Kenvue surged in early trading after Kimberly‑Clark said it would buy the consumer‑health company in a cash‑and‑stock deal valued at about $48.7 billion, a transaction that carries a significant premium for Kenvue shareholders and immediately drove heavy volume in the stock, per Reuters.
The companies said the deal will combine iconic CPG and consumer‑health brands and expect meaningful cost and revenue synergies; reporters noted Kenvue shares rose while Kimberly‑Clark shares traded lower on the premium paid, per the companies’ announcement.
$KVUE Hedge Fund Activity
We have seen 546 institutional investors add shares of $KVUE stock to their portfolio, and 585 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 44,218,016 shares (-20.8%) from their portfolio in Q2 2025, for an estimated $925,483,074
- INDEPENDENT FRANCHISE PARTNERS LLP added 21,886,537 shares (+233.4%) to their portfolio in Q2 2025, for an estimated $458,085,219
- HARRIS ASSOCIATES L P removed 21,229,626 shares (-79.0%) from their portfolio in Q2 2025, for an estimated $444,336,072
- UBS GROUP AG added 18,413,270 shares (+241.9%) to their portfolio in Q2 2025, for an estimated $385,389,741
- WELLINGTON MANAGEMENT GROUP LLP removed 15,097,085 shares (-24.6%) from their portfolio in Q2 2025, for an estimated $315,981,989
- FMR LLC removed 14,446,389 shares (-12.7%) from their portfolio in Q2 2025, for an estimated $302,362,921
- MIZUHO MARKETS AMERICAS LLC added 13,819,757 shares (+101310.4%) to their portfolio in Q3 2025, for an estimated $224,294,656
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$KVUE Congressional Stock Trading
Members of Congress have traded $KVUE stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $KVUE stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 09/25.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 08/28.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $15,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$KVUE Analyst Ratings
Wall Street analysts have issued reports on $KVUE in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 10/27/2025
- JP Morgan issued a "Overweight" rating on 10/10/2025
- Rothschild & Co issued a "Buy" rating on 09/26/2025
- B of A Securities issued a "Buy" rating on 07/15/2025
To track analyst ratings and price targets for $KVUE, check out Quiver Quantitative's $KVUE forecast page.
$KVUE Price Targets
Multiple analysts have issued price targets for $KVUE recently. We have seen 11 analysts offer price targets for $KVUE in the last 6 months, with a median target of $19.0.
Here are some recent targets:
- Susan Anderson from Canaccord Genuity set a target price of $15.0 on 10/29/2025
- Keith Devas from Jefferies set a target price of $23.0 on 10/27/2025
- 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
- Bonnie Herzog from Goldman Sachs set a target price of $19.0 on 10/02/2025
You can track data on $KVUE on Quiver Quantitative.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
