Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$34.2B
1,921M shares
52-week range
$14.02 – $20.13
64% from low
Sector
PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS
Exchange
NYSE
CS
P/S (TTM)
2.2
EV / FCF (TTM)
19.8
Kenvue is the world's largest pure-play consumer health company by sales, generating over $15 billion in annual revenue. Formerly known as Johnson & Johnson's consumer segment, Kenvue spun off and went public in May 2023. It operates in a variety of categories within consumer health, such as cough, cold, and allergy care, pain management, face and body care, and oral care, as well as women's health. Its portfolio has some of the most well-known brands in the space, including Tylenol, Listerine, Johnson's, Aveeno, and Neutrogena. Kenvue announced in November 2025 that it signed a deal to be fully acquired by Kimberly-Clark, with the deal expected to close during the second half of 2026.
www.kenvue.comNo one on the platform currently holds KVUE.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 4,141,512 | $71.4M |
| Third Point LLCas of 2025-12-31 | 3,250,000 | $56.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-21 | $0.2100 | 2026-10-02 |
| 2026-08-12 | $0.2100 | 2026-08-26 |
| 2026-05-13 | $0.2075 | 2026-05-27 |
| 2026-02-11 | $0.2075 | 2026-02-25 |
| 2025-11-12 | $0.2075 | 2025-11-26 |
| 2025-08-13 | $0.2075 | 2025-08-27 |
| 2025-05-14 | $0.2050 | 2025-05-28 |
| 2025-02-12 | $0.2050 | 2025-02-26 |
| 2024-11-13 | $0.2050 | 2024-11-27 |
| 2024-08-14 | $0.2050 | 2024-08-28 |
No one on the platform has traded KVUE yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 10.9% | 9.4% | — | — | — | |
| Rev. Growth % | -2.1% | 0.9% | ||||
| Profit Margin % | 9.7% | 11.0% | ||||
| Free Cash Flow Margin % | 11.4% | 10.4% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.5% on the P/E track.
At today's price, your expected annual return is +7.6% on the P/E track.
At today's price, your expected annual return is +11.2% on the P/E track.
| 124,950 |
| $2.2M |
| 2024-05-07 | $0.2000 | 2024-05-22 |
| 2024-02-13 | $0.2000 | 2024-02-28 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $15.6B | +3.9% | $1.18 | $1.05–$1.26 | 15.2× | 8 |
| 2027 | $16.0B | +2.3% | $1.25 | $1.18–$1.34 | 14.4× | 8 |
| 2028 | $16.5B | +3.2% | $1.33 | $1.28–$1.40 | 13.4× | 3 |
| 2029 | $17.1B | +3.5% | $1.43 | $1.41–$1.44 | 12.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $0.32 | $0.31 | -2.7% |
| 2026-05-07 | $0.26 | $0.32 | +22.1% |
| 2026-02-17 | $0.22 | $0.27 | +21.2% |
| 2025-11-03 | $0.26 | $0.28 | +7.6% |
| 2025-08-07 | $0.28 | $0.29 | +2.9% |
| 2025-05-08 | $0.23 | $0.24 | +5.5% |
| 2025-02-06 | $0.26 | $0.26 | +0.0% |
| 2024-11-07 | $0.27 |
| $0.28 |
| +2.8% |
| $35.2B |
| — |
| JBSJbs N.V. | $12.51 | -0.64% | $27.7B | — |
| KKellanova | $83.44 | -0.01% | $29.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$KVUE Share Price: $17.92 Contract Selected: Oct 09, 2026 $20 Calls Buy Zone: $0.05 – $0.06 Target Zone: $0.07 – $0.09 Potential Upside: 50% ROI Time to Expiration: 24 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗
Kimberly-Clark is buying Kenvue for $40B. Kimberly-Clark itself is only worth $33B... $KMB $KVUE
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$KMB $KVUE Kimberly-Clark readies asset sales in bid for EU nod for Kenvue deal, sources say - Reuters https://ooc.bz/l/114017
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$KVUE massive symmetrical triangle on the daily chart. Sitting on diagonal + horizontal support here + 200 DMA. - Kenvue, the maker of Tylenol, along with several retailers and pharmacy chains, has asked a federal appeals court to reconsider its decision to revive more than 500 lawsuits alleging a link between Tylenol use and autism 💊
View on StockTwits ↗$KVUE Share Price: $17.78 Contract Selected: Oct 02, 2026 $20 Calls Buy Zone: $0.12 – $0.15 Target Zone: $0.20 – $0.25 Potential Upside: 55% ROI Time to Expiration: 21 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗
My Favorite Consumer Staples Play Right Now $KMB $KVUE Also Mentions: $K $BUD https://talkmarkets.com/article/my-favorite-consumer-staples-play-right-now-1788970940
View on StockTwits ↗$KVUE Share Price: $18.72 Contract Selected: Oct 02, 2026 $20 Calls Buy Zone: $0.08 – $0.10 Target Zone: $0.15 – $0.19 Potential Upside: 70% ROI Time to Expiration: 24 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗
$KVUE quietly seeing some institutional attention lately. Not the flashiest name on the board but the accumulation pattern is worth watching. Consumer staples names like this tend to attract steady hands over hype chasers. Keeping this one on the radar.
View on StockTwits ↗$KVUE Share Price: $18.72 Contract Selected: Sep 25, 2026 $20 Calls Buy Zone: $0.08 – $0.09 Target Zone: $0.14 – $0.17 Potential Upside: 71% ROI Time to Expiration: 20 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗
$KVUE it should dip under 18 given KMBs current SP.
View on StockTwits ↗$KVUE Share Price: $18.92 Contract Selected: Sep 25, 2026 $20 Calls Buy Zone: $0.08 – $0.09 Target Zone: $0.14 – $0.17 Potential Upside: 71% ROI Time to Expiration: 21 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗
$RKT has more than one shot. 👀 September → scheduled Q4 $KMB / $KVUE close → possible wildcard December → scheduled $AES close → another wildcard More than one door can open. 🚪
View on StockTwits ↗
Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.