Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of Kenvue Inc. (NYSE:KVUE)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Kenvue Inc. (NYSE:KVUE). In a filing disclosed on February 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in Kenvue stock on January 9th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.

Kenvue Trading Up 0.3%

Shares of NYSE:KVUE traded up $0.07 during midday trading on Friday, reaching $18.73. 45,296,789 shares of the company’s stock were exchanged, compared to its average volume of 56,969,844. The stock has a market cap of $35.88 billion, a price-to-earnings ratio of 24.32 and a beta of 0.59. Kenvue Inc. has a fifty-two week low of $14.02 and a fifty-two week high of $25.17. The firm’s 50 day simple moving average is $17.54 and its two-hundred day simple moving average is $17.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.98 and a quick ratio of 0.69.

Kenvue (NYSE:KVUE) last announced its earnings results on Tuesday, February 17th. The company reported $0.27 earnings per share for the quarter, topping the consensus estimate of $0.22 by $0.05. The company had revenue of $3.78 billion during the quarter, compared to analyst estimates of $3.68 billion. Kenvue had a net margin of 9.72% and a return on equity of 19.86%. Kenvue’s revenue was up 3.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.26 earnings per share. As a group, sell-side analysts forecast that Kenvue Inc. will post 1.14 EPS for the current fiscal 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 issued a dividend of $0.2075 per share. 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 dividend payout ratio is currently 107.79%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. Invesco Ltd. raised its position in Kenvue by 3.1% in the 4th quarter. Invesco Ltd. now owns 17,551,036 shares of the company’s stock valued at $302,755,000 after purchasing an additional 522,696 shares in the last quarter. Alberta Investment Management Corp increased its stake in shares of Kenvue by 50.1% during the fourth quarter. Alberta Investment Management Corp now owns 1,661,616 shares of the company’s stock worth $28,663,000 after buying an additional 554,900 shares during the period. Strive Financial Group LLC acquired a new stake in Kenvue in the fourth quarter valued at approximately $127,000. Mercer Global Advisors Inc. ADV raised its holdings in Kenvue by 16.7% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 72,316 shares of the company’s stock valued at $1,247,000 after acquiring an additional 10,348 shares in the last quarter. Finally, EP Wealth Advisors LLC purchased a new position in Kenvue in the fourth quarter worth approximately $320,000. 97.64% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Kenvue

In other news, Director Jeffrey C. Smith acquired 3,200,000 shares of Kenvue stock in a transaction dated Friday, December 12th. The shares were acquired at an average cost of $17.37 per share, for a total transaction of $55,584,000.00. Following the acquisition, the director owned 27,307,632 shares of the company’s stock, valued at $474,333,567.84. This trade represents a 13.27% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 1.68% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Kenvue in a research report on Friday, January 9th. Deutsche Bank Aktiengesellschaft set a $18.00 price target on Kenvue in a research report on Friday, October 24th. Canaccord Genuity Group boosted their price objective on Kenvue from $17.00 to $18.00 and gave the company a “hold” rating in a report on Wednesday. Johnson Rice reissued a “neutral” rating on shares of Kenvue in a research note on Tuesday, October 28th. Finally, Barclays raised their target price on Kenvue from $17.00 to $18.00 and gave the company an “equal weight” rating in a report on Monday, November 10th. Four research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $20.08.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Kenvue

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.