Massachusetts Financial Services Co. MA Sells 3,862,828 Shares of Kenvue Inc. $KVUE

18 Jan 2026, 08:50 by Renee Jackson · The Cerbat Gem

Massachusetts Financial Services Co. MA lessened its position in Kenvue Inc. (NYSE:KVUE – Free Report) by 4.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 87,352,677 shares of the company’s stock after selling 3,862,828 shares during the period. Massachusetts Financial Services Co. MA owned about 4.55% of Kenvue worth $1,417,734,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Salomon & Ludwin LLC acquired a new position in Kenvue during the third quarter worth approximately $25,000. NBT Bank N A NY increased its holdings in shares of Kenvue by 180.3% during the 3rd quarter. NBT Bank N A NY now owns 1,564 shares of the company’s stock worth $25,000 after acquiring an additional 1,006 shares during the last quarter. Trust Co. of Vermont raised its stake in Kenvue by 266.8% in the 2nd quarter. Trust Co. of Vermont now owns 1,581 shares of the company’s stock valued at $33,000 after acquiring an additional 1,150 shares during the period. New England Capital Financial Advisors LLC lifted its holdings in Kenvue by 81.4% during the 3rd quarter. New England Capital Financial Advisors LLC now owns 2,563 shares of the company’s stock valued at $42,000 after purchasing an additional 1,150 shares during the last quarter. Finally, Future Financial Wealth Managment LLC bought a new position in Kenvue during the third quarter worth $49,000. 97.64% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the stock. Citigroup dropped their price objective on shares of Kenvue from $20.00 to $17.00 and set a “neutral” rating on the stock in a research report on Thursday, October 9th. Canaccord Genuity Group reissued a “hold” rating and issued a $15.00 price target (down from $26.00) on shares of Kenvue in a report on Wednesday, October 29th. Jefferies Financial Group cut their price objective on shares of Kenvue from $25.00 to $23.00 and set a “buy” rating for the company in a research report on Monday, October 27th. Barclays boosted their price objective on Kenvue from $17.00 to $18.00 and gave the stock an “equal weight” rating in a report on Monday, November 10th. Finally, Bank of America dropped their price target on Kenvue from $25.00 to $21.00 and set a “buy” rating for the company in a report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, Kenvue has a consensus rating of “Hold” and an average target price of $20.23.

Check Out Our Latest Research Report on Kenvue

Insider Buying and Selling at Kenvue

In other news, Director Jeffrey C. Smith purchased 3,200,000 shares of Kenvue stock in a transaction that occurred on Friday, December 12th. The shares were acquired at an average price of $17.37 per share, for a total transaction of $55,584,000.00. Following the transaction, the director owned 27,307,632 shares of the company’s stock, valued at approximately $474,333,567.84. The trade was a 13.27% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Company insiders own 1.68% of the company’s stock.

Kenvue Price Performance

Shares of NYSE KVUE opened at $17.20 on Friday. The business has a fifty day moving average price of $16.97 and a two-hundred day moving average price of $18.27. The stock has a market capitalization of $32.95 billion, a PE ratio of 22.93 and a beta of 0.60. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.98 and a quick ratio of 0.69. Kenvue Inc. has a fifty-two week low of $14.02 and a fifty-two week high of $25.17.

Kenvue (NYSE:KVUE – Get Free Report) last released its earnings results on Monday, November 3rd. The company reported $0.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.01. The company had revenue of $3.76 billion for the quarter, compared to analyst estimates of $3.83 billion. Kenvue had a return on equity of 20.02% and a net margin of 9.55%.Kenvue’s quarterly revenue was down 3.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.28 EPS. Kenvue has set its FY 2025 guidance at 1.000-1.050 EPS. As a group, equities analysts predict that Kenvue Inc. will post 1.14 earnings per share for the current fiscal year.

Kenvue Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, November 26th. Stockholders of record on Wednesday, November 12th were given a $0.2075 dividend. The ex-dividend date was Wednesday, November 12th. This represents a $0.83 annualized dividend and a dividend yield of 4.8%. Kenvue’s payout ratio is presently 110.67%.

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.