Kenvue Inc. $KVUE Stock Position Lowered by Sterling Capital Management LLC

Posted by Brian Himes on Jul 1st, 2026

Sterling Capital Management LLC decreased its position in Kenvue Inc. (NYSE:KVUE – Free Report) by 43.3% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 63,921 shares of the company’s stock after selling 48,740 shares during the period. Sterling Capital Management LLC’s holdings in Kenvue were worth $1,102,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of KVUE. Arrowstreet Capital Limited Partnership bought a new position in shares of Kenvue during the 2nd quarter valued at about $6,528,000. Jump Financial LLC lifted its stake in Kenvue by 210.6% during the second 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 during the last quarter. AXA S.A. lifted its stake in Kenvue by 21.1% during the second quarter. AXA S.A. now owns 48,892 shares of the company’s stock valued at $1,023,000 after purchasing an additional 8,524 shares during the last quarter. NewEdge Advisors LLC boosted 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 buying an additional 66,930 shares in the last quarter. Finally, The Manufacturers Life Insurance Company boosted its holdings 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 buying an additional 10,885 shares in the last quarter. Institutional investors own 97.64% of the company’s stock.

Insider Transactions at Kenvue

In other news, General Counsel Matthew Orlando sold 38,491 shares of the 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 transaction 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 company insiders.

Analysts Set New Price Targets

KVUE has been the topic of several research reports. UBS Group dropped their price target 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 raised Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 15th. Barclays decreased their target price on Kenvue from $19.00 to $18.00 and set an “equal weight” rating on the stock in a report on Tuesday, April 14th. Citigroup cut their target price on Kenvue from $20.00 to $19.00 and set a “neutral” rating on the stock in a research report on Wednesday, April 15th. 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 given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $19.33.

Get Our Latest Stock Report on KVUE

Kenvue Stock Performance

Kenvue stock opened at $19.11 on Wednesday. The firm’s 50 day simple moving average is $17.73 and its 200-day simple moving average is $17.66. The company has a market cap of $36.70 billion, a P/E ratio of 22.49, a price-to-earnings-growth ratio of 1.45 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. 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 released its quarterly 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. The business had revenue of $3.91 billion for 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 firm’s revenue was up 4.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.24 earnings per share. As a group, equities research analysts predict that Kenvue Inc. will post 1.16 EPS for the current year.

Kenvue Dividend Announcement

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