Kenvue 配当と自社株買い
配当金 基準チェック /36
Kenvue配当を支払う会社であり、現在の利回りは4.73%です。
主要情報
4.7%
配当利回り
0.2%
バイバック利回り
| 総株主利回り | 4.9% |
| 将来の配当利回り | 4.9% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | 96% |
最近の配当と自社株買いの更新
Recent updates
Seeking Alpha • Aug 24
Kenvue: Acquisition By Kimberly-Clark Hit An Obstacle - What Now
Summary Kenvue Inc. is being acquired by Kimberly-Clark in a mixed cash-and-stock deal, offering KVUE holders $19.71 per share. China’s SAMR has initiated a phase 2 antitrust review, potentially delaying the merger but not necessarily blocking it. The deal’s value for KVUE holders is highly sensitive to KMB’s share price, introducing significant volatility and risk. KVUE stock trades near intrinsic value; holding until deal closure offers diversification, but exiting now is reasonable if you dislike the merger. Read the full article on Seeking Alpha
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.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 Alpha決済の安定と成長
配当データの取得
安定した配当: 配当金の支払いは安定していますが、 KVUEが配当金を支払っている期間は 10 年未満です。
増加する配当: KVUEの配当金は増加していますが、同社は3年間しか配当金を支払っていません。
配当利回り対市場
| Kenvue 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (KVUE) | 4.7% |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.1% |
| 業界平均 (Personal Products) | 3.0% |
| アナリスト予想 (KVUE) (最長3年) | 4.9% |
注目すべき配当: KVUEの配当金 ( 4.73% ) はUS市場の配当金支払者の下位 25% ( 1.36% ) よりも高くなっています。
高配当: KVUEの配当金 ( 4.73% ) はUS市場 ( 4.09% ) の配当支払者の中で上位 25% に入っています。
株主への利益配当
収益カバレッジ: KVUEは高い 配当性向 ( 96% ) のため、配当金の支払いは利益によって十分にカバーされていません。
株主配当金
キャッシュフローカバレッジ: 現在の現金配当性向（ 84.3% ）では、 KVUEの配当金はキャッシュフローによって賄われています。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/09 10:44 |
| 終値 | 2026/09/09 00:00 |
| 収益 | 2026/06/28 |
| 年間収益 | 2025/12/28 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Kenvue Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19
| アナリスト | 機関 |
|---|---|
| Lauren Lieberman | Barclays |
| Navann Ty Dietschi | BNP Paribas |
| Anna Lizzul | BofA Global Research |