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. The Skin Health and Beauty segment provides face and body care, hair, sun, and other care products under the Neutrogena, Aveeno, Dr.Ci:Labo, Le Petit Marseillais, Lubriderm, Rogaine, and OGX brand names. The Essential Health segment offers oral and baby, women's health, wound, and other care products under the Listerine, Johnson's, Band-Aid, and Stayfree, o.b., tampons, Carefree, and Desitin Diaper Rash brands. The company was incorporated in 2022 and is headquartered in Skillman, New Jersey.

Kenvue Inc.

Сильный индекс, без изменений. Быки крепко уверены в своих позициях.

Strong index, flat. The bulls are very confident in their positions.

Слабый индекс, значительно упал. Рынок не поддерживает быков.

Weak index, significantly down. The market does not support the bulls.

Сильный индекс, без изменений. Отток средств из лонгов на высоком уровне.

Strong index, flat. Outflow of funds from longs at a high level.

The NASDAQ 100 After Hours Indicator is down -59.48 to 30,419.38. The total After hours volume is currently 139,282,265 shares traded.
The following are the most active stocks for the after hours session:
Cisco Systems, Inc. (CSCO) is -0.35 at $106.62, with 8,583,841 shares traded. As reported by Zacks, the current mean recommendation for CSCO is in the "buy range".
Comcast Corporation (CMCSA) is unchanged at $22.13, with 7,598,048 shares traded. CMCSA's current last sale is 76.31% of the target price of $29.
NVIDIA Corporation (NVDA) is -1.07 at $223.51, with 6,171,823 shares traded. Over the last four weeks they have had 9 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $2.47. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Huntington Bancshares Incorporated (HBAN) is unchanged at $15.31, with 5,983,984 shares traded. As reported by Zacks, the current mean recommendation for HBAN is in the "buy range".
Kenvue Inc. (KVUE) is +0.015 at $17.63, with 5,223,663 shares traded. KVUE's current last sale is 92.76% of the target price of $19.
Nokia Corporation (NOK) is -0.0001 at $10.43, with 4,806,822 shares traded. As reported by Zacks, the current mean recommendation for NOK is in the "buy range".
Netflix, Inc. (NFLX) is -0.13 at $71.59, with 3,995,355 shares traded. As reported by Zacks, the current mean recommendation for NFLX is in the "buy range".
Transocean Ltd. (RIG) is unchanged at $5.43, with 3,403,611 shares traded. RIG's current last sale is 92.03% of the target price of $5.9.
Greenland Energy Company (GLND) is -0.15 at $5.20, with 3,318,310 shares traded. As reported by Zacks, the current mean recommendation for GLND is in the "strong buy range".
General Mills, Inc. (GIS) is +0.06 at $34.89, with 3,020,868 shares traded. GIS's current last sale is 96.92% of the target price of $36.
Nike, Inc. (NKE) is unchanged at $35.99, with 2,904,605 shares traded.NKE is scheduled to provide an earnings report on 10/1/2026, for the fiscal quarter ending Aug2026. The consensus earnings per share forecast is 0.44 per share, which represents a 49 percent increase over the EPS one Year Ago
Ford Motor Company (F) is +0.03 at $12.63, with 2,681,192 shares traded. F's current last sale is 84.2% of the target price of $15.

After Hours Most Active for Sep 24, 2026 : CSCO, CMCSA, NVDA, HBAN, KVUE, NOK, NFLX, RIG, GLND, GIS, NKE, F

Key Points
Johnson & Johnson announced plans to spin off its orthopedics business in late 2025.
In early 2026, J&J was reported to be in talks with private equity firms about a sale.
In late 2026, J&J was reported to be in talks with Apollo on a $20 billion deal.
Wall Street goes through cycles in which companies buy assets to create diversified conglomerates, and then sell assets to streamline and focus. Right now, investors are rewarding companies for simplifying their operations and focusing their businesses. That's what Johnson & Johnson (NYSE: JNJ) has been doing. Here's what's been happening, why it's happening, and what it could mean for investors.
This isn't Johnson & Johnson's first rodeo
For many years, Johnson & Johnson was one of the most diversified healthcare companies an investor could own. Its business spanned over-the-counter consumer products, medical devices, and pharmaceuticals. The problem is that all of its divisions had very different business profiles. Diversification is something many investors cherish, but it can lead to slower decision-making and obscure the strong performance of faster-growing divisions.
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Wall Street has a strong preference for growth, so J&J decided to break up the conglomerate. The first major move was the spin-off of Kenvue (NYSE: KVUE) in 2023. This company owns J&J's former over-the-counter healthcare brands. This business was more similar to a consumer staples company than a healthcare company, so it was a fairly logical move. Kenvue is now being acquired by consumer-staples giant Kimberly Clark (NASDAQ: KMB), which is seeking to diversify its business.
The big story about J&J's spin-off of Kenvue, however, is that it allowed the company to focus on its higher-margin, higher-growth healthcare operations. The plan to spin off DePuy Synthes has the same goal and was announced in late 2025. However, spin-offs are difficult, and they aren't always as beneficial to the former parent as a sale.
J&J starts talking to buyout firms
So it wasn't much of a surprise to see reports in early 2026 that J&J was in discussions with buyout firms about DePuy Synthes. At that time, there were no firm details or solid leads about who was interested. But that changed recently, when it was reported that Apollo Global Management was considering buying the division for $20 billion. The benefit for Apollo is that it can put a large amount of capital to work in a reliable, highly respected business. That's not a bad outcome given the current market and economic uncertainties.
For J&J, the benefits of selling DePuy Synthes to Apollo are twofold: simplicity and streamlining. Selling to Apollo will likely be far easier than a spinoff, and it will leave J&J with cash for other purposes, such as stock buybacks, debt reduction, or reinvestment in its business. That should please J&J shareholders.
But the long-term benefit is still on the growth side of the ledger. This remains the core reason for the move. As J&J stated when it announced the spin-off, removing DePuy Synthes, an orthopedic company that makes products such as joint replacements, from its portfolio would help in "accelerating the ongoing shift of the Company's MedTech portfolio toward higher-growth and higher-margin markets." It isn't that DePuy Synthes is a bad business; it's just that it isn't growing as quickly, and it doesn't have as high profit margins as J&J's other medical device businesses.
Johnson & Johnson: Smaller, but faster growing and more profitable
Whether or not J&J sells DePuy Synthes to Apollo or spins the business off, the division is out the door. The move is in line with J&J's longer-term goal of becoming a leaner, more profitable company with a faster growth profile. While some investors prefer diversification, Wall Street is likely to reward J&J more for increased profitability and more rapid growth. If you own J&J, this is probably a good move, with the sale of DePuy Synthes offering an opportunity for a quicker, cleaner break.
Should you buy stock in Johnson & Johnson right now?
Before you buy stock in Johnson & Johnson, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Johnson & Johnson wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
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*Stock Advisor returns as of September 21, 2026.
Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool recommends Johnson & Johnson and Kenvue. The Motley Fool has a disclosure policy.

Johnson & Johnson May Offload Its Orthopedics Unit for $20 Billion -- and Investors Shouldn't Miss What That Could Signal

Key Points
Johnson & Johnson has raised its dividend for 64 straight years, but faces billions in talc-related litigation liabilities.
Kenvue offers a higher yield of 4.71%, but its pending acquisition by Kimberly-Clark creates uncertainty about its dividend outlook.
Analysts rate J&J a "Moderate Buy," while Kenvue has a "Hold" rating amid its unresolved merger.
Dividend investors looking for a defensive healthcare candidate will likely come across companies like Johnson & Johnson (NYSE: JNJ) and Kenvue (NYSE: KVUE), and the next natural question is which one deserves a permanent spot in a dividend portfolio.
Granted, one could compare dividend yields, payout ratios, and other related metrics and be done with all of it. But it's the company itself that deserves a deeper look, because other factors -- like acquisitions, legal settlements, and the company's growth trajectory -- can complicate matters.
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So let's dive into which stock better deserves a spot in your portfolio.
Johnson & Johnson: The more established contender
Johnson & Johnson is a popular company with dividend growth investors. It's a Dividend King, which means it has increased its dividend payouts for 50 or more consecutive years. In this particular case, 2026 marks the company's 64th consecutive annual dividend increase, raising payouts to $5.36 per share per year, which translates to a 2% forward yield.
Since spinning off its consumer health division (spoiler alert: it's Kenvue), J&J is now a pure-play pharmaceutical and medical technology business. It's now focusing on higher-growth, higher-margin, and higher-risk areas such as oncology, immunology, and surgical devices.
But how high-risk, exactly?
So far, litigation is one of the company's biggest concerns -- namely, the long-running claims that its talc-based baby powder caused ovarian cancer and mesothelioma. The ovarian cancer claims have a proposed $5.5 billion settlement pending a 95% participation threshold, while mesothelioma cases are still being litigated individually. J&J also had about $3.7 billion reserved for talc-related liabilities as of the second quarter of 2026.
So, the reliable dividend payer carries some serious legal baggage. Settlements could eat into the cash it would otherwise put toward dividends, research and development, or acquisitions.
Meanwhile, the stock trades at around a 31 price-to-earnings ratio, making it appear more expensive than the sector average of 25. However, a consensus among 25 analysts still rates the stock a "Moderate Buy," with a $320 high target price. Wall Street thinks there's still some upside left.
Kenvue faces uncertainty ahead of the Kimberly-Clark merger
Now, on to the J&J spinoff.
Kenvue typically appears as a Dividend King on many lists because, if we count its years as part of J&J, 64 years of consecutive increases passes the test. Right now, the company pays $0.84 per share per year, resulting in a much higher 4.71% forward yield. That said, the stock itself is also cheaper at about 21x earnings.
Unlike J&J, Wall Street analysts rate Kenvue a consensus "Hold," with a mean target price set at $19. Part of the tepid outlook stems from the business itself. The company owns mature, slow-growing consumer staple brands like Tylenol, Band-Aid, and Listerine. Sure, every household needs them, but once everyday demand matures, revenue growth starts to plateau.
The bigger reason for the mediocre rating today is that Kenvue may not exist as a stand-alone dividend stock for much longer. In November 2025, Kimberly-Clark agreed to acquire Kenvue in a cash-and-stock deal that valued Kenvue at around $48.7 billion. That changes the story, since buying Kenvue now means buying into the proposed acquisition early, creating uncertainty about the combined company's financials, business risks, and the dividend's future.
Johnson & Johnson wins as the better buy-and-hold pick
Owning Kenvue is more of a waiting game while the acquisition is completed and, by extension, a bet on Kimberly-Clark's dividend. On the other hand, J&J's dividend history speaks for itself, and despite having billions in legal liabilities on the books, the company still has the cash flow and a sufficiently diverse business model to continue increasing the dividend. So for true buy-and-hold dividend investors, J&J wins, at least for now.
Should you buy stock in Johnson & Johnson right now?
Before you buy stock in Johnson & Johnson, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Johnson & Johnson wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $412,074!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,314,319!*
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*Stock Advisor returns as of September 17, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool recommends Johnson & Johnson and Kenvue. The Motley Fool has a disclosure policy.

Better Dividend King to Buy and Hold: Johnson & Johnson or Kenvue?

Key Points
Kenvue saw revenue and EPS rise in the second quarter.
The company was spun off from J&J three years ago.
Kimberly-Clark, its buyout suitor, is also a Dividend King.
Kenvue (NYSE: KVUE) is often overlooked when investors think about the best healthcare dividend stocks. The company was only spun off from Johnson & Johnson three years ago, but counting its time as the consumer healthcare division with the parent company, it has increased its dividend for 64 consecutive years. That makes it a Dividend King, one of the few companies that have increased their dividends for 50 or more consecutive years.
It's not just longevity that makes Kenvue a good dividend stock, though. Its dividend yield at its current share price is 4.68%, more than four times the average S&P 500 dividend yield and nearly twice the dividend yield of the average Dividend King.
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Kenvue isn't a growth stock, but its stable of non-discretionary, recession-resilient brands, including Tylenol, Motrin, Listerine, Band-Aid, Neutrogena, and Zyrtec, generate sticky, steady consumer demand regardless of macroeconomic cycles. In the second quarter, it reported revenue of $3.95 billion, up 3%, year over year, and earnings per share (EPS) of $0.24, up 9% over the same period a year ago.
The one concern, though, is that Kenvue is being acquired by personal care product maker Kimberly-Clark (NASDAQ: KMB). In one sense, if regulators approve the deal, it will create uncertainty about Kenvue's dividend, as Kimberly-Clark will absorb the company. At the same time, Kimberly-Clark is also a Dividend King with 54 consecutive years of dividend increases, and its yield is even higher at around 5.23%.
The move makes sense for Kimberly-Clark, as uniting the two companies should allow for greater scale and cost savings. With both companies showing a strong commitment to their dividend, buying Kenvue for the dividend makes sense whether the deal is approved or not.
Should you buy stock in Kenvue right now?
Before you buy stock in Kenvue, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Kenvue wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $417,413!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,341,294!*
Now, it’s worth noting Stock Advisor’s total average return is 950% — a market-crushing outperformance compared to 212% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 14, 2026.
James Halley has positions in Johnson & Johnson. The Motley Fool recommends Johnson & Johnson and Kenvue. The Motley Fool has a disclosure policy.

Here's My Pick for the Smartest High-Yield Dividend Stock to Buy Right Now

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30.
In trading on Friday, shares of Kenvue Inc (Symbol: KVUE) entered into oversold territory, hitting an RSI reading of 29.2, after changing hands as low as $17.60 per share. By comparison, the current RSI reading of the S&P 500 ETF (SPY) is 54.5. A bullish investor could look at KVUE's 29.2 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. The chart below shows the one year performance of KVUE shares:
Looking at the chart above, KVUE's low point in its 52 week range is $14.02 per share, with $20.13 as the 52 week high point — that compares with a last trade of $17.78.
Further KVUE Research:

Kenvue is Now Oversold (KVUE)

The NASDAQ 100 After Hours Indicator is down -2.61 to 29,365.83. The total After hours volume is currently 158,788,347 shares traded.
The following are the most active stocks for the after hours session:
The Kraft Heinz Company (KHC) is +0.1383 at $24.74, with 40,545,978 shares traded. KHC's current last sale is 103.08% of the target price of $24.
iShares MSCI ACWI ex U.S. ETF (ACWX) is unchanged at $77.25, with 5,214,918 shares traded. This represents a 20.95% increase from its 52 Week Low.
UiPath, Inc. (PATH) is +0.01 at $13.76, with 4,490,513 shares traded. Over the last four weeks they have had 3 up revisions for the earnings forecast, for the fiscal quarter ending Oct 2026. The consensus EPS forecast is $0.1. PATH's current last sale is 80.94% of the target price of $17.
Direxion Daily TSLA Bull 2X ETF (TSLL) is -0.021 at $9.69, with 4,489,472 shares traded. This represents a 44.72% increase from its 52 Week Low.
Grab Holdings Limited (GRAB) is -0.0005 at $3.05, with 4,023,594 shares traded. As reported in the last short interest update the days to cover for GRAB is 8.284295; this calculation is based on the average trading volume of the stock.
Ford Motor Company (F) is -0.0085 at $13.96, with 3,286,341 shares traded. F's current last sale is 93.08% of the target price of $15.
Legend Biotech Corporation (LEGN) is +0.0469 at $18.69, with 2,576,628 shares traded. As reported in the last short interest update the days to cover for LEGN is 9.032541; this calculation is based on the average trading volume of the stock.
Apple Inc. (AAPL) is +0.1866 at $332.46, with 2,523,920 shares traded. AAPL's current last sale is 99.24% of the target price of $335.
XPeng Inc. (XPEV) is +0.0071 at $10.55, with 2,270,861 shares traded. As reported by Zacks, the current mean recommendation for XPEV is in the "buy range".
Kenvue Inc. (KVUE) is -0.02 at $17.76, with 2,229,975 shares traded. KVUE's current last sale is 93.47% of the target price of $19.
AT&T Inc. (T) is unchanged at $26.06, with 1,870,329 shares traded. As reported by Zacks, the current mean recommendation for T is in the "buy range".
BitMine Immersion Technologies, Inc. (BMNR) is +0.0969 at $25.13, with 1,491,969 shares traded. As reported by Zacks, the current mean recommendation for BMNR is in the "buy range".

After Hours Most Active for Sep 11, 2026 : KHC, ACWX, PATH, TSLL, GRAB, F, LEGN, AAPL, XPEV, KVUE, T, BMNR

Key Points
Kimberly-Clark produces paper products that are, effectively, life necessities.
The company is planning to buy Kenvue, which makes over-the-counter healthcare items.
Kimberly Clark (NASDAQ: KMB) has increased its dividend annually for over five decades, making it a Dividend King. That's a huge achievement. It also offers an attractive 5% dividend yield, with its stock price having fallen more than 20% from its 52-week high as of this writing. Should you jump on the opportunity to buy it, or are you better off staying on the sidelines? The answer may depend on your tolerance for risk.
What does Kimberly Clark do and what does it want to do?
Right now, Kimberly Clark is largely a paper products company, making things like toilet paper, diapers, and feminine hygiene products. These are necessities, so the business has a strong foundation. That said, it competes directly with Procter & Gamble (NYSE: PG), one of the world's largest consumer staples companies. This comparison is important in two ways.
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First, Procter & Gamble has notably higher gross profit margins and materially less leverage. You could easily argue that P&G is better run business, noting that it, too, is a Dividend King. But this comparison isn't completely fair because P&G makes paper products and a broad range of other consumer items, from soap to cough medicine. Which brings up point two: Kimberly Clark is in the middle of buying Kenvue (NYSE: KVUE), a move that will make it look more like P&G.
From a business perspective, this is likely a good move. However, from an investor's perspective, a highly leveraged consumer-staples company is looking to acquire another business. It will pay cash toward part of the purchase, adding additional debt to the balance sheet. And then there is the integration risk that comes along with any big acquisition. There is material risk involved here, even if the proposed deal makes business sense.
Neither Kimberly Clark nor Kenvue are doing great right now
The last piece of the puzzle is perhaps the most troubling. Kimberly Clark lowered its full-year guidance when it reported second-quarter 2026 earnings. Essentially, the business isn't doing as well as management had hoped.
Kenvue, meanwhile, proudly announced that the second quarter marked its third consecutive quarter of organic sales growth. That's great news, but it also highlights that the company was struggling with weak performance before that point. In other words, Kenvue is attempting to turn its business around just as it is about to be acquired by Kimberly Clark, a company that isn't performing at the top of its game right now. That's not a great setup.
It is highly unlikely that Kimberly Clark will go out of business. But there are better-run consumer staples businesses you can buy. And while Kimberly Clark's lofty yield is attractive, its 85% dividend payout ratio is rather high, as it pursues a transformative acquisition while dealing with elevated leverage ratios. Only the most aggressive dividend investors should probably consider it right now.
Should you buy stock in Kimberly-Clark right now?
Before you buy stock in Kimberly-Clark, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Kimberly-Clark wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $409,917!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,341,724!*
Now, it’s worth noting Stock Advisor’s total average return is 942% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of September 11, 2026.
Reuben Gregg Brewer has positions in Procter & Gamble. The Motley Fool recommends Kenvue. The Motley Fool has a disclosure policy.

Kimberly Clark is Down 20% From Its 52-Week High. Is the Dip Worth Buying?

The Board of Directors at Verizon Communications declared a quarterly dividend of 70.75 cents per outstanding share, consistent with the prior quarter's dividend rate. The quarterly dividend is payable on November 2, 2026 to Verizon shareholders of record at the close of business on October 9, 2026. "Verizon's reliability and consistency in returning capital to shareholders is a result of our focused operational execution and our ability to drive sustainable cash flow," said Dan Schulman, CEO of Verizon.
Argan announces that its Board of Directors declared a 40% increase in the quarterly cash dividend, raising it from $0.50 to $0.70 per common share. The dividend will be payable on October 30, 2026, to stockholders of record at the close of business on October 22, 2026.
Graham Holdings today declared a regular quarterly dividend of $1.88 per share, payable on November 5, 2026, to shareholders of record on October 15, 2026.
InterDigital, a wireless, video and AI technology research and development company, today announced that its Board of Directors has approved an increase in the company's quarterly cash dividend from $0.70 to $0.75 per share. The increase in the regular quarterly dividend will take effect beginning with the dividend paid in fourth quarter 2026. The Board of Directors also declared a regular quarterly cash dividend of $0.75 per share on its common stock, payable on October 28, 2026, to shareholders of record at the close of business on October 14, 2026.
Kenvue today announced that its Board of Directors declared a quarterly dividend of $0.21 per share on its common stock. The quarterly dividend is payable on October 2, 2026, to shareholders of record as of the close of business on September 21, 2026.
The board of directors of New Jersey Resources unanimously approved an increase in the quarterly dividend rate to $0.50 per share from $0.475 per share. The new quarterly rate will be effective with the dividend payable October 1, 2026, to shareowners of record on September 24, 2026. The new annual dividend rate will be $2.00 per share. NJR has paid quarterly dividends continuously since its inception in 1952, and has raised the dividend every year for the last 31 years.

Daily Dividend Report: VZ,AGX,GHC,IDCC,KVUE,NJR

Kenvue Inc. KVUE is moving closer to its planned combination with Kimberly-Clark Corporation KMB, with shareholder approvals secured and the U.S. antitrust waiting period expired. The cash-and-stock transaction is expected to close in the fourth quarter of 2026, subject to remaining foreign regulatory approvals and customary conditions.
Kenvue shareholders are expected to receive 0.14625 Kimberly-Clark shares plus $3.50 in cash for each Kenvue share. They are expected to own about 46% of the combined company on a fully diluted basis after closing.
Kimberly-Clark has already announced a post-closing organizational structure that would become effective once the acquisition is completed. The buyer, which describes itself as a global personal care leader, is preparing for integration even as the transaction still depends on outstanding approvals.
Those remaining conditions matter because Kenvue is not providing forward-looking financial guidance while the deal is pending. Expected transaction benefits may not be realized or may take longer than expected, while the pending transaction could also disrupt the business.
Kenvue Inc. Price, Consensus and EPS Surprise
Recent results show why execution remains important. Second-quarter 2026 net sales rose 3% to $3,955 million and organic sales increased 1.6%, but adjusted earnings of 31 cents per share fell short of the Zacks Consensus Estimate of 32 cents. Adjusted gross margin fell 70 basis points to 60.2% as inflation, tariffs and unfavorable transactional foreign exchange outweighed pricing and supply-chain productivity benefits.
Self Care remains a pressure point. First-half organic sales in the segment declined 0.9% as volumes fell 2.3%, reflecting lower illness incidence in pediatric pain and cough-and-cold categories. Skin Health and Beauty provided a stronger offset, with first-half organic sales up 4.4% and segment adjusted operating income rising 46.9% to $354 million.
Competition across these categories remains broad. The Procter & Gamble Company PG operates Beauty, Health Care and Grooming businesses, including skin and personal care and oral care, which overlap with several Kenvue markets. PG's portfolio breadth makes it a relevant competitive reference point for Kenvue's brand-led categories.
The balance sheet adds another layer of risk. Kenvue had $8.5 billion of total debt and $1.1 billion of cash as of June 28, 2026. First-half operating cash flow improved 12.2% to $1.2 billion and free cash flow reached $1 billion, but the 2026 restructuring program is expected to carry approximately $250 million of pre-tax charges before delivering approximately $200 million of annualized pre-tax gross cost savings upon completion.
Legal and macro pressures have not disappeared. The Second Circuit vacated the prior acetaminophen judgment in July 2026 and remanded the litigation for further proceedings. Kenvue also remains responsible for certain talc-related liabilities outside the United States and Canada, while annualized gross tariff exposure was estimated at approximately $80 million.
Bottom line, major shareholder and U.S. antitrust milestones are complete, but the expected fourth-quarter closing still carries regulatory, operational and financial risk. Weak Self Care volumes, margin pressure, debt, restructuring execution and litigation keep the near-term picture balanced despite stronger cash generation and improving Skin Health and Beauty trends.
Kenvue currently carries a Zacks Rank #3 (Hold), a Value Score of C, a Growth Score of C, a Momentum Score of D and a VGM Score of D. Within the Style Score framework, A and B grades are more favorable than C and D grades, while the Zacks Rank remains the first screen for near-term earnings-estimate trends. Kenvue's C and D scores therefore do not add a strong style-based tailwind to its #3 Rank.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Kenvue's Kimberly-Clark Deal Nears Closing With Key Risks Still Ahead

Kenvue Inc. KVUE is showing better earnings leverage than its sales growth alone would suggest. In the first half of 2026, adjusted operating margin rose 180 basis points to 23.1% and adjusted earnings increased 18.9% to 63 cents per share.
The improvement is encouraging, but revenue momentum remains modest. First-half organic sales grew only 1.2%, with volume up 0.2%, while the company continues to manage tariff, inflation, debt and transaction-related risks.
Cost discipline is doing much of the work. Supply-chain optimization, restructuring benefits and lower administrative expenses supported first-half profitability. Kenvue expects its 2026 Restructuring Initiative to generate about $200 million of annualized pre-tax gross savings upon completion, although the program is also expected to require about $250 million of pre-tax charges in 2026.Kenvue Inc. Price, Consensus and EPS Surprise
The second quarter showed why investors should not assume margin expansion will be linear. Organic sales improved to 1.6%, but adjusted gross margin declined 70 basis points to 60.2% as inflation, tariffs and transactional foreign exchange outweighed pricing and productivity gains. Adjusted operating margin also narrowed 60 basis points to 22.1% as Kenvue increased brand investment.
The sales mix remains uneven. Skin Health and Beauty was the clearest growth engine in the first half, with organic sales up 4.4% and segment adjusted operating income rising 46.9% to $354 million. Self Care moved back to 0.6% organic growth in the second quarter, yet first-half organic sales still declined 0.9% and volumes fell 2.3%. That leaves Kenvue exposed to seasonal illness patterns and slower category demand.
Cash generation offers some support. Operating cash flow increased 12.2% to $1.2 billion in the first six months of 2026 and free cash flow rose to about $1 billion. Still, total debt remained $8.5 billion at the end of the second quarter. Kenvue is also withholding forward financial guidance while its pending combination with Kimberly-Clark moves toward an expected fourth-quarter 2026 closing, subject to remaining approvals and conditions.
Valuation is not demanding relative to several benchmarks. KVUE trades at 15.6X forward 12-month earnings, below the Zacks sub-industry's 18.7X multiple and its own five-year median of 16.8X. On fiscal-year-one earnings, KVUE's 16.4X multiple is also below Church & Dwight Co., Inc. CHD at 26.1X. Church & Dwight provides a useful consumer-staples benchmark for how investors are valuing a peer with a higher earnings multiple.
The Procter & Gamble Company PG offers another large-cap consumer-products comparison. PG trades at 21.0X fiscal-year-one earnings, again above KVUE. These peer gaps support the argument that Kenvue's slower growth and execution risks are already reflected to some degree in its valuation, but a discount alone does not establish a near-term buying signal.
The bottom line is that Kenvue's improving first-half profitability, stronger cash flow and healthier Skin Health and Beauty trends are offset by modest organic growth, weak Self Care volumes, quarterly margin pressure and $8.5 billion of debt. The risk-reward profile looks balanced rather than decisively favorable.
KVUE currently carries a Zacks Rank #3 (Hold), along with a Value Score of C, Growth Score of C, Momentum Score of D and VGM Score of D.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A Zacks Rank #3 can support holding an existing position, while the weaker Momentum and VGM scores reduce the case for an aggressive new entry. Investors may want firmer evidence of sustained volume growth and more consistent margin expansion before treating the current valuation discount as a clear buying opportunity.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report