Kenvue

At a glance

Kenvue reported 2025 revenue of $15.12B, down 2.1% from $15.46B in 2024. Over 4 years since 2021 ($15.05B), that is growth of about 0.1% a year. Operating margin was 16%, down from 19.4% in 2021. Revenue peaked in 2024 at $15.46B.

In the last 12 months 3 insiders reported 1 open-market purchase ($111M) and 2 sales ($747K). None of the sales were flagged as 10b5-1 plan trades. The largest was a purchase of $111M by Director Jeffrey C Smith on Dec 15, 2025. Net, insiders were buyers of $110.2M.

Kenvue filed 12 current reports (Form 8-K) in the last 12 months, most often for results of operations (5), officer or director change (3), material agreement (2) and shareholder vote results (2). The latest officer or director change was reported on Apr 15, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.

4 of the 20 investors tracked here held Kenvue at the last quarter end, worth $295.3M combined. It is the largest weight for Soros Fund Management (0.9% of its portfolio), followed by Renaissance Technologies (0.2%). Added: Renaissance Technologies, National Pension Service (Korea) and Bridgewater Associates. Reduced: Soros Fund Management.

Annual results

Fiscal year ends Jan 3 · incorporated in DE

Tracked investors holding (13F)

Weight is the share of each investor's portfolio, as of the quarter end.