Kenvue Inc. $KVUE Shares Sold by Villere ST Denis J & Co. LLC

Posted by Stanley Muller on Jul 11th, 2026

Villere ST Denis J & Co. LLC decreased its holdings in Kenvue Inc. (NYSE:KVUE – Free Report) by 5.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 743,138 shares of the company’s stock after selling 43,000 shares during the quarter. Villere ST Denis J & Co. LLC’s holdings in Kenvue were worth $12,812,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Arrowstreet Capital Limited Partnership purchased a new stake in Kenvue during the second quarter worth about $6,528,000. Jump Financial LLC increased its stake in Kenvue by 210.6% in the 2nd quarter. Jump Financial LLC now owns 54,823 shares of the company’s stock valued at $1,147,000 after purchasing an additional 37,170 shares in the last quarter. AXA S.A. raised its holdings in Kenvue by 21.1% during the second quarter. AXA S.A. now owns 48,892 shares of the company’s stock worth $1,023,000 after purchasing an additional 8,524 shares during the last quarter. NewEdge Advisors LLC raised its holdings in Kenvue by 219.1% during the second quarter. NewEdge Advisors LLC now owns 97,481 shares of the company’s stock worth $2,040,000 after purchasing an additional 66,930 shares during the last quarter. Finally, The Manufacturers Life Insurance Company boosted its position in Kenvue by 0.6% during the second quarter. The Manufacturers Life Insurance Company now owns 1,873,705 shares of the company’s stock worth $39,217,000 after purchasing an additional 10,885 shares in the last quarter. 97.64% of the stock is currently owned by hedge funds and other institutional investors.

Kenvue Trading Up 1.6%

NYSE:KVUE traded up $0.32 on Friday, reaching $19.50. The stock had a trading volume of 9,451,469 shares, compared to its average volume of 18,740,484. Kenvue Inc. has a 12-month low of $14.02 and a 12-month high of $22.87. The company has a market cap of $37.43 billion, a price-to-earnings ratio of 22.94, a P/E/G ratio of 1.46 and a beta of 0.47. The firm’s fifty day moving average is $18.06 and its two-hundred day moving average is $17.79. The company has a debt-to-equity ratio of 0.67, a current ratio of 0.98 and a quick ratio of 0.70.

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

Kenvue Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th were issued a dividend of $0.2075 per share. The ex-dividend date was Wednesday, May 13th. This represents a $0.83 annualized dividend and a dividend yield of 4.3%. Kenvue’s dividend payout ratio (DPR) is 97.65%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on KVUE shares. UBS Group dropped their price target on Kenvue from $19.00 to $18.00 and set a “neutral” rating for the company in a research report on Tuesday, April 7th. Barclays lowered their price objective on shares of Kenvue from $19.00 to $18.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 14th. Zacks Research downgraded shares of Kenvue from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Citigroup reduced their price target on shares of Kenvue from $20.00 to $19.00 and set a “neutral” rating on the stock in a report on Wednesday, April 15th. Finally, Weiss Ratings upgraded shares of Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 15th. Three investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $19.33.

Get Our Latest Report on Kenvue

Insider Activity

In other 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 value of $679,751.06. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.59% of the stock is owned by company insiders.

About Kenvue

(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.