Kenvue Inc. $KVUE Shares Sold by Fifth Third Bancorp

Fifth Third Bancorp cut its stake in shares of Kenvue Inc. (NYSE:KVUE) by 19.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 191,300 shares of the company’s stock after selling 47,628 shares during the quarter. Fifth Third Bancorp’s holdings in Kenvue were worth $3,105,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in KVUE. CWM LLC lifted its position in Kenvue by 6.6% during the 2nd quarter. CWM LLC now owns 31,265 shares of the company’s stock worth $654,000 after acquiring an additional 1,923 shares during the period. Allianz Asset Management GmbH raised its stake in shares of Kenvue by 57.6% in the second quarter. Allianz Asset Management GmbH now owns 45,368 shares of the company’s stock worth $950,000 after purchasing an additional 16,580 shares during the last quarter. International Assets Investment Management LLC raised its stake in shares of Kenvue by 115.5% in the second quarter. International Assets Investment Management LLC now owns 22,082 shares of the company’s stock worth $462,000 after purchasing an additional 11,835 shares during the last quarter. Phoenix Financial Ltd. acquired a new stake in shares of Kenvue during the second quarter worth about $210,000. Finally, Whittier Trust Co. boosted its position in Kenvue by 5.6% in the second quarter. Whittier Trust Co. now owns 16,325 shares of the company’s stock valued at $342,000 after buying an additional 871 shares during the last quarter. Hedge funds and other institutional investors own 97.64% of the company’s stock.

Kenvue News Roundup

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Kenvue reported stronger-than-expected adjusted Q4 results (adjusted EPS $0.27 vs. ~$0.22 consensus) and revenue that beat or matched Street views, with management citing margin gains and broad-based global growth — a near-term earnings beat that supports the stock. Kenvue Tops Q4 Earnings Estimates, Advances Toward Kimberly‑Clark Deal
• Positive Sentiment: The proposed acquisition by Kimberly‑Clark is making visible progress, which investors view as a catalyst for potential strategic and cost synergies; coverage highlights the deal moving forward alongside Kenvue’s results. Kenvue Surges as Earnings Beat, Kimberly‑Clark Merger Gains Steam
• Neutral Sentiment: Kenvue’s official release reiterated stronger top‑ and bottom‑line execution in Q4 and management’s focus on performance as it looks to 2026 — useful context but largely restates the beat and strategic priorities. Kenvue Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Kenvue announced a global headcount reduction (~3.5% of workforce) and other restructuring steps tied to the Kimberly‑Clark transaction — a move that should lower future costs but may bring one‑time charges and integration/execution risk in the near term. Kenvue to Cut 3.5% of Workforce Ahead of Kimberly‑Clark Deal
• Negative Sentiment: Third‑party reports note GAAP/diluted EPS and operating cash‑flow softness versus some estimates (differences between adjusted vs. GAAP metrics), and data showing significant institutional rebalancing — factors that introduce downside risk if cash generation and accounting metrics continue to lag. Kenvue Inc. (KVUE) Releases Q4 2025 Earnings: Revenue Slightly Beats, EPS Misses

Insider Buying and Selling at Kenvue

In other Kenvue news, Director Jeffrey C. Smith bought 3,200,000 shares of the firm’s stock in a transaction dated Friday, December 12th. The shares were purchased at an average price of $17.37 per share, for a total transaction of $55,584,000.00. Following the transaction, the director directly owned 27,307,632 shares of the company’s stock, valued at approximately $474,333,567.84. This represents a 13.27% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 1.68% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

KVUE has been the subject of a number of recent research reports. Johnson Rice reissued a “neutral” rating on shares of Kenvue in a research report on Tuesday, October 28th. Barclays increased their price objective on shares of Kenvue from $17.00 to $18.00 and gave the stock an “equal weight” rating in a research note on Monday, November 10th. Canaccord Genuity Group raised their target price on shares of Kenvue from $17.00 to $18.00 and gave the stock a “hold” rating in a report on Wednesday. Edward Jones downgraded shares of Kenvue from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 3rd. Finally, Deutsche Bank Aktiengesellschaft set a $18.00 price target on Kenvue in a research report on Friday, October 24th. Four investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, Kenvue currently has an average rating of “Hold” and an average target price of $20.08.

Kenvue Trading Up 2.5%

Shares of Kenvue stock opened at $18.87 on Thursday. The firm has a 50-day simple moving average of $17.48 and a two-hundred day simple moving average of $17.66. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.69 and a current ratio of 0.98. Kenvue Inc. has a fifty-two week low of $14.02 and a fifty-two week high of $25.17. The company has a market cap of $36.15 billion, a P/E ratio of 24.51 and a beta of 0.59.

Kenvue (NYSE:KVUE) last posted its earnings results on Tuesday, February 17th. The company reported $0.27 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.05. The firm had revenue of $3.78 billion for the quarter, compared to analysts’ expectations of $3.68 billion. Kenvue had a return on equity of 19.86% and a net margin of 9.72%.The company’s quarterly revenue was up 3.2% on a year-over-year basis. During the same period last year, the firm earned $0.26 EPS. As a group, equities analysts predict that Kenvue Inc. will post 1.14 earnings per share for the current fiscal year.

Kenvue Dividend Announcement

The firm also recently disclosed 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 is Wednesday, February 11th. This represents a $0.83 dividend on an annualized basis and a dividend yield of 4.4%. Kenvue’s payout ratio is 110.67%.

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.