Welcome to our dedicated page for Kenvue SEC filings (Ticker: KVUE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Kenvue Inc. filings document the public-company disclosures of a pure-play consumer health issuer with brands including Tylenol, Listerine, Johnson’s, Aveeno, Neutrogena and BAND-AID Brand. Its SEC record includes material-event reports, proxy and governance disclosures, shareholder voting matters, capital-structure information, operating and financial results, and consumer-health regulatory topics.
The company’s filings also cover executive officer appointments and compensatory arrangements, material definitive agreements, risk-factor disclosures and common-stock matters. Proxy materials and Form 8-K reports provide formal records of board governance, security-holder votes and other events affecting Kenvue’s corporate structure and reporting obligations.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 157,051,418.71 shares of Kenvue Inc. common stock, representing 8.2% of the class. FMR LLC has sole voting power over 107,583,737.47 shares and sole dispositive power over 157,051,418.71 shares, with no shared voting or dispositive power.
Abigail P. Johnson is reported as having sole dispositive power over the same 157,051,418.71 shares, with no voting or shared powers. One or more other persons may receive dividends or sale proceeds from these shares, but no such person holds more than five percent of Kenvue’s outstanding common stock.
Kenvue Inc., a global consumer health company, reported solid results for the fiscal three and six months ended June 28, 2026. Net sales were $3,955 million for the quarter and $7,864 million year-to-date, up from $3,839 million and $7,580 million in the prior-year periods. Quarterly net income was $456 million versus $420 million a year earlier, and year-to-date net income was $930 million versus $742 million. Diluted EPS was $0.24 for the quarter and $0.48 for six months.
Operating income reached $699 million in the quarter, with segment adjusted operating income of $512 million in Self Care, $186 million in Skin Health and Beauty, and $315 million in Essential Health. Operating cash flow for the first half was $1,177 million, against capital expenditures of $203 million, while total debt stood at $8,480 million and stockholders’ equity at $10,553 million as of June 28, 2026. The effective tax rate declined to 23.7% for the quarter, helped by a valuation allowance release and tax law effects. Kenvue also highlights a pending merger under which Kimberly-Clark will acquire all outstanding shares, with Kenvue shareholders to receive 0.14625 Kimberly-Clark shares plus $3.50 in cash per share and hold about 46% of the combined company, subject to remaining foreign regulatory approvals and other customary closing conditions. The company continues to monitor goodwill—particularly in Skin Health and Beauty—and discloses ongoing product liability and securities litigation without estimating possible losses beyond existing accruals.
Kenvue Inc. reported fiscal second-quarter 2026 results with net sales of $3.96 billion, up 3.0% year over year, including 1.6% organic sales growth and a 1.4% foreign-currency benefit. Gross profit margin was 58.2% (adjusted 60.2%), and operating income margin was 17.7% (adjusted 22.1%), both slightly below the prior-year period.
Net income was $456 million versus $420 million a year ago. Diluted earnings per share increased 9% to $0.24, while adjusted diluted EPS rose to $0.31 from $0.29. For the first six months of 2026, net cash flows from operating activities were $1.2 billion and free cash flow reached $1.0 billion, with capital expenditures of $0.2 billion.
All three segments posted net sales growth, led by Skin Health and Beauty at 5.1%. Kenvue highlighted U.S. FDA approval of Tylenol with Naproxen, a new over-the-counter fixed-dose pain relief combination granted a three-year exclusivity period. The company is pursuing a pending cash-and-stock combination with Kimberly-Clark expected to close in the fourth quarter of 2026 and, due to this transaction, is not providing forward-looking guidance or hosting a quarterly earnings call.
Kenvue Inc. Group President APAC Anindya Dasgupta exercised 16,418.8700 restricted stock units into the same number of common shares at $0.0000 per share on 07/31/2026. All acquired shares were retained. After these transactions, he directly holds 16,418.8700 common shares and 32,831.6200 restricted stock units, which correspond 1-for-1 with common stock, include units from dividend reinvestment transactions, and are scheduled to vest in three equal installments on 07/31/2026, 07/31/2027, and 07/31/2028, subject to continued service.
Kenvue Inc. director Jeffrey C. Smith reported his equity holdings and a new compensation-related award. Investment funds and accounts managed by Starboard Value LP, where Smith is a Managing Member, hold 27,307,632 shares of Kenvue common stock indirectly attributed to him for Section 16 purposes, although he disclaims beneficial ownership beyond his pecuniary interest. Smith also received a grant of 1,413 Deferred Share Units (DSUs), representing deferred cash compensation under Kenvue’s director fee plan. Each DSU is the right to receive one share of common stock, to be settled after his separation from service, and his DSU balance increased to 27,023.086 units, including amounts acquired as dividend equivalents.
ALLISON RICHARD E JR reported acquisition or exercise transactions in this Form 4 filing.
Kenvue Inc. director Richard E. Allison Jr. received a grant of 1,413 Deferred Share Units as part of director compensation. Each unit represents the right to receive one share of Kenvue common stock and reflects deferral of cash fees into equity.
After this award, Allison holds 49,797.671 Deferred Share Units, which will be settled in Kenvue common stock following his separation from board service. The total includes units credited as dividend equivalents, so the position can grow as dividends are paid.
Kenvue Inc. CFO & CAO Heather Howlett reported an open-market sale of Common Stock. She sold 3,700 shares of Kenvue on June 10, 2026 at a price of $18.105 per share. After this transaction, she directly holds 29,288.37 shares, so the sale represents only a small portion of her reported direct ownership.
The issuer filed a Form 144 notice for proposed sale of Common Stock through Fidelity Brokerage Services LLC on 06/10/2026 with CUSIP 1920008668 on the NYSE. The filing lists 3,700 shares under the securities-to-be-sold section and shows recent restricted stock vesting events totaling 3,700 shares (988, 981, 1,731) on 02/13/2024, 02/13/2025, and 03/05/2025.
Smith Jeffrey C reported acquisition or exercise transactions in this Form 4 filing.
Kenvue Inc. director Jeffrey C. Smith reported his ownership and a new equity award. Investment funds managed by Starboard Value LP hold 27,307,632 shares of Kenvue common stock, which may be attributed to him for reporting purposes, although he disclaims beneficial ownership beyond his pecuniary interest.
Smith also received a grant of 10,309 Deferred Share Units at $17.46 each. These units are to be settled in Kenvue common stock after his board service ends, with each unit delivering one share. Following this grant, he holds 25,432.688 Deferred Share Units directly, including amounts from dividend reinvestment.
Hofstetter Sarah reported acquisition or exercise transactions in this Form 4 filing.
Kenvue Inc. director Sarah Hofstetter received a compensation grant of 10,309 Deferred Share Units (DSUs) on May 21, 2026. Each DSU represents the right to receive one share of Kenvue common stock, generally delivered when her board service ends.
Following this award, Hofstetter holds a total of 24,101.687 DSUs. The grant was valued at $17.46 per unit for reporting purposes and also reflects DSUs credited as dividend equivalents under Kenvue’s Amended and Restated Deferred Fee Plan for Directors.