Kenvue Inc.

NYSE:KVUE 株式レポート

時価総額：US$33.7b

Kenvue 将来の成長

Future 基準チェック /26

Kenvue利益と収益がそれぞれ年間9.3%と2.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に21.3% 9.2%なると予測されています。

主要情報

9.3%

収益成長率

9.18%

EPS成長率

Personal Products 収益成長33.9%
収益成長率2.7%
将来の株主資本利益率21.31%
アナリストカバレッジ

Good

最終更新日26 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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

業績と収益の成長予測

NYSE:KVUE - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: KVUEの予測収益成長率 (年間9.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: KVUEの収益 ( 9.3% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: KVUEの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: KVUEの収益 ( 2.7% ) US市場 ( 11.8% ) よりも低い成長が予測されています。

高い収益成長: KVUEの収益 ( 2.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KVUEの 自己資本利益率 は、3年後には高くなると予測されています ( 21.3 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/26 18:09
終値2026/05/26 00:00
収益2026/03/29
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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。22

アナリスト機関
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Navann Ty DietschiBNP Paribas