Aberdeen Group plc Acquires 644,930 Shares of Kenvue Inc. $KVUE

Aberdeen Group plc grew its holdings in Kenvue Inc. (NYSE:KVUE) by 84.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 1,411,380 shares of the company’s stock after buying an additional 644,930 shares during the quarter. Aberdeen Group plc’s holdings in Kenvue were worth $22,914,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in shares of Kenvue by 1.8% during the second quarter. Vanguard Group Inc. now owns 233,246,267 shares of the company’s stock valued at $4,881,844,000 after acquiring an additional 4,101,880 shares in the last quarter. Sumitomo Mitsui DS Asset Management Company Ltd boosted its stake in Kenvue by 27.1% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 310,686 shares of the company’s stock worth $5,042,000 after purchasing an additional 66,192 shares in the last quarter. Aviva PLC grew its position in Kenvue by 6.8% during the 2nd quarter. Aviva PLC now owns 1,432,477 shares of the company’s stock valued at $29,982,000 after purchasing an additional 91,744 shares during the last quarter. Bessemer Group Inc. increased its stake in Kenvue by 40.6% during the 2nd quarter. Bessemer Group Inc. now owns 3,319,933 shares of the company’s stock valued at $69,487,000 after purchasing an additional 958,757 shares in the last quarter. Finally, Ethic Inc. raised its holdings in Kenvue by 7.8% in the second quarter. Ethic Inc. now owns 237,758 shares of the company’s stock worth $4,964,000 after buying an additional 17,189 shares during the last quarter. 97.64% of the stock is owned by hedge funds and other institutional investors.

Kenvue News Roundup

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Reported fourth‑quarter revenue and management commentary that the company “ended 2025 with stronger top‑ and bottom‑line performance.” The company said revenue was $3.78B (up ~3.2% YoY) and highlighted discipline on strategic priorities. BusinessWire: Kenvue Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Reported EPS that topped several consensus reads — $0.27 reported vs. ~$0.22 consensus in multiple outlets — and operating / net income gains called out in company / reporting summaries, which supports near‑term earnings resilience. Zacks: Kenvue Beats Q4
• Neutral Sentiment: Some outlets ran conflicting takes on the quarter (head‑line “miss” vs. “beat” coverage and differing EPS figures reported by third parties), creating mixed market signals and short‑term volatility as investors reconcile GAAP vs. adjusted metrics and data sources. Investing.com: Q4 revenue misses
• Neutral Sentiment: Volume and liquidity note: trading was high but below the recent 50‑day average, and the shares sit near analyst median targets (~$18), so incremental price moves may be muted unless guidance or deal news changes. MarketBeat: KVUE trading snapshot
• Negative Sentiment: Announced a global workforce reduction (~3.5%) as part of restructuring tied to the Kimberly‑Clark acquisition plan — this signals near‑term restructuring charges, integration risk and uncertainty around timing/benefits of the deal. That announcement likely amplified selling pressure. WSJ: Kenvue to Cut Workforce
• Negative Sentiment: Large institutional repositioning reported in filings (significant reductions by some major holders and mixed hedge‑fund activity) could add supply and weigh on the stock while investors await clarity on the takeover process and integration plan. Quiver: Q4 details & institutional moves

Analyst Ratings Changes

A number of equities research analysts have recently commented on KVUE shares. Deutsche Bank Aktiengesellschaft set a $18.00 price target on shares of Kenvue in a report on Friday, October 24th. Edward Jones cut Kenvue from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 3rd. Evercore set a $18.00 target price on Kenvue in a report on Tuesday, October 28th. Jefferies Financial Group cut Kenvue from a “buy” rating to a “hold” rating and decreased their price target for the stock from $23.00 to $18.00 in a research note on Friday, January 30th. Finally, Johnson Rice reaffirmed a “neutral” rating on shares of Kenvue in a report on Tuesday, October 28th. Four investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $19.46.

Insider Activity at Kenvue

In other Kenvue news, Director Jeffrey C. Smith acquired 3,200,000 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The shares were bought at an average price of $17.37 per share, with a total value of $55,584,000.00. Following the completion of the acquisition, the director owned 27,307,632 shares in the company, valued at $474,333,567.84. This represents a 13.27% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 1.68% of the stock is owned by insiders.

Kenvue Price Performance

Shares of KVUE opened at $18.42 on Wednesday. The firm has a market cap of $35.29 billion, a PE ratio of 24.56 and a beta of 0.59. The company has a current ratio of 0.98, a quick ratio of 0.69 and a debt-to-equity ratio of 0.66. The firm has a fifty day simple moving average of $17.45 and a two-hundred day simple moving average of $17.65. Kenvue Inc. has a 1-year low of $14.02 and a 1-year high of $25.17.

Kenvue (NYSE:KVUE) last released its quarterly earnings results on Tuesday, February 17th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.22 by $0.05. The firm had revenue of $3.78 billion for the quarter, compared to the consensus estimate of $3.68 billion. Kenvue had a return on equity of 20.02% and a net margin of 9.55%.The company’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same period last year, the business posted $0.26 EPS. On average, equities analysts anticipate that Kenvue Inc. will post 1.14 EPS for the current year.

Kenvue Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be paid a dividend of $0.2075 per share. This represents a $0.83 dividend on an annualized basis and a dividend yield of 4.5%. The ex-dividend date is Wednesday, February 11th. Kenvue’s payout ratio is currently 110.67%.

Kenvue Profile

Kenvue is a consumer health company that was established as a standalone, publicly traded business after separating from Johnson & Johnson. Listed on the New York Stock Exchange under the symbol KVUE, Kenvue focuses on the development, manufacture, marketing and distribution of consumer health and personal care products across a range of categories including skin and beauty care, baby care, oral care, wound care and over‑the‑counter medicines.

The company owns and markets a portfolio of widely recognized consumer brands, including names familiar to global shoppers across retail and pharmacy channels.