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KVUE · Kenvue Inc.
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KVUE Kenvue (KVUE) Insider Trading, Ownership & Congress Trades

Consumer Goods · Perfumes, cosmetics & other toilet preparations · CIK 0001944048
Congress · 2
Insider buyers, 180 days
0
Funds added, last quarter
525
13F, latest reported quarter
Conversions, 180 days
5
Codes C/M, not in net · $0 priced

What the filings say about KVUE

Insiders, 180 days
-$746.8K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
2 bought · 3 sold
Latest: sale, 2026-08-05

Kenvue insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Kenvue Inc. insiders sold a net $746.8K of stock across 7 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
SELL
2026-06-12 SECtraded 2026-06-10
3,700
$67.0K
+8.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 12.6% of the 29,288 shares held after it.
  • No other insider sold within 30 days.
  • 525 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CFO & CAO Howlett Heather sold about $67.0K of KVUE on Jun 10, 2026; 525 funds added in the latest 13F quarter.
General Counsel
SELL
2026-05-12 SECtraded 2026-05-08
38,491.3
$679.8K
+14.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • No other insider sold within 30 days.
  • 525 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Orlando Matthew sold about $679.8K of KVUE on May 8, 2026, the largest insider sale at the company on our record; 525 funds added in the latest 13F quarter.
BUY
2025-12-15 SECtraded 2025-12-12
3,200,000
$55.6M
+17.0%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Dec 11, 2025.
  • The trade is 11.7% of the 27,307,632 shares held after it.
  • No other insider bought within 30 days.
  • 525 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Smith Jeffrey C bought about $55.6M of KVUE on Dec 12, 2025, the largest insider purchase at the company on our record; 525 funds added in the latest 13F quarter.
BUY
2025-12-15 SECtraded 2025-12-11
3,177,694
$55.4M
+17.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 13.2% of the 24,107,632 shares held after it.
  • No other insider bought within 30 days.
  • 525 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Smith Jeffrey C bought about $55.4M of KVUE on Dec 11, 2025, the largest insider purchase at the company on our record; 525 funds added in the latest 13F quarter.
Group President EMEA & LA
SELL
2025-03-14 SECtraded 2025-03-13
17,100
$393.8K
-11.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 30.4% of the 56,316 shares held after it.
  • No other insider sold within 30 days.
  • 525 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Group President EMEA & LA Lawson Carlton sold about $393.8K of KVUE on Mar 13, 2025, the largest insider sale at the company on our record; 525 funds added in the latest 13F quarter.
7 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$746.8K over 180 days
below 51% of Consumer Goods
Congress
2 members bought in the last year
more than 54% of Consumer Goods
Funds
525 funds bought in last quarter
more than 93% of Consumer Goods
Revenue
-2.1% year over year
below 65% of Consumer Goods
Margin
9.7% net margin
more than 84% of Consumer Goods
Buybacks
$197.0M repurchased, FY to 2025-12-28
more than 85% of Consumer Goods
Short interest
2.9% of the float short (float per yahoo 2026-10-27) · 2.7 days to cover · settled 2026-10-15
more than 55% of Consumer Goods
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch KVUE

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+35.4%12M
-6%+9%+24%+38%2025-102025-122026-022026-042026-062026-082026-10 2025-12-12 · Smith Jeffrey C bought $55.6M2025-12-11 · Smith Jeffrey C bought $55.4M2026-05-08 · Orlando Matthew sold $679.8K2026-06-10 · Howlett Heather sold $67.0K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns KVUE: institutional holders (13F)

13F holdings, latest reported quarter
157,051,418 sh
$3.0B
150,825,694 sh
$2.9B
121,619,054 sh
$2.3B

Congress trades in KVUE

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-08-05 · disclosed 5 days later
$1,001 - $15,000
Sold 2026-07-17 · disclosed 49 days later
$1,001 - $15,000
Bought 2026-06-16 · disclosed 16 days later
$1,001 - $15,000
Sold 2026-03-17 · disclosed 17 days later
$15,001 - $50,000
Sold 2026-03-13 · disclosed 25 days later
$1,001 - $15,000

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

KVUE planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

KVUE mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity SAI Merger Arbitrage Fund
$57.3M position · as of 2026-07-31
9.0%
VIP Consumer Staples Portfolio
$13.4M position · as of 2026-06-30
5.8%
Select Consumer Staples Portfolio
$63.3M position · as of 2026-05-31
5.3%
Nuance Concentrated Value Fund
$2.0M position · as of 2026-07-31
4.8%
Independent Franchise Partners US Equity Fund
$59.9M position · as of 2026-06-30
4.4%
Dunham Monthly Distribution Fund
$11.0M position · as of 2026-07-31
3.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mongon
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$13.2M
$16.1M
$4.2M
-15%
+13%
2023
$19.7M
$17.0M
$5.8M
-18%
-3%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $746.8K sold by insiders over 180 days, 525 funds added last quarter, 2 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

KVUE financials

Revenue growth
-2.1%
XBRL, annual
Net margin
9.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$15.4B
four quarters, 2025-06-30 to 2026-06-28
Net margin, TTM
+10.8%
net income over revenue, 2025-06-30 to 2026-06-28
Free cash flow, TTM
$1.9B
operating cash flow minus capex, 2025-06-30 to 2026-06-28
Debt to equity
0.86x
long-term 2023-12-31 (30 months older than the period end) plus current 2026-06-28; equity 2026-06-28
Cash flow to debt
0.26x
TTM operating cash flow over long-term 2023-12-31 (30 months older than the period end) plus current 2026-06-28
Return on equity
+15.6%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on assets
+6.2%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on invested capital
+10.5%
operating income after a 25.4% effective tax rate, over long-term 2023-12-31 (30 months older than the period end) plus current 2026-06-28 plus average of 2025-06-29 and 2026-06-28 minus cash
Return on capital employed
+12.5%
operating income (EBIT proxy) over average of 2025-06-29 and 2026-06-28 minus current liabilities
P/E, trailing
22.41x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-30 to 2026-06-28
Enterprise value
$45.4B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term 2023-12-31 (30 months older than the period end) plus current 2026-06-28, minus cash 2026-06-28
FCF yield
+5.1%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
1.40x
P/E over trailing EPS growth of 16%: four quarters to 2026-06-28 against the four to 2025-06-29
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122023-05
Revenue$15.1B$15.5B$15.4Bn/a
Gross profit$8.8B$9.0B$8.6Bn/a
Operating income$2.4B$1.8B$2.5Bn/a
Net income$1.5B$1.0B$1.7Bn/a
EPS (diluted)0.760.540.90n/a
Operating cash flow$2.2B$1.8B$3.2Bn/a
Cash$1.1B$1.1B$1.4B$1.2B
Long-term debtn/an/a$7.7Bn/a
Buybacks$197.0M$235.0M$7.0Mn/a
Dividends paid$1.6B$1.6B$766.0Mn/a
SEC XBRL, fiscal years, as known on 2026-10-28

KVUE Stock Sonar score 6/7 axes

Find similar shapesCompare

KVUE ranks highest on profitability (60th percentile) and risk and compliance (60th), and lowest on insider conviction (23rd), among Consumer Goods peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
60
Inputs
  • Return on equity+15.6% · 68 pct, sector of 105
  • Return on assets+6.2% · 69 pct, sector of 124
  • Return on invested capital+10.5% · 32 pct, sector of 51
  • Return on capital employed+12.5% · 69 pct, sector of 108
Financial health
33
Inputs
  • Debt to equity0.86x · 24 pct, sector of 112
  • Cash flow to debt0.26x · 42 pct, sector of 96
Growth
35
Inputs
  • Revenue growth, YoY-2.1% · 35 pct, sector of 145
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
23
Inputs
  • Net Form 4 buying (codes P and S), 180d-$747K · 47 pct, sector of 80
  • Insider buyers, 180d0 · 0 pct, sector of 80
Institutional and government
50
Inputs
  • Funds adding, latest quarter525 · 93 pct, sector of 123
  • Congress net buyers, 365d-1 · 11 pct, universe of 718
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$320K · 47 pct, universe of 1,062
Risk and compliance
60
Inputs
  • Short interest, % of float+2.9% · 56 pct, sector of 159
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 102
  • New text in Risk Factors, latest 10-K+21.2% · 24 pct, sector of 111
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

KVUE filings, in plain words

Are Kenvue insiders buying or selling KVUE?

In the 180 days to 2026-10-28, Kenvue insiders were net sellers, a net $746.8K across purchases and sales reported on Form 4, by 2 sellers.

Have members of Congress traded KVUE?

Yes. In the year to 2026-10-28, 2 House members disclosed buying KVUE and 3 House members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-08-05.

Read the full summary

In the 180 days to 2026-10-28, Kenvue insiders were net sellers of KVUE, a net $746.8K across purchases and sales reported on Form 4 by 2 sellers. In the year to 2026-10-28, 2 members of Congress disclosed buying KVUE and 3 members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-08-05. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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