Healthcare of Ontario Pension Plan Trust Fund Buys 2,351,653 Shares of Kenvue Inc. $KVUE

Posted by Brenda Bartman on Jul 26th, 2026

Healthcare of Ontario Pension Plan Trust Fund boosted its stake in Kenvue Inc. (NYSE:KVUE – Free Report) by 187.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,606,388 shares of the company’s stock after buying an additional 2,351,653 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Kenvue were worth $62,174,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Kenvue by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 234,951,484 shares of the company’s stock worth $4,052,913,000 after acquiring an additional 1,604,040 shares during the last quarter. State Street Corp grew its stake in shares of Kenvue by 3.5% in the 4th quarter. State Street Corp now owns 118,865,134 shares of the company’s stock worth $2,050,424,000 after acquiring an additional 4,063,257 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Kenvue by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 49,862,574 shares of the company’s stock valued at $856,778,000 after purchasing an additional 371,322 shares during the last quarter. Independent Franchise Partners LLP raised its holdings in shares of Kenvue by 56.3% in the fourth quarter. Independent Franchise Partners LLP now owns 48,146,476 shares of the company’s stock valued at $830,527,000 after purchasing an additional 17,343,785 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Kenvue during the fourth quarter valued at about $756,862,000. 97.64% of the stock is currently owned by institutional investors.

Insider Activity

In other news, General Counsel Matthew Orlando sold 38,491 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $17.66, for a total transaction of $679,751.06. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 1.59% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Wall Street Zen upgraded shares of Kenvue to a “buy” rating in a report on Sunday, July 12th. Barclays increased their price objective on shares of Kenvue from $18.00 to $19.00 and gave the company an “equal weight” rating in a research note on Tuesday. UBS Group lifted their target price on shares of Kenvue from $18.00 to $20.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Weiss Ratings upgraded Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 15th. Finally, Zacks Research lowered Kenvue from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 7th. Three research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $19.58.

Check Out Our Latest Research Report on KVUE

Kenvue Price Performance

Shares of NYSE:KVUE opened at $19.25 on Friday. The company has a market capitalization of $36.97 billion, a P/E ratio of 22.65, a price-to-earnings-growth ratio of 1.46 and a beta of 0.47. The company’s 50-day moving average is $18.38 and its 200 day moving average is $17.92. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.70 and a current ratio of 0.98. Kenvue Inc. has a fifty-two week low of $14.02 and a fifty-two week high of $22.87.

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

Kenvue Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th were given a dividend of $0.2075 per share. This represents a $0.83 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date of this dividend was Wednesday, May 13th. Kenvue’s dividend payout ratio is currently 97.65%.

Kenvue Company 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.