What is the 13F Pro Quality Score for KVUE?

13F Pro ranks Kenvue Inc. (KVUE) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View KVUE's current score at https://13fpro.ai/company/KVUE (free sign-up required for the full ranking).

Which hedge funds own the most KVUE stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of KVUE include FMR, BlackRock,, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/KVUE as soon as new 13F filings post.

Where does 13F Pro source KVUE data?

All Kenvue Inc. fundamentals and ownership data come directly from SEC EDGAR. Kenvue Inc. files with the SEC under CIK 1944048. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is KVUE in?

Kenvue Inc. (KVUE) is classified in the Consumer Staples sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-staples.

What drives KVUE's revenue?

Per Kenvue Inc.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Self Care ($1,589M, +2.2% YoY); Essential Health ($1,253M, +2.3% YoY); Skin Health and Beauty ($1,113M, +5.1% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/KVUE.

What are KVUE's largest expenses?

Kenvue Inc.'s latest 10-Q reports these as the largest expense items: Cost of sales ($1,654M, +4.8% YoY); Selling, general, and administrative expenses ($1,537M, +2.2% YoY); Restructuring expenses ($59M, -1.7% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 28, 2026).

How often is KVUE research updated on 13F Pro?

KVUE's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Kenvue Inc.(KVUE)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Staples →NYSElarge

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SEC EDGAR: CIK 1944048 KVUE stock profile & AI dashboard →

13F Pro Quality Score

60.3/100

Rank #865 of 2,961 stocksTOP 50%

View Consumer Staples peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

23.8/100

Profitability

68.2/100

Balance Sheet

74.7/100

Earnings Quality

50.0/100

Free Cash Flow

60.5/100

Institutional Flow

69.6/100

Revenue Scale

90.4/100

Dilution Risk

60.1/100

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Why KVUE Scores 60/100

exact factor attribution · 2026-09-11

KVUE's composite is driven by scale and profitability, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.1 pts

90th pct

Profitability

+2.7 pts

68th pct

Capital efficiency

+2.5 pts

75th pct

Free cash flow

+1.6 pts

61th pct

Earnings growth

+1.2 pts

74th pct

Institutional flow

+1.0 pts

70th pct

Shareholder dilution

+0.5 pts

60th pct

Earnings quality

+0.0 pts

50th pct

Revenue growth

-5.2 pts

24th pct

Latest change (2026-08-06): 60 → 63 · ↑ Free cash flow 60→69; ↑ Earnings growth 38→58

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

KVUE Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Kenvue Inc. (KVUE), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores KVUE at 60.3/100 on a 32-signal composite quality model, placing it at rank #865 of 2,961 stocks — the top half of the AI-ranked universe. KVUE scores in the top quartile across revenue scale (90.4). Areas of concern include revenue growth (23.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Kenvue Inc. reports quarterly revenue of $4.0B, net income of $456.0M, an operating margin of 17.7%. Top institutional holders of KVUE by reported 13-F value include FMR, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. KVUE trades on the NYSE exchange and files with the SEC under CIK 1944048. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate KVUE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Kenvue Inc. directly from SEC EDGAR. Kenvue Inc.'s 13F Pro composite quality score has ranged between 54 and 63 since 2024, currently 60.3 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about Kenvue Inc.

Quirks, history, and lore behind KVUE — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer staples company · large-cap · listed on the NYSE · headquartered in New Jersey.
2
The Numbers
Annual revenue of roughly $15 billion, with a portfolio spanning skin health, wound care, and OTC medicines sold in over 165 countries.
3
The History
Spun off in 2023 from one of the world's most recognizable healthcare conglomerates, instantly becoming one of the largest pure-play consumer health IPOs in U.S. history.
4
The Secret
Its parent held onto a majority stake after the spinoff, meaning this 'independent' company still had a very familiar corporate shadow looming over it at birth.
5
The Lore
The brands under its roof have been in medicine cabinets for generations — think the world's best-selling baby shampoo and a sunscreen you've definitely used at the beach.
6
The Giveaway
It owns Tylenol, Neutrogena, Listerine, and Band-Aid — basically everything in your bathroom that used to say Johnson & Johnson on the parent company filing.

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What's Driving KVUE's Business? Latest 10-Q Breakdown

✓ 15/15 datapoints verified

AI-extracted from Kenvue Inc.'s 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose 3.0% YoY to $4.0B on broad-based segment growth, but gross margin contracted 70bps to 58.2% on input cost inflation and tariffs, while a pending $ Kimberly-Clark acquisition and reopened acetaminophen litigation loom over the quarter.

Biggest Revenue Drivers

Self Care$1,589M+2.2% YoY

Favorable value realization from EMEA/North America pricing offset by volume declines from lower illness incidence in Allergy, pediatric Pain Care, and Cough/Cold

Essential Health$1,253M+2.3% YoY

Volume gains from e-commerce, Wound Care innovation, and Baby Care promotions, partly offset by Oral Care declines from competitive pressure

Biggest Revenue Drivers

Total revenue: $4.0B+3.0% YoY

Self Care$1,589M+2.2% YoY

Favorable value realization from EMEA/North America pricing offset by volume declines from lower illness incidence in Allergy, pediatric Pain Care, and Cough/Cold

Essential Health$1,253M+2.3% YoY

Volume gains from e-commerce, Wound Care innovation, and Baby Care promotions, partly offset by Oral Care declines from competitive pressure

Skin Health and Beauty$1,113M+5.1% YoY

Favorable value realization plus volume gains from e-commerce, product innovation, and hair regrowth products

Largest Expense Items

Cost of sales$1,654M+4.8% YoY

Net input cost inflation, tariffs on U.S. imports, and unfavorable transactional FX, partly offset by supply chain optimization benefits

Selling, general, and administrative expenses$1,537M+2.2% YoY

Higher brand support and Pending Transaction costs, partly offset by restructuring savings and a $16M drop in Separation-related costs

Restructuring expenses$59M-1.7% YoY

Costs under the 2026 Restructuring Initiative to optimize the operating model and supply chain

Margins: Gross profit margin declined 70bps YoY to 58.2%, driven by net input cost inflation, U.S. tariffs, and unfavorable transactional FX, partially offset by supply chain optimization benefits and favorable pricing/mix.

Watch Items from the Filing

Pending acquisition by Kimberly-Clark: Kenvue shareholders to receive 0.14625 K-C shares plus $3.50 cash per share, expected to close Q4 2026 pending remaining foreign regulatory approvals.
In July 2026 the Second Circuit vacated the District Court's prior judgment favoring JJCI in the acetaminophen/autism multi-district litigation and remanded for further proceedings, reviving litigation exposure.
Company estimates gross tariff exposure of approximately $80 million annualized from U.S. import tariffs, with continued uncertainty following the Supreme Court's IEEPA ruling and new baseline tariffs.
Skin Health and Beauty reporting unit's estimated fair value exceeded carrying value by only ~10% in the September 2025 interim goodwill test; a 100bps increase in discount rate would trigger impairment.
Skin Health and Beauty segment adjusted operating income grew 24.8% YoY to $186M, driven by favorable pricing and lower brand support costs from media cost improvements.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$4.0B

Net Income

Q2 2026

$456.0M

Free Cash Flow

Q2 2026

$624.0M

Operating Margin

Q2 2026

17.7%

ROIC

Q2 2026

14.7%

D/E Ratio

Q2 2026

0.80

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-2.1% YoY

$15.12BFY 2025

FY22 $14.95BFY23 $15.44BFY24 $15.46BFY25 $15.12B

Net Income

+42.7% YoY

$1.47BFY 2025

FY22 $2.06BFY23 $1.66BFY24 $1.03BFY25 $1.47B

Operating Income

+31.1% YoY

$2.41BFY 2025

FY22 $2.67BFY23 $2.51BFY24 $1.84BFY25 $2.41B

EPS (Diluted)

+40.7% YoY

$0.76FY 2025

FY22 $1.20FY23 $0.90FY24 $0.54FY25 $0.76

Total Assets

+5.8% YoY

$27.08BFY 2025

FY22 $27.32BFY23 $27.85BFY24 $25.60BFY25 $27.08B

Total Debt

-1.0% YoY

$8.52BFY 2025

FY22 $0.00FY23 $8.29BFY24 $8.61BFY25 $8.52B

Op. Cash Flow

+24.2% YoY

$2.20BFY 2025

FY22 $2.52BFY23 $3.17BFY24 $1.77BFY25 $2.20B

Free Cash Flow

+29.0% YoY

$1.72BFY 2025

FY22 $2.15BFY23 $2.70BFY24 $1.33BFY25 $1.72B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$15.12B -2.1%	$15.46B +0.1%	$15.44B +3.3%	$14.95B -0.7%	$15.05B	—
Net Income	$1.47B +42.7%	$1.03B -38.1%	$1.66B -19.4%	$2.06B -0.7%	$2.08B	—
Operating Income	$2.41B +31.1%	$1.84B -26.7%	$2.51B -6.1%	$2.67B -8.4%	$2.92B	—
EPS (Diluted)	$0.76 +40.7%	$0.54 -40.0%	$0.90 -25.0%	$1.20 -0.8%	$1.21	—
Total Assets	$27.08B +5.8%	$25.60B -8.1%	$27.85B +2.0%	$27.32B	—	—
Total Debt	$8.52B -1.0%	$8.61B +3.9%	$8.29B	$0.00	—	—
Operating Cash Flow	$2.20B +24.2%	$1.77B -44.2%	$3.17B +25.5%	$2.52B +656.0%	$334.0M	—
Free Cash Flow	$1.72B +29.0%	$1.33B -50.5%	$2.70B +25.5%	$2.15B +5412.8%	$39.0M	—

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Available Research

13F Pro tracks comprehensive data for Kenvue Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of KVUE

FMR LLC
$3.0B157,051,418 sh
BlackRock, Inc.
$2.9B150,825,694 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.4B125,314,564 sh
STATE STREET CORP
$2.3B121,619,054 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.8B93,303,762 sh
GEODE CAPITAL MANAGEMENT, LLC
$990.2M52,021,320 sh
Pentwater Capital Management LP
$977.1M51,130,000 sh
Independent Franchise Partners LLP
$963.7M50,427,994 sh
NORGES BANK
$882.1M46,156,826 sh
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$861.9M44,715,586 sh

Fund	Value	Shares
FMR LLC	$3.0B	157,051,418
BlackRock, Inc.	$2.9B	150,825,694
VANGUARD CAPITAL MANAGEMENT LLC	$2.4B	125,314,564
STATE STREET CORP	$2.3B	121,619,054
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.8B	93,303,762
GEODE CAPITAL MANAGEMENT, LLC	$990.2M	52,021,320
Pentwater Capital Management LP	$977.1M	51,130,000
Independent Franchise Partners LLP	$963.7M	50,427,994
NORGES BANK	$882.1M	46,156,826
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$861.9M	44,715,586

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Is KVUE a good stock to buy?

13F Pro's AI-powered analysis of Kenvue Inc. (KVUE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for KVUE are available on the KVUE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. KVUE is classified as a large company.

Which hedge funds own KVUE?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling KVUE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Kenvue Inc.'s investment landscape.