Kenvue 배당 및 자사주 매입
배당 기준 점검 3/6
Kenvue 은(는) 현재 수익률이 4.29% 인 배당금 지급 회사입니다.
핵심 정보
4.3%
배당 수익률
0.4%
자사주 매입 수익률
| 총 주주 수익률 | 4.7% |
| 미래 배당 수익률 | 4.5% |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 98% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: 배당금 지급이 안정적인 반면, KVUE 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.
배당금 증가: KVUE 의 배당금 지급이 증가했지만 회사는 3 년 동안만 배당금을 지급했습니다.
배당 수익률 vs 시장
| Kenvue 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (KVUE) | 4.3% |
| 시장 하위 25% (US) | 1.3% |
| 시장 상위 25% (US) | 4.1% |
| 업계 평균 (Personal Products) | 3.1% |
| 분석가 예측 (KVUE) (최대 3년) | 4.5% |
주목할만한 배당금: KVUE 의 배당금( 4.29% )은 US 시장에서 배당금 지급자의 하위 25%( 1.35% )보다 높습니다.
고배당: KVUE 의 배당금( 4.29% )은 US 시장( 4.15% )
주주 대상 이익 배당
수익 보장: 지급 비율 ( 97.9% )이 높기 때문에 KVUE 의 배당금 지급은 수익으로 잘 충당되지 않습니다.
주주 현금 배당
현금 흐름 범위: 현재 현금 지급 비율 ( 87.4% )에서 KVUE 의 배당금 지급은 현금 흐름으로 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/01 15:33 |
| 종가 | 2026/07/01 00:00 |
| 수익 | 2026/03/29 |
| 연간 수익 | 2025/12/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Kenvue Inc.는 19명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Lauren Lieberman | Barclays |
| Navann Ty Dietschi | BNP Paribas |
| Anna Lizzul | BofA Global Research |