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. reported that Chief Corp. Affairs Officer Russell Dyer acquired a grant of 43,673 restricted stock units (RSUs), each corresponding 1-for-1 with Kenvue common stock. The award vests in three equal installments on March 2, 2027, March 2, 2028, and March 2, 2029, contingent on his continued service through each vesting date.
Kenvue Inc. files its annual report describing a global consumer health business built on iconic brands and a major pending merger.
The company reports $15.1 billion in Net sales in fiscal 2025, positioning it as the world’s largest pure-play consumer health company by revenue. It operates three segments—Self Care, Skin Health and Beauty, and Essential Health—across more than 165 countries, supported by a sizable in-house and third‑party manufacturing and distribution network.
The filing details Kenvue’s post‑separation evolution from Johnson & Johnson, its extensive regulatory environment, sustainability and human‑capital strategies, and a proposed combination with Kimberly‑Clark. Shareholders of both firms have approved the merger, which still requires additional foreign regulatory clearances and other customary conditions.
Kenvue Inc. Chief Operations Officer Meredith Stevens reported multiple equity transactions tied to previously granted Restricted Stock Units (RSUs). On this date, RSUs for 24,825 units and 3,215 units were exercised and converted into common stock at a stated price of $0.00 per share, reflecting vesting of equity awards rather than open-market purchases. Related common stock entries show matching acquisitions of 24,825 shares and 3,215 shares, increasing her direct holdings.
To cover tax obligations upon RSU vesting, 7,147 shares and 884 shares of common stock were disposed of at $18.66 per share, consistent with tax-withholding transactions rather than discretionary sales. Following these movements, Stevens directly owned 86,046.18 shares of Kenvue common stock. Footnotes state that some awards are now fully vested and that the RSUs were originally granted by Johnson & Johnson and converted into Kenvue RSUs in connection with Kenvue’s separation, with adjustments to preserve award value and performance treated as achieved under specified conditions.
Kenvue Inc. Chief People Officer Luani Alvarado reported multiple equity transactions involving Restricted Stock Units (RSUs) and common stock on February 13, 2026. RSUs covering 14,120 and 1,822 shares were exercised or converted into common stock at a stated price of $0.00 per share.
To cover tax obligations upon RSU vesting, Alvarado disposed of 4,843 and 625 common shares at $18.66 per share through tax-withholding transactions, not open-market sales. Following these transactions, Alvarado directly owned 57,076.14 Kenvue common shares.
Footnotes explain that the RSUs were originally granted by Johnson & Johnson and were converted into Kenvue time-based RSUs in connection with Kenvue’s separation, with this award now fully vested.
Kenvue Inc. Group President EMEA & LA Lawson Carlton reported the vesting and conversion of restricted stock units into common stock. On February 13, 2026, RSUs covering 4,519 shares and 34,907 shares were exercised, resulting in corresponding acquisitions of Kenvue common stock.
One RSU conversion reflected a price of $18.66 per share, while another showed a price of $0.00, consistent with stock-settled awards. Footnotes state all shares acquired upon vesting were retained and related tax withholdings were paid in cash. Following these transactions, Carlton directly owned 97,521.03 shares of Kenvue common stock.
Kenvue Inc. VP & Chief Accounting Officer Heather Howlett reported equity compensation activity involving restricted stock units (RSUs) and common stock. On February 13, 2026, she exercised or converted RSUs into 12,016 shares of common stock and a separate 1,555 RSUs into common stock, both at a stated price of $0.0000 per share, reflecting non-cash vesting.
To cover tax liabilities upon RSU vesting, 4,131 shares and an additional 518 shares of common stock were disposed of at $18.6600 per share through tax-withholding transactions, rather than open-market sales. After these transactions, Howlett directly owned 30,190.0200 shares of Kenvue common stock.
Kenvue Inc. reported mixed 2025 results alongside a new cost-cutting plan and continued progress toward its sale to Kimberly-Clark. Fourth-quarter net sales grew 3.2%, driven by 1.2% organic growth and 2.1% foreign exchange benefit, with diluted EPS of $0.17 and adjusted diluted EPS of $0.27.
For full-year 2025, net sales declined 2.1% and organic sales fell 2.2% as lower volumes outweighed modest pricing. Diluted EPS rose to $0.76 from $0.54, while adjusted diluted EPS slipped to $1.08 from $1.14. Operating income margin improved to 16.0%, but adjusted operating margin eased to 21.0%.
Cash generation strengthened: operating cash flow reached $2.2 billion versus $1.8 billion, and free cash flow increased to $1.7 billion. Year-end cash and cash equivalents were $1.1 billion and total debt $8.5 billion. The board approved a restructuring expected to cut the global workforce by about 3.5% and generate approximately $250 million of pre-tax restructuring and related charges in fiscal 2026.
Kenvue highlighted segment trends, including growth in Essential Health and softer performance in Self Care and Skin Health and Beauty over the year. The company reiterated that, due to the pending Kimberly-Clark transaction, it is not providing forward-looking guidance or hosting a quarterly call. The Kimberly-Clark acquisition has shareholder approvals and U.S. antitrust waiting-period expiration, with closing anticipated in the second half of 2026, subject to remaining regulatory clearances and customary conditions.
T. Rowe Price Associates, Inc. filed an amended Schedule 13G to report beneficial ownership of 19,752,028 shares of Kenvue Inc. common stock, representing 1.0% of the class as of December 31, 2025.
The firm has sole voting power over 19,227,798 shares and sole dispositive power over 19,751,964 shares, with no shared voting or dispositive power. It certifies the shares are held in the ordinary course of business, not to change or influence control of Kenvue, and expressly denies beneficial ownership beyond its institutional role.
Kenvue Inc. announced that Chief Financial Officer Amit Banati will step down from his role effective May 12, 2026 to become chief executive officer of another company. The company plans to appoint a successor to serve as interim principal financial officer in connection with its pending transaction with Kimberly-Clark Corporation.
Over the next three months, Banati will work closely with Kenvue’s leadership, finance, and accounting teams to support a smooth transition of his responsibilities. The company also highlights forward-looking statement risks related to the leadership transition and refers investors to its recent SEC filings for additional risk factors.
Kenvue Inc. Chief People Officer Luani Alvarado exercised employee stock options that were about to expire and settled related taxes without selling shares in the market. On February 6, 2026, Alvarado exercised 85,534 stock options at an exercise price of $13.76 per share, receiving the same number of Kenvue common shares.
Kenvue then withheld 71,581 shares at a price of $18.13 per share to cover the option exercise price and associated tax obligations, as described in the footnotes. The filing states that no shares were sold by Alvarado to cover these costs and that no market transactions occurred from the automatic option exercise. Following these transactions, Alvarado held 46,602.14 shares of Kenvue common stock directly.