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 | 3/6 |
| Croissance future | 2/6 |
| Performances passées | 5/6 |
| Santé financière | 2/6 |
| Dividendes | 3/6 |
KVUE Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$25.09
FV
26.5% sous-évalué décote intrinsèque8.70%
Revenue growth p.a.
310
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Kenvue Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$18.43 |
| Plus haut sur 52 semaines | US$22.87 |
| Plus bas sur 52 semaines | US$14.02 |
| Bêta | 0.50 |
| Variation sur 1 mois | 7.71% |
| Variation sur 3 mois | 5.25% |
| Variation sur 1 an | -14.04% |
| Variation sur 3 ans | -29.28% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -31.49% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jun 09
Kenvue: After A Disappointing 3 Years, Kimberly-Clark's Gamble Could Revive Growth
Summary Kenvue Inc. faces near-term headwinds but offers long-term income potential, especially with its pending merger with Kimberly-Clark. Recent earnings showed resilience: Q1 revenue grew 4.5% to $3.91B and EPS rose to $0.32, despite macroeconomic pressures. The KVUE-KMB merger promises $2.1B in run-rate synergies, but meaningful growth is unlikely for 3–5 years amid inflation and regulatory scrutiny. With a forward P/E under 15x and a ~5% yield, KVUE stock is a solid hold; risks center on merger approval and ongoing margin pressures. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 08
KVUE: Future Returns Will Reflect Merger Progress And Legal Earnings Balance
Analysts slightly lifted their fair value estimate for Kenvue to $19.50, a modest move supported by small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, even as recent Street research from Citi, Barclays and UBS reflects more cautious price targets. Analyst Commentary Recent price target trims of around $1 from several firms signal that the Street is fine tuning expectations rather than making a wholesale shift in its view on Kenvue.Mise à jour du récit • May 25
KVUE: Future Returns Will Reflect Legal Outcomes And Balanced Earnings Expectations
Analysts have trimmed their average price target on Kenvue by about $0.31 to $19.27 as they refresh models following recent target adjustments and updated assumptions for growth, margins, discount rate, and future P/E multiples. Analyst Commentary Recent target moves around Kenvue reflect a mix of caution and selective optimism, with some analysts trimming price targets while others are willing to nudge them higher after updating models following the latest quarterly report.Mise à jour du récit • May 10
KVUE: Future Returns Will Depend On Kimberly Clark Deal And Legal Outcomes
Analysts have lowered their Kenvue price targets by $1 to $19. This reflects slightly higher discount rate assumptions, modestly different revenue growth expectations, a small change in projected profit margins, and an updated future P/E of 21.63x.Recent updates
Seeking Alpha • Jun 09
Kenvue: After A Disappointing 3 Years, Kimberly-Clark's Gamble Could Revive Growth
Summary Kenvue Inc. faces near-term headwinds but offers long-term income potential, especially with its pending merger with Kimberly-Clark. Recent earnings showed resilience: Q1 revenue grew 4.5% to $3.91B and EPS rose to $0.32, despite macroeconomic pressures. The KVUE-KMB merger promises $2.1B in run-rate synergies, but meaningful growth is unlikely for 3–5 years amid inflation and regulatory scrutiny. With a forward P/E under 15x and a ~5% yield, KVUE stock is a solid hold; risks center on merger approval and ongoing margin pressures. Read the full article on Seeking AlphaMise à jour du récit • Jun 08
KVUE: Future Returns Will Reflect Merger Progress And Legal Earnings Balance
Analysts slightly lifted their fair value estimate for Kenvue to $19.50, a modest move supported by small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, even as recent Street research from Citi, Barclays and UBS reflects more cautious price targets. Analyst Commentary Recent price target trims of around $1 from several firms signal that the Street is fine tuning expectations rather than making a wholesale shift in its view on Kenvue.Mise à jour du récit • May 25
KVUE: Future Returns Will Reflect Legal Outcomes And Balanced Earnings Expectations
Analysts have trimmed their average price target on Kenvue by about $0.31 to $19.27 as they refresh models following recent target adjustments and updated assumptions for growth, margins, discount rate, and future P/E multiples. Analyst Commentary Recent target moves around Kenvue reflect a mix of caution and selective optimism, with some analysts trimming price targets while others are willing to nudge them higher after updating models following the latest quarterly report.Mise à jour du récit • May 10
KVUE: Future Returns Will Depend On Kimberly Clark Deal And Legal Outcomes
Analysts have lowered their Kenvue price targets by $1 to $19. This reflects slightly higher discount rate assumptions, modestly different revenue growth expectations, a small change in projected profit margins, and an updated future P/E of 21.63x.Mise à jour du récit • Apr 25
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.Mise à jour du récit • Apr 08
KVUE: 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.Mise à jour du récit • Mar 25
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.Mise à jour du récit • Mar 09
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.Mise à jour du récit • Feb 23
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.Mise à jour du récit • Feb 08
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.Mise à jour du récit • Jan 24
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.Mise à jour du récit • Jan 10
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.Mise à jour du récit • Dec 24
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.Mise à jour du récit • Dec 10
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.Mise à jour du récit • Nov 26
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.Mise à jour du récit • Nov 06
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.Article d’analyse • Nov 01
Kenvue (NYSE:KVUE) Is Due To Pay A Dividend Of $0.2075
Kenvue Inc. ( NYSE:KVUE ) will pay a dividend of $0.2075 on the 26th of November. Based on this payment, the dividend...Mise à jour du récit • Oct 22
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.Mise à jour du récit • Oct 08
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.Mise à jour du récit • Sep 24
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.Mise à jour du récit • Sep 04
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.Article d’analyse • Aug 07
Kenvue (NYSE:KVUE) Is Increasing Its Dividend To $0.2075
The board of Kenvue Inc. ( NYSE:KVUE ) has announced that the dividend on 27th of August will be increased to $0.2075...Article d’analyse • Jun 23
Is Kenvue Inc. (NYSE:KVUE) Trading At A 37% Discount?
Key Insights Kenvue's estimated fair value is US$33.91 based on 2 Stage Free Cash Flow to Equity Kenvue's US$21.39...Seeking Alpha • Mar 25
Kenvue: How To Profit Strongly, Despite Elusive Upside
Summary KVUE shares have returned more than 25% in less than a year, raising concerns about possible overvaluation. I revisit the Kenvue investment case with the 2024 earnings results at hand and explain why I believe the market is currently giving management quite a bit of advance praise. I detail my strategy, which, I think, can continue to generate returns in the high teens, even excluding capital appreciation, and despite the increasingly expensive valuation of KVUE stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Looming Challenges, But Kenvue Could Become A Compelling Dividend Growth Stock Beyond 2025
Summary Kenvue, spun off from Johnson & Johnson, shows potential as a solid dividend stock post-2025 despite current economic challenges and recent earnings misses. The company boasts strong brands like Tylenol and Listerine, and management's cost-cutting initiatives aim to save $350 million by 2026. Kenvue's valuation and growth prospects make it attractive for long-term dividend investors, but cash flow headwinds warrant a hold rating for now. Future dividend growth is expected post-2026, contingent on successful cost-cutting and economic stability despite current inflationary and geopolitical risks. Risks for Kenvue include tariffs, which could cause inflation to resurge, leading to lower growth as consumers look to less expensive brands. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Kenvue Is A Mediocre Candidate
Summary Kenvue, the world's largest pure-play consumer health company, has a market cap of $37.96 billion but struggles with profitability despite decent growth. Management's cost-cutting initiatives show promise, but recent financials reveal mixed results, with revenue slightly up but net income and EBITDA declining. Kenvue's valuation appears relatively cheap compared to peers, yet its fundamentals don't justify a bullish outlook; thus, I rate it a 'hold'. Despite expected organic growth and cost savings, foreign currency fluctuations and modest earnings projections limit optimism for significant profitability improvements. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Kenvue: Lots Of Potential, But Short-Term Upside May Be Tapped Out (Rating Downgrade)
Summary Kenvue's recent earnings showed improvements, but persistent headwinds, especially in the Skin, Health, & Beauty segment, suggest limited upside potential in the near term. Despite solid dividend growth and cost-cutting initiatives, higher interest rates and economic challenges in China continue to weigh on Kenvue's performance. Management's strategic moves, including increased online presence and partnerships with influencers, aim to combat headwinds and drive future growth. Given current headwinds and recent price appreciation, I am downgrading Kenvue to a hold, with potential upside contingent on improved economic conditions. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Kenvue: Unpacking Activist's Case And Earnings Preview
Summary Kenvue, a Johnson & Johnson spin-out, owns a strong portfolio of household brands like Tylenol, Benadryl and Band-Aid. Activist investor Starboard Value argues KVUE stock is undervalued, highlighting its irreplaceable brand portfolio. However, reviewing Starboard's claims, I fail to see the argument that KVUE's categories are more defendable. KVUE's OTC remedies are commoditized and face intense price competition. Overall, the KVUE investment case hinges on management's ability to turn around Skin Health & Beauty. Without concrete evidence, it is simply wishful thinking to buy right now. Read the full article on Seeking AlphaRendement pour les actionnaires
| KVUE | US Personal Products | US Marché | |
|---|---|---|---|
| 7D | 2.8% | 2.7% | 2.3% |
| 1Y | -14.0% | -14.4% | 25.5% |
Rendement vs Industrie: KVUE correspondait au secteur US Personal Products qui a rapporté -14.4 % au cours de l'année écoulée.
Rendement vs marché: KVUE a sous-performé le marché US qui a rapporté 25.5 % au cours de l'année écoulée.
Volatilité des prix
| KVUE volatility | |
|---|---|
| KVUE Average Weekly Movement | 3.0% |
| Personal Products Industry Average Movement | 7.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
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$35.04b |
| Bénéfices(TTM) | US$1.62b |
| Recettes(TTM) | US$15.29b |
21.8x
Ratio P/E2.3x
Ratio P/SLe site KVUE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| KVUE compte de résultat (TTM) | |
|---|---|
| Recettes | US$15.29b |
| Coût des recettes | US$6.33b |
| Marge brute | US$8.96b |
| Autres dépenses | US$7.34b |
| Les revenus | US$1.62b |
Derniers bénéfices déclarés
Mar 29, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.84 |
| Marge brute | 58.60% |
| Marge bénéficiaire nette | 10.61% |
| Ratio dettes/capitaux propres | 81.6% |
Quelles ont été les performances à long terme de KVUE?
Voir les performances historiques et les comparaisonsDividendes
4.5%
Rendement actuel des dividendes98%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/16 14:42 |
| Cours de l'action en fin de journée | 2026/06/16 00:00 |
| Les revenus | 2026/03/29 |
| 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 |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 19 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 |
| Navann Ty Dietschi | BNP Paribas |
| Anna Lizzul | BofA Global Research |