Kenvue (KVUE) Aperçu de l'action
Kenvue Inc. est une société de santé grand public présente aux États-Unis, dans le reste de l'Amérique du Nord, en Europe, au Moyen-Orient, en Afrique, dans la région Asie-Pacifique et en Amérique latine. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 2/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
KVUE Community Fair Values
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Analyst Price Targets
Top Community Narratives
Kenvue Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$17.43 |
| Plus haut sur 52 semaines | US$25.17 |
| Plus bas sur 52 semaines | US$14.02 |
| Bêta | 0.57 |
| Variation sur 1 mois | 1.69% |
| Variation sur 3 mois | 0.29% |
| Variation sur 1 an | -27.31% |
| Variation sur 3 ans | -34.23% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -35.20% |
Nouvelles et mises à jour récentes
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.Rendement pour les actionnaires
| KVUE | US Personal Products | US Marché | |
|---|---|---|---|
| 7D | -0.3% | -0.07% | 0.8% |
| 1Y | -27.3% | -15.8% | 27.7% |
Rendement vs Industrie: KVUE a sous-performé le secteur US Personal Products qui a rapporté -15.8 % au cours de l'année écoulée.
Rendement vs marché: KVUE a sous-performé le marché US qui a rapporté 27.7 % au cours de l'année écoulée.
Volatilité des prix
| 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% |
Cours de l'action stable: KVUE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de KVUE ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2022 | 21,890 | Kirk Perry | www.kenvue.com |
Kenvue Inc. est une société de santé grand public présente aux États-Unis, dans le reste de l'Amérique du Nord, en Europe, au Moyen-Orient, en Afrique, dans la région Asie-Pacifique et en Amérique latine. Elle opère dans trois segments : Self Care, Skin Health and Beauty, et Essential Health. La société propose des médicaments en vente libre pour la toux, le rhume et les allergies, le traitement de la douleur, la santé digestive, le sevrage tabagique et les soins oculaires, ainsi que d'autres produits d'inspiration naturelle et d'autosoins, des diagnostics numériques et de la télémédecine ; des soins du visage et du corps, des cheveux, des produits solaires et d'autres produits de soins ; des soins bucco-dentaires et pour bébés, des produits pour la santé des femmes, des produits pour le traitement des plaies et d'autres produits de santé essentiels ; des tampons ; des cosmétiques ; et des vitamines et des suppléments.
Kenvue Inc. Résumé des fondamentaux
| KVUE statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$33.46b |
| Bénéfices(TTM) | US$1.47b |
| Recettes(TTM) | US$15.12b |
Le site KVUE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| KVUE compte de résultat (TTM) | |
|---|---|
| Recettes | US$15.12b |
| Coût des recettes | US$6.30b |
| Marge brute | US$8.83b |
| Autres dépenses | US$7.36b |
| Les revenus | US$1.47b |
Derniers bénéfices déclarés
Dec 28, 2025
Prochaine date de publication des résultats
May 07, 2026
| Résultat par action (EPS) | 0.77 |
| Marge brute | 58.37% |
| Marge bénéficiaire nette | 9.72% |
| Ratio dettes/capitaux propres | 77.9% |
Quelles ont été les performances à long terme de KVUE?
Voir les performances historiques et les comparaisonsDividendes
Le site KVUE verse-t-il des dividendes fiables ?
Voir KVUE l'historique des dividendes et les indices de référence| Kenvue dates des dividendes | |
|---|---|
| Date ex-dividende | May 13 2026 |
| Date de paiement du dividende | May 27 2026 |
| Jours jusqu'au dividende Ex | 10 days |
| Jours jusqu'à la date de paiement du dividende | 24 days |
Le site KVUE verse-t-il des dividendes fiables ?
Voir KVUE l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/03 00:57 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2025/12/28 |
| Revenus annuels | 2025/12/28 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
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| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Kenvue Inc. est couverte par 21 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Lauren Lieberman | Barclays |
| Lauren Lieberman | Barclays |
| Navann Ty Dietschi | BNP Paribas |