Kenvue Inc.

NYSE:KVUE Stock Report

Market Cap: US$33.5b

Kenvue Dividends and Buybacks

Dividend criteria checks 2/6

Kenvue is a dividend paying company with a current yield of 4.76%. Next payment date is on 27th May, 2026 with an ex-dividend date of 13th May, 2026.

Key information

4.8%

Dividend yield

0.6%

Buyback Yield

Total Shareholder Yield5.4%
Future Dividend Yield5.1%
Dividend Growthn/a
Next dividend pay date27 May 26
Ex dividend date13 May 26
Dividend per sharen/a
Payout ratio108%

Recent dividend and buyback updates

Kenvue (NYSE:KVUE) Is Due To Pay A Dividend Of $0.2075

Nov 01
Kenvue (NYSE:KVUE) Is Due To Pay A Dividend Of $0.2075

Recent updates

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.

Kenvue: Extremely Mature Merger Target Is Too Expensive

Apr 17

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Kenvue (NYSE:KVUE) Is Due To Pay A Dividend Of $0.2075

Nov 01
Kenvue (NYSE:KVUE) Is Due To Pay A Dividend Of $0.2075

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.

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.

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.

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.

Kenvue (NYSE:KVUE) Is Increasing Its Dividend To $0.2075

Aug 07
Kenvue (NYSE:KVUE) Is Increasing Its Dividend To $0.2075

Is Kenvue Inc. (NYSE:KVUE) Trading At A 37% Discount?

Jun 23
Is Kenvue Inc. (NYSE:KVUE) Trading At A 37% Discount?

Kenvue's (NYSE:KVUE) Dividend Will Be $0.205

May 13
Kenvue's (NYSE:KVUE) Dividend Will Be $0.205

Kenvue: How To Profit Strongly, Despite Elusive Upside

Mar 25

Looming Challenges, But Kenvue Could Become A Compelling Dividend Growth Stock Beyond 2025

Feb 17

Kenvue Is A Mediocre Candidate

Feb 08

Kenvue: Lots Of Potential, But Short-Term Upside May Be Tapped Out (Rating Downgrade)

Nov 27

Kenvue: Unpacking Activist's Case And Earnings Preview

Oct 29

Kenvue: Turning Cautious On The Stock While Remaining Optimistic On The Business

Oct 02
User avatar

Critical Brand Investments And Operational Efficiencies Set To Spur Robust Growth And Investor Confidence

Strategic investments in brand marketing and launching new products like Tylenol Easy To Swallow aim at enhancing market penetration and consumer loyalty.

Upcoming Dividend Payment

TodayMay 04 2026Ex Dividend DateMay 13 2026Dividend Pay DateMay 27 202614 days from Ex DividendBuy in the next 9 days to receive the upcoming dividend

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: Whilst dividend payments have been stable, KVUE has been paying a dividend for less than 10 years.

Growing Dividend: KVUE's dividend payments have increased, but the company has only paid a dividend for 3 years.


Dividend Yield vs Market

Kenvue Dividend Yield vs Market
How does KVUE dividend yield compare to the market?
SegmentDividend Yield
Company (KVUE)4.8%
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Personal Products)3.4%
Analyst forecast (KVUE) (up to 3 years)5.1%

Notable Dividend: KVUE's dividend (4.76%) is higher than the bottom 25% of dividend payers in the US market (1.4%).

High Dividend: KVUE's dividend (4.76%) is in the top 25% of dividend payers in the US market (4.22%)


Earnings Payout to Shareholders

Earnings Coverage: With its high payout ratio (107.6%), KVUE's dividend payments are not well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its high cash payout ratio (92.5%), KVUE's dividend payments are not well covered by cash flows.


Discover strong dividend paying companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/04 15:56
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/28
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Kenvue Inc. is covered by 21 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Navann Ty DietschiBNP Paribas