Beacon Investment Advisory Services Inc. Sells 64,807 Shares of Kenvue Inc. $KVUE

Beacon Investment Advisory Services Inc. lowered its position in shares of Kenvue Inc. (NYSE:KVUE) by 88.0% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 8,836 shares of the company’s stock after selling 64,807 shares during the quarter. Beacon Investment Advisory Services Inc.’s holdings in Kenvue were worth $169,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in KVUE. Vanguard Group Inc. grew its stake in shares of Kenvue by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 234,951,484 shares of the company’s stock worth $4,052,913,000 after purchasing an additional 1,604,040 shares during the last quarter. State Street Corp raised its position in Kenvue by 3.5% during the 4th quarter. State Street Corp now owns 118,865,134 shares of the company’s stock valued at $2,050,424,000 after purchasing an additional 4,063,257 shares during the last quarter. Geode Capital Management LLC raised its position in Kenvue by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 49,862,574 shares of the company’s stock valued at $856,778,000 after purchasing an additional 371,322 shares during the last quarter. Independent Franchise Partners LLP lifted its holdings in Kenvue by 56.3% in the 4th quarter. Independent Franchise Partners LLP now owns 48,146,476 shares of the company’s stock worth $830,527,000 after buying an additional 17,343,785 shares during the period. Finally, Norges Bank purchased a new stake in Kenvue in the 4th quarter worth approximately $756,862,000. Institutional investors own 97.64% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on KVUE. Wall Street Zen lowered Kenvue from a “buy” rating to a “hold” rating in a research report on Saturday. Zacks Research lowered Kenvue from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 7th. Citigroup cut their price target on shares of Kenvue from $20.00 to $19.00 and set a “neutral” rating on the stock in a report on Wednesday, April 15th. Barclays boosted their price objective on shares of Kenvue from $18.00 to $19.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 21st. Finally, UBS Group upped their price objective on shares of Kenvue from $18.00 to $20.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. Three investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $19.36.

Kenvue Trading Up 0.2%

NYSE:KVUE opened at $19.22 on Friday. The company has a market cap of $36.91 billion, a PE ratio of 22.09, a price-to-earnings-growth ratio of 1.46 and a beta of 0.47. The company has a current ratio of 0.98, a quick ratio of 0.70 and a debt-to-equity ratio of 0.67. The company has a 50 day simple moving average of $18.77 and a two-hundred day simple moving average of $18.09. Kenvue Inc. has a 12 month low of $14.02 and a 12 month high of $21.95.

Kenvue (NYSE:KVUE) last released its quarterly earnings results on Thursday, August 6th. The company reported $0.31 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.01). The firm had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.97 billion. Kenvue had a net margin of 10.76% and a return on equity of 21.17%. Kenvue’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same period in the previous year, the company earned $0.29 earnings per share. Research analysts forecast that Kenvue Inc. will post 1.15 earnings per share for the current year.

Kenvue Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be issued a $0.21 dividend. This is a positive change 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%. The ex-dividend date of this dividend is Wednesday, August 12th. Kenvue’s dividend payout ratio is currently 95.40%.

Trending Headlines about Kenvue

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% year over year to $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, with growth across Self Care, Skin Health and Beauty, and Essential Health. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Net income increased to $456 million from $420 million a year earlier, while adjusted diluted EPS reached $0.31 versus $0.29 in the prior-year quarter. Six-month operating cash flow was $1.2 billion and free cash flow was $1.0 billion. Kenvue Q2 net sales rise 3% as diluted EPS hits 24 cents
• Neutral Sentiment: The Kimberly-Clark transaction remains expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. Kenvue is withholding forward guidance because of the pending deal, limiting visibility for investors. How Reddit and Wall Street See Kenvue as Buyout Nears
• Negative Sentiment: Adjusted EPS of $0.31 fell short of the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. The miss was unusual for Kenvue and contributed to the recent decline in the stock. Kenvue misses quarterly estimates as inflation, tariffs squeeze margins
• Negative Sentiment: Margins narrowed as inflation, tariffs and currency-related costs offset part of the benefit from pricing and volume gains, raising concerns about near-term profitability and the company’s turnaround execution. KVUE Q2 Earnings Miss Estimates as Margins Narrows Sales Rise

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.