Kenvue Inc.

NYSE:KVUE Stok Raporu

Piyasa değeri: US$34.3b

Kenvue Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Kenvue kazanç ve gelirin sırasıyla yıllık 8.9% ve 2.8% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 8.8% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 21.9% olacağı tahmin edilmektedir.

Anahtar bilgiler

8.9%

Kazanç büyüme oranı

8.82%

EPS büyüme oranı

Personal Products kazanç büyümesi27.3%
Gelir büyüme oranı2.8%
Gelecekteki özkaynak getirisi21.94%
Analist kapsamı

Good

Son güncelleme15 Sep 2026

Gelecekteki son büyüme güncellemeleri

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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:KVUE - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202816,4832,2312,4562,9257
12/31/202715,9672,1022,3582,80113
12/31/202615,5951,8271,9532,45613
6/28/202615,4081,6581,9142,325N/A
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: KVUE 'nin tahmini kazanç büyümesi (yıllık 8.9% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: KVUE şirketinin kazançlarının (yıllık 8.9% ) US pazarından (yıllık 17.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: KVUE şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: KVUE şirketinin gelirinin (yıllık 2.8% ) US pazarından (yıllık 13.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: KVUE şirketinin gelirinin (yıllık 2.8% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: KVUE 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 21.9 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/18 08:57
Gün Sonu Hisse Fiyatı2026/09/18 00:00
Kazançlar2026/06/28
Yıllık Kazançlar2025/12/28

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Kenvue Inc. 19 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Lauren LiebermanBarclays
Navann Ty DietschiBNP Paribas
Anna LizzulBofA Global Research