Kenvue Inc. (KVUE) reported fiscal second-quarter 2026 net sales of $3.96 billion, up 3.0% from the prior-year period, with organic sales growth of 1.6% and a 1.4% foreign currency benefit.
Net income rose to $456 million from $420 million a year earlier. Diluted earnings per share increased 9% to $0.24, while the company said it will not provide forward-looking guidance because of its pending transaction with Kimberly-Clark.
- Fiscal second quarter ended June 28, 2026.
- Net sales were $3.955 billion, compared with $3.839 billion a year earlier.
- Basic and diluted earnings per share were both $0.24.
- Self Care net sales rose 2.2%, Skin Health and Beauty rose 5.1%, and Essential Health rose 2.3%.
- Fiscal six-month operating cash flow was $1.2 billion, while free cash flow was $1.0 billion.
- Kenvue said the Kimberly-Clark transaction is expected to close in the fourth quarter of 2026, subject to foreign regulatory approvals and other customary conditions.
$KVUE Insider Trading Activity
$KVUE insiders have traded $KVUE stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $KVUE stock by insiders over the last 6 months:
- HEATHER HOWLETT (CFO & CAO) sold 3,700 shares for an estimated $66,988
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$KVUE Hedge Fund Activity
We have seen 497 institutional investors add shares of $KVUE stock to their portfolio, and 478 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 40,980,484 shares (+43.5%) to their portfolio in Q1 2026, for an estimated $697,692,740
- BARCLAYS PLC removed 28,020,241 shares (-88.3%) from their portfolio in Q1 2026, for an estimated $477,044,603
- UBS GROUP AG removed 20,988,272 shares (-50.3%) from their portfolio in Q1 2026, for an estimated $357,325,330
- HBK INVESTMENTS L P added 18,465,000 shares (+728.4%) to their portfolio in Q1 2026, for an estimated $314,366,625
- AMERICAN CENTURY COMPANIES INC removed 17,196,792 shares (-64.3%) from their portfolio in Q1 2026, for an estimated $292,775,383
- BLACKROCK, INC. removed 14,253,300 shares (-8.9%) from their portfolio in Q1 2026, for an estimated $242,662,432
- MILLENNIUM MANAGEMENT LLC added 10,000,700 shares (+45.9%) to their portfolio in Q1 2026, for an estimated $170,261,917
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$KVUE Congressional Stock Trading
Members of Congress have traded $KVUE stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 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 3 times. They made 2 purchases worth up to $30,000 on 06/16, 02/10 and 1 sale worth up to $15,000 on 03/13.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE KEVIN HERN sold up to $50,000 on 03/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
