Kenvue, Inc. (KVUE)

Kenvue's stock price decreased by 10.43% to 10.46% over the last 12 months, with a 52-week range between $14.02 and $25.17, but increased by 6.62% in the past month. Kimberly-Clark Corporation (KMB) announced an agreement to acquire Kenvue in a cash-and-stock deal valued at approximately $48.7 billion, causing Kenvue shares to rise by 12.3%. The merger received shareholder approval on January 29, 2026, and is expected to close in the second half of 2026. On December 12, 2025, Director Jeffrey C. Smith acquired 3,200,000 shares of Kenvue's stock.

Kenvue's products experience demand seasonality, particularly in categories like allergy and sun care. Seasonal demand for these products did not meet expectations due to a longer winter that delayed the onset of spring. Unusually low seasonal incidences of allergies and flu negatively impacted the demand for products such as Zyrtec and Tylenol during the third quarter.

Kenvue, Inc. is a consumer health company that develops, manufactures, and markets everyday health, personal care, and wellness products. The company operates in the Consumer Non-Durables sector, specifically the Household/Personal Care industry. Kenvue's portfolio is divided into Self Care, Skin Health and Beauty, and Essential Health segments. It was established as a spin-off from Johnson & Johnson in 2023.

Kenvue has a global presence, serving consumers in over 165 countries. It has a significant market presence in North America, Asia Pacific (APAC), Europe, Middle East, and Africa (EMEA), and Latin America (LATAM).

Kenvue's brand reputation is based on its portfolio of science-backed brands recommended by healthcare professionals. The company emphasizes thoughtful everyday care combined with scientific precision. In August 2025, Kenvue released a consumer trends report titled "A New View of Care," highlighting consumers' proactive approach to health. Potential negative press regarding Tylenol from the White House could negatively affect demand and future earnings.

Kenvue Inc. has a diverse ownership structure including institutional, retail, and individual investors. 1775 institutional owners and shareholders hold over 2 billion shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Price T Rowe Associates Inc /md/, and State Street Corp.