Kenvue (KVUE)
Markets OTC medicines and personal-care brands including Tylenol, Neutrogena, and Listerine worldwide.
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Sells OTC medicines, skin and hair care, oral care, baby care, wound care, and menstrual-health products through established global brands and broad retail distribution. Self Care is the largest of three segments, while roughly half of sales come from outside North America and a Kimberly-Clark acquisition remains pending.
Markets over-the-counter medicines and personal-care products through Self Care, Skin Health and Beauty, and Essential Health. Tylenol and Zyrtec cover pain and allergy relief; Neutrogena and Aveeno skin and hair care; Listerine oral care; Band-Aid wound care; and Johnson's baby care.
Combines consumer research, clinical testing, healthcare-professional engagement, and digital marketing to manage brands across retail and e-commerce channels worldwide; roughly half of sales come from outside North America. Most production volume is manufactured internally, while third parties supply the balance and operate most distribution centers.
OTC claims and manufacturing are regulated by health authorities, while product safety, retailer relationships, and external supply partners remain structural dependencies. A shareholder-approved cash-and-stock acquisition by Kimberly-Clark remains pending foreign regulatory approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 21, 2026 | Barclays | Reiterate | Rating: —Target: $18 | Target: $19 |
| Jul 16, 2026 | UBS | Reiterate | Rating: —Target: $19 | Target: $20 |
| Apr 14, 2026 | Barclays | Reiterate | Rating: —Target: $17 | Target: $18 |
| Feb 18, 2026 | UBS | Reiterate | Rating: —Target: $17 | Target: $19 |
| Feb 18, 2026 | Canaccord Genuity | Reiterate | Rating: —Target: $15 | Target: $18 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $1.11B · Total debt $8.48B · Total assets $26.74B · Shareholders' equity $10.55B
- Revenue
- $3.96B
- Operating income
- $699.0M
- Net income
- $456.0M
HistoryDividendAnnual yield
| Institutions | 95.01% | 1.82B shares | |
|---|---|---|---|
| 1,037 holders · as of Jun 30, 2026 | |||
| Insiders | 0.04% | 854.0K shares | |
| 16 holders · as of Aug 4, 2026 | |||
| Strategic holders | 9.49% | 182.33M shares | |
| 1 holder · as of Jan 24, 2024 | |||
| Adds to | 104.54% | ||
1.92B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 104.54%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Johnson & JohnsonStrategic10 percent owner | 9.49% | 182.33M | filed Jan 24, 2024 |
FMR LLCInstitution | 8.18% | 157.05M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 7.85% | 150.83M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.52% | 125.31M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.33% | 121.62M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 10, 2026 | Heather Howlett | officer: CFO & CAO | −3,700 | $18.11 |
| May 8, 2026 | Matthew Orlando | officer: General Counsel | −38,491 | $17.66 |
| Dec 11, 2025 | Jeffrey C. Smith | director | +3,177,694 | $17.43 |
| Dec 12, 2025 | Jeffrey C. Smith | director | +3,200,000 | $17.37 |
- Procter & Gamble
Competes across all three KVUE segments: oral care, skin/beauty, OTC, and baby.
- Haleon (ADR)
Pure-play OTC mirror; Advil vs Tylenol is the most direct head-to-head rivalry.
- Unilever (ADR)
Dove and Vaseline contest Aveeno/Neutrogena in skin and body care globally.
- Colgate-Palmolive
Colgate mouthwash contests Listerine; Palmolive competes in personal care.
- Kimberly-Clark
Huggies vs Johnson's Baby; Kotex vs Stayfree — and also the pending acquirer.
- Estée Lauder Companies
Clinique and The Ordinary contest Neutrogena in the prestige skincare tier.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kenvue | $17.87 | +1.13% | $33.93B | 20.3 | 15.0 | 2.2 | +3.0% |
| Procter & Gamble | $148.14 | +1.41% | $347.33B | 22.1 | 21.2 | 4.0 | +1.5% |
| Haleon (ADR) | $9.26 | −1.07% | $41.22B | 19.5 | — | 2.8 | +3.7% |
| Unilever (ADR) | $63.03 | +1.38% | $133.93B | 21.1 | — | 2.5 | −17.9% |
| Colgate-Palmolive | $87.00 | +0.86% | $69.02B | 34.2 | 22.2 | 3.3 | +4.9% |
| Kimberly-Clark | $98.87 | +1.16% | $32.44B | 16.6 | 14.1 | 2.0 | +0.6% |
| Estée Lauder Companies | $100.19 | +4.00% | $34.84B | 192.7 | 30.2 | 2.3 | +6.5% |
| Median | 21.6 | 21.7 | 2.7 | +2.6% |