Kenvue Gestione
Criteri Gestione verificati 3/4
Kenvue Il CEO è Kirk Perry, nominato in Jul2025, e ha un mandato di 1.58 anni. la retribuzione annua totale è $ 8.15M, composta da 7% di stipendio e 93% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.004% delle azioni della società, per un valore di $ 1.46M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.7 anni e 3.2 anni.
Informazioni chiave
Kirk Perry
Amministratore delegato
US$8.1m
Compenso totale
| Percentuale dello stipendio del CEO | 6.95% |
| Mandato del CEO | 1yr |
| Proprietà del CEO | 0.004% |
| Durata media del management | 2.7yrs |
| Durata media del Consiglio di amministrazione | 3.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jun 24
KVUE: Future Returns Will Balance Kimberly-Clark Deal Timing And Execution Risks
Kenvue's analyst price target has been trimmed by $1 as analysts factor in updated discount rate assumptions and peer commentary that shifts more upside toward related deals in later years. Analyst Commentary Recent commentary around Kenvue highlights a split view, with some analysts focusing on the potential value of its connection to Kimberly-Clark over time, while others are trimming near term expectations and adjusting discount rate assumptions.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 AlphaAggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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.Aggiornamento narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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 narrativa • 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...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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 29 2026 | n/a | n/a | US$2b |
| Dec 28 2025 | US$8m | US$566k | US$1b |
| Sep 28 2025 | n/a | n/a | US$1b |
| Jun 29 2025 | n/a | n/a | US$1b |
| Mar 30 2025 | n/a | n/a | US$1b |
| Dec 29 2024 | US$93k | n/a | US$1b |
Compensazione vs Mercato: La retribuzione totale di Kirk ($USD 8.15M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.60M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Kirk con le performance aziendali.
AMMINISTRATORE DELEGATO
Kirk Perry (59 yo)
1yr
Mandato
US$8,145,379
Compensazione
Mr. Kirk L. Perry serves as Chief Executive Officer of Kenvue Inc. from November 02, 2025 and was its Interim Chief Executive Officer since July 14, 2025 until November 02, 2025. Mr. Perry was an Independe...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1yr | US$8.15m | 0.0040% $ 1.5m | |
| Chief Technology & Data Officer | less than a year | US$4.02m | Nessun dato | |
| General Counsel | 3.2yrs | US$3.28m | 0% $ 0 | |
| Group President of Europe | 3.2yrs | US$4.00m | 0.0058% $ 2.1m | |
| Interim CFO & Chief Accounting Officer | 3.2yrs | Nessun dato | 0.0015% $ 558.7k | |
| Chief Operations Officer | 3.2yrs | US$3.51m | 0.0049% $ 1.8m | |
| Chief Scientific Officer | 3.2yrs | Nessun dato | 0.0032% $ 1.2m | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Digital & Marketing Officer | less than a year | Nessun dato | Nessun dato | |
| Head of Total Rewards | no data | Nessun dato | Nessun dato | |
| Chief Corporate Affairs Officer | 2.2yrs | Nessun dato | 0.00021% $ 76.7k | |
| Group President of Asia Pacific | 1yr | Nessun dato | Nessun dato |
2.7yrs
Durata media
53.5yo
Età media
Gestione esperta: Il team dirigenziale di KVUE è considerato esperto (durata media dell'incarico 2.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$8.15m | 0.0040% $ 1.5m | |
| Independent Chairman | 3.2yrs | US$979.98k | 0.000020% $ 7.3k | |
| Independent Director | 3.2yrs | US$329.99k | 0.000020% $ 7.3k | |
| Independent Director | 1.3yrs | US$259.29k | 0.000010% $ 3.7k | |
| Independent Director | 3.2yrs | US$324.99k | 0.000020% $ 7.3k | |
| Independent Director | 1.3yrs | US$279.29k | 0% $ 0 | |
| Independent Director | 1.9yrs | US$279.99k | 0.000010% $ 3.7k | |
| Independent Director | 3.2yrs | US$279.99k | 0.00058% $ 211.8k | |
| Independent Director | 3.2yrs | US$324.99k | 0.000020% $ 7.3k | |
| Independent Director | 3.2yrs | US$297.15k | 0.0014% $ 493.0k | |
| Independent Director | 1.3yrs | US$262.13k | 0.000010% $ 3.7k | |
| Independent Director | 3.2yrs | US$279.99k | 0.000020% $ 7.3k |
3.2yrs
Durata media
65yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di KVUE sono considerati esperti (durata media dell'incarico 3.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/17 16:55 |
| Prezzo dell'azione a fine giornata | 2026/07/17 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/28 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 delle guide su come utilizzare i nostri report e dei 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 19 analisti. 14 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.
| Analista | Istituzione |
|---|---|
| Lauren Lieberman | Barclays |
| Navann Ty Dietschi | BNP Paribas |
| Anna Lizzul | BofA Global Research |