Kenvue (KVUE) Resumen de Acciones
Kenvue Inc. opera como empresa de salud del consumidor en Estados Unidos, el resto de Norteamérica, Europa, Oriente Medio, África, Asia-Pacífico y Latinoamérica. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 2/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
KVUE Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de Kenvue Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$17.43 |
| Máximo en las últimas 52 semanas | US$25.17 |
| Mínimo de 52 semanas | US$14.02 |
| Beta | 0.57 |
| Cambio en 1 mes | 1.69% |
| Variación en 3 meses | 0.29% |
| Cambio de 1 año | -27.31% |
| Variación en 3 años | -34.23% |
| Variación en 5 años | n/a |
| Variación desde la OPV | -35.20% |
Noticias y actualizaciones recientes
KVUE: Future Returns Will Hinge On Kimberly Clark Deal Completion
The analyst price target for Kenvue has been trimmed by about $0.17, as analysts fine-tune their models following recent Q4 results and a mix of target increases and subsequent $1 target reductions from multiple firms. Analyst Commentary Recent research updates on Kenvue show a mix of optimism and caution, with several firms fine-tuning price targets around the Q4 print and subsequent trading action.Kenvue: Extremely Mature Merger Target Is Too Expensive
Apr 17Recent updates
KVUE: Future Returns Will Hinge On Kimberly Clark Deal Completion
The analyst price target for Kenvue has been trimmed by about $0.17, as analysts fine-tune their models following recent Q4 results and a mix of target increases and subsequent $1 target reductions from multiple firms. Analyst Commentary Recent research updates on Kenvue show a mix of optimism and caution, with several firms fine-tuning price targets around the Q4 print and subsequent trading action.Kenvue: Extremely Mature Merger Target Is Too Expensive
Apr 17KVUE: Future Returns Will Depend On Kimberly Clark Deal Execution
Analysts have trimmed Kenvue's implied fair value to about $19.75 per share. This reflects a slightly higher discount rate and updated price targets around $19 to $20 following recent Q4 results and rating changes.KVUE: Future Returns Will Hinge On Kimberly Clark Deal Completion
Analysts have inched their average price target for Kenvue higher to around $19, with modest tweaks to the discount rate and growth assumptions following Q4 results that they describe as better than feared and supported by broad based segment performance. Analyst Commentary Street research around Kenvue clusters around small price target adjustments and updated models after Q4, with opinions split between cautious optimism and growing skepticism.KVUE: Future Returns Will Balance Legal Risks And Kimberly Clark Deal Execution
Analysts have nudged their fair value estimate for Kenvue to $19.83 from $19.67, reflecting recent price target increases into the $18 to $20 range after what they describe as a better than feared Q4 with broad-based segment growth. Analyst Commentary Recent Street research on Kenvue highlights a mix of cautious optimism and lingering concerns, with several firms lifting price targets into the high teens after reviewing Q4 results and updated models.KVUE: Future Returns Will Reflect Legal Outcomes And Kimberly-Clark Transaction Execution
The analyst price target for Kenvue has increased by about $0.75 to $19.67 as analysts factor in recent top and bottom line beats, segment growth, and updated P/E and cash flow assumptions. These updates are reflected in slightly higher fair value, revenue growth, and profit margin inputs.KVUE: Future Returns Will Balance Legal Outcomes And Kimberly-Clark Deal Execution
The analyst price target for Kenvue has been trimmed by about $0.42 to reflect slightly lower fair value and P/E assumptions, as some analysts factor in recent downgrades alongside cautious optimism around areas such as Skin Health and Beauty. Analyst Commentary Recent research on Kenvue has been mixed, with some firms trimming expectations while others highlight areas that could support value over time.KVUE: Share Price Will Reflect Legal Outcomes And Kimberly-Clark Deal Execution Risks
Narrative Update Analysts have inched their price targets on Kenvue higher, with moves such as Barclays lifting its view to $18 and Jefferies highlighting potential upside toward $23. They cite early signs of improvement in Skin Health and Beauty, an agreed sale to Kimberly Clark, and ongoing legal and consumer perception risks around Tylenol that could affect how the story unfolds from here.KVUE: Share Price Will Recover As Legal Overhangs Ease After Kimberly-Clark Deal
Narrative Update on Kenvue Analysts have kept their fair value estimate for Kenvue steady at $19.33 per share while making only slight adjustments to inputs like discount rate, revenue growth, profit margin and future P/E. This reflects mixed recent research that highlights cautious views around litigation and consumer headlines, alongside some optimism in Skin Health and Beauty and potential M&A interest.KVUE: Share Price Will Recover As Legal Overhangs Ease Post Kimberly-Clark Acquisition
Analysts have modestly raised their Kenvue price target to $18 from $17, citing improving sentiment around the Skin Health and Beauty segment, an attractive takeout valuation relative to perceived standalone fair value, and a generally balanced view of legal and execution risks. Analyst Commentary Street research on Kenvue reflects a mix of cautious optimism and lingering concern, with recent target changes clustering in the high teens to low 20s and framed heavily by legal risk, category growth, and potential corporate actions.KVUE: Share Price Will Recover As Legal Overhangs Ease Under Kimberly-Clark Deal
Analysts have modestly raised their price expectations for Kenvue, highlighting a slightly lower perceived risk profile and stabilizing fundamentals supported by improving trends in Skin Health and Beauty, while ongoing litigation and reputational overhangs continue to temper sentiment and keep most targets clustered in the mid to high teens per share. Analyst Commentary Street research on Kenvue continues to reflect a divided view, with some seeing an increasingly attractive risk reward profile while others remain focused on litigation uncertainty and near term pressure on key franchises.KVUE: Share Price Will Rebound As Legal Headwinds Ease And Merger Drives Optimism
Kenvue's fair value estimate saw a slight decrease, down $0.08 to $19.33. Analysts cited persistent legal risks, slower revenue growth, and recent headline-driven consumer concerns as key drivers of the revision.KVUE: Share Price Will Recover As Deal Risk Diminishes And Legal Fears Fade
Kenvue's analyst price target has been lowered by approximately $1.22 to $19.42 per share. Analysts cite mounting legal risks, execution uncertainty, and potential shifts in consumer behavior following recent litigation and deal headlines.Kenvue (NYSE:KVUE) Is Due To Pay A Dividend Of $0.2075
Nov 01
Analyst Commentary Highlights Legal Risks and Valuation Adjustments for Kenvue Amid Market Uncertainty
Analysts have reduced their average price target for Kenvue from $21.70 to $20.63. This reflects ongoing legal uncertainties and softer growth expectations in key product categories.Digital And Operational Shifts Will Unlock Global Opportunity
Kenvue's analyst fair value estimate has been reduced to $21.70 from $22.13. This change reflects ongoing concerns among analysts about muted growth prospects and potential headline risks in the personal care segment.Digital And Operational Shifts Will Unlock Global Opportunity
Kenvue’s consensus price target was revised downward from $22.60 to $22.13 due to heightened headline risk and legal uncertainties related to acetaminophen litigation, partially offset by views that long-term impact may be limited and current valuation discounts present a potential buying opportunity. Analyst Commentary Increased headline and reputational risks following reports and regulatory scrutiny over a potential link between Tylenol (acetaminophen) use and neurological conditions have led to downward revisions in price targets.Digital And Operational Shifts Will Unlock Global Opportunity
With consensus forecasts for both revenue growth (2.6% p.a.) and net profit margin (13.06%) unchanged, Kenvue’s analyst price target remains steady at $22.80. What's in the News Kenvue revised its full-year 2025 guidance, expecting net and organic sales to decline by low-single-digits, with a neutral currency impact.Kenvue (NYSE:KVUE) Is Increasing Its Dividend To $0.2075
Aug 07
Is Kenvue Inc. (NYSE:KVUE) Trading At A 37% Discount?
Jun 23Kenvue's (NYSE:KVUE) Dividend Will Be $0.205
May 13Kenvue: How To Profit Strongly, Despite Elusive Upside
Mar 25Looming Challenges, But Kenvue Could Become A Compelling Dividend Growth Stock Beyond 2025
Feb 17Kenvue Is A Mediocre Candidate
Feb 08Kenvue: Lots Of Potential, But Short-Term Upside May Be Tapped Out (Rating Downgrade)
Nov 27Kenvue: Unpacking Activist's Case And Earnings Preview
Oct 29Kenvue: Turning Cautious On The Stock While Remaining Optimistic On The Business
Oct 02
Critical Brand Investments And Operational Efficiencies Set To Spur Robust Growth And Investor Confidence
Strategic investments in brand marketing and launching new products like Tylenol Easy To Swallow aim at enhancing market penetration and consumer loyalty.Rentabilidad de los accionistas
| KVUE | US Personal Products | Mercado US | |
|---|---|---|---|
| 7D | -0.3% | -0.07% | 0.8% |
| 1Y | -27.3% | -15.8% | 27.7% |
Rentabilidad vs. Industria: Los resultados de KVUE fueron inferiores a los de la industria US Personal Products, que obtuvo un rendimiento del -15.8% el año pasado.
Rentabilidad vs. Mercado: KVUE obtuvo unos resultados inferiores a los del mercado US, que fueron del 27.7% el año pasado.
Volatilidad de los precios
| KVUE volatility | |
|---|---|
| KVUE Average Weekly Movement | 2.9% |
| Personal Products Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Precio estable de las acciones: KVUE no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de KVUE (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2022 | 21,890 | Kirk Perry | www.kenvue.com |
Kenvue Inc. opera como empresa de salud del consumidor en Estados Unidos, el resto de Norteamérica, Europa, Oriente Medio, África, Asia-Pacífico y Latinoamérica. Opera en tres segmentos: Autocuidado, Salud y Belleza de la Piel, y Salud Esencial. La empresa ofrece medicamentos sin receta para la tos, el resfriado y las alergias, el cuidado del dolor, la salud digestiva, la deshabituación tabáquica y el cuidado de la vista, así como otros productos de inspiración natural y de autocuidado, diagnóstico digital y telemedicina; productos para el cuidado facial y corporal, el cabello, el sol y otros cuidados; cuidado bucal y del bebé, salud de la mujer, cuidado de heridas y otros productos de salud esenciales; tampones; cosméticos; y vitaminas y suplementos.
Resumen de fundamentos de Kenvue Inc.
| Estadísticas fundamentales de KVUE | |
|---|---|
| Capitalización bursátil | US$33.46b |
| Beneficios(TTM) | US$1.47b |
| Ingresos (TTM) | US$15.12b |
¿Está KVUE sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de KVUE | |
|---|---|
| Ingresos | US$15.12b |
| Coste de los ingresos | US$6.30b |
| Beneficio bruto | US$8.83b |
| Otros gastos | US$7.36b |
| Beneficios | US$1.47b |
Últimos beneficios comunicados
Dec 28, 2025
Próxima fecha de beneficios
May 07, 2026
| Beneficios por acción (BPA) | 0.77 |
| Margen bruto | 58.37% |
| Margen de beneficio neto | 9.72% |
| Ratio deuda/patrimonio | 77.9% |
¿Cómo se ha desempeñado KVUE a largo plazo?
Ver rendimiento histórico y comparativaDividendos
¿Paga KVUE dividendos fiables?
Ver historial de dividendos e índices de referencia de KVUE| fechas de dividendos de Kenvue | |
|---|---|
| Fecha ex dividendo | May 13 2026 |
| Fecha de pago de dividendos | May 27 2026 |
| Días hasta ex dividendo | 10 days |
| Días hasta la fecha de pago de dividendos | 24 days |
¿Paga KVUE dividendos fiables?
Ver historial de dividendos e índices de referencia de KVUEAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/03 00:50 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2025/12/28 |
| Ingresos anuales | 2025/12/28 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Kenvue Inc. está cubierta por 21 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Lauren Lieberman | Barclays |
| Lauren Lieberman | Barclays |
| Navann Ty Dietschi | BNP Paribas |