EQUITY INVESTMENT CORP has added 1,655,417 shares of $KVUE to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $KVUE.
KENVUE Hedge Fund Activity
We have seen 529 institutional investors add shares of KENVUE stock to their portfolio, and 663 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 52,958,342 shares (-31.5%) from their portfolio in Q3 2025, for an estimated $859,513,890
- SACHEM HEAD CAPITAL MANAGEMENT LP added 20,370,000 shares (+200.5%) to their portfolio in Q3 2025, for an estimated $330,605,100
- PENTWATER CAPITAL MANAGEMENT LP added 20,220,000 shares (+2351.2%) to their portfolio in Q3 2025, for an estimated $328,170,600
- BANK OF NEW YORK MELLON CORP removed 19,272,231 shares (-63.5%) from their portfolio in Q4 2025, for an estimated $332,445,984
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 18,866,299 shares (-21.6%) from their portfolio in Q4 2025, for an estimated $325,443,657
- NORGES BANK added 18,199,105 shares (+70.9%) to their portfolio in Q4 2025, for an estimated $313,934,561
- UBS GROUP AG added 17,598,457 shares (+72.9%) to their portfolio in Q4 2025, for an estimated $303,573,383
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
KENVUE Insider Trading Activity
KENVUE insiders have traded $KVUE stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $KVUE stock by insiders over the last 6 months:
- JEFFREY C SMITH has made 2 purchases buying 6,377,694 shares for an estimated $110,986,526 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
KENVUE Congressional Stock Trading
Members of Congress have traded $KVUE stock 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $KVUE stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/12.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 09/25 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 10/01.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 08/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
KENVUE Analyst Ratings
Wall Street analysts have issued reports on $KVUE in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/10/2025
- Rothschild & Co issued a "Buy" rating on 09/26/2025
To track analyst ratings and price targets for KENVUE, check out Quiver Quantitative's $KVUE forecast page.
KENVUE Price Targets
Multiple analysts have issued price targets for $KVUE recently. We have seen 10 analysts offer price targets for $KVUE in the last 6 months, with a median target of $18.0.
Here are some recent targets:
- Keith Devas from Jefferies set a target price of $18.0 on 01/30/2026
- Lauren Lieberman from Barclays set a target price of $18.0 on 11/10/2025
- Susan Anderson from Canaccord Genuity set a target price of $15.0 on 10/29/2025
- Andrea Teixeira from JP Morgan set a target price of $21.0 on 10/10/2025
- Filippo Falorni from Citigroup set a target price of $17.0 on 10/09/2025
- Anna Lizzul from B of A Securities set a target price of $21.0 on 10/08/2025
- Peter Grom from UBS set a target price of $17.0 on 10/08/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $KVUE ticker page for more data.
