Kenvue Inc. SEC Filings

Kenvue Inc. director Richard E. Allison Jr. received a grant of 10,309 Deferred Share Units (DSUs) valued at $17.46 per unit. These DSUs are part of the company's Amended and Restated Deferred Fee Plan for Directors.

Each DSU represents the right to receive one share of Kenvue common stock, to be settled when his board service ends. Following this grant, Allison holds a total of 47,943.229 DSUs directly, including units previously acquired as dividend equivalents. This is a routine, compensation-related equity award, not an open-market purchase or sale.

Mann Erica L reported acquisition or exercise transactions in this Form 4 filing.

Director Erica L. Mann received a grant of 10,309 Deferred Share Units (DSUs) of Kenvue Inc. at a reference price of $17.46 per unit as director compensation. Each DSU represents the right to receive one share of common stock, generally after her board service ends.

Following this award, her directly held DSU balance reported in this filing increased to 19,986.12 DSUs. The footnotes explain that these DSUs are issued under Kenvue’s Amended and Restated Deferred Fee Plan for Directors and that the balance includes DSUs accumulated as dividend equivalents, which mirror dividends paid on the common stock.

Godbole Seemantini reported acquisition or exercise transactions in this Form 4 filing.

Kenvue Inc. director Seemantini Godbole received a grant of 10,309 Deferred Share Units (DSUs) on Kenvue common stock, treated as a compensation award rather than an open-market purchase. Each DSU represents the right to receive one share of common stock upon termination of her directorship.

After this grant and related dividend-equivalent DSUs, her directly held DSU balance increased to 36,626.661 units. These DSUs carry a stated value of $17.46 per unit for this award, but they will be settled in actual Kenvue shares at a future settlement date.

Kenvue Inc. reported the results of its 2026 Annual Meeting of Shareholders held on May 21, 2026. Shareholders elected all 12 director nominees, each receiving over 1.48 billion votes in favor with additional broker non-votes recorded.

Investors also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with about 1.45 billion votes for and 69.2 million against. Shareholders further ratified PricewaterhouseCoopers LLP as Kenvue’s independent registered public accounting firm for 2026, with approximately 1.62 billion votes in favor.

Kenvue Inc. General Counsel Matthew Orlando reported an open-market sale of Common Stock. He sold 38,491.296 shares of Kenvue on May 8, 2026 at a weighted average price of $17.6583 per share, with individual trade prices ranging from $17.651 to $17.675. Following this transaction, his reported direct ownership of Kenvue Common Stock is 0 shares.

KVUE submitted a Form 144 notice listing multiple blocks of Common shares tied to restricted stock vesting and dividend reinvestment. The filing enumerates issuance dates and share counts (for example, 10,261 shares on 02/08/2024, 9,236 shares on 12/15/2025) that are referenced under "Securities To Be Sold." The entries appear to document issuance/compensation events and dividend reinvestments rather than completed open‑market dispositions.

Kenvue Inc. reported solid first-quarter 2026 results, with net sales of $3,909 million, up from $3,741 million a year earlier, and net income rising to $474 million from $322 million. Basic and diluted earnings per share increased to $0.25 from $0.17 as operating income improved to $767 million from $558 million, helped by lower selling, general, and administrative expenses.

Cash flow from operating activities strengthened to $489 million from $428 million, supporting dividends of $0.2075 per share, or $398 million in total. The company ended the quarter with $1,075 million in cash and cash equivalents and total debt of $8,661 million, including $7,072 million of long-term debt and $1,589 million of loans and notes payable.

Kenvue continues to execute its 2026 Restructuring Initiative, recording $78 million of related pre-tax charges in the quarter, mainly for employee-related and technology project costs. The company also advanced its pending acquisition by Kimberly-Clark, for which shareholders of both companies have approved the merger and key U.S. antitrust waiting periods have expired, while certain foreign regulatory approvals and customary closing conditions remain outstanding.

Kenvue Inc. reported stronger results for its fiscal first quarter 2026. Net sales rose to $3.9 billion, up 4.5% year over year, driven by 0.7% organic sales growth and a 3.8% foreign currency benefit. Gross margin improved to 58.9% and adjusted gross margin to 60.8%, reflecting productivity gains and pricing that more than offset inflation and lower volumes.

Operating income margin increased to 19.6%, with adjusted operating margin at 24.0%, helped by cost optimization initiatives. Diluted EPS rose to $0.25 from $0.17, while adjusted diluted EPS climbed to $0.32 from $0.24. Free cash flow doubled to $0.4 billion. By segment, Skin Health and Beauty led with 8.4% net sales growth, Essential Health grew 4.9%, and Self Care increased 1.9%.

Kenvue highlighted a pending cash-and-stock acquisition by Kimberly-Clark, expected to close in the second half of 2026 subject to foreign regulatory approvals and other conditions. The company is also executing a 2026 Restructuring Initiative with about $250 million of expected pre-tax charges in 2026 and, due to the pending transaction, is not providing forward-looking guidance or holding a quarterly conference call.

Kenvue Inc. Schedule 13G shows FMR LLC (and Abigail P. Johnson) beneficially own 135,093,093.24 shares of Common Stock (CUSIP 49177J102), representing 7.0% of the class. The filing lists sole dispositive power for that amount and states some other persons may have rights to dividends or sale proceeds. The cover references Exhibit 99 and a power of attorney effective April 13, 2026.