KVUEConsumer Defensive · Household & Personal ProductsThe 12 Wall Street analysts covering Kenvue, Inc. hold a median 12-month price target of $19 — -1.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 75 of 100 as at 31 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Kenvue, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (95): The share price has been relatively steady.
Revisions (40): Analysts have, on balance, been cutting their forecasts.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on KVUE, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −1.6% from it.
Of the 20 most recent actions, 3 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Nov 2026 | UBS | Maintains | Neutral | $19 → $20 |
| 11 Aug 2026 | UBS | Maintains | Neutral | $20 → $19 |
| 11 Aug 2026 | UBS | Maintains | Neutral | — |
| 21 July 2026 | Barclays | Maintains | Equal-Weight | $18 → $19 |
| 21 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 16 July 2026 | UBS | Maintains | Neutral | $18 → $20 |
| 16 July 2026 | UBS | Maintains | Neutral | — |
| 15 Apr 2026 | Citigroup | Maintains | Neutral | $20 → $19 |
| 15 Apr 2026 | Citigroup | Maintains | Neutral | — |
| 14 Apr 2026 | Barclays | Maintains | Equal-Weight | $19 → $18 |
| 14 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 7 Apr 2026 | UBS | Maintains | Neutral | — |
| 6 Mar 2026 | Barclays | Maintains | Equal-Weight | — |
| 18 Feb 2026 | Canaccord Genuity | Maintains | Hold | — |
| 18 Feb 2026 | Citigroup | Maintains | Neutral | — |
| 18 Feb 2026 | UBS | Maintains | Neutral | — |
| 30 Jan 2026 | Jefferies | Downgrade | Hold | — |
| 10 Nov 2025 | Barclays | Maintains | Equal-Weight | — |
| 29 Oct 2025 | Canaccord Genuity | Downgrade | Hold | — |
| 27 Oct 2025 | Jefferies | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
KVUE appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and servers
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Kenvue, Inc. returned +43.7% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 34% of US stocks
Cheaper than 46% of US stocks
Cheaper than 26% of US stocks
Cheaper than 29% of US stocks
Higher than 36% of US stocks
Higher than 47% of US stocks
Higher than 71% of US stocks
Higher than 79% of US stocks
Higher than 71% of US stocks
Higher than 76% of US stocks
Higher than 84% of US stocks
Higher than 92% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Kenvue, Inc. has a market value of $37.1B and an enterprise value of $44.4B.
Revenue in the twelve months to 30 June 2026: $15.4B. The latest quarter grew 3.2% year on year.
Net income over the same four quarters: $1.7B, a 10.8% net margin.
Diluted earnings per share, trailing twelve months: $0.87.
Free cash flow in the twelve months to 30 June 2026: $1.9B.
Kenvue, Inc. spent $70.0M on share buybacks and $1.6B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 21.9×; forward P/E: 15.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.36%, paying out 95% of earnings.
Kenvue, Inc. employs 21,780 people — $707K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Kenvue, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
S&P Dow Jones Indices will remove Kenvue from the S&P 500 and replace it with Okta, effective before trading opens on November 4, 2026. Kimberly-Clark is acquiring Kenvue in a deal expected to close soon, subject to final closing conditions.
Why it matters — Kenvue watchers may note the company’s removal from the S&P 500 as the announced index changes take effect.
Kenvue reported quarterly earnings of $0.29 per share, above the Zacks Consensus Estimate of $0.28. Earnings were $0.28 per share a year earlier.
Why it matters — KVUE watchers may note that quarterly per-share earnings exceeded the consensus estimate and were higher than a year ago.
Kenvue reported higher profit and revenue while continuing efforts to turn around its business ahead of its $40 billion acquisition by Kimberly-Clark.
Why it matters — The results and ongoing turnaround efforts provide KVUE watchers with an update on the business as it approaches the acquisition.
Kenvue announced financial results for the fiscal third quarter ended September 27, 2026. Its CEO cited a fourth consecutive quarter of net and organic sales growth, performance in Self Care and Essential Health, margin expansion, and strong cash generation.
Why it matters — The reported sales growth, margin expansion, and cash generation provide KVUE watchers with updates on the company’s recent operating performance.
Ahead of Kenvue’s Q3 results, the report highlights brand-building, product innovation and cost savings as potential supports, while inflation and cautious consumer spending may pressure margins.
Why it matters — KVUE watchers may want to track how these growth and cost initiatives compare with inflation and consumer-spending pressures in the Q3 results.
The 12 Wall Street analysts covering Kenvue, Inc. have a median 12-month price target of $19, with estimates ranging from $18 to $23. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Kenvue, Inc., 2 rate it a Buy, 10 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kenvue, Inc. 75 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Kenvue, Inc. ranks 75 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (95 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies -1.6% from the last close, and Ticker Nerd's factor model ranks Kenvue, Inc. 75 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Kenvue, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KVUE are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $18 to $23 over the next 12 months.
Kenvue, Inc. returned +43.7% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Kenvue Inc. is a consumer health company that develops, manufactures, and markets everyday health, wellness, personal care, and beauty products.
The most recent item we track (PRNewsWire, 30 Oct 2026): "Okta Set to Join S&P 500; Others to Join S&P MidCap 400 and S&P SmallCap 600". S&P Dow Jones Indices will remove Kenvue from the S&P 500 and replace it with Okta, effective before trading opens on November 4, 2026. Kimberly-Clark is acquiring Kenvue in a deal expected to close soon, subject to final closing conditions.
Kenvue Inc. is a consumer health company that develops, manufactures, and markets everyday health, wellness, personal care, and beauty products. Its portfolio spans three principal segments: Self Care, Skin Health and Beauty, and Essential Health. Self Care offerings include over-the-counter treatments for pain, cough, cold, allergy, digestive health, smoking cessation, and eye care, alongside vitamins, supplements, digital diagnostics, and telemedicine services. Skin Health and Beauty products cover facial and body care, hair care, sun protection, and cosmetics. Essential Health includes oral care, baby care, women’s health, wound care, and related everyday products. Recognized brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, Nicorette, Tylenol, and Zyrtec. Serving consumers through retail, digital, healthcare, and other distribution channels across major global regions, Kenvue Inc. occupies a significant role in the consumer staples and healthcare markets by connecting trusted branded products with routine health and personal care needs.
CEO Mr. Kirk L. Perry · 21,780 employees · United States · https://www.kenvue.com
