PensionDanmark Pensionsforsikringsaktieselskab Buys 42,100 Shares of Kenvue Inc. $KVUE

PensionDanmark Pensionsforsikringsaktieselskab grew its stake in Kenvue Inc. (NYSE:KVUE) by 10.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 460,860 shares of the company’s stock after purchasing an additional 42,100 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Kenvue were worth $8,807,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Mirae Asset Global Investments Co. Ltd. increased its stake in Kenvue by 25.8% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 410,874 shares of the company’s stock valued at $7,088,000 after acquiring an additional 84,219 shares during the period. Calamos Advisors LLC raised its holdings in Kenvue by 24.1% in the 1st quarter. Calamos Advisors LLC now owns 3,351,000 shares of the company’s stock valued at $57,771,000 after acquiring an additional 651,000 shares in the last quarter. Nomura Asset Management Co. Ltd. lifted its position in shares of Kenvue by 21.5% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 3,491,548 shares of the company’s stock worth $60,229,000 after acquiring an additional 618,720 shares during the period. State of Wyoming lifted its position in shares of Kenvue by 233.5% in the 4th quarter. State of Wyoming now owns 97,992 shares of the company’s stock worth $1,690,000 after acquiring an additional 68,609 shares during the period. Finally, Cullen Frost Bankers Inc. grew its holdings in shares of Kenvue by 19.9% during the 4th quarter. Cullen Frost Bankers Inc. now owns 431,394 shares of the company’s stock worth $7,442,000 after purchasing an additional 71,591 shares in the last quarter. Institutional investors own 97.64% of the company’s stock.

Kenvue Trading Up 0.2%

KVUE stock opened at $19.22 on Friday. Kenvue Inc. has a 1-year low of $14.02 and a 1-year high of $21.95. The company has a current ratio of 0.98, a quick ratio of 0.70 and a debt-to-equity ratio of 0.67. The business’s 50 day moving average is $18.77 and its 200-day moving average is $18.09. The firm has a market cap of $36.91 billion, a P/E ratio of 22.09, a P/E/G ratio of 1.46 and a beta of 0.47.

Kenvue (NYSE:KVUE) last posted its earnings results on Thursday, August 6th. The company reported $0.31 EPS for the quarter, missing the consensus estimate of $0.32 by ($0.01). The company had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.97 billion. Kenvue had a return on equity of 21.17% and a net margin of 10.76%.Kenvue’s quarterly revenue was up 3.0% compared to the same quarter last year. During the same quarter last year, the business earned $0.29 EPS. Equities analysts anticipate that Kenvue Inc. will post 1.15 earnings per share for the current fiscal year.

Kenvue Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be paid a dividend of $0.21 per share. This is an increase from Kenvue’s previous quarterly dividend of $0.21. This represents a $0.84 annualized dividend and a yield of 4.4%. The ex-dividend date is Wednesday, August 12th. Kenvue’s dividend payout ratio is currently 95.40%.

Key Stories Impacting Kenvue

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% year over year to $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, with growth across Self Care, Skin Health and Beauty, and Essential Health. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Net income increased to $456 million from $420 million a year earlier, while adjusted diluted EPS reached $0.31 versus $0.29 in the prior-year quarter. Six-month operating cash flow was $1.2 billion and free cash flow was $1.0 billion. Kenvue Q2 net sales rise 3% as diluted EPS hits 24 cents
• Neutral Sentiment: The Kimberly-Clark transaction remains expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. Kenvue is withholding forward guidance because of the pending deal, limiting visibility for investors. How Reddit and Wall Street See Kenvue as Buyout Nears
• Negative Sentiment: Adjusted EPS of $0.31 fell short of the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. The miss was unusual for Kenvue and contributed to the recent decline in the stock. Kenvue misses quarterly estimates as inflation, tariffs squeeze margins
• Negative Sentiment: Margins narrowed as inflation, tariffs and currency-related costs offset part of the benefit from pricing and volume gains, raising concerns about near-term profitability and the company’s turnaround execution. KVUE Q2 Earnings Miss Estimates as Margins Narrows Sales Rise

Wall Street Analysts Forecast Growth

KVUE has been the topic of a number of research reports. UBS Group boosted their price objective on Kenvue from $18.00 to $20.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. Weiss Ratings upgraded shares of Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 15th. Barclays boosted their price target on shares of Kenvue from $18.00 to $19.00 and gave the company an “equal weight” rating in a report on Tuesday, July 21st. Citigroup dropped their price objective on shares of Kenvue from $20.00 to $19.00 and set a “neutral” rating for the company in a research note on Wednesday, April 15th. Finally, Wall Street Zen downgraded shares of Kenvue from a “buy” rating to a “hold” rating in a report on Saturday. Three research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $19.36.

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.