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KVKVUE

Kenvue Inc.

$KVUE·$34B·Household & Personal Products·Consumer Defensive
$18.91+1.3%YTD+2.8%1Y+34.0%
Price updated 2h ago·X counts updated 5d ago
KVKVUE
$KVUEKenvue Inc.
$18.91+1.29%69 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $KVUE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

69X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $KVUE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 74% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-03

Kenvue sentiment leans bullish on multiple small tailwinds: a 1.2% dividend hike, chatter around a Tylenol/Naproxen approval, and a JNJ talc-litigation resolution reducing the parent's overhang. Traders flag ATM weekly calls printing 100-163% gains on the day. One post frames KVUE as likely to be acquired by KMB within a year, a scenario the crowd treats as bullish.

Read what X is saying about $KVUE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KVUE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Kenvue (Tylenol, Band-Aid) is flat YTD with Kimberly-Clark acquisition chatter — JNJ talc overhang resolving is the quiet positive.

Kenvue is the Johnson & Johnson consumer-health spin — Tylenol, Band-Aid, Listerine, Neutrogena, Aveeno. The stock is flat on the year, with the Kimberly-Clark acquisition chatter and Tylenol/Naproxen approvals in play.

  • Growth is positive and stabilizing: Q1 2026 revenue of $3.9B at +4.5% YoY after +3.2%, -3.5%, and -4% in prior quarters — the top-line has returned to growth after the post-spin reset.
  • EPS beats are consistent: last four prints at -2.7%, +22%, +21%, +7.6% — operating margins at 20% are intact, with 2026 consensus EPS of $1.20 against the $17 stock giving a 14x forward P/E.
  • The potential KMB acquisition is the specific catalyst: Kimberly-Clark announcing planned executive transitions and "post-closing leadership team" updates on Oct 1 suggests the deal is advancing, with KVUE as a likely-acquired target over the next year.

A Nov 2 Q3 print with growth above 4% plus clean KMB deal commentary firming re-rates it; another revenue miss or KMB deal breaking down and the stock drifts.

Agrees with X sentimentX cites the 1.2% dividend hike, Tylenol/Naproxen approval chatter, JNJ talc-litigation resolution reducing parent overhang, and the KMB acquisition likelihood — directionally correct signals. The ATM weekly calls printing 100-163% gains is a legitimate flow signal.

What to watch: Nov 2 Q3 earnings — organic sales growth above 4%, Self-Care segment organic growth, operating-margin trend, and any KMB-deal commentary. KMB-deal confirmation re-rates sharply; a deal collapse and the stock drifts.

On the calendar: 2026-11-02 — Q3 2026 earnings

Read the AI verdict on $KVUE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global consumer health company behind Tylenol, Neutrogena, Listerine, and Zyrtec, spun off from Johnson & Johnson in 2023.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $KVUE.

Household & Personal Products · Consumer Defensive

No material change from last week — Mass beauty is outperforming prestige as China travel-retail headwinds persist for Estee Lauder.

What this means for $KVUE

Neutral — Global consumer health company behind Tylenol, Neutrogena, Listerine, and Zyrtec, spun off from Johnson & Johnson in 2023.

Industry benchmark

12-name peer basket
+16.3%YTD
-4.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.31$0.32-2.7%
Q1 2026May 7, 2026$0.32$0.26+22.1%
Q4 2025Feb 17, 2026$0.27$0.22+21.2%
Q3 2025Nov 3, 2025$0.28$0.26+7.6%
Next earningsMon, Nov 2·consensus EPS $0.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.9B+4.5%58.9%21.9%$0.25$350.0M
Q4 FY25$3.8B+3.2%56.5%21.8%$0.17$744.0M
Q3 FY25$3.8B-3.5%59.1%16.7%$0.21$196.0M
Q2 FY25$3.8B-4.0%58.9%18.0%$0.22$533.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.6B$15.5B – $15.7B$1.18$1.05 – $1.2610
FY27$16.0B$15.8B – $16.2B$1.25$1.18 – $1.3410
FY28$16.5B$16.2B – $16.6B$1.33$1.28 – $1.397
FY29$17.1B$16.9B – $17.2B$1.43$1.41 – $1.445
FY30$17.4B$17.3B – $17.6B$1.43$1.41 – $1.443

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.76%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.9B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 10Heather HowlettCFO3.7K sh$67KSellMay 8Matthew OrlandoGeneral Counsel38.5K sh$680K
+ 31 other (20 awards · 7 inkinds · 4 exempts) in window

See when $KVUE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementOct 138-K — Item 1.01: Material agreement
8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

Kenvue Inc. (KVUE) disclosed the results of its 2026 Annual Meeting held on May 21, 2026. All twelve director nominees were elected by shareholders. The advisory resolution to approve executive compensation was approved (approximately 1.449 billion votes for, approximately 69.2 million against). The ratification of the independent auditor was also approved. No extraordinary proposals were presented.

+ 8 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kimberly-Clark, Kenvue Win Conditional EU Approval for $40 Billion Tie-Upwsj.com·4d agoKimberly-Clark Announces Successful Consent Solicitations for Kenvue Notes and Amendment to Terms of Exchange Offersprnewswire.com·4d agoMarket Concentration Is Spooking Wall Street—I'm Buying Kenvue247wallst.com·9d agoNWL or KVUE: Which Is the Better Value Stock Right Now?zacks.com·10d ago4 Dividend Aristocrats Still Raising Their Payouts No Matter What Their Stock Price Did247wallst.com·13d ago

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Voices on X · last 7 days

No standout posts about $KVUE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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