Kenvue Inc. $KVUE Shares Sold by Ingalls & Snyder LLC

Posted by Jeff Wilder on Feb 18th, 2026

Ingalls & Snyder LLC cut its stake in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 4.4% during the third quarter, HoldingsChannel.com reports. The firm owned 594,989 shares of the company’s stock after selling 27,677 shares during the period. Ingalls & Snyder LLC’s holdings in Kenvue were worth $9,657,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. AlphaCore Capital LLC grew its holdings in shares of Kenvue by 9.9% during the second quarter. AlphaCore Capital LLC now owns 5,287 shares of the company’s stock worth $111,000 after buying an additional 476 shares in the last quarter. Empirical Finance LLC lifted its stake in shares of Kenvue by 1.8% during the second quarter. Empirical Finance LLC now owns 28,309 shares of the company’s stock valued at $593,000 after buying an additional 491 shares during the period. J.W. Cole Advisors Inc. boosted its position in Kenvue by 3.8% during the second quarter. J.W. Cole Advisors Inc. now owns 15,488 shares of the company’s stock worth $324,000 after acquiring an additional 574 shares during the last quarter. Spire Wealth Management grew its stake in Kenvue by 13.5% in the 2nd quarter. Spire Wealth Management now owns 4,863 shares of the company’s stock worth $102,000 after acquiring an additional 580 shares during the period. Finally, Versor Investments LP raised its holdings in Kenvue by 2.8% in the 3rd quarter. Versor Investments LP now owns 26,016 shares of the company’s stock valued at $422,000 after acquiring an additional 716 shares during the last quarter. Hedge funds and other institutional investors own 97.64% of the company’s stock.

Kenvue Price Performance

KVUE opened at $18.42 on Wednesday. The company has a market capitalization of $35.29 billion, a P/E ratio of 24.56 and a beta of 0.59. The company has a 50-day moving average of $17.45 and a 200-day moving average of $17.65. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.69 and a current ratio of 0.98. Kenvue Inc. has a 1-year low of $14.02 and a 1-year high of $25.17.

Kenvue (NYSE:KVUE – Get Free Report) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.22 by $0.05. The firm had revenue of $3.78 billion during the quarter, compared to analyst estimates of $3.68 billion. Kenvue had a return on equity of 20.02% and a net margin of 9.55%.Kenvue’s quarterly revenue was up 3.2% on a year-over-year basis. During the same period in the previous year, the company earned $0.26 earnings per share. Equities analysts expect that Kenvue Inc. will post 1.14 EPS for the current fiscal year.

Kenvue Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be given a $0.2075 dividend. 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 dividend payout ratio (DPR) is presently 110.67%.

Kenvue News Summary

Here are the key news stories impacting Kenvue this week:

Positive Sentiment: Reported Q4 results beat expectations on the top and bottom line — revenue of ~$3.78B (≈+3.2% y/y) and EPS $0.27 vs. consensus ~$0.22; management pointed to stronger Q4 execution. Kenvue Reports Fourth Quarter and Full Year 2025 Results
Positive Sentiment: Independent outlets and earnings summaries highlighted the beat on EPS and revenue, which supports near-term earnings durability and underpins current analyst forecasts. Kenvue (KVUE) Beats Q4 Earnings and Revenue Estimates
Neutral Sentiment: Market coverage offers mixed takes — some previews and snapshots emphasize steady execution, while others flag softer underlying sales trends that may alter the investment case. Is Kenvue’s (KVUE) Profitability Strengthening Despite Softer Sales?
Neutral Sentiment: Some outlets ran headlines calling revenue a miss or “slightly” missing certain models — the beats/misses vary by benchmark, creating short-term headline noise for traders. Kenvue Q4 revenue misses estimates as shares edge higher
Negative Sentiment: Kenvue announced a ~3.5% global workforce reduction as part of restructuring ahead of the proposed Kimberly‑Clark deal — cost-cutting can boost margins but raises execution and integration risk around the takeover. Kenvue beats quarterly estimates, announces job cuts amid Kimberly-Clark acquisition
Negative Sentiment: Third‑party reports flagged weaker cash flow (large y/y drop in operating cash) and mixed line‑item takes on EPS — these metrics are likely a focus for investors and could pressure sentiment if trends persist. Kenvue Inc. Releases Q4 2025 Earnings

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on KVUE shares. Barclays raised their price target on Kenvue from $17.00 to $18.00 and gave the stock an “equal weight” rating in a research note on Monday, November 10th. Citigroup reissued a “neutral” rating on shares of Kenvue in a research report on Wednesday. Weiss Ratings restated a “hold (c-)” rating on shares of Kenvue in a report on Friday, January 9th. Jefferies Financial Group lowered Kenvue from a “buy” rating to a “hold” rating and cut their price objective for the company from $23.00 to $18.00 in a research report on Friday, January 30th. Finally, UBS Group reiterated a “neutral” rating on shares of Kenvue in a research note on Wednesday. Four analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $19.46.

View Our Latest Research Report on KVUE

Insider Activity at Kenvue

In related news, Director Jeffrey C. Smith purchased 3,200,000 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were acquired at an average price of $17.37 per share, with a total value of $55,584,000.00. Following the acquisition, the director owned 27,307,632 shares in the company, valued at approximately $474,333,567.84. This trade represents a 13.27% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 1.68% of the company’s stock.

Kenvue Company Profile

(Free Report)

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.