KVUENYSEPerfumes, Cosmetics & Other Toilet PreparationsFiscal year ends January 3
Kenvue Inc.
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 6, 2026
$18.87−0.04 (-0.21%)
Close on Oct 19, 2026
- Market cap
- $36.29B
- P/E (TTM)
- 21.7
- Dividend yield
- 4.37%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
94.4%
1.81B of 1.92B shares
Institutional holders
1,006
108 new, 101 sold out
Net institutional buying
68M
In Q2 2026
Insider trades, 12 months
2 buys · 2 sales
Net bought $110.22M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 157,051,419 | 8.20% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 143,924,768 | 7.50% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 129,017,456 | 6.70% | 13G (passive) amendment | Sep 30, 2024 |
| State Street Corporation | 127,221,948 | 6.60% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KVUE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 157,051,418 | 8.18% | $3.00B | +21,958,324 | 0.13% |
| BlackRock, Inc. | 150,825,694 | 7.85% | $2.88B | +5,528,402 | 0.04% |
| Vanguard Capital Management LLC | 125,314,564 | 6.52% | $2.39B | +890,527 | 0.05% |
| State Street Corp | 121,619,054 | 6.33% | $2.32B | +2,047,808 | 0.07% |
| Vanguard Portfolio Management LLC | 93,303,762 | 4.86% | $1.78B | +839,374 | 0.08% |
| Geode Capital Management, LLC | 52,021,320 | 2.71% | $990.23M | +751,104 | 0.05% |
| Pentwater Capital Management LP | 51,130,000 | 2.66% | $977.09M | −870,000 | 5.98% |
| Independent Franchise Partners LLP | 50,427,994 | 2.63% | $963.68M | +1,219,146 | 6.32% |
| Norges Bank | 46,156,826 | 2.40% | $882.06M | New | 0.09% |
| Massachusetts Financial Services Co /Ma/ | 44,715,586 | 2.33% | $861.93M | −5,028,398 | 0.27% |
| Millennium Management LLC | 36,939,026 | 1.92% | $705.90M | +5,137,763 | 0.26% |
| Hbk Investments L P | 28,000,001 | 1.46% | $535.08M | +7,000,000 | 5.23% |
| Starboard Value LP | 27,307,632 | 1.42% | $521.85M | – | 11.54% |
| JPMorgan Chase & Co | 26,248,231 | 1.37% | $500.55M | +13,397,249 | 0.03% |
| Morgan Stanley | 24,800,330 | 1.29% | $473.93M | +3,426,964 | 0.03% |
| Goldman Sachs Group Inc | 22,798,371 | 1.19% | $435.68M | +678,209 | 0.04% |
| SG Americas Securities, LLC | 22,723,981 | 1.18% | $434.26K | +20,261,995 | 0.24% |
| Dimensional Fund Advisors LP | 22,585,280 | 1.18% | $431.60M | +315,105 | 0.08% |
| Balyasny Asset Management L.P. | 19,860,108 | 1.03% | $379.53M | −4,704,184 | 0.47% |
| Northern Trust Corp | 18,954,481 | 0.99% | $362.22M | −362,899 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,006 | 1.81B | 94.4% | 108 / 413 | 363 / 101 | 213M | 144M |
| Q1 2026 | 1,018 | 1.75B | 90.9% | 126 / 423 | 334 / 140 | 440M | 257M |
| Q4 2025 | 1,048 | 1.82B | 94.7% | 196 / 374 | 396 / 191 | 429M | 457M |
| Q3 2025 | 1,064 | 1.86B | 96.8% | 151 / 348 | 469 / 178 | 220M | 278M |
| Q2 2025 | 1,106 | 1.92B | 99.9% | 148 / 457 | 405 / 111 | 204M | 200M |
| Q1 2025 | 1,083 | 1.92B | 100.0% | 159 / 461 | 373 / 71 | 154M | 153M |
| Q4 2024 | 1,012 | 1.93B | 100.0% | 131 / 406 | 383 / 106 | 164M | 162M |
| Q3 2024 | 1,003 | 1.94B | 100.0% | 123 / 379 | 412 / 110 | 328M | 210M |
| Q2 2024 | 997 | 1.94B | 100.0% | 142 / 436 | 328 / 93 | 326M | 360M |
| Q1 2024 | 961 | 1.98B | 100.0% | 131 / 403 | 332 / 138 | 247M | 222M |
| Q4 2023 | 983 | 1.97B | 100.0% | 198 / 409 | 309 / 115 | 508M | 245M |
| Q3 2023 | 913 | 1.70B | 88.7% | 774 / 125 | 12 / 20 | 1.50B | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KVUE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 60,959,257 | 3.17% | $1.16B | 0.05% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 49,756,164 | 2.59% | $950.84M | 0.06% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 41,604,311 | 2.17% | $795.06M | 0.35% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 26,410,308 | 1.37% | $504.70M | 0.06% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 24,519,286 | 1.28% | $423.69M | 0.05% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 19,634,559 | 1.02% | $375.22M | 1.75% | Jun 30, 2026 |
| Vanguard Value Index Fund | 18,260,070 | 0.95% | $348.95M | 0.14% | Jun 30, 2026 |
| Fidelity Series Large Cap Stock Fund | 17,203,611 | 0.90% | $328.76M | 1.14% | Jun 30, 2026 |
| State Street(R) Consumer Staples Select Sector SPDR(R) ETF | 17,009,482 | 0.89% | $325.05M | 2.38% | Jun 30, 2026 |
| VanEck Morningstar Wide Moat ETF | 15,767,115 | 0.82% | $301.31M | 2.59% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 13,847,631 | 0.72% | $239.29M | 0.10% | May 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 12,331,923 | 0.64% | $235.66M | 0.63% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 10,422,856 | 0.54% | $199.18M | 0.06% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 10,324,213 | 0.54% | $198.64M | 0.21% | Jul 31, 2026 |
| Fidelity Growth and Income Portfolio | 10,035,515 | 0.52% | $193.08M | 1.30% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thibaut Mongon | Chief Executive Officer, Director | 233,333 | 0.01% | Mar 12, 2025 |
| Meredith Stevens | Chief Operations Officer | 93,621 | 0.00% | Sep 29, 2026 |
| Anindya Dasgupta | Group President APAC | 16,419 | 0.00% | Aug 4, 2026 |
| Heather Howlett | CFO & CAO | 29,288 | 0.00% | Jun 12, 2026 |
| Gomes de Lemos Leonardo Curado | Group President LATAM | 17,107 | 0.00% | May 26, 2026 |
| Matthew Orlando | General Counsel | 0 | – | May 12, 2026 |
| Carlton Lawson | Group President EMEA & LA | 111,415 | 0.01% | Mar 12, 2026 |
| Luani Alvarado | Chief People Officer | 61,772 | 0.00% | Mar 12, 2026 |
| Michael Wondrasch | Chief Tech & Data Officer | – | – | Mar 4, 2026 |
| Kirk Perry | Chief Executive Officer | 62,555 | 0.00% | Mar 4, 2026 |
| Caroline Tillett | Chief Scientific Officer | 62,053 | 0.00% | Mar 4, 2026 |
| Russell Dyer | Chief Corp. Affairs Officer | 4,101 | 0.00% | Mar 4, 2026 |
| Jonathan Halvorson | Chief Digital & Mktg. Officer | – | – | Mar 4, 2026 |
| Jesus Carlos De | Group President North America | – | – | Mar 4, 2026 |
| Amit Banati | Chief Financial Officer | 113 | 0.00% | Jan 6, 2026 |
| Jan Meurer | Group President, North America | 33,178 | 0.00% | Mar 12, 2025 |
| Charmaine England | Chief Growth Officer | 29,059 | 0.00% | Mar 12, 2025 |
| Paul Ruh | Chief Financial Officer | 56,199 | 0.00% | Mar 12, 2025 |
| Bing Xie | Group President APAC | 50,688 | 0.00% | Mar 12, 2025 |
| Bernardo Tavares | Chief Tech & Data Officer | 14,002 | 0.00% | Mar 12, 2025 |
| Richard E. Allison Jr | Director | 25,598 | 0.00% | Sep 29, 2026 |
| Jeffrey C. Smith | Director | 27,307,632 | 1.42% | Sep 29, 2026 |
| Melanie Healey | Director | 151 | 0.00% | May 26, 2026 |
| Seemantini Godbole | Director | – | – | May 26, 2026 |
| Sarah Hofstetter | Director | – | – | May 26, 2026 |
| Betsy D. Holden | Director | – | – | May 26, 2026 |
| Erica L. Mann | Director | – | – | May 26, 2026 |
| Larry J. Merlo | Director | – | – | May 26, 2026 |
| Vasant M. Prabhu | Director | – | – | May 26, 2026 |
| Kathleen M. Pawlus | Director | – | – | May 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Meredith Stevens Chief Operations Officer | Sep 25, 2026 | Tax withholding | −429 | $17.81 | $7.64K | 93,621 |
| Meredith Stevens Chief Operations Officer | Sep 25, 2026 | Tax withholding | −1,032 | $17.81 | $18.38K | 93,621 |
| Meredith Stevens Chief Operations Officer | Sep 25, 2026 | Option exercise | +1,032 | – | – | 94,653 |
| Meredith Stevens Chief Operations Officer | Sep 25, 2026 | Option exercise | +429 | – | – | 94,050 |
| Anindya Dasgupta Group President APAC | Jul 31, 2026 | Option exercise | +16,418.87 | – | – | 16,419 |
| Heather Howlett CFO & CAO | Jun 10, 2026 | Sale | −3,700 | $18.11 | $67.01K | 29,288 |
| Matthew Orlando General Counsel | May 8, 2026 | Sale | −38,491.3 | $17.66 | $679.76K | 0 |
| Gomes de Lemos Leonardo Curado Group President LATAM | May 1, 2026 | Tax withholding | −7,141 | $17.43 | $124.47K | 17,107 |
| Gomes de Lemos Leonardo Curado Group President LATAM | May 1, 2026 | Option exercise | +24,247.71 | – | – | 24,248 |
| Luani Alvarado Chief People Officer | Mar 10, 2026 | Option exercise | +696.93 | – | – | 61,772 |
| Luani Alvarado Chief People Officer | Mar 10, 2026 | Tax withholding | −1,721 | $17.96 | $30.91K | 61,076 |
| Luani Alvarado Chief People Officer | Mar 10, 2026 | Option exercise | +3,525.29 | – | – | 62,797 |
| Luani Alvarado Chief People Officer | Mar 10, 2026 | Tax withholding | −357 | $18.16 | $6.48K | 61,415 |
| Carlton Lawson Group President EMEA & LA | Mar 10, 2026 | Option exercise | +6,157.82 | – | – | 111,415 |
| Meredith Stevens Chief Operations Officer | Mar 10, 2026 | Tax withholding | −358 | $18.16 | $6.50K | 93,621 |
| Meredith Stevens Chief Operations Officer | Mar 10, 2026 | Tax withholding | −1,738 | $17.96 | $31.21K | 93,139 |
| Meredith Stevens Chief Operations Officer | Mar 10, 2026 | Option exercise | +4,329.27 | – | – | 94,877 |
| Meredith Stevens Chief Operations Officer | Mar 10, 2026 | Option exercise | +840.35 | – | – | 93,979 |
| Meredith Stevens Chief Operations Officer | Mar 5, 2026 | Tax withholding | −1,677 | $18.25 | $30.61K | 90,547 |
| Meredith Stevens Chief Operations Officer | Mar 5, 2026 | Option exercise | +6,178.21 | – | – | 92,224 |
| Luani Alvarado Chief People Officer | Mar 5, 2026 | Option exercise | +4,289.08 | – | – | 61,365 |
| Luani Alvarado Chief People Officer | Mar 5, 2026 | Tax withholding | −2,094 | $18.25 | $38.22K | 59,271 |
| Heather Howlett VP & Chief Accounting Officer | Mar 5, 2026 | Tax withholding | −933 | $18.25 | $17.03K | 32,988 |
| Heather Howlett VP & Chief Accounting Officer | Mar 5, 2026 | Option exercise | +2,722.87 | – | – | 33,921 |
| Carlton Lawson Group President EMEA & LA | Mar 5, 2026 | Option exercise | +7,736.17 | – | – | 105,257 |
| Heather Howlett VP & Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −526 | $18.15 | $9.55K | 31,199 |
| Heather Howlett VP & Chief Accounting Officer | Mar 3, 2026 | Option exercise | +1,534.48 | – | – | 31,725 |
| Luani Alvarado Chief People Officer | Feb 13, 2026 | Tax withholding | −4,843 | $18.66 | $90.37K | 55,879 |
| Luani Alvarado Chief People Officer | Feb 13, 2026 | Option exercise | +14,120 | – | – | 60,722 |
| Luani Alvarado Chief People Officer | Feb 13, 2026 | Tax withholding | −625 | $18.66 | $11.66K | 57,076 |
| Luani Alvarado Chief People Officer | Feb 13, 2026 | Option exercise | +1,822 | – | – | 57,701 |
| Meredith Stevens Chief Operations Officer | Feb 13, 2026 | Option exercise | +24,825 | – | – | 90,862 |
| Meredith Stevens Chief Operations Officer | Feb 13, 2026 | Tax withholding | −7,147 | $18.66 | $133.36K | 83,715 |
| Meredith Stevens Chief Operations Officer | Feb 13, 2026 | Tax withholding | −884 | $18.66 | $16.50K | 86,046 |
| Meredith Stevens Chief Operations Officer | Feb 13, 2026 | Option exercise | +3,215 | – | – | 86,930 |
| Heather Howlett VP & Chief Accounting Officer | Feb 13, 2026 | Option exercise | +1,555 | – | – | 30,708 |
| Heather Howlett VP & Chief Accounting Officer | Feb 13, 2026 | Tax withholding | −518 | $18.66 | $9.67K | 30,190 |
| Heather Howlett VP & Chief Accounting Officer | Feb 13, 2026 | Tax withholding | −4,131 | $18.66 | $77.08K | 29,153 |
| Heather Howlett VP & Chief Accounting Officer | Feb 13, 2026 | Option exercise | +12,016 | – | – | 33,284 |
| Carlton Lawson Group President EMEA & LA | Feb 13, 2026 | Option exercise | +34,907 | $18.66 | $651.36K | 97,521 |
| Carlton Lawson Group President EMEA & LA | Feb 13, 2026 | Option exercise | +4,519 | – | – | 62,614 |
| Luani Alvarado Chief People Officer | Feb 6, 2026 | Tax withholding | −71,581 | $18.13 | $1.30M | 46,602 |
| Luani Alvarado Chief People Officer | Feb 6, 2026 | Option exercise | +85,534 | $13.76 | $1.18M | 118,183 |
| Kirk Perry Chief Executive Officer | Dec 15, 2025 | Tax withholding | −56,007 | $17.21 | $963.88K | 62,555 |
| Russell Dyer Chief Corp. Affairs Officer | Dec 15, 2025 | Tax withholding | −1,103 | $17.21 | $18.98K | 4,101 |
| Russell Dyer Chief Corp. Affairs Officer | Dec 15, 2025 | Option exercise | +2,752.06 | – | – | 4,456 |
| Russell Dyer Chief Corp. Affairs Officer | Dec 15, 2025 | Tax withholding | −1,408 | $17.21 | $24.23K | 3,048 |
| Russell Dyer Chief Corp. Affairs Officer | Dec 15, 2025 | Option exercise | +2,155.93 | – | – | 5,204 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Tax withholding | −3,445 | $17.21 | $59.29K | 38,075 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Tax withholding | −3,905 | $17.21 | $67.21K | 35,909 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Tax withholding | −6,494 | $17.28 | $112.22K | 32,924 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Option exercise | +10,579 | – | – | 39,418 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Option exercise | +5,611.05 | – | – | 41,520 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Option exercise | +6,360.64 | – | – | 39,814 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Tax withholding | −841 | $17.28 | $14.53K | 33,453 |
| Matthew Orlando General Counsel | Dec 15, 2025 | Option exercise | +1,370 | – | – | 34,294 |
| Kirk Perry Chief Executive Officer | Dec 15, 2025 | Tax withholding | −66,614 | $17.21 | $1.15M | 51,948 |
| Kirk Perry Chief Executive Officer | Dec 15, 2025 | Option exercise | +118,561.65 | – | – | 118,562 |
| Caroline Tillett Chief Scientific Officer | Dec 15, 2025 | Option exercise | +4,399.06 | – | – | 62,053 |
| Caroline Tillett Chief Scientific Officer | Dec 15, 2025 | Tax withholding | −2,251 | $17.21 | $38.74K | 59,802 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Heather Howlett Officer | Jun 10, 2026 | 3,700 | $66.99K | Jun 10, 2026 | Restricted Stock Vesting |
| Matthew Orlando Officer | May 8, 2026 | 38,492 | $679.69K | May 8, 2026 | Restricted Stock Vesting |
| Paul Ruh Former Officer | May 16, 2025 | 100,531 | $2.42M | May 16, 2025 | Options Granted - 03/05/2024 |
| Paul Ruh Former Officer | May 12, 2025 | 50,000 | $1.21M | May 12, 2025 | Restricted Stock Vesting |
| Carlton Lawson Officer | Mar 13, 2025 | 17,100 | $393.87K | Mar 13, 2025 | Restricted Stock Vesting |