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

Kenvue (NYSE:KVUE) posted 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 for the quarter, compared to analysts’ expectations of $3.97 billion. Kenvue had a return on equity of 20.81% and a net margin of 10.61%.The firm’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period last year, the business earned $0.29 earnings per share.

Kenvue Stock Performance

KVUE stock traded down $0.59 during midday trading on Thursday, hitting $19.08. 25,099,333 shares of the company traded hands, compared to its average volume of 20,800,660. Kenvue has a twelve month low of $14.02 and a twelve month high of $21.96. The company has a quick ratio of 0.70, a current ratio of 0.98 and a debt-to-equity ratio of 0.67. The business has a 50 day simple moving average of $18.73 and a 200-day simple moving average of $18.08. The stock has a market capitalization of $36.63 billion, a price-to-earnings ratio of 22.45, a price-to-earnings-growth ratio of 1.49 and a beta of 0.47.

Kenvue Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be given a dividend of $0.21 per share. The ex-dividend date of this dividend is Wednesday, August 12th. This is an increase from Kenvue’s previous quarterly dividend of $0.21. This represents a $0.84 dividend on an annualized basis and a yield of 4.4%. Kenvue’s dividend payout ratio (DPR) is currently 97.65%.

More Kenvue News

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% to approximately $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, while Skin Health and Beauty led segment growth with a 5.1% increase. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Adjusted diluted earnings per share increased to $0.31 from $0.29 a year earlier. Reported net income rose to $456 million from $420 million, while six-month operating cash flow reached $1.2 billion and free cash flow totaled $1.0 billion. Kenvue Q2 Net Sales Rise 3% as Diluted EPS Hits 24 Cents
• Neutral Sentiment: Kenvue said its acquisition by Kimberly-Clark remains on track to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. The company is withholding forward-looking guidance because of the pending transaction, limiting visibility for investors. Kenvue Second Quarter Results Fall Short of Expectations
• Negative Sentiment: Adjusted EPS of $0.31 came in below the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. KVUE Q2 Earnings Miss Estimates as Margins Narrow
• Negative Sentiment: Inflation, tariffs and foreign-exchange-related costs squeezed margins, raising concerns about the sustainability of Kenvue’s earnings improvement and contributing to the decline in its shares after the release. Kenvue Misses Quarterly Estimates as Inflation and Tariffs Squeeze Margins

Analyst Ratings Changes

A number of equities analysts recently commented on KVUE shares. Weiss Ratings upgraded Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 15th. UBS Group boosted their target price on shares of Kenvue from $18.00 to $20.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Wall Street Zen upgraded shares of Kenvue to a “buy” rating in a research note on Sunday, July 12th. Zacks Research lowered shares of Kenvue from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Finally, Citigroup lowered their target price on shares of Kenvue from $20.00 to $19.00 and set a “neutral” rating on the stock in a research report on Wednesday, April 15th. Three investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $19.58.

Insider Activity at Kenvue

In other news, General Counsel Matthew Orlando sold 38,491 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $17.66, for a total value of $679,751.06. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.59% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. B & T Capital Management DBA Alpha Capital Management increased its holdings in Kenvue by 0.3% in the fourth quarter. B & T Capital Management DBA Alpha Capital Management now owns 234,664 shares of the company’s stock worth $4,048,000 after purchasing an additional 712 shares in the last quarter. Advisory Services Network LLC boosted its holdings in shares of Kenvue by 2.0% during the 2nd quarter. Advisory Services Network LLC now owns 49,807 shares of the company’s stock worth $1,068,000 after buying an additional 983 shares in the last quarter. CIBC Private Wealth Group LLC grew its position in shares of Kenvue by 20.1% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 6,388 shares of the company’s stock worth $104,000 after buying an additional 1,068 shares during the period. Wilmington Savings Fund Society FSB increased its stake in shares of Kenvue by 4.0% in the 4th quarter. Wilmington Savings Fund Society FSB now owns 28,877 shares of the company’s stock valued at $498,000 after acquiring an additional 1,107 shares in the last quarter. Finally, Port Capital LLC lifted its position in shares of Kenvue by 10.6% during the 3rd quarter. Port Capital LLC now owns 15,994 shares of the company’s stock valued at $260,000 after acquiring an additional 1,537 shares during the period. 97.64% of the stock is currently owned by institutional investors and hedge funds.

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.