Jacobs & Co. CA Reduces Stock Holdings in Kenvue Inc. $KVUE

Posted by George Bondi on Aug 9th, 2026

Jacobs & Co. CA trimmed its position in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 45.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 96,044 shares of the company’s stock after selling 80,864 shares during the quarter. Jacobs & Co. CA’s holdings in Kenvue were worth $1,835,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. raised its position in shares of Kenvue by 25.8% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 410,874 shares of the company’s stock valued at $7,088,000 after purchasing an additional 84,219 shares during the period. Calamos Advisors LLC boosted its holdings in Kenvue by 24.1% in the 1st quarter. Calamos Advisors LLC now owns 3,351,000 shares of the company’s stock worth $57,771,000 after buying an additional 651,000 shares during the period. State of Wyoming boosted its holdings in Kenvue by 233.5% in the 4th quarter. State of Wyoming now owns 97,992 shares of the company’s stock worth $1,690,000 after buying an additional 68,609 shares during the period. Nomura Asset Management Co. Ltd. grew its stake in Kenvue by 21.5% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 3,491,548 shares of the company’s stock valued at $60,229,000 after buying an additional 618,720 shares in the last quarter. Finally, Cullen Frost Bankers Inc. grew its stake in Kenvue by 19.9% in the 4th quarter. Cullen Frost Bankers Inc. now owns 431,394 shares of the company’s stock valued at $7,442,000 after buying an additional 71,591 shares in the last quarter. 97.64% of the stock is owned by hedge funds and other institutional investors.

Kenvue News Summary

Here are the key news stories impacting Kenvue this week:

Positive Sentiment: Second-quarter net sales rose 3.0% year over year to $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, with growth across Self Care, Skin Health and Beauty, and Essential Health. Kenvue Posts Higher Profit, Sales as Turnaround Continues
Positive Sentiment: Net income increased to $456 million from $420 million a year earlier, while adjusted diluted EPS reached $0.31 versus $0.29 in the prior-year quarter. Six-month operating cash flow was $1.2 billion and free cash flow was $1.0 billion. Kenvue Q2 net sales rise 3% as diluted EPS hits 24 cents
Neutral Sentiment: The Kimberly-Clark transaction remains expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. Kenvue is withholding forward guidance because of the pending deal, limiting visibility for investors. How Reddit and Wall Street See Kenvue as Buyout Nears
Negative Sentiment: Adjusted EPS of $0.31 fell short of the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. The miss was unusual for Kenvue and contributed to the recent decline in the stock. Kenvue misses quarterly estimates as inflation, tariffs squeeze margins
Negative Sentiment: Margins narrowed as inflation, tariffs and currency-related costs offset part of the benefit from pricing and volume gains, raising concerns about near-term profitability and the company’s turnaround execution. KVUE Q2 Earnings Miss Estimates as Margins Narrows Sales Rise

Wall Street Analyst Weigh In

Several research firms have issued reports on KVUE. Citigroup dropped 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. UBS Group lifted their price target on Kenvue from $18.00 to $20.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. Barclays boosted their price objective on Kenvue from $18.00 to $19.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 21st. Weiss Ratings upgraded Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 15th. Finally, Wall Street Zen lowered Kenvue from a “buy” rating to a “hold” rating in a report on Saturday. Three analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, Kenvue has an average rating of “Hold” and a consensus price target of $19.36.

Check Out Our Latest Stock Report on Kenvue

Kenvue Price Performance

Shares of NYSE KVUE opened at $19.22 on Friday. The firm has a market capitalization of $36.91 billion, a P/E ratio of 22.09, a P/E/G ratio of 1.46 and a beta of 0.47. The company has a quick ratio of 0.70, a current ratio of 0.98 and a debt-to-equity ratio of 0.67. The stock’s 50-day simple moving average is $18.77 and its two-hundred day simple moving average is $18.09. Kenvue Inc. has a twelve month low of $14.02 and a twelve month high of $21.95.

Kenvue (NYSE:KVUE – Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.01). Kenvue had a net margin of 10.76% and a return on equity of 21.17%. The business had revenue of $3.96 billion for the quarter, compared to the consensus estimate of $3.97 billion. During the same quarter last year, the business posted $0.29 EPS. The business’s revenue was up 3.0% compared to the same quarter last year. As a group, equities analysts anticipate that Kenvue Inc. will post 1.15 EPS for the current fiscal year.

Kenvue Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be given a dividend of $0.21 per share. The ex-dividend date is Wednesday, August 12th. This is a boost from Kenvue’s previous quarterly dividend of $0.21. This represents a $0.84 annualized dividend and a yield of 4.4%. Kenvue’s dividend payout ratio (DPR) is presently 95.40%.

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.