Insider and congress filings
Kenvue Inc. (KVUE)
About Kenvue Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
- Chief executive
- Kirk L. Perry
- Employees
- 21,890
- Listed since
- May 4, 2023
- Market value
- $34.1B
- Price to earnings
- 20.4
- Earnings per share
- $0.86
- Dividend yield
- 4.69%
Earnings
6 reported quarters · next on Nov 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 6, 2026 | $0.31 | $0.32 | $4.0B | $4.0B | EPS missRevenue in line |
| Q1 FY2026reported May 7, 2026 | $0.32 | $0.26 | $3.9B | $3.8B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 17, 2026 | $0.27 | $0.22 | $3.8B | $3.7B | EPS beatRevenue beat |
| Q3 FY2025reported Nov 3, 2025 | $0.28 | $0.26 | $3.8B | $3.8B | EPS beatRevenue in line |
| Q2 FY2025reported Aug 7, 2025 | $0.29 | $0.28 | $3.8B | $3.9B | EPS beatRevenue in line |
| Q1 FY2025reported May 8, 2025 | $0.24 | $0.23 | $3.7B | $3.7B | EPS 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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 8, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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 2025 proxy statement, current executives only. 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| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| FMR LLC | $3.0B | 157,051,418 | +16.3% | 8.18% |
| Blackrock, Inc. | $2.9B | 150,825,694 | +3.8% | 7.86% |
| Vanguard Capital Management LLC | $2.4B | 125,314,564 | +0.7% | 6.53% |
| State Street Corp | $2.3B | 121,619,054 | +1.7% | 6.33% |
| Vanguard Portfolio Management LLC | $1.8B | 93,303,762 | +0.9% | 4.86% |
| Geode Capital Management, LLC | $990.2M | 52,021,320 | +1.5% | 2.71% |
| Pentwater Capital Management LP | $977.1M | 51,130,000 | -1.7% | 2.66% |
| Independent Franchise Partners LLP | $963.7M | 50,427,994 | +2.5% | 2.63% |
| Norges Bank | $882.1M | 46,156,826 | +100.0% | 2.40% |
| Massachusetts Financial Services Co | $861.9M | 44,715,586 | -10.1% | 2.33% |
| Millennium Management LLC | $705.9M | 36,939,026 | +16.2% | 1.92% |
| HBK Investments L P | $535.1M | 28,000,001 | +33.3% | 1.46% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Open-market insider trades
2 filings of 303 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Heather HowlettCFO & CAO | Sold | 3,700 | $18.11 | $67K | Jun 10, 2026 | 2d |
| Matthew OrlandoGeneral Counsel | Sold | 38,491 | $17.66 | $680K | May 8, 2026 | 4d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in KVUE
20 disclosures of 53 on record · median 28d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | -6.5%S&P +2.6% · vs S&P 500 -9.1% | Jul 17, 2026 | Sep 4, 2026 | 49d |
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | -9.8%S&P -0.9% · vs S&P 500 -8.8% | Aug 5, 2026 | Aug 10, 2026 | 5d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | +1.3%S&P +20.2% · vs S&P 500 -18.9% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +2.5%S&P +0.4% · vs S&P 500 +2.1% | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -3.7%S&P +1.6% · vs S&P 500 -5.3% | Jun 16, 2026 | Jul 2, 2026 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +7.5%S&P +3.6% · vs S&P 500 +3.9% | May 15, 2026 | Jun 9, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +1.5%S&P +15.1% · vs S&P 500 -13.6% | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | -0.1%S&P +13.6% · vs S&P 500 -13.7% | Mar 17, 2026 | Apr 3, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -3.1%S&P +10.1% · vs S&P 500 -13.2% | Feb 10, 2026 | Mar 9, 2026 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +5.5%S&P +9.8% · vs S&P 500 -4.3% | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +6.0%S&P +10.2% · vs S&P 500 -4.2% | Jan 6, 2026 | Feb 6, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.9%S&P +10.3% · vs S&P 500 -3.4% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | -22.2%S&P +32.1% · vs S&P 500 -54.4% | Oct 23, 2024 | Jan 13, 2026 | 447d |
| Julia LetlowFiled late | Stock | Sale | $1,001 - $15,000 | +11.6%S&P +14.2% · vs S&P 500 -2.6% | Oct 1, 2025 | Jan 13, 2026 | 104d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +6.5%S&P +11.6% · vs S&P 500 -5.1% | Nov 12, 2025 | Dec 15, 2025 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +5.8%S&P +11.9% · vs S&P 500 -6.0% | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +10.0%S&P +11.6% · vs S&P 500 -1.6% | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +23.1%S&P +12.0% · vs S&P 500 +11.2% | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +24.3%S&P +12.3% · vs S&P 500 +12.0% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +24.3%S&P +12.3% · vs S&P 500 +12.0% | Oct 30, 2025 | Nov 21, 2025 | 22d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
2 members · estimate, as of Sep 10, 20262 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. 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.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Anindya DasguptaGroup President Apac | Option exercise | 16,419 | Jul 31, 2026 |
| Jeffrey C. SmithDirector | Stock award | 1,413 | Jun 29, 2026 |
| Richard E. Allison Jr.Director | Stock award | 1,413 | Jun 29, 2026 |
| Sarah HofstetterDirector | Stock award | 10,309 | May 21, 2026 |
| Melanie HealeyDirector | Stock award | 10,309 | May 21, 2026 |
| Larry J. MerloDirector | Stock award | 16,036 | May 21, 2026 |
| Curado Gomes de Lemos LeonardoGroup President Latam | Tax withholding | 7,141 | May 1, 2026 |
| Curado Gomes de Lemos LeonardoGroup President Latam | Option exercise | 24,248 | May 1, 2026 |
| Michael E. SneedDirector | Stock award | 10,309 | May 21, 2026 |
| Vasant M. PrabhuDirector | Stock award | 10,309 | May 21, 2026 |
| Richard E. Allison Jr.Director | Stock award | 10,309 | May 21, 2026 |
| Kathleen M. PawlusDirector | Stock award | 10,309 | May 21, 2026 |
| Erica L. MannDirector | Stock award | 10,309 | May 21, 2026 |
| Seemantini GodboleDirector | Stock award | 10,309 | May 21, 2026 |
| Jeffrey C. SmithDirector | Stock award | 10,309 | May 21, 2026 |
| Betsy D. HoldenDirector | Stock award | 10,309 | May 21, 2026 |
| Jeffrey C. SmithDirector | Stock award | 1,331 | Mar 30, 2026 |
| Richard E. Allison Jr.Director | Stock award | 1,331 | Mar 30, 2026 |
| Meredith StevensChief Operations Officer | Option exercise | 5,170 | Mar 10, 2026 |
| Luani AlvaradoChief People Officer | Tax withholding | 2,078 | Mar 10, 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.
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, 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 Sep 10, 2026. The two largest estimated positions belong to Robert Bresnahan and Gilbert Ray Cisneros, Jr.. 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 Sep 10, 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 4 days after the transaction, 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
COMPENSATION PLUMBING
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 Sep 10, 2026.