Kenvue

KVUE · NYSE

$19.28+$0.41 (+2.17%)TodayMarket closed · Oct 20, 7:54 PM ET

Prev close $18.87

KVUE analyst rating

HoldConsensus of 5 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold5
Underperform0
Sell0

12-month price target · 15 analysts

Average $19.72 (+2.3% upside)

Low: $18.18
Now: $19.28
High: $23.10

Upgrades and downgrades

The latest rating actions, newest first

KVUE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Aug 11, 2026	Maintains	Neutral	$20.00 → $19.00	62%
Barclays	Jul 21, 2026	Maintains	Equal-Weight	$18.00 → $19.00	62%
UBS	Jul 16, 2026	Maintains	Neutral	$18.00 → $20.00	62%
Citigroup	Apr 15, 2026	Maintains	Neutral	$20.00 → $19.00	58%
Barclays	Apr 14, 2026	Maintains	Equal-Weight	$19.00 → $18.00	62%
UBS	Apr 7, 2026	Maintains	Neutral	$19.00 → $18.00	62%
Barclays	Mar 6, 2026	Maintains	Equal-Weight	$18.00 → $19.00	62%
Canaccord Genuity	Feb 18, 2026	Maintains	Hold	$17.00 → $18.00	42%
Citigroup	Feb 18, 2026	Maintains	Neutral	$18.00 → $20.00	58%
UBS	Feb 18, 2026	Maintains	Neutral	$17.00 → $19.00	62%

The case for and against

Updated Mar 12, 2025

Bull case

Kenvue, the world's largest pure-play consumer health company by sales, reported annual revenues of $15 billion and has demonstrated strong market share performance, particularly in the Self Care/OTC categories, where it has gained approximately 20 basis points of annual share since 2019. The company’s Self Care segment has achieved an impressive two-year organic sales compound annual growth rate (CAGR) of 8.9%, significantly outpacing the overall category CAGR of 5.1% by around 380 basis points. With favorable category dynamics expected in the near to medium term and continued strong brand power in key segments, Kenvue is positioned to align its growth with market trends in the long term.

Bear case

Kenvue's organic net sales grew at a compound annual growth rate (CAGR) of only 2.9% from 2020 to 2022, lagging behind the overall consumer health market's CAGR of 4.8%, indicating declining market share. The Skin Health and Beauty segment, which includes the Neutrogena brand, has faced significant sales declines and distribution challenges, with year-to-date distribution points down by 7.9% and further decreasing by 10.6% in the third quarter. Additionally, the company's gross margins are historically pressured in the fourth quarter due to maintenance costs, compounded by sluggish household penetration and persistent execution issues in North America, raising concerns about future growth and profitability.

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