Kenvue
Markets OTC medicines and personal-care brands including Tylenol, Neutrogena, and Listerine worldwide.
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Profile
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
Key statistics
Year to date +10.7% · Average volume (30d) 18.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 21, 2026 | Barclays | Reiterate | Equal Weight | $18 | $19 | |
| Jul 16, 2026 | UBS | Reiterate | Neutral | $19 | $20 | |
| Apr 14, 2026 | Barclays | Reiterate | Equal Weight | $17 | $18 | |
| Feb 18, 2026 | UBS | Reiterate | Neutral | $17 | $19 | |
| Feb 18, 2026 | Canaccord Genuity | Reiterate | Hold | $15 | $18 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.32 | $0.31 | −2.7% | $3.97B | $3.96B | −0.3% | −2.49% |
| May 7, 2026Q1 FY26 | $0.26 | $0.32 | +22.1% | $3.84B | $3.91B | +1.7% | −0.73% |
| Feb 17, 2026Q4 FY25 | $0.22 | $0.27 | +21.2% | $3.69B | $3.78B | +2.6% | +2.55% |
| Nov 3, 2025Q3 FY25 | $0.26 | $0.28 | +7.6% | $3.82B | $3.76B | −1.5% | −1.05% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.74B | $3.84B | $3.76B | $3.78B | $3.91B | $3.96B | |
| Gross profit | $2.17B | $2.26B | $2.23B | $2.14B | $2.30B | $2.30B | |
| Operating income | $558.0M | $692.0M | $629.0M | $825.0M | $855.0M | $699.0M | |
| Net income | $322.0M | $420.0M | $398.0M | $330.0M | $474.0M | $456.0M | |
| Diluted EPS | $0.17 | $0.22 | $0.21 | $0.17 | $0.25 | $0.24 | |
| Gross margin | 58.0% | 58.9% | 59.1% | 56.5% | 58.9% | 58.2% | |
| Operating margin | 14.9% | 18.0% | 16.7% | 21.8% | 21.9% | 17.7% |
Fiscal years (4-quarter sums)FY22 $14.93B · FY23 $15.44B · FY24 $15.46B · FY25 $15.12B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 28, 2026Cash & short-term investments $1.11B · Total debt $8.48B · Total assets $26.74B · Shareholders' equity $10.55B
Dividends
Last raised to $0.21 from $0.2075 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 12, 2026 | Aug 12 | Aug 26 | $0.21 | raised from $0.2075 |
| May 13, 2026 | May 13 | May 27 | $0.2075 | |
| Feb 11, 2026 | Feb 11 | Feb 25 | $0.2075 | |
| Nov 12, 2025 | Nov 12 | Nov 26 | $0.2075 | |
| Aug 13, 2025 | Aug 13 | Aug 27 | $0.2075 | raised from $0.205 |
| May 14, 2025 | May 14 | May 28 | $0.205 | |
| Feb 12, 2025 | Feb 12 | Feb 26 | $0.205 | |
| Nov 13, 2024 | Nov 13 | Nov 27 | $0.205 |
Ownership
Shares outstanding 1.92B · Float 1.92B · 99.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 157.05M | 8.18% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 150.83M | 7.86% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 125.31M | 6.53% | 13F | Aug 13, 2026 |
| State Street Corp | 121.62M | 6.33% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 93.30M | 4.86% | 13F | Aug 13, 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 |
Peers
- 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.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kenvue | $19.17 | +0.03% | $36.81B | 22.0 | 16.0 | 2.4 | +3.0% |
| Procter & Gamble | $143.75 | +0.01% | $341.75B | 21.7 | 20.5 | 3.9 | +1.5% |
| Haleon (ADR) | $10.11 | +0.05% | $44.52B | 20.7 | 10.8 | 2.9 | +3.7% |
| Unilever (ADR) | $63.77 | −2.01% | $140.18B | 21.7 | — | 2.6 | −17.9% |
| Colgate-Palmolive | $90.85 | +0.15% | $72.62B | 36.0 | 23.1 | 3.5 | +4.9% |
| Kimberly-Clark | $110.00 | +0.42% | $36.36B | 18.6 | 15.5 | 2.2 | +0.6% |
| Estée Lauder Companies | $103.41 | +0.01% | $37.39B | 206.8 | 31.2 | 2.5 | +6.5% |
| Median | 21.7 | 20.5 | 2.8 | +2.6% |