Stocks Consumer discretionary KVUE
NYSE · Consumer discretionaryKenvue Inc. (KVUE)
Kenvue Inc. brought in $15.4B of revenue over the twelve months to June 28, 2026, up 1.8% from a year earlier. Net income was $1.7B, a net margin of 10.8%. Operating cash flow minus capital spending left $1.7B of free cash flow in fiscal 2025. At June 28, 2026 it held $1.1B in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 6, 2026.
Key facts about Kenvue Inc.
- Net worth
- Kenvue Inc. has a market value (market cap) of $33.4B at the latest share price, and shareholders' equity of $10.6B on its balance sheet at June 28, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $15.1B (-2.1% year on year), with net income of $1.5B. Over the 12 months to June 28, 2026: revenue $15.4B, net income $1.7B.
- Cash flow
- In fiscal 2025 operations brought in $2.2B of cash; after $475M of capital spending, free cash flow was $1.7B.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 6, 2026 and covers the period to June 28, 2026. Open on SEC EDGAR
- Next earnings report
- Kenvue Inc.'s next report is expected around October 30, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Kenvue Inc. paid dividends of $0.83 per share in fiscal 2025, a yield of 4.74% at the current price.
What Kenvue Inc. does
Kenvue Inc. is registered with the SEC under industry code SIC 2844 (Perfumes, Cosmetics & Other Toilet Preparations). Its shares trade on NYSE under the ticker KVUE.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $15.1B | $1.5B | $0.76 | $1.7B |
| 2024 | $15.5B | $1B | $0.54 | $1.3B |
| 2023 | $15.4B | $1.7B | $0.90 | $2.7B |
| 2023 | $15B | $2.1B | $1.20 | $2.2B |
| 2021 | $15.1B | $2.1B | $1.21 | $39M |
Full financial statements: income, balance sheet and cash flow
Where KVUE ranks in Consumer discretionary
Dividends
Kenvue Inc. paid $0.83 per share in fiscal 2025. At the current price that is a yield of 4.74%. It paid out $1.6B in cash dividends, 108% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.83 | $1.6B | 108% |
| 2024 | $0.81 | $1.6B | 151% |
| 2023 | $0.40 | $766M | 46% |
| 2023 | n/a | $0 | 0% |
| 2021 | n/a | $0 | 0% |
Latest SEC filings
What Kenvue Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 28, 2026Revenue rose 3% to $4B versus the same quarter last year; diluted EPS $0.24 versus $0.22.
- August 6, 2026
- May 28, 2026
- May 22, 2026
- May 7, 2026Quarterly report 10-Q · period to March 29, 2026Revenue rose 4.5% to $3.9B versus the same quarter last year; diluted EPS $0.25 versus $0.17.
- May 7, 2026
- May 6, 2026Passive stake (5% or more) SCHEDULE 13G
- April 30, 2026Passive stake (5% or more) SCHEDULE 13G
- April 15, 2026
What is KVUE worth? A DCF from its reported cash flow
Insider trades
What the people running Kenvue Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 7 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 1, 2026 | Wondrasch MichaelChief Tech & Data Officer | Exercised options | 66,029 | - |
| October 1, 2026 | Wondrasch MichaelChief Tech & Data Officer | Shares withheld for tax | 21,031 | $362.2K |
| September 25, 2026 | Stevens MeredithChief Operations Officer | Exercised options | 429 | - |
| September 25, 2026 | Stevens MeredithChief Operations Officer | Shares withheld for tax | 429 | $7.6K |
| September 25, 2026 | Stevens MeredithChief Operations Officer | Exercised options | 1,032 | - |
| September 25, 2026 | Stevens MeredithChief Operations Officer | Shares withheld for tax | 1,032 | $18.4K |
| July 31, 2026 | Dasgupta AnindyaGroup President APAC | Exercised options | 16,419 | - |
| June 10, 2026 | Howlett HeatherCFO & CAO | Sold | 3,700 | $67K |
Who owns KVUE
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 8.2% | August 6, 2026 |
| Vanguard Capital Management13G, passive | 7.5% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 1,006 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 157,051,418 | +21,958,324 |
| BlackRock, Inc. | 150,825,694 | +5,528,402 |
| Vanguard Capital Management LLC | 125,314,564 | +890,527 |
| State Street Corp | 121,619,054 | +2,047,808 |
| Vanguard Portfolio Management LLC | 93,303,762 | +839,374 |
| Geode Capital Management, LLC | 52,021,320 | +751,104 |
| Pentwater Capital Management LP | 51,130,000 | -870,000 |
| Independent Franchise Partners LLP | 50,427,994 | +1,219,146 |
| Norges Bank | 46,156,826 | new |
| Massachusetts Financial Services Co | 44,715,586 | -5,028,398 |
| Millennium Management LLC | 36,939,026 | +5,137,763 |
| Hbk Investments L P | 28,000,001 | +7,000,000 |
| Starboard Value LP | 27,307,632 | 0 |
| Jpmorgan Chase & Co | 26,248,231 | +13,397,249 |
| Morgan Stanley | 24,800,330 | +3,426,964 |
| Goldman Sachs Group Inc | 22,798,371 | +678,209 |
| Dimensional Fund Advisors LP | 22,585,280 | +315,105 |
| Balyasny Asset Management L.P. | 19,860,108 | -4,704,184 |
| Northern Trust Corp | 18,954,481 | -362,899 |
| Amundi | 18,483,326 | +5,392,413 |
Insiders
11 insiders reported holding 27,809,999 shares in total, about $483.6M at the last price.
| Holder | Shares |
|---|---|
| Smith Jeffrey CDirector | 27,307,63227,307,632 held indirectly |
| Lawson CarltonGroup President EMEA & LA | 111,415 |
| Stevens MeredithChief Operations Officer | 93,621 |
| Perry KirkChief Executive Officer | 62,555 |
| Tillett CarolineChief Scientific Officer | 61,448 |
| Alvarado LuaniChief People Officer | 61,415 |
| Wondrasch MichaelChief Tech & Data Officer | 44,998 |
| Howlett HeatherCFO & CAO | 29,288 |
| Curado Gomes de Lemos LeonardoGroup President LATAM | 17,107 |
| Dasgupta AnindyaGroup President APAC | 16,419 |
Questions about KVUE
What does Kenvue Inc. do?
Kenvue Inc. is a company in the Consumer discretionary sector, listed on NYSE as KVUE. Its shares trade on NYSE under the ticker KVUE.
What is Kenvue Inc.'s net worth?
Kenvue Inc. has a market value (market cap) of $33.4B at the latest share price, and shareholders' equity of $10.6B on its balance sheet at June 28, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Kenvue Inc. profitable?
Yes. Over the twelve months to June 28, 2026 it reported net income of $1.7B on revenue of $15.4B, a net margin of 10.8%.
How much revenue does Kenvue Inc. make?
Over the twelve months to June 28, 2026 Kenvue Inc. reported revenue of $15.4B. That is 1.8% more than a year earlier.
When did Kenvue Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 6, 2026. It covers the period to June 28, 2026. Its newest filing of any kind is the insider trade from October 5, 2026.
When is Kenvue Inc.'s next earnings report?
Kenvue Inc.'s next report is expected around October 30, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
Does Kenvue Inc. pay a dividend?
Yes. Kenvue Inc. paid dividends of $0.83 per share in fiscal 2025, a yield of 4.74% at the current price.
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Follow KVUE: get an email when it filesWhere the numbers come from
Financial figures are the values Kenvue Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.