diluted earnings per share1 were $0.32 vs $0.24 in the prior year period. Due to the pending transaction with Kimberly-Clark, the Company will not be providing forward-looking guidance. First Quarter 2026 Financial Results Net Sales and Organic Sales First quarter 2026 Net sales increased 4.5% vs the prior year period, reflecting Organic sales growth of 0.7% and a foreign currency benefit of 3.8%. Organic sales growth was driven by favorable value realization of 1.0%, partially offset by a 0.3% volume decrease. Gross Profit Margin and Operating Income Margin First quarter 2026 Gross profit margin expanded 90 basis points to 58.9% from 58.0% in the prior year period. Adjusted gross profit margin expanded 80 basis points to 60.8% from 60.0% in the prior year period. The year-over-year improvement in both measures largely reflects the savings from productivity gains attributable to our global supply chain optimization initiatives and favorable value re...

Kenvue (KVUE) reported fiscal Q1 adjusted earnings Thursday of $0.32 per diluted share, up from $0.2

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Kenvue (KVUE) has attracted fresh attention as investors weigh its current share price of US$17.43 against its recent return profile, with the stock showing a small gain over the past month but a negative past 3 months. For context, Kenvue reports annual revenue of US$15.1b and net income of US$1.5b across its three segments: Self Care, Skin Health and Beauty, and Essential Health. This gives investors a consumer health business with globally diversified sales. See our latest analysis for Kenvue. While the recent 1-month share price return of 1.69% suggests some support around the current US$17.43 level, the 1-year total shareholder return of 23.10% decline points to fading longer term momentum as investors reassess Kenvue’s risk and return profile. If Kenvue has you thinking more broadly about portfolio ideas, this is a good moment to scan for other consumer and healthcare names with strong fundamentals and differentiated growth drivers using our 17 top founder-led companies With Kenvue trading at US$17.43, alongside an indicated intrinsic discount and a lower value score, the key question is simple: is this a mispriced consumer health stock, or is the market already accounting for expectations of its future growth? According to the most followed narrative, Kenvue’s fair value sits at $25.09 versus the recent $17.43 close, which implies a sizable valuation gap worth understanding. Read the complete narrative. Want to see what is behind that gap between price and fair value? The narrative leans on steady revenue expansion, healthier margins, and a premium earnings multiple tied to consumer health brands. Result: Fair Value of $25.09 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on key risks, including input cost pressure that could push shoppers toward cheaper alternatives and ongoing reputational fallout linked to past talc litigation. Find out about the key risks to this Kenvue narrative. Here is the twist. While the narrative points to a fair value of $25.09 and labels Kenvue as 30.5% undervalued, the current P/E of 22.8x sits above the fair ratio of 20.5x, the global Personal Products average of 19.8x, and the peer average of 17.6x. This points to...

This article first appeared on GuruFocus. Organic Sales Growth: Volume plus mix growth increased by 3%. Release Date: April 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Kimberly-Clark Corp (NASDAQ:KMB) reported solid organic sales growth with a 3% increase in volume and mix, building on two consecutive years of growth. The company is gaining market share in key areas such as Baby Care, Women's Health, and Active Aging. Kimberly-Clark Corp (NASDAQ:KMB) is delivering industry-leading productivity, enabling continued investment in product quality and marketing. The company has a strong pipeline of productivity initiatives, achieving 6% gross productivity in the first quarter. Kimberly-Clark Corp (NASDAQ:KMB) is well-positioned to integrate Kenvue brands and businesses, aiming to create a preeminent health and wellness leader. Kimberly-Clark Corp (NASDAQ:KMB) faces potential cost pressures from rising oil prices, which could impact full-year earnings. The company is dealing with a $20 million top-line impact from a distribution center fire in California, affecting North American operations. There is uncertainty regarding the impact of ongoing geopolitical tensions and commodity price volatility on future costs. Kimberly-Clark Corp (NASDAQ:KMB) anticipates a slight decline in organic sales growth in the second quarter due to strong prior-year comparisons and the distribution center fire. The company is navigating a promotional industry environment in North America, which could affect pricing strategies and margins. Warning! GuruFocus has detected 2 Warning Sign with KMB. Is KMB fairly valued? Test your thesis with our free DCF calculator. Q: Can you clarify the full-year guidance considering current commodity pressures, especially with oil prices above $100 a barrel? How do you plan to offset these pressures, and what is your strategy for pricing in North America? A: Michael Hsu, CEO, explained that the company is making progress with strong base business momentum driven by innovation. The focus is on maintaining pricing net of commodity input cost discipline. Nelson Urdaneta, CFO, added that the company is facing potential gross incremental input costs of $150 million to $170 million if oil prices remain high, but they have not built this into the outlook yet. They are working on mitigation strateg...

SUMMIT, N.J., April 29, 2026--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) today announced that its Board of Directors declared a quarterly dividend of $0.2075 per share on its common stock. The quarterly dividend is payable on May 27, 2026, to shareholders of record as of the close of business on May 13, 2026. About Kenvue Kenvue Inc. is the world’s largest pure-play consumer health company by revenue. Built on more than a century of heritage, our iconic brands, including Aveeno®, BAND-AID® Brand, Johnson’s®, Listerine®, Neutrogena® and Tylenol®, are science-backed and recommended by healthcare professionals around the world. At Kenvue, we realize the extraordinary power of everyday care. Our teams work every day to put that power in consumers’ hands and earn a place in their hearts and homes. Learn more at www.kenvue.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260429239263/en/ Contacts Investor Relations: Sofya Tsinis [email protected] Media Relations: Melissa Witt [email protected]

Strong Q1 momentum: Management said Kimberly‑Clark delivered “strong progress” under its Powering Care strategy with solid organic sales growth (volume + mix up 3%) and industry‑leading productivity that is funding reinvestment in innovation and brands. Oil‑related inflation and mitigation: Executives warned higher oil/resin prices could add roughly $150–170M of incremental input costs if oil averages $100/barrel, but emphasized a PNOC pricing discipline and levers—RGM/pricing, productivity (targeting 6% FY), supplier renegotiation and hedging (≈80% coverage)—to manage the risk. Near‑term operational headwinds and integration plans: Management expects Q2 organic growth slightly below Q1 due to a California distribution‑center fire (≈$20M top‑line, ~$50M profit impact) with recovery later in the year, while planning for the Kenvue combination continues with >40 integration teams targeting cost and revenue synergies. Interested in Kimberly-Clark Corporation? Here are five stocks we like better. 5 Baby Boomer Stock Favorites Now Trading at a Discount Kimberly-Clark (NASDAQ:KMB) executives emphasized base business momentum and productivity-driven reinvestment during the company’s first-quarter earnings call, while also fielding investor questions on emerging input cost volatility tied to oil prices and geopolitical disruptions. Chairman and CEO Mike Hsu said first-quarter performance showed “strong progress” under the company’s “Powering Care” strategy, pointing to “solid organic sales growth with volume plus mix growth increasing to 3%.” Hsu attributed the performance to “differentiated science-backed innovation at all rungs of the good, better, best ladder,” adding that the company is seeing share gains in “baby care, women’s health, and active aging.” → Pipelines and Automation: 2 Energy Plays Built for Any Oil Price Starbucks Gets a Jolt After Earnings, But Will the Buzz Last? Hsu also said the company’s supply chain organization delivered “another quarter of industry-leading productivity,” supporting investment in brands and quality. He described the operating model as “fast and lean,” helping the company remain agile in what he called a turbulent external environment. Analysts focused heavily on the potential for higher oil and resin costs to pressure results. CFO Nelson Urdaneta said the company entered the year with a “flattish” input cost inflation outl...

SUMMIT, N.J., April 23, 2026--(BUSINESS WIRE)--Kenvue Inc. (NYSE: KVUE) will announce its first quarter 2026 financial results before the market opens on May 7, 2026. Due to the pending transaction with Kimberly-Clark, Kenvue will not be hosting a quarterly conference call to review its financial results. The press release will be available on the company’s website at investors.kenvue.com. About Kenvue Kenvue Inc. is the world’s largest pure-play consumer health company by revenue. Built on more than a century of heritage, our iconic brands, including Aveeno®, BAND-AID® Brand, Johnson’s®, Listerine®, Neutrogena® and Tylenol®, are science-backed and recommended by healthcare professionals around the world. At Kenvue, we realize the extraordinary power of everyday care. Our teams work every day to put that power in consumers’ hands and earn a place in their hearts and homes. Learn more at www.kenvue.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260423759028/en/ Contacts Investor Relations: Sofya Tsinis [email protected] Media Relations: Melissa Witt [email protected]

In early March 2026, Kenvue reported Q4 and full-year 2025 results that showed sales growth across all segments and adjusted EPS above market expectations. Analysts highlighted that while Kenvue’s Self Care and Essential Health categories are performing well, its beauty portfolio may require a different approach centered on premiumization and product innovation. Next, we’ll examine how Kenvue’s earnings beat and segment strength, especially in Self Care, may influence its existing investment narrative. AI is about to change healthcare. These 34 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. To own Kenvue, you need to believe in the durability of its consumer health brands and its ability to improve profitability while simplifying a complex global portfolio. The recent earnings beat and segment strength in Self Care support that view, but the Texas Tylenol lawsuit emerging alongside upbeat analyst commentary introduces legal uncertainty that could matter more near term than the modest price target increases. The Q4 2025 results, which showed sales growth across all segments and adjusted EPS above expectations, are central to this story because they underpin analyst confidence in Self Care and Essential Health just as Kenvue works through acquisition-related change and portfolio complexity. At the same time, the call for a different approach in beauty underscores how much of the future hinges on successful innovation and mix improvements rather than broad-based volume gains. Yet even with solid Self Care momentum, investors should be aware that legal and operational complexity could still... Read the full narrative on Kenvue (it's free!) Kenvue's narrative projects $16.3 billion revenue and $2.1 billion earnings by 2028. This requires 2.6% yearly revenue growth and about a $0.7 billion earnings increase from $1.4 billion today. Uncover how Kenvue's forecasts yield a $19.83 fair value, a 13% upside to its current price. Four members of the Simply Wall St Community value Kenvue between US$19 and about US$29.98 per share, showing a wide spread of expectations. You can weigh these views against the company’s ongoing push to streamline a complex portfolio and focus on higher performing brands, which could have important consequences for future pro...

Kenvue Inc. (NYSE:KVUE) is among the 12 Low Price High Volume Stocks to Buy Right Now. On February 18, UBS raised the firm’s price target on Kenvue Inc. (NYSE:KVUE) to $19 from $17 while maintaining a Neutral rating following fourth-quarter results that were better than expected. The same day, Canaccord Genuity increased its price target to $18 from $17 and kept a Hold rating, noting that Kenvue delivered a beat on both the top and bottom lines. Analysts highlighted that all three of the company’s business segments recorded year-over-year growth for the first time since the second quarter of 2023, supported in part by favorable foreign exchange tailwinds. Also on February 18, Citigroup raised its price target on Kenvue Inc. (NYSE:KVUE) to $20 from $18 while maintaining a Neutral rating. The company reported fourth-quarter 2025 revenue of $3.78 billion, exceeding the consensus estimate of $3.69 billion. Chief Executive Officer Kirk Perry stated that the company ended 2025 with stronger top- and bottom-line performance driven by disciplined execution of strategic priorities and easier year-over-year comparisons. Management also noted its continued progress toward completing a value-creating combination with Kimberly‑Clark. Kenvue Inc. (NYSE:KVUE) was founded in 2022 as a spin-off from Johnson & Johnson and is headquartered in Summit, New Jersey. The company operates as a major global consumer health firm. Its portfolio includes widely recognized brands such as Tylenol, Neutrogena, Band‑Aid, Listerine, and Aveeno. While we acknowledge the potential of KVUE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Cheap Stocks That Will Go to the Moon According to Reddit and 10 Best Oil & Gas Drilling Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News.