PensionDanmark Pensionsforsikringsaktieselskab Acquires 42,100 Shares of Kenvue Inc. $KVUE

PensionDanmark Pensionsforsikringsaktieselskab raised its holdings in Kenvue Inc. (NYSE:KVUE) by 10.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 460,860 shares of the company’s stock after acquiring an additional 42,100 shares during the quarter. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in Kenvue were worth $8,807,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. CoreCap Advisors LLC raised its holdings in shares of Kenvue by 64.9% during the 2nd quarter. CoreCap Advisors LLC now owns 1,502 shares of the company’s stock valued at $29,000 after purchasing an additional 591 shares in the last quarter. Elyxium Wealth LLC bought a new stake in Kenvue in the fourth quarter worth $26,000. Physician Wealth Advisors Inc. increased its position in Kenvue by 67.5% during the fourth quarter. Physician Wealth Advisors Inc. now owns 1,533 shares of the company’s stock worth $26,000 after buying an additional 618 shares during the last quarter. MV Capital Management Inc. acquired a new position in Kenvue during the fourth quarter worth $28,000. Finally, Reflection Asset Management acquired a new position in Kenvue during the fourth quarter worth $32,000. 97.64% of the stock is owned by institutional investors.

Kenvue Stock Up 0.2%

Kenvue stock opened at $19.22 on Friday. The firm has a market cap of $36.91 billion, a price-to-earnings ratio of 22.09, a P/E/G ratio of 1.46 and a beta of 0.47. The company has a debt-to-equity ratio of 0.67, a current ratio of 0.98 and a quick ratio of 0.70. Kenvue Inc. has a fifty-two week low of $14.02 and a fifty-two week high of $21.95. The firm has a fifty day moving average price of $18.77 and a two-hundred day moving average price of $18.09.

Kenvue (NYSE:KVUE) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.31 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.01). Kenvue had a net margin of 10.76% and a return on equity of 21.17%. The business had revenue of $3.96 billion during the quarter, compared to analyst estimates of $3.97 billion. During the same period in the prior year, the business posted $0.29 earnings per share. The company’s revenue for the quarter was up 3.0% compared to the same quarter last year. As a group, analysts forecast that Kenvue Inc. will post 1.15 earnings per share for the current year.

Kenvue Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be given a $0.21 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $0.84 annualized dividend and a yield of 4.4%. This is an increase from Kenvue’s previous quarterly dividend of $0.21. Kenvue’s dividend payout ratio (DPR) is presently 95.40%.

Analyst Upgrades and Downgrades

KVUE has been the subject of a number of analyst reports. Zacks Research cut Kenvue from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 7th. UBS Group increased their price objective on Kenvue from $18.00 to $20.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Barclays raised their price objective on Kenvue from $18.00 to $19.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 21st. Weiss Ratings upgraded Kenvue from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 15th. Finally, Citigroup decreased their target price on Kenvue from $20.00 to $19.00 and set a “neutral” rating for the company in a research report on Wednesday, April 15th. Three analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, Kenvue presently has an average rating of “Hold” and a consensus price target of $19.36.

Key Headlines Impacting Kenvue

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Second-quarter net sales rose 3.0% year over year to $3.96 billion, supported by higher prices and volumes. Organic sales increased 1.6%, with growth across Self Care, Skin Health and Beauty, and Essential Health. Kenvue Posts Higher Profit, Sales as Turnaround Continues
• Positive Sentiment: Net income increased to $456 million from $420 million a year earlier, while adjusted diluted EPS reached $0.31 versus $0.29 in the prior-year quarter. Six-month operating cash flow was $1.2 billion and free cash flow was $1.0 billion. Kenvue Q2 net sales rise 3% as diluted EPS hits 24 cents
• Neutral Sentiment: The Kimberly-Clark transaction remains expected to close in the fourth quarter of 2026, subject to regulatory approvals and customary conditions. Kenvue is withholding forward guidance because of the pending deal, limiting visibility for investors. How Reddit and Wall Street See Kenvue as Buyout Nears
• Negative Sentiment: Adjusted EPS of $0.31 fell short of the $0.32 consensus estimate, while revenue of $3.96 billion was slightly below the $3.97 billion forecast. The miss was unusual for Kenvue and contributed to the recent decline in the stock. Kenvue misses quarterly estimates as inflation, tariffs squeeze margins
• Negative Sentiment: Margins narrowed as inflation, tariffs and currency-related costs offset part of the benefit from pricing and volume gains, raising concerns about near-term profitability and the company’s turnaround execution. KVUE Q2 Earnings Miss Estimates as Margins Narrows Sales Rise

Kenvue Company Profile

Kenvue is a consumer health company that was established as a standalone, publicly traded business after separating from Johnson & Johnson. Listed on the New York Stock Exchange under the symbol KVUE, Kenvue focuses on the development, manufacture, marketing and distribution of consumer health and personal care products across a range of categories including skin and beauty care, baby care, oral care, wound care and over?the?counter medicines.

The company owns and markets a portfolio of widely recognized consumer brands, including names familiar to global shoppers across retail and pharmacy channels.