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.
Kenvue Inc. CFO & CAO Heather Howlett received a distribution of 10,881 common shares on October 2, 2026, after meeting the performance criteria for Performance Share Units granted October 2, 2023. The PSUs vested at 100% of the target award and included accrued dividend equivalents. On the same date, 5,566 shares were withheld for taxes. Both transaction rows list a price of $17.20 per share.
Kenvue Inc. (KVUE) Chief Tech & Data Officer Michael Wondrasch had 66,028.99 restricted stock units vest on October 1, 2026, acquiring 66,028.99 common shares; the units correspond one-for-one with common stock. At vesting, 21,031 common shares were withheld for payment of taxes at $17.22 per share. The reported post-transaction balance was 132,055.99 RSUs, including units acquired as dividend equivalents. The award vests in three equal installments on October 1, 2026, October 1, 2027, and October 1, 2028, subject to continued service through each vesting date.
Kenvue Inc. director Jeffrey C. Smith acquired 1,300 deferred share units (DSUs) on September 28, 2026. They defer cash compensation under the Amended and Restated Deferred Fee Plan for Directors and will be settled in common shares following his separation from service. His resulting direct balance was 28,618.343 DSUs, including units acquired as dividend equivalents. Separately, Starboard Value LP-managed accounts held 27,307,632 common shares; Smith may be deemed to beneficially own them for Section 16 purposes but disclaims ownership except to the extent of his pecuniary interest.
Kenvue Inc. Chief Operations Officer Meredith Stevens reported the conversion of 429 and 1,032 restricted stock units into common shares on September 25, 2026, on a one-for-one basis upon vesting. The transaction entries also show 429 and 1,032 common shares withheld, respectively, to satisfy FICA taxes arising from Stevens being retirement eligible; each withholding entry lists $17.81 per share.
Kenvue Inc. director Richard E. Allison Jr. acquired 1,300 Deferred Share Units on September 28, 2026, representing deferred cash compensation under the Amended and Restated Deferred Fee Plan for Directors. Each unit represents the right to receive one Kenvue common share. Following the transaction, he held 51,641.767 Deferred Share Units, including units acquired as dividend equivalents.
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.