Kenvue's post-spin operating leverage is evident, with operating margin expanding from 3.9% in Q2 2024 to 17.7% in Q2 2026, while gross margin remains resilient near 58%. However, persistent volume declines in Skin Health and Beauty, coupled with a lean R&D sp...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue turned positive at 3.0% YoY in Q2 2026, with gross margin holding at 58.2% and operating margin expanding to 17.7% from 3.9% in Q2 2024, though TTM growth remains -2.1%.
KVUE's trailing and forward P/E ratios of 24.93 and 17.01 respectively indicate attractive valuation potential.
Multiple bullish theses on Kenvue Inc. have been published by analysts like Danny Green and ZeeContrarian1, highlighting positive sentiment.
A bullish thesis was published before KVUE's acquisition, suggesting underlying strength and growth prospects.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $0.31-2.7% vs $0.32 | $4.0B-0.3% vs $4.0B |
Q2 2026 May 7, 2026 | $0.32+22.1% vs $0.26 | $3.9B+1.7% vs $3.8B |
Q1 2026 Feb 17, 2026 | $0.27+21.2% vs $0.22 | $3.8B+2.6% vs $3.7B |
Q4 2025 Nov 3, 2025 | $0.28+7.6% vs $0.26 | $3.8B-1.5% vs $3.8B |
While investors pile into pricey AI darlings, a handful of battle-tested Dividend Kings have quietly slipped to levels that scream value, and Wall Street analysts see serious upside ahead for 2027.
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Corient Private Wealth LP trimmed its position in Kenvue Inc. (NYSE: KVUE) by 26.5% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 405,061 shares of the company's stock after selling 146,133 shares during the quarter. Corient Private Wealth LP's holdings in
Johnson & Johnson has raised its dividend for 64 straight years, but faces billions in talc-related litigation liabilities. Kenvue offers a higher yield of 4.71%, but its pending acquisition by Kimberly-Clark creates uncertainty about its dividend outlook.
Benchmark KVUE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Kenvue Inc. (KVUE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $17.67 | $33.93B | 23.25 | -2.14% | 9.72% | 14.39% | 4.65% | |
| $147.45 | $343.35B | 22.27 | 3.26% | 18.44% | 29.7% | — | |
| $85.93 | $68.76B | 32.67 | 1.4% | 9.68% | 306.89% | — | |
| $96.03 | $22.75B | 31.80 | 1.57% | 11.96% | 17.78% | — | |
| $98.83 | $35.74B | 197.66 | 5.33% | 1.21% | 4.63% | — | |
| $13.84 | $1.92B | -1.35 | -2.75% | -41.85% | -55.97% | — |
Kenvue Inc. (KVUE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Kenvue Inc. (KVUE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
May 22, 2026·SEC
May 7, 2026·SEC
Feb 20, 2026·SEC
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Kenvue Inc. (KVUE) stock FAQ — growth, dividends, profitability & financials explained
Kenvue Inc. (KVUE) reported $15.41B in revenue for fiscal year 2025. This represents a 7% increase from $14.47B in 2020.
Kenvue Inc. (KVUE) saw revenue decline by 2.1% over the past year.
Yes, Kenvue Inc. (KVUE) is profitable, generating $1.66B in net income for fiscal year 2025 (9.7% net margin).
Yes, Kenvue Inc. (KVUE) pays a dividend with a yield of 4.65%. This makes it attractive for income-focused investors.
Kenvue Inc. (KVUE) has a return on equity (ROE) of 14.4%. This is reasonable for most industries.
Kenvue Inc. (KVUE) generated $2.12B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
