5 stories mentioning KVUE
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Matthew Orlando, General Counsel, on May 08, 2026, sold 38,491 shares in Kenvue (KVUE) for $679,691.SEC Filing:https://www.sec.gov/Archives/edgar/data/1944048/000194404826000100/xslF345X05/wk-form4_1778617643.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $19, which is 16.5x our 2027 EPS view of $1.15, a discount to the trading multiple of 18.1x since going public in 2023. We think this multiple is justified given the litigation overhang and limited visibility into KVUE's standalone performance (the company is no longer providing forward-looking guidance and hosting an analyst call) due to the pending acquisition by Kimberly-Clark (KMB), expected to close during Q2 2026. We increase our 2026 EPS estimate to $1.15 from $1.10 following this morning's Q1 earnings release. We maintain our 2027 EPS estimate at $1.15. Kenvue delivered a solid first quarter that demonstrated continued operational momentum. Net sales increased to $3,909M (+4.5% Y/Y) with organic growth of 0.7%. The performance suggests management's operational initiatives are gaining traction as the company approaches the transaction close. The transaction received shareholder approval in January 2026, and regulatory approvals are progressing.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month target price at $19, which is 16.5x our 2027 EPS view of $1.15, a discount to the trading multiple of 18.1x since going public in 2023. We think this multiple is justified given the litigation overhang and limited visibility into KVUE's standalone performance (the company is no longer providing forward-looking guidance and hosting an analyst call) due to the pending acquisition by Kimberly-Clark (KMB), expected to close during 2H 2026. We increase our 2026 EPS estimate to $1.15 from $1.10 following this morning's Q1 earnings release. We maintain our 2027 EPS estimate at $1.15. Kenvue delivered a solid first quarter that demonstrated continued operational momentum. Net sales increased to $3,909M (+4.5% Y/Y) with organic growth of 0.7%. The performance suggests management's operational initiatives are gaining traction as the company approaches the transaction close. The transaction received shareholder approval in January 2026, and regulatory approvals are progressing.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Kenvue (KVUE) delivered solid Q1 results with net sales of $3,909M (+4.5% Y/Y) and organic growth of 0.7%, marking the second consecutive quarter of growth. Diluted EPS surged to $0.25 vs. $0.17 (+47%) while adjusted EPS reached $0.32 vs $0.24 (+33%), due to significant margin expansion with gross margin improving 90bps to 58.9% and operating margin jumping 470bps to 19.6%. The strong performance demonstrates operational momentum ahead of the pending Kimberly-Clark acquisition, with supply chain optimization and cost management initiatives driving results. . Segment performance was mixed, with Skin Health & Beauty leading at +8.4% growth while Self Care faced headwinds from weak cold/flu seasons, posting an organic sales decline of 2.3%. Since management is no longer providing forward guidance and hosting an analyst call due to the transaction expected to close during 2H 2026, we have limited visibility into KVUE's performance expectations at this point.
Kimberly-Clark (KMB) showed a steady Q1 performance amid volatile macros and Kenvue (KVUE) acquisition, RBC Capital Markets said in a note on Wednesday.The report said the company topped organic sales and earnings per share expectations in the quarter."Share performance in the US and internationally signals strong fundamentals and that ongoing M&A activity (Suzano JV and KVUE acquisition) is not impacting execution," the note said.Guidance was largely reiterated, and the firm pointed to potential inflation in H2 on rising oil prices, the note said, adding that new guidance will be issued if the Kenvue deal closes in H2."We continue to see more upside than downside to KMB," it said. RBC kept its outperform rating with a $162 price target.Price: $96.96, Change: $-1.48, Percent Change: -1.50%