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. 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.
Kenvue Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 143,924,768 shares of Common Stock, representing 7.50% of the class as reported for the period ending 03/31/2026. The filing states Vanguard has sole voting power over 19,500,731 shares and sole dispositive power over 143,924,768 shares. The filing attributes holdings to Vanguard Capital Management and named affiliates and is signed by Ashley Grim on 04/30/2026.
Kenvue Inc. reports a leadership change in its finance team. Chief Financial Officer Amit Banati will step down effective May 12, 2026, and current Chief Accounting Officer Heather Howlett will serve as interim Chief Financial Officer and Chief Accounting Officer.
Howlett, 48, will act as Kenvue’s principal financial and principal accounting officer. Her compensation includes a $125,000 monthly stipend for each month she serves as interim CFO, in addition to her existing package, which for fiscal 2026 consists of a base salary of $544,116, a target bonus of $299,264, and an annual equity award with a fair market value of $420,000.
Kenvue is asking shareholders to approve board nominees, executive pay on an advisory basis, and the ratification of PricewaterhouseCoopers as auditor at its 2026 annual meeting. The proxy also highlights a pending merger in which Kimberly-Clark will acquire all Kenvue shares for cash and stock, already approved by both companies’ shareholders and awaiting foreign regulatory clearances.
For 2025, net sales decreased 2.1% to $15.1 billion, but operating income margin improved to 16.0%, and net income reached $1.5 billion, with adjusted net income of $2.1 billion. Diluted EPS was $0.76 (adjusted $1.08), while operating cash flow was $2.2 billion and free cash flow $1.7 billion. The board emphasizes a mostly independent slate of 12 directors, detailed governance and risk oversight structures, and a pay program heavily weighted to performance-based incentives tied to organic sales, margins, earnings, cash flow, and relative total shareholder return.
Smith Jeffrey C reported acquisition or exercise transactions in this Form 4 filing.
Kenvue Inc. director Jeffrey C. Smith reported a routine compensation-related grant of 1,331 Deferred Share Units (DSUs). Each DSU entitles him to receive one share of Kenvue common stock, to be settled in shares after his separation from board service.
Following this grant and dividend reinvestment activity, Smith directly holds 15,123.688 DSUs. Separately, investment funds and managed accounts advised by Starboard Value LP indirectly hold 27,307,632 shares of Kenvue common stock. Smith, as a managing member of Starboard, may be deemed a beneficial owner for Section 16 purposes but disclaims beneficial ownership beyond his pecuniary interest.