Kenvue Inc.

Report azionario NYSE:KVUE

Capitalizzazione di mercato: US$33.3b

Kenvue Crescita futura

Criteri Future verificati 2/6

Kenvue prevede che gli utili e i ricavi cresceranno rispettivamente di 9.3% e 2.7% all'anno. Si prevede che l'EPS crescerà di 9.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 21.3% in 3 anni.

Informazioni chiave

9.3%

Tasso di crescita degli utili

9.18%

Tasso di crescita dell'EPS

Personal Products crescita degli utili33.1%
Tasso di crescita dei ricavi2.7%
Rendimento futuro del capitale proprio21.31%
Copertura analitica

Good

Ultimo aggiornamento20 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Seeking Alpha • Apr 17

Kenvue: Extremely Mature Merger Target Is Too Expensive

Summary Kenvue, spun off from Johnson & Johnson, holds iconic brands like Tylenol and Band-Aid but has underperformed since IPO. JNJ saddled KVUE with over $9B in debt during the spin-off, impairing operational flexibility and leaving shareholders at a disadvantage. The proposed merger with Kimberly-Clark faces skepticism, with neither shareholder base showing enthusiasm and historical precedent warning of value destruction. Despite strong cash generation and market-leading brands, KVUE’s growth challenges and merger risks overshadow its consumer staples appeal. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:KVUE - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202816,5422,2222,5892,9257
12/31/202716,0222,0652,4652,81813
12/31/202615,6281,8432,1842,53213
3/29/202615,2921,6221,8232,258N/A
12/28/202515,1241,4701,7222,197N/A
9/28/202515,0061,4331,6332,136N/A
6/29/202515,1411,4181,6272,091N/A
3/30/202515,3021,0561,4441,910N/A
12/29/202415,4551,0301,3291,769N/A
9/29/202415,4591,0641,4011,926N/A
6/30/202415,4751,1191,7712,351N/A
3/31/202415,4861,4912,0862,653N/A
12/31/202315,4441,6642,6993,168N/A
10/1/202315,5451,6982,4572,862N/A
7/2/202315,4191,8462,5302,924N/A
4/2/202315,2122,0052,5962,989N/A
1/1/202314,9502,0642,1502,525N/A
10/2/202214,9162,1142,5512,890N/A
1/2/202215,0542,07839334N/A
1/3/202114,467-8793,1683,397N/A
12/29/201914,3241,435N/A2,998N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di KVUE ( 9.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di KVUE ( 9.3% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di KVUE cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di KVUE ( 2.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di KVUE ( 2.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di KVUE sarà elevato tra 3 anni ( 21.3 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 08:29
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/29
Utili annuali2025/12/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Kenvue Inc. è coperta da 22 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Navann Ty DietschiBNP Paribas