Kenvue Inc. (KVUE) AI Stock Analysis

Kenvue Inc. operates as a global consumer health company dedicated to enhancing wellness worldwide. Headquartered in Skillman, New Jersey, the company was established in 2022 and operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. Self Care offers products such as Tylenol, Motrin, Benadryl, Nicorette, Zarbee's, and Zyrtec for pain relief, cough, cold, allergy, and digestive health. Skin Health and Beauty includes Neutrogena, Aveeno, Lubriderm, Rogaine, and OGX for face, body, and hair care. Essential Health focuses on oral care, women's health, wound care, and baby care under brands like Listerine, Johnson's, Band-Aid, and Desitin.

Kenvue's annual revenue moved from $15.05B in FY2021 to $14.95B in FY2022, rose to $15.44B in FY2023 and $15.46B in FY2024, then fell 2.1% to $15.12B in FY2025, representing a 5-year CAGR of 0.9%. Gross margin widened from 55.9% in FY2021 to 58.1% in FY2025. Operating margin was 17.9% in FY2025, rebounding from 11.9% in FY2024. FY2025 net income reached $1.47B with diluted EPS of $1.08. Over the trailing twelve months, revenue totaled $15.41B with a net profit margin of 10.8%. In the latest quarter ended June 30, 2026, revenue increased 3.0% year-over-year, while quarterly earnings grew 8.5%.

As of June 30, 2026, Kenvue held $1.11B in cash and short-term investments against total debt of $8.48B, resulting in net debt of $7.37B. Shareholders' equity stood at $10.55B, with a debt-to-equity ratio of 0.80 and a current ratio of 1.01. During FY2025, the company generated $2.20B in operating cash flow and $1.72B in free cash flow. Capital allocation in FY2025 included $475.0M in capital expenditures, $197.0M in share buybacks, and $1.58B in dividends paid.

Kenvue trades at a trailing P/E of 22.0x and a forward P/E of 14.7x, both below the median of its S&P 500 Consumer Defensive peers at 23.5x and 15.3x, respectively. The enterprise value to EBITDA ratio is 12.9x, below the peer median of 14.8x, while its price-to-sales multiple of 2.4x sits above the peer median of 1.6x. Over the past year, Kenvue's stock gained 42.1%, outperforming the S&P 500 return of 16.8%. The stock traded at $18.91 on October 16, 2026, which is 7.4% above its 200-day moving average.

Kenvue pays a quarterly dividend with an annualized forward rate of $0.84 per share, resulting in a dividend yield of 4.44%. The company has paid dividends for 4 consecutive years. Its payout ratio stands at 70.9%, and total dividend distributions in FY2025 amounted to $1.58B. The company's last ex-dividend date was September 21, 2026.

Wall Street analyst coverage consists of 1 Strong Buy, 1 Buy, and 12 Hold recommendations, with no Sell ratings. The mean price target is $19.50, indicating 3.1% upside from the last closing price of $18.91. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $1.18 on revenue of $15.60B. Kenvue has beaten EPS estimates in 3 of the last 4 quarters, and its next earnings release is scheduled for November 2, 2026.

This page is an AI-written research summary of Kenvue Inc. (KVUE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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