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. (KVUE) reported Q3 fiscal 2025 results. Net sales were $3,764 million versus $3,899 million a year ago, with gross profit of $2,226 million. Operating income was $629 million, and net income reached $398 million, or $0.21 per diluted share. The company recorded $17 million of Separation-related costs in the quarter and paid a cash dividend of $0.2075 per share.
For the first nine months, net sales totaled $11,344 million and net income was $1,140 million. Cash flow from operations was $1,343 million. Total debt was $8,973 million, including commercial paper of $1,160 million; Kenvue issued $750 million of 4.85% Senior Notes due 2032 in May and the 5.50% Notes due 2025 were repaid. Shares outstanding were 1,915,802,170 as of October 28, 2025. Management noted the Skin Health and Beauty unit’s fair value exceeded carrying value by about 10% in Q3; a 100 bps higher discount rate would have resulted in an impairment.
Subsequent event: On November 2, 2025, Kenvue entered into a Merger Agreement with Kimberly‑Clark Corporation, subject to customary closing conditions and regulatory approvals.
Kenvue Inc. entered into a definitive merger agreement with Kimberly-Clark. Each share of Kenvue common stock will be converted into the right to receive 0.14625 shares of K-C common stock plus $3.50 in cash, subject to closing conditions. The K-C shares issued as consideration will be listed on Nasdaq, and no fractional shares will be issued; cash will be paid in lieu of fractions.
Closing requires approvals from both companies’ stockholders, antitrust clearances, effectiveness of an S-4 registration statement including a joint proxy/prospectus, and Nasdaq listing approval for the stock consideration. The agreement includes an outside date of November 2, 2026, extendable to May 3, 2027 for certain regulatory approvals, and a $1,136,000,000 termination fee in specified circumstances. K-C will add three Kenvue designees to its board at closing. Kenvue equity awards will convert into Kimberly-Clark awards per an equity award exchange ratio, with vested RSUs receiving the merger consideration. Separately, Kirk L. Perry was appointed Kenvue’s permanent CEO with defined salary, bonus, equity awards, and a potential transaction bonus.
Kenvue Inc. filed a current report to share that it has released financial results for its fiscal third quarter ended September 28, 2025. On November 3, 2025, the company issued a press release and accompanying prepared remarks discussing these quarterly results.
The press release is attached as Exhibit 99.1, and management’s prepared remarks as Exhibit 99.2, with the remarks also available on the company’s investor website. Kenvue is treating this earnings information as “furnished” rather than “filed,” which limits how it is incorporated into other regulatory documents under securities laws.
Kenvue Inc. insider Heather Howlett, Vice President & Chief Accounting Officer, reported two transactions in the company's common stock on 10/03/2025. She acquired 27,181 shares through conversion of restricted stock units that correspond 1-for-1 to common shares and that are fully vested. To cover taxes on vesting, 9,633 shares were withheld and disposed at a price of $15.78, leaving her with 21,268.02 shares beneficially owned after the transactions. The acquired units had a stated acquisition price of $0, reflecting conversion of previously granted RSUs.
Kenvue (KVUE) reported an insider transaction on Form 4. The company’s Chief Technology & Data Officer was granted 189,274 restricted stock units on 10/01/2025. Each unit corresponds 1-for-1 to Kenvue common stock and carries an exercise price of $0.
The award vests in three equal installments on 10/01/2026, 10/01/2027, and 10/01/2028, contingent on continued service through each vesting date. Following the grant, 189,274 derivative securities were beneficially owned, reported as Direct (D).
Jeffrey C. Smith, a director of Kenvue Inc. (KVUE), reported transactions dated 10/01/2025. The filing shows 20,929,938 shares of Kenvue common stock are reported as indirectly beneficially owned through Starboard Value LP, which manages the Starboard Accounts holding those securities. On the same date the reporting person acquired 1,204 Deferred Share Units (DSUs), each representing the right to receive one share of common stock; these DSUs will be settled in shares following the reporting person’s separation from service and include dividend equivalents. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Smith.
Sarah Hofstetter, a Kenvue director, received 1,204 Deferred Share Units (DSUs) on 10/01/2025 under the company's Amended and Restated Deferred Fee Plan for Directors. Each DSU represents the right to one share of Kenvue common stock and will be settled in shares when the reporting person separates from service. The filing shows these DSUs include dividend equivalents and reports total beneficial ownership of 12,045.728 shares following the transaction.
This Form 4 was filed by one reporting person and signed by an attorney-in-fact. The DSUs were recorded as acquisitions and held in direct ownership form.
Kenvue Inc. (KVUE) director Richard E. Allison Jr. reported acquisition of 1,204 Deferred Share Units (DSUs) on 10/01/2025 under the company's Amended and Restated Deferred Fee Plan for Directors. Each DSU represents the right to receive one share of common stock and will be settled in shares following the reporting person's separation from service. The report shows 34,045.048 shares beneficially owned following the transaction, which includes DSUs acquired as dividend equivalents. The Form 4 was filed by one reporting person and signed by an attorney-in-fact on 10/01/2025.
Kenvue Inc. insider report: Perry Kirk, listed as Chief Executive Officer and a reporting person, acquired 185 Deferred Share Units (DSUs) on 10/01/2025 as compensation for board service. Each DSU converts to one share of Kenvue common stock and will be settled in shares following the reporting person's separation from service. After this grant (which includes dividend-equivalent DSUs), the report shows beneficial ownership of 14,041.285 shares. The filing notes the DSUs reflect pro-rated director fees for days served as an independent director in the third fiscal quarter. The form is signed by an attorney-in-fact on behalf of the reporting person.
Kenvue Inc. insider Anindya Dasgupta, Group President APAC, received equity awards on 07/31/2025. The Form 4 reports 14,925 restricted stock units (RSUs) and 124,352 stock options granted the same day. The RSUs convert 1-for-1 into common stock and both awards are held directly. The equity awards vest in three equal annual installments on 07/31/2026, 07/31/2027 and 07/31/2028, subject to continued service. The stock options have an exercise price of $21.44. Following the grants, the reporting person beneficially owns 14,925 shares from RSUs and 124,352 underlying shares from options.