Welcome to our dedicated page for Kenvue SEC filings (Ticker: KVUE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Kenvue Inc. (NYSE: KVUE) SEC filings, giving investors a primary source for the company’s regulatory disclosures. As the world’s largest pure-play consumer health company by revenue, Kenvue uses its SEC reports to detail financial performance, risk factors, governance matters and significant corporate events related to its portfolio of brands such as Aveeno®, BAND-AID® Brand, Johnson’s®, Listerine®, Neutrogena®, Tylenol® and Zyrtec®.
Among the most important documents for KVUE are current reports on Form 8-K. In 2025, Kenvue filed several 8-Ks to furnish quarterly earnings press releases and to describe leadership changes, preliminary financial results and the Board’s comprehensive review of strategic alternatives. A key 8-K filed on November 3, 2025 outlines an Agreement and Plan of Merger with Kimberly-Clark Corporation, under which a Kimberly-Clark subsidiary will merge with and into Kenvue and Kenvue will ultimately become part of a wholly owned Kimberly-Clark subsidiary. That filing explains the merger structure, the cash and stock consideration for each share of Kenvue common stock, conditions to closing, and termination and fee provisions.
Investors can also use Kenvue’s filings to understand how management presents non-GAAP financial measures. The company’s 8-K earnings materials define metrics such as Adjusted gross profit margin, Adjusted operating income and margin, Adjusted net income, Adjusted diluted earnings per share, Adjusted EBITDA margin, Adjusted effective tax rate, Free cash flow and Organic sales, and reconcile them to the most comparable U.S. GAAP measures. These disclosures clarify how Kenvue evaluates operating efficiency, profitability and cash generation over time.
On this page, Stock Titan surfaces Kenvue’s SEC submissions as they are made available on EDGAR and pairs them with AI-powered summaries to explain the key points in plain language. Users can quickly scan new 10-K and 10-Q reports when filed, review 8-Ks for material events such as the Kimberly-Clark merger agreement or leadership transitions, and examine any proxy materials related to shareholder votes. This combination of real-time filings access and AI explanations helps investors follow how regulatory disclosures may affect KVUE shareholders and the future of the Kenvue business within the consumer health sector.
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.
ALLISON RICHARD E JR reported acquisition or exercise transactions in this Form 4 filing.
Kenvue Inc. director Richard E. Allison Jr. received a grant of 1,331 Deferred Share Units as non-cash board compensation, each representing one share of common stock. These units are deferred under the company’s director fee plan and will be settled in shares after he leaves the board. Following this award, his Deferred Share Unit balance is 37,634.229 units, which includes amounts accumulated through dividend reinvestment.
Kenvue Inc received an amended Schedule 13G/A from The Vanguard Group reporting that Vanguard beneficially owns 0 shares of Kenvue Common Stock, representing 0% of the class. The filing states Vanguard reorganized on January 12, 2026, and certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538.
Kenvue Inc. Chief Operations Officer Meredith Stevens reported routine equity compensation activity involving Restricted Stock Units that vested into common stock. She exercised RSUs corresponding to 5,169.62 shares of common stock, while 2,096 shares were withheld to cover tax obligations, including FICA, rather than sold on the market. Following these transactions, she directly holds 93,621.01 shares of Kenvue common stock and 10,675.92 RSUs, which each correspond 1-for-1 with common stock. One RSU award is scheduled to vest in three equal installments on 03/10/2026, 03/10/2027, and 03/10/2028, contingent on her continued service.
Kenvue Inc. Chief People Officer Luani Alvarado exercised restricted stock units into common stock and used part of the resulting shares to cover taxes. On March 10, 2026, RSU awards totaling 4,222.22 units were converted 1-for-1 into common shares.
To satisfy tax obligations, 2,078 common shares were withheld at prices of $17.96 and $18.16 per share, as noted in the footnotes. Following these transactions, Alvarado directly held 61,415.440 shares of Kenvue common stock and 8,693.150 RSUs, including units from dividend reinvestment.
Kenvue Inc. Group President EMEA & LA Carlton Lawson exercised restricted stock units that converted into 6,157.82 shares of common stock on 03/10/2026. All shares from this vesting were retained, with related taxes paid in cash rather than through share withholding.
Following these transactions, Lawson directly holds 111,415.02 shares of Kenvue common stock and 12,313.63 restricted stock units, which each correspond 1-for-1 to common shares. The activity reflects compensation-related equity vesting rather than an open-market purchase or sale.
Kenvue Inc. executive Lawson Carlton, Group President EMEA & LA, exercised restricted stock units that converted into 7736.1700 shares of common stock on 2026-03-05. The reporting person retained all shares acquired upon vesting and paid related tax withholdings in cash.
The restricted stock unit award corresponds 1-for-1 with Kenvue common stock and vests in three equal installments on 03/05/2025, 03/05/2026, and 03/05/2027, subject to continued service. Following the transaction, direct common stock holdings totaled 105257.2000 shares, including shares acquired in dividend reinvestment transactions.