
Insider and congress filings
Kenvue Inc. (KVUE)
NYSE · Consumer Defensive · 319 insider transactions · 53 congress trades · last filed 20 days agoS&P 500
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%
Earnings
6 reported quarters · next on Oct 30, 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 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| 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 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% | 6.34% |
| 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 | New | 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 PHBK Capital Management | $535.1M | 28,000,001 | +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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Pentwater Capital Management | $977.1M | 51,130,000 | 6.0% |
| Millennium ManagementIsrael Englander | $705.9M | 36,939,026 | 0.3% |
| HBK Capital Management | $535.1M | 28,000,001 | 5.2% |
| Starboard ValueJeffrey Smith | $521.8M | 27,307,632 | 11.5% |
| Dmitry BalyasnyBalyasny Asset Management | $379.5M | 19,860,108 | 0.5% |
| Tudor Investment CorporationPaul Tudor Jones | $210.6M | 11,021,798 | 0.3% |
| Magnetar Capital | $88.2M | 4,615,344 | 0.8% |
| Verition Fund Management | $86.8M | 4,541,725 | 0.4% |
| Sculptor Capital | $77.4M | 4,052,467 | 0.6% |
| George SorosSoros Fund Management | $52.5M | 2,746,636 | 0.6% |
| Empyrean Capital Partners | $33.1M | 1,732,000 | 1.1% |
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.
Open-market insider trades
2 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Heather HowlettCFO & CAO | Sold | 3,700 | $18.11 | $67K | Jun 10, 2026filed Jun 12, 2026 | 2d |
| Matthew OrlandoGeneral Counsel | Sold | 38,491 | $17.66 | $680K | May 8, 2026filed May 12, 2026 | 2d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Heather HowlettCFO & CAO | Tax withholding | 5,566 | Oct 2, 2026 |
| Heather HowlettCFO & CAO | Stock award | 10,881 | Oct 2, 2026 |
| Caroline TillettChief Scientific Officer | Tax withholding | 8,471 | Oct 2, 2026 |
| Caroline TillettChief Scientific Officer | Stock award | 24,732 | Oct 2, 2026 |
| Meredith StevensChief Operations Officer | Tax withholding | 15,192 | Oct 2, 2026 |
| Meredith StevensChief Operations Officer | Stock award | 35,754 | Oct 2, 2026 |
| Matthew OrlandoGeneral Counsel | Tax withholding | 14,749 | Oct 2, 2026 |
| Matthew OrlandoGeneral Counsel | Stock award | 35,754 | Oct 2, 2026 |
| Carlton LawsonGroup President EMEA & LA | Stock award | 36,597 | Oct 2, 2026 |
| Michael WondraschChief Tech & Data Officer | Tax withholding | 21,031 | Oct 1, 2026 |
| Michael WondraschChief Tech & Data Officer | Option exercise | 66,029 | Oct 1, 2026 |
| Jeffrey C. SmithDirector | Stock award | 1,300 | Sep 28, 2026 |
| Richard E. Allison Jr.Director | Stock award | 1,300 | Sep 28, 2026 |
| Meredith StevensChief Operations Officer | Option exercise | 1,461 | Sep 25, 2026 |
| Meredith StevensChief Operations Officer | Tax withholding | 1,032 | Sep 25, 2026 |
| Anindya DasguptaGroup President APAC | Option exercise | 16,419 | Jul 31, 2026 |
| Richard E. Allison Jr.Director | Stock award | 1,413 | Jun 29, 2026 |
| Jeffrey C. SmithDirector | Stock award | 1,413 | Jun 29, 2026 |
| Seemantini GodboleDirector | Stock award | 10,309 | May 21, 2026 |
| Erica L. MannDirector | Stock award | 10,309 | May 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $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 23 | Jul 17, 2026 | Sep 4, 2026 | 49d |
| Kevin HernJoint | Stock | Sale | $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 23 | Aug 5, 2026 | Aug 10, 2026 | 5d |
| Alan ArmstrongSelf | Stock | Purchase | $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 23 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $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 23 | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $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 23 | Jun 16, 2026 | Jul 2, 2026 | 16d |
| Ro Khanna | Stock | Sale | $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 23 | May 15, 2026 | Jun 9, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $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 23 | Mar 13, 2026 | Apr 7, 2026 | 25d |
| Kevin HernJoint | Stock | Sale | $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 23 | Mar 17, 2026 | Apr 3, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $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 23 | Feb 10, 2026 | Mar 9, 2026 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $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 23 | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Purchase | $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 23 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Sale | $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 23 | Jan 6, 2026 | Feb 6, 2026 | 31d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | n/a | Oct 23, 2024 | Jan 13, 2026 | 447d |
| Julia LetlowFiled late | Stock | Sale | $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 23 | Oct 1, 2025 | Jan 13, 2026 | 104d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $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 23 | Nov 12, 2025 | Dec 15, 2025 | 33d |
| Ro Khanna | Stock | Sale | $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 23 | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Nov 10, 2025 | Dec 8, 2025 | 28d |
| Lisa C. McClainSpouse | Stock | Sale | $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 23 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $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 23 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $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 23 | Oct 31, 2025 | Nov 21, 2025 | 21d |
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. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
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, 20262 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
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
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 Oct 27, 2026.
