KVUE
LONGINSIDER SELLCONGRESS BUYCONGRESS SELLKENVUE INC
Research: Finviz ↗·Perplexity ↗
🗄 Viewing archived Q1 2026 data — frozen, no longer refreshed.
News Summary
NegativeKenvue delivered modest organic sales growth (0.7% in Q1, 1.6% in Q2) with margin expansion in Q1 but contraction in Q2 due to inflation and tariffs, while missing consensus expectations in Q2 and ending a four-quarter beat streak. The pending Kimberly-Clark acquisition (expected to close Q4 2026) dominates the investment thesis, with no forward guidance provided, and a significant headwind emerged from Trump administration warnings linking acetaminophen to autism, with Tylenol representing 12-15% of earnings.
Red flags
- •Q2 2026 earnings miss on both top and bottom lines, ending four-quarter beat streak
- •Adjusted gross margin compression to 60.2% from 60.9% due to inflation, tariffs, and currency headwinds
- •Trump administration report linking acetaminophen (Tylenol) to autism risk; Tylenol represents 12-15% of earnings with stock down 20% at one point
- •No forward guidance provided due to pending acquisition, limiting visibility
- •UK group action lawsuit filed against Kenvue alleging talc-based products cause cancer
- •Organic sales growth decelerating and slowing (0.7% in Q1 to 1.6% in Q2 still modest), with volume decline in Q1
- •Stock price stagnant (up only 0.3% post-Q2 earnings to $19.23) despite positive cash flow generation
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Soros Fund Management | Soros Family Office | 3.2M | +1.9M | $54M | 0.7% | +153% | Existing |
| Point72 | Steve Cohen | 461K | +461K | $8M | <0.1% | — | NEW |
| Maverick Capital | Lee Ainslie | 92K | +92K | $2M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Insider Activity
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | SC 13G/A | 19.8M | 1.0% | 2026-02-17 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Kevin Hern | house | OK01 | SELL | $1,001 - $15,000 | 2026-08-05 | 2026-08-10 | ↗ |
| Gilbert Cisneros | house | CA31 | BUY | $1,001 - $15,000 | 2026-06-16 | 2026-07-02 | ↗ |
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.