Kenvue (NYSE:KVUE) Announces Quarterly Earnings Results, Hits Estimates

Kenvue (NYSE:KVUE) announced its quarterly earnings results on Friday. The company reported $0.29 EPS for the quarter, hitting analysts’ consensus estimates of $0.29, FiscalAI reports. Kenvue had a return on equity of 21.22% and a net margin of 10.76%. The business had revenue of $3.89 billion for the quarter, compared to analysts’ expectations of $3.86 billion. During the same period in the previous year, the firm earned $0.28 EPS. The business’s quarterly revenue was up 3.2% on a year-over-year basis.

Kenvue Stock Performance

Kenvue stock traded down $0.30 during midday trading on Friday, reaching $19.26. 66,595,339 shares of the company traded hands, compared to its average volume of 27,001,807. The business has a 50 day moving average of $18.39 and a two-hundred day moving average of $18.18. The firm has a market capitalization of $36.99 billion, a price-to-earnings ratio of 22.14, a price-to-earnings-growth ratio of 1.77 and a beta of 0.48. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.01 and a quick ratio of 0.71. Kenvue has a 12 month low of $14.06 and a 12 month high of $20.13.

Kenvue Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, October 2nd. Stockholders of record on Monday, September 21st were paid a $0.21 dividend. The ex-dividend date was Monday, September 21st. This represents a $0.84 annualized dividend and a dividend yield of 4.4%. Kenvue’s payout ratio is currently 96.55%.

Key Kenvue News

Here are the key news stories impacting Kenvue this week:

• Positive Sentiment: Revenue increased 3.2% year over year to $3.89 billion, exceeding the roughly $3.86 billion consensus estimate. Management cited continued growth in Self Care and Essential Health, productivity initiatives, margin expansion and strong cash generation. Kenvue Reports Third Quarter 2026 Results
• Positive Sentiment: Reported earnings were $0.29 per share, up from $0.28 a year earlier. Zacks characterized the result as slightly ahead of its $0.28 consensus estimate, while other coverage said profit fell short of expectations, suggesting the market is focused on the exact earnings measure and guidance. Kenvue Surpasses Q3 Earnings Estimates
• Positive Sentiment: The quarterly performance represents Kenvue’s fourth consecutive quarter of net and organic sales growth, supporting management’s efforts to rebuild momentum across its consumer-health brands. Kenvue Profit, Revenue Rise as Turnaround Efforts Continue
• Neutral Sentiment: Kenvue’s results arrive as its approximately $40 billion acquisition by Kimberly-Clark approaches closing. The deal may provide strategic support, but investors remain focused on execution, integration and the turnaround’s durability. Kenvue Q3 2026 Revenue Beats as Kimberly-Clark Deal Nears Close
• Negative Sentiment: The conflicting earnings headlines indicate that profit performance did not clearly exceed investor expectations, even though revenue beat forecasts. Earlier concerns about inflation and cautious consumer spending also remain potential pressures on margins and demand. Kenvue Misses Third-Quarter Profit Expectations

Analyst Upgrades and Downgrades

KVUE has been the topic of several research reports. Barclays lifted their price target on Kenvue from $18.00 to $19.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 21st. Zacks Research downgraded Kenvue from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 7th. UBS Group lowered their price objective on Kenvue from $20.00 to $19.00 and set a “neutral” rating for the company in a research report on Tuesday, August 11th. Weiss Ratings restated a “hold (c)” rating on shares of Kenvue in a report on Friday, September 11th. Finally, Wall Street Zen cut shares of Kenvue from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Thirteen equities research analysts have rated the stock with a Hold rating. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $19.33.

About Kenvue

Kenvue Inc is a consumer health company that develops, markets and sells products designed to support everyday health and personal care. Its portfolio spans over-the-counter medicines, skin health and beauty, and essential health products, serving consumers through retail, e-commerce and other distribution channels.

The company’s brands include Tylenol, Motrin, Zyrtec and Benadryl in self-care; Neutrogena, Aveeno and Clean & Clear in skin health and beauty; and Listerine, Johnson’s and OGX in oral care, baby care and hair care.