Dimensional Fund Advisors LP Has $375.38 Million Holdings in Kenvue Inc. $KVUE

06 Mar 2026, 04:24 by Doug Wharley · The Cerbat Gem

Dimensional Fund Advisors LP increased its stake in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 13.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 23,127,234 shares of the company’s stock after acquiring an additional 2,747,952 shares during the period. Dimensional Fund Advisors LP’s holdings in Kenvue were worth $375,377,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. raised its position in shares of Kenvue by 1.8% in the second quarter. Vanguard Group Inc. now owns 233,246,267 shares of the company’s stock valued at $4,881,844,000 after purchasing an additional 4,101,880 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in Kenvue by 27.1% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 310,686 shares of the company’s stock valued at $5,042,000 after buying an additional 66,192 shares during the last quarter. Aviva PLC raised its holdings in Kenvue by 6.8% in the 2nd quarter. Aviva PLC now owns 1,432,477 shares of the company’s stock worth $29,982,000 after acquiring an additional 91,744 shares during the period. Renaissance Capital LLC lifted its position in Kenvue by 55.8% during the 3rd quarter. Renaissance Capital LLC now owns 980,436 shares of the company’s stock worth $15,912,000 after acquiring an additional 351,259 shares during the last quarter. Finally, Viking Fund Management LLC lifted its position in Kenvue by 36.0% during the 3rd quarter. Viking Fund Management LLC now owns 605,000 shares of the company’s stock worth $9,819,000 after acquiring an additional 160,000 shares during the last quarter. 97.64% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Kenvue news, Director Jeffrey C. Smith purchased 3,200,000 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The stock was purchased at an average price of $17.37 per share, with a total value of $55,584,000.00. Following the completion of the transaction, the director directly owned 27,307,632 shares of the company’s stock, valued at approximately $474,333,567.84. This trade represents a 13.27% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 1.68% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

KVUE has been the topic of a number of recent analyst reports. UBS Group lifted their price objective on Kenvue from $17.00 to $19.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 18th. Zacks Research raised Kenvue from a “strong sell” rating to a “hold” rating in a research report on Wednesday, November 26th. Canaccord Genuity Group upped their price target on Kenvue from $17.00 to $18.00 and gave the stock a “hold” rating in a report on Wednesday, February 18th. Barclays raised their price objective on shares of Kenvue from $17.00 to $18.00 and gave the stock an “equal weight” rating in a research note on Monday, November 10th. Finally, Jefferies Financial Group lowered shares of Kenvue from a “buy” rating to a “hold” rating and dropped their target price for the stock from $23.00 to $18.00 in a research report on Friday, January 30th. Three equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $19.50.

Read Our Latest Stock Report on KVUE

Kenvue Price Performance

Shares of NYSE:KVUE opened at $18.24 on Friday. The firm has a market capitalization of $34.96 billion, a PE ratio of 23.69, a PEG ratio of 4.17 and a beta of 0.51. The company has a current ratio of 0.96, a quick ratio of 0.68 and a debt-to-equity ratio of 0.66. Kenvue Inc. has a 1-year low of $14.02 and a 1-year high of $25.17. The business’s 50 day moving average is $17.82 and its 200-day moving average is $17.47.

Kenvue (NYSE:KVUE – Get Free Report) last issued its earnings results on Tuesday, February 17th. The company reported $0.27 EPS for the quarter, topping the consensus estimate of $0.22 by $0.05. The firm had revenue of $3.78 billion during the quarter, compared to analysts’ expectations of $3.68 billion. Kenvue had a return on equity of 19.72% and a net margin of 9.72%.Kenvue’s quarterly revenue was up 3.2% compared to the same quarter last year. During the same period last year, the business earned $0.26 earnings per share. Sell-side analysts predict that Kenvue Inc. will post 1.14 earnings per share for the current year.

Kenvue Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th were given a dividend of $0.2075 per share. This represents a $0.83 annualized dividend and a dividend yield of 4.6%. The ex-dividend date was Wednesday, February 11th. Kenvue’s payout ratio is 107.79%.

Kenvue Profile

(Free Report)

Kenvue is a consumer health company that was established as a standalone, publicly traded business after separating from Johnson & Johnson. Listed on the New York Stock Exchange under the symbol KVUE, Kenvue focuses on the development, manufacture, marketing and distribution of consumer health and personal care products across a range of categories including skin and beauty care, baby care, oral care, wound care and over‑the‑counter medicines.

The company owns and markets a portfolio of widely recognized consumer brands, including names familiar to global shoppers across retail and pharmacy channels.