Insider and congress filings

Kenvue Inc. (KVUE)

NYSE · Consumer Defensive · 319 insider transactions · 53 congress trades · last filed 20 days agoS&P 500

2
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·2 sells
Purchases and sales in the filings shown
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About Kenvue Inc.

from the company's filings and listing, as of Oct 27, 2026
Exchange
NYSE
Sector
Consumer Defensive
Industry
Household & Personal Products
Chief executive
Kirk L. Perry
Employees
21,890
Listed since
May 4, 2023
Market value
$37.5B
Price to earnings (12 mo)
22.4
Net income per share, as reported (12 mo)
$0.86
Dividend yield
5.35%

www.kenvue.com

Earnings

6 reported quarters · next on Oct 30, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 6, 2026$0.31$0.32$4.0B$4.0BEPS missRevenue in line
Q1 FY2026reported May 7, 2026$0.32$0.26$3.9B$3.8BEPS beatRevenue beat
Q4 FY2025reported Feb 17, 2026$0.27$0.22$3.8B$3.7BEPS beatRevenue beat
Q3 FY2025reported Nov 3, 2025$0.28$0.26$3.8B$3.8BEPS beatRevenue in line
Q2 FY2025reported Aug 7, 2025$0.29$0.28$3.8B$3.9BEPS beatRevenue in line
Q1 FY2025reported May 8, 2025$0.24$0.23$3.7B$3.7BEPS beatRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Apr 8, 2026
ExecutiveSalaryStock awardsOtherTotal
Amit BanatiChief Financial Officer$554K$6.4M$8.3M$15.2M
Kirk PerryChief Executive Officer$566K$2.7M$4.2M$7.5M
Michael WondraschChief Technology & Data Officer$188K$3.0M$831K$4.0M
Carlton LawsonGroup President, Europe, Middle East & Africa$774K$1.6M$1.7M$4.0M
Matthew OrlandoGeneral Counsel$648K$1.4M$1.2M$3.3M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 2 executives who have since left the company are named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
FMR LLC$3.0B157,051,418+16.3%8.18%
BlackRock, Inc.$2.9B150,825,694+3.8%7.86%
Vanguard Capital Management LLC$2.4B125,314,564+0.7%6.53%
State Street Corp$2.3B121,619,054+1.7%6.34%
Vanguard Portfolio Management LLC$1.8B93,303,762+0.9%4.86%
Geode Capital Management, LLC$990.2M52,021,320+1.5%2.71%
Pentwater Capital Management LP$977.1M51,130,000-1.7%2.66%
Independent Franchise Partners LLP$963.7M50,427,994+2.5%2.63%
Norges Bank$882.1M46,156,826New2.40%
Massachusetts Financial Services Co$861.9M44,715,586-10.1%2.33%
Millennium Management LLC$705.9M36,939,026+16.2%1.92%
HBK Investments L PHBK Capital Management$535.1M28,000,001+33.3%1.46%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding KVUE

11 managers
ManagerValueSharesShare of book
Pentwater Capital Management$977.1M51,130,0006.0%
Millennium ManagementIsrael Englander$705.9M36,939,0260.3%
HBK Capital Management$535.1M28,000,0015.2%
Starboard ValueJeffrey Smith$521.8M27,307,63211.5%
Dmitry BalyasnyBalyasny Asset Management$379.5M19,860,1080.5%
Tudor Investment CorporationPaul Tudor Jones$210.6M11,021,7980.3%
Magnetar Capital$88.2M4,615,3440.8%
Verition Fund Management$86.8M4,541,7250.4%
Sculptor Capital$77.4M4,052,4670.6%
George SorosSoros Fund Management$52.5M2,746,6360.6%
Empyrean Capital Partners$33.1M1,732,0001.1%

11 of the 97 fund managers we track list KVUE shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Open-market insider trades

2 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Heather HowlettCFO & CAOSold3,700$18.11$67KJun 10, 2026filed Jun 12, 20262d
Matthew OrlandoGeneral CounselSold38,491$17.66$680KMay 8, 2026filed May 12, 20262d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Heather HowlettCFO & CAOTax withholding5,566Oct 2, 2026
Heather HowlettCFO & CAOStock award10,881Oct 2, 2026
Caroline TillettChief Scientific OfficerTax withholding8,471Oct 2, 2026
Caroline TillettChief Scientific OfficerStock award24,732Oct 2, 2026
Meredith StevensChief Operations OfficerTax withholding15,192Oct 2, 2026
Meredith StevensChief Operations OfficerStock award35,754Oct 2, 2026
Matthew OrlandoGeneral CounselTax withholding14,749Oct 2, 2026
Matthew OrlandoGeneral CounselStock award35,754Oct 2, 2026
Carlton LawsonGroup President EMEA & LAStock award36,597Oct 2, 2026
Michael WondraschChief Tech & Data OfficerTax withholding21,031Oct 1, 2026
Michael WondraschChief Tech & Data OfficerOption exercise66,029Oct 1, 2026
Jeffrey C. SmithDirectorStock award1,300Sep 28, 2026
Richard E. Allison Jr.DirectorStock award1,300Sep 28, 2026
Meredith StevensChief Operations OfficerOption exercise1,461Sep 25, 2026
Meredith StevensChief Operations OfficerTax withholding1,032Sep 25, 2026
Anindya DasguptaGroup President APACOption exercise16,419Jul 31, 2026
Richard E. Allison Jr.DirectorStock award1,413Jun 29, 2026
Jeffrey C. SmithDirectorStock award1,413Jun 29, 2026
Seemantini GodboleDirectorStock award10,309May 21, 2026
Erica L. MannDirectorStock award10,309May 21, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in KVUE

20 disclosures of 53 on record · median 28d of the 45 allowed

Since the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.

MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Gilbert Ray Cisneros, Jr.Filed lateStockSale$1,001 - $15,000+3.1% since the saleEstimated exit price $18.98, close on Fri Jul 17Current price $19.57, close on Fri Oct 23Jul 17, 2026Sep 4, 202649d
Kevin HernJointStockSale$1,001 - $15,000-0.5% since the saleEstimated exit price $19.67, close on Wed Aug 5Current price $19.57, close on Fri Oct 23Aug 5, 2026Aug 10, 20265d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000+11.7% since the tradeEstimated entry price $17.52, close on Fri Mar 27Current price $19.57, close on Fri Oct 23Mar 27, 2026Jul 21, 2026116d
Ro KhannaStockPurchase$1,001 - $15,000+13.0% since the tradeEstimated entry price $17.32, close on Tue Jun 2Current price $19.57, close on Fri Oct 23Jun 2, 2026Jul 6, 202634d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+6.2% since the tradeEstimated entry price $18.43, close on Tue Jun 16Current price $19.57, close on Fri Oct 23Jun 16, 2026Jul 2, 202616d
Ro KhannaStockSale$1,001 - $15,000+14.4% since the saleEstimated exit price $17.11, close on Fri May 15Current price $19.57, close on Fri Oct 23May 15, 2026Jun 9, 202625d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+11.9% since the saleEstimated exit price $17.49, close on Fri Mar 13Current price $19.57, close on Fri Oct 23Mar 13, 2026Apr 7, 202625d
Kevin HernJointStockSale$15,001 - $50,000+10.1% since the saleEstimated exit price $17.77, close on Tue Mar 17Current price $19.57, close on Fri Oct 23Mar 17, 2026Apr 3, 202617d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+6.8% since the tradeEstimated entry price $18.32, close on Tue Feb 10Current price $19.57, close on Fri Oct 23Feb 10, 2026Mar 9, 202627d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+16.3% since the saleEstimated exit price $16.83, close on Fri Jan 9Current price $19.57, close on Fri Oct 23Jan 9, 2026Feb 13, 202635d
Ro KhannaStockPurchase$1,001 - $15,000+13.8% since the tradeEstimated entry price $17.20, close on Thu Jan 29Current price $19.57, close on Fri Oct 23Jan 29, 2026Feb 6, 20268d
Ro KhannaStockSale$1,001 - $15,000+16.8% since the saleEstimated exit price $16.75, close on Tue Jan 6Current price $19.57, close on Fri Oct 23Jan 6, 2026Feb 6, 202631d
Julia LetlowFiled lateStockPurchase$1,001 - $15,000n/aOct 23, 2024Jan 13, 2026447d
Julia LetlowFiled lateStockSale$1,001 - $15,000+23.5% since the saleEstimated exit price $15.85, close on Wed Oct 1, 2025Current price $19.57, close on Fri Oct 23Oct 1, 2025Jan 13, 2026104d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+17.4% since the tradeEstimated entry price $16.67, close on Wed Nov 12, 2025Current price $19.57, close on Fri Oct 23Nov 12, 2025Dec 15, 202533d
Ro KhannaStockSale$1,001 - $15,000+21.3% since the saleEstimated exit price $16.14, close on Mon Nov 3, 2025Current price $19.57, close on Fri Oct 23Nov 3, 2025Dec 8, 202535d
Ro KhannaStockPurchase$1,001 - $15,000n/aNov 10, 2025Dec 8, 202528d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+37.4% since the saleEstimated exit price $14.24, close on Thu Oct 30, 2025Current price $19.57, close on Fri Oct 23Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+37.4% since the tradeEstimated entry price $14.24, close on Thu Oct 30, 2025Current price $19.57, close on Fri Oct 23Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+36.2% since the saleEstimated exit price $14.37, close on Fri Oct 31, 2025Current price $19.57, close on Fri Oct 23Oct 31, 2025Nov 21, 202521d

Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in KVUE, filterable by party, chamber, type and account.

Members of Congress reporting a position

2 members · estimate, as of Oct 26, 2026

2 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Lucy McBathDemocrat · House$15,001 - $50,0000.3%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%

Estimate, as of Oct 26, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling KVUE?

Across the 2 most recent open-market filings shown here, 0 were purchases and 2 were sales.

Which members of Congress have traded KVUE?

Gilbert Ray Cisneros, Jr., Kevin Hern, Alan Armstrong, Ro Khanna, Julia Letlow and Lisa C. McClain disclosed KVUE transactions in the filings shown here.

Which members of Congress hold KVUE?

2 members of Congress report a position in KVUE in the estimate we hold as of Oct 26, 2026. The estimated positions belong to Lucy McBath and Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is KVUE in the S&P 500 or the Nasdaq 100?

Kenvue Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 27, 2026. Current members of either index get a page here whatever their filing history.

How quickly are KVUE trades disclosed?

Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 27, 2026.

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