Roundview Capital LLC Has $792,000 Position in Kenvue Inc. $KVUE

Roundview Capital LLC lowered its stake in Kenvue Inc. (NYSE:KVUE) by 4.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,820 shares of the company’s stock after selling 1,952 shares during the period. Roundview Capital LLC’s holdings in Kenvue were worth $792,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Evergreen Wealth Solutions LLC grew its holdings in Kenvue by 2.6% during the 1st quarter. Evergreen Wealth Solutions LLC now owns 16,769 shares of the company’s stock worth $402,000 after acquiring an additional 432 shares during the period. Scott & Selber Inc. grew its holdings in Kenvue by 0.4% during the 1st quarter. Scott & Selber Inc. now owns 106,621 shares of the company’s stock worth $2,557,000 after acquiring an additional 475 shares during the period. Wealth Alliance LLC grew its holdings in Kenvue by 1.6% during the 1st quarter. Wealth Alliance LLC now owns 31,778 shares of the company’s stock worth $762,000 after acquiring an additional 486 shares during the period. Everett Harris & Co. CA grew its holdings in Kenvue by 1.4% during the 1st quarter. Everett Harris & Co. CA now owns 36,971 shares of the company’s stock worth $887,000 after acquiring an additional 500 shares during the period. Finally, UMB Bank n.a. grew its holdings in Kenvue by 22.3% during the 2nd quarter. UMB Bank n.a. now owns 2,853 shares of the company’s stock worth $60,000 after acquiring an additional 521 shares during the period. Institutional investors and hedge funds own 97.64% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have commented on KVUE shares. Redburn Partners set a $22.00 target price on shares of Kenvue in a report on Friday, September 26th. Canaccord Genuity Group decreased their price target on shares of Kenvue from $29.00 to $26.00 and set a “buy” rating for the company in a report on Friday, August 8th. Rothschild & Co Redburn raised shares of Kenvue from a “neutral” rating to a “buy” rating and decreased their price target for the company from $22.50 to $22.00 in a report on Friday, September 26th. JPMorgan Chase & Co. decreased their price target on shares of Kenvue from $27.00 to $26.00 and set an “overweight” rating for the company in a report on Friday, July 25th. Finally, Zacks Research raised shares of Kenvue to a “strong sell” rating in a report on Monday, August 11th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $22.46.

Kenvue Price Performance

Shares of NYSE KVUE opened at $16.21 on Wednesday. The firm has a market cap of $31.10 billion, a PE ratio of 21.90, a PEG ratio of 2.25 and a beta of 0.72. The company has a current ratio of 0.98, a quick ratio of 0.68 and a debt-to-equity ratio of 0.66. Kenvue Inc. has a 1-year low of $15.47 and a 1-year high of $25.17. The company has a fifty day moving average price of $19.46 and a 200 day moving average price of $21.46.

Kenvue (NYSE:KVUE) last announced its earnings results on Thursday, August 7th. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of $0.28 by $0.01. The firm had revenue of $3.84 billion during the quarter, compared to analyst estimates of $3.94 billion. Kenvue had a net margin of 9.37% and a return on equity of 20.06%. The company’s revenue for the quarter was down 4.0% compared to the same quarter last year. During the same period in the prior year, the business earned $0.32 EPS. Kenvue has set its FY 2025 guidance at 1.000-1.050 EPS. Research analysts predict that Kenvue Inc. will post 1.14 earnings per share for the current fiscal year.

Kenvue Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, August 27th. Investors of record on Wednesday, August 13th were paid a $0.2075 dividend. This represents a $0.83 dividend on an annualized basis and a yield of 5.1%. The ex-dividend date of this dividend was Wednesday, August 13th. This is a boost from Kenvue’s previous quarterly dividend of $0.21. Kenvue’s dividend payout ratio (DPR) is currently 112.16%.

Kenvue Profile

Kenvue Inc operates as a consumer health company worldwide. The company operates through three segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment offers cough, cold and allergy, pain care, digestive health, smoking cessation, eye care, and other products under the Tylenol, Motrin, Benadryl, Nicorette, Zarbee's, ORSLTM, Rhinocort, Calpol, and Zyrtec brands.