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NYSE:KVUE

Kenvue (KVUE)

18.14
+0.07 (0.39%)
as of Jun 12, 2026, 8:00:00 pm Market Open.
15 watching
0
Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Kenvue (KVUE-N) stands out for its strong portfolio of quality essential brands, which consumers trust and utilize regularly. Analysts perceive a positive outlook driven by attractive multiples relative to competitors such as Procter & Gamble (PG) and Colgate (CL). Despite facing challenges, including an unexpected decline in growth and pressure from activists, the stock exhibits resilience, particularly following a leadership change. Furthermore, its strategic partnership with Kimberly-Clark (KMB) hints at potential growth opportunities. With a dividend yield of 4.78% and an analyst price target of $19.23, Kenvue remains a focal point for investors watching the consumer essentials market.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
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Similar
Unilever, UL
TOP PICK

Quality, essential brands we love and use daily. Attracted by spinoffs, as they tend to attract interest. Tylenol controversy from Trump pushed price down. Generic brands don't affect many of their products. Attractive multiple compared to PG and CL.

Likes the deal with KMB, which should close sometime next year. Multiple should expand. Not impacted by AI as far as he can tell ;)  Yield is 4.78%.

(Analysts’ price target is $19.23)
DON'T BUY

They fired their CEO after delivering -4% growth vs. expected 2% growth. KVUE is facing activist pressure.

BUY
Tariffs -- how to benefit?

Consumer staples are outperforming in the last few days, and that speaks to the advantage of having a balanced portfolio. Companies like KHC, UL, KVUE, and Nestle. It's not that they won't be affected (their costs would go up), but they're far less cyclical than other businesses. Earnings will be much more stable. Earnings could fall 10%, but not 50%. Dividends will be sustained.

Companies like Unilever and Nestle are huge in NA, but huge globally as well.

PAST TOP PICK
(A Top Pick Oct 20/23, Up 21%)

An activist investor is inside the company now. Pays a 3.5% dividend. Not followed that much by Wall Street, but offers decent growth.

COMMENT

Spun off from JNJ, but shares are up only 6% this year. The activist investor is too harsh, because the entire health/beauty sector is under pressure.

TOP PICK

Consumer health spinoff from J&J. First rate consumer products business. Trading at discount to peers in sector. ~4% dividend attractive. Excellent array of brands in portfolio. Litigation always a concern, but overall not worried for the long term. 

DON'T BUY

A JNJ spin-off, done with a lot of debt which gives him pause. Their PE is high. Is really concerned is that JNJ also spun off the liability to the talcum powder lawsuits which KVUE now carries.

WATCH

He owns JNJ. Lots of regard for KVUE, but hasn't initiated a position. Needs a period of seasoning to transition from IPO to reality. He's watching and waiting. Meaningful discount to CHD, but of similar quality.

DON'T BUY

Consumer products spinoff from Johnson & Johnson.
Would not buy at current share price (19x earnings).
Growth is slow (3-4%).
Sees better opportunities elsewhere.
Assumed product liability on products - very expensive.

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Kenvue (KVUE) Frequently Asked Questions

What is Kenvue stock symbol?

Kenvue is a American stock, trading under the symbol KVUE (previously KVUE-N on Stockchase) on the New York Stock Exchange (KVUE). It is usually referred to as NYSE:KVUE or KVUE

Is Kenvue a buy or a sell?

In the last year, 2 stock analysts issued a Buy, Sell, or Hold rating on KVUE (previously KVUE-N on Stockchase). 1 analyst recommended to BUY and 1 analyst recommended to SELL the stock. The latest stock analyst rating is DON'T BUY. Read the latest stock experts' ratings for Kenvue.

Is Kenvue a good investment or a top pick?

Kenvue was recommended as a Top Pick by Gordon Reid on 2023-09-22. Read the latest stock experts ratings for Kenvue.

Why is Kenvue stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Kenvue.

Is Kenvue worth watching?

Kenvue is followed by 15 investors on Stockchase and is a trending stock that is worth watching.

What is Kenvue stock price?

On 2026-06-12, Kenvue (KVUE) stock closed at a price of $18.14.