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Kenvue Inc. (KVUE)

SEC filings, insider trading & institutional ownership from EDGAR.

NYSEConsumer StaplesPersonal Care Products

Kenvue is the world's largest pure-play consumer health company by revenue, generating $15.4 billion in net sales in 2023, operating across more than 165 countries with a legacy exceeding 135 years. The company was separated from Johnson & Johnson through an IPO in May 2023 and a subsequent exchange offer completed in August 2023, becoming fully independent, with J&J retaining approximately 9.5% ownership. Kenvue operates through three reportable segments: Self Care (featuring brands like Tylenol, Motrin, Benadryl, Zyrtec, and Nicorette), Skin Health and Beauty (including Neutrogena, Aveeno, and Rogaine), and Essential Health (with brands such as Listerine, Johnson's, BAND-AID, and Stayfree).

The company's portfolio spans product categories including pain care, cough/cold/allergy, digestive health, smoking cessation, skin and hair care, oral care, baby care, women's health, and wound care. Geographically balanced across North America, APAC, EMEA, and LATAM, roughly half of net sales originate outside North America. Kenvue emphasizes a digital-first marketing approach, with digital spend rising from 44% of media spend in 2019 to approximately 73% in 2023, and invests heavily in R&D through roughly 1,500 scientists and specialists across global innovation hubs.

Its supply chain combines in-house manufacturing (over half of 2023 production volume) with third-party manufacturing and distribution partnerships to ensure flexibility and reliability. The company faces competition from major CPG and pharmaceutical companies including Haleon, Procter & Gamble, Reckitt Benckiser, Beiersdorf, L'Oréal, Unilever, Colgate-Palmolive, and Kimberly-Clark, as well as private-label and niche brands. Kenvue's ESG strategy, branded the Healthy Lives Mission, focuses on three pillars—Healthy People, Healthy Planet, and Healthy Practice—covering areas like diversity and inclusion, product safety, climate change, sustainable packaging, and ethical business practices.

As of December 31, 2023, the company employed approximately 22,000 people globally, with a workforce roughly evenly split by gender and notable diversity representation in leadership. Kenvue relies on trademarks, patents, and licensed intellectual property (including temporary use of J&J branding) to protect its business, and operates under extensive regulatory oversight from agencies such as the FDA, FTC, CPSC, OSHA, EPA, and DEA in the U.S., along with comparable regulatory bodies internationally, particularly in the EU and China.

AI-summarized from Item 1 (Business) of the company's most recent 10-K filing.

RevenueFY2025
$15.12B
▼ 2.1%YoY
Net incomeFY2025
$1.47B
▲ 42.7%YoY
Diluted EPSFY2025
$0.76
▲ 40.7%YoY
Gross margin
58.1%
▲ 16 bpsYoY
Insider net6 mo
−8.7K
shares2 sells0 buys
Institutions
46
$22.38B held

Financials

As reported to the SEC via XBRL, no adjustments

All financials →
Revenue & net income
$5B$10B$15B$20B
FY2023FY2024FY2025
RevenueNet income
FY2025 highlightsfrom 10-K
Gross profit$8.79B
Operating income$2.41B
Diluted EPS$0.76
Gross margin58.1%
Net margin9.7%

Latest filings

10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR

All filings →
FormFiledAccession
SC 13G/AamendedAbigail P. Johnson and 1 other reporting personAug 6, 2026EDGAR
8-KAug 6, 2026EDGAR
10-QAug 6, 2026EDGAR
4Dasgupta AnindyaAug 4, 2026EDGAR
4Howlett HeatherJun 12, 2026EDGAR
4Curado Gomes de Lemos LeonardoMay 26, 2026EDGAR
8-KMay 22, 2026EDGAR
4Orlando MatthewMay 12, 2026EDGAR

Insider trading

From Form 4 filings

All →
InsiderDateType
Dasgupta AnindyaJul 31, 2026Option exercise
Howlett HeatherJun 10, 2026Sell
Orlando MatthewMay 8, 2026Sell
Curado Gomes de Lemos LeonardoMay 1, 2026Tax withholding
Curado Gomes de Lemos LeonardoMay 1, 2026Option exercise

Top holders

13F & 13D/G · latest quarter

All →
HolderStakeFiledValue
FMR LLC8.2%Aug 13, 2026$3.00B
BlackRock, Inc.7.9%Aug 7, 2026$2.88B
Vanguard Capital Management6.5%Aug 13, 2026$2.39B
STATE STREET CORPORATION6.3%Aug 7, 2026$2.32B
Vanguard Portfolio Management4.9%Aug 13, 2026$1.78B

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Data as of Sep 15, 2026Source: SEC EDGAR.