USS Investment Management Ltd Raises Stock Holdings in Kenvue Inc. $KVUE

Posted by Brian Himes on Jun 16th, 2026

USS Investment Management Ltd grew its stake in Kenvue Inc. (NYSE:KVUE – Free Report) by 11.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 395,958 shares of the company’s stock after purchasing an additional 40,372 shares during the period. USS Investment Management Ltd’s holdings in Kenvue were worth $6,840,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in Kenvue during the fourth quarter worth $756,862,000. Cibc World Markets Corp acquired a new position in Kenvue during the fourth quarter worth $162,193,000. Van ECK Associates Corp grew its holdings in Kenvue by 101.3% during the third quarter. Van ECK Associates Corp now owns 18,361,581 shares of the company’s stock worth $298,008,000 after acquiring an additional 9,240,434 shares during the period. ING Groep NV grew its holdings in Kenvue by 1,311.9% during the fourth quarter. ING Groep NV now owns 9,856,090 shares of the company’s stock worth $170,018,000 after acquiring an additional 9,157,999 shares during the period. Finally, Bank of Montreal Can grew its holdings in Kenvue by 603.8% during the fourth quarter. Bank of Montreal Can now owns 9,384,200 shares of the company’s stock worth $161,877,000 after acquiring an additional 8,050,823 shares during the period. Institutional investors and hedge funds own 97.64% of the company’s stock.

Kenvue Stock Performance

Shares of NYSE:KVUE opened at $18.25 on Tuesday. The firm has a market capitalization of $35.03 billion, a PE ratio of 21.47, a P/E/G ratio of 1.38 and a beta of 0.54. The company has a debt-to-equity ratio of 0.67, a current ratio of 0.98 and a quick ratio of 0.70. The business has a 50-day moving average of $17.45 and a two-hundred day moving average of $17.55. Kenvue Inc. has a 12 month low of $14.02 and a 12 month high of $22.87.

Kenvue (NYSE:KVUE – Get Free Report) last posted its earnings results on Thursday, May 7th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.05. Kenvue had a return on equity of 20.81% and a net margin of 10.61%.The business had revenue of $3.91 billion during the quarter, compared to analyst estimates of $3.84 billion. During the same quarter last year, the firm earned $0.24 earnings per share. The company’s revenue for the quarter was up 4.5% compared to the same quarter last year. As a group, research analysts forecast that Kenvue Inc. will post 1.16 earnings per share for the current year.

Kenvue Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th were issued a $0.2075 dividend. The ex-dividend date of this dividend was Wednesday, May 13th. This represents a $0.83 annualized dividend and a dividend yield of 4.5%. Kenvue’s dividend payout ratio (DPR) is 97.65%.

Analyst Upgrades and Downgrades

KVUE has been the topic of several research reports. Canaccord Genuity Group upped their target price on Kenvue from $17.00 to $18.00 and gave the company a “hold” rating in a report on Wednesday, February 18th. Zacks Research raised Kenvue from a “hold” rating to a “strong-buy” rating in a report on Friday, May 8th. UBS Group lowered their target price on Kenvue from $19.00 to $18.00 and set a “neutral” rating on the stock in a report on Tuesday, April 7th. Weiss Ratings lowered Kenvue from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, May 29th. Finally, Argus raised Kenvue to a “hold” rating in a report on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Kenvue presently has an average rating of “Hold” and an average target price of $19.33.

View Our Latest Report on Kenvue

Insider Activity

In other Kenvue news, General Counsel Matthew Orlando sold 38,491 shares of Kenvue stock in a transaction on Friday, May 8th. The stock was sold at an average price of $17.66, for a total transaction of $679,751.06. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Company insiders own 1.59% of the company’s stock.

Kenvue 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.