Kenvue Inc. (KVUE) Releases Q4 2025 Earnings: Revenue Slightly Beats, EPS Misses

Kenvue Inc. (KVUE) reported fourth-quarter 2025 results.

Key profit and revenue metrics:

Revenue of $3.8 billion, up 3.2% year-over-year.

Gross profit of $2.1 billion, up 3.2% year-over-year.

Operating profit of $535 million, up 10.8% year-over-year.

Net income attributable to common shareholders of $330 million, up 12.6% year-over-year.

Diluted earnings per share of $0.17, up 6.3% year-over-year.

Cash flow and balance sheet highlights:

Cash from operating activities of $294 million, down 62.9% year-over-year.

Capital expenditures of $98 million, down 25.8% year-over-year.

Cash and cash equivalents of $1.1 billion, up 6.5% year-over-year.

Cost of sales of $1.6 billion, up 3.2% year-over-year.

Total liabilities of $16.6 billion, up 4.3% year-over-year.

How results compared with expectations:

Revenue slightly exceeded the consensus estimate of $3.75 billion by roughly $26 million.

Diluted EPS of $0.17 missed the estimate of about $0.23, a shortfall of roughly $0.06 per share.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Kenvue Inc. Insider Trading Activity

Kenvue Inc. 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 Inc. Hedge Fund Activity

We have seen 525 institutional investors add shares of Kenvue Inc. stock to their portfolio, and 717 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRICE T ROWE ASSOCIATES INC /MD/ removed 95,331,101 shares (-82.8%) from their portfolio in Q4 2025, for an estimated $1,644,461,492
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 51,383,369 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $886,363,115
SACHEM HEAD CAPITAL MANAGEMENT LP removed 27,220,000 shares (-89.2%) from their portfolio in Q4 2025, for an estimated $469,545,000
BARCLAYS PLC added 26,552,946 shares (+511.2%) to their portfolio in Q4 2025, for an estimated $458,038,318
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

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Kenvue Inc. Congressional Stock Trading

Members of Congress have traded $KVUE stock 9 times in the past 6 months. Of those trades, 3 have been purchases and 6 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. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/12 and 1 sale worth up to $15,000 on 01/09.
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 Inc. 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 Inc., check out Quiver Quantitative's $KVUE forecast page.

Kenvue Inc. 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