News

Is Kenvue (KVUE) Below Fair Value After Its 40% Run?

Kenvue has delivered a strong 39.7% share price return over the past year, which puts fresh attention on whether the current US$19.88 level is supported by the cash it can generate for shareholders. With a Discounted Cash Flow (DCF) intrinsic value estimate available, the question is how that cash flow view lines up against a stock that has already moved sharply over 12 months. The 39.7% gain over the last year puts recent buyers in a comfortable position on paper, yet it raises the issue of...

Yahoo·11:19KVUE

Global Teledermatology Market Size, Share, Trends, Growth and Forecast 2026-2035 | AI, Hybrid Care and DTC Models Fuel 14.10% CAGR to USD 60.96 Billion by 2035

Direct-to-consumer and hybrid models, AI-based personalisation, blockchain security, and mobile access are expanding convenient dermatology care in underserved areas.Dublin, Oct. 22, 2026 (GLOBE NEWSWIRE) -- "Teledermatology Market Size, Share and Forecast Trends - Growth Analysis and Outlook Report (2026-2035)" has been added to ResearchAndMarkets.com's offering. The global teledermatology market was valued at USD 16.30 Billion in 2025 and is projected to grow at a CAGR of 14.10% from 2026 to 2

Yahoo·12:03

3 Beauty Stocks to Explore as Consumer Preferences Reshape the Market

Clean beauty, innovation and digital shopping are reshaping the industry. Explore how ELF, EL and ULTA are adapting to changing consumer preferences.

Yahoo·09:15

Essity: Interim Report Quarter 3, 2026

Stable volumes, resilient profitability and strong cash flow

Yahoo·02:07

Jim Cramer Calls Kimberly-Clark a Hated Dividend King. Is He Right?

Jim Cramer called Kimberly-Clark hated, but the real story behind its dividend streak, its free cash flow, and a social media disinformation campaign in China raises harder questions than Cramer let on.

Yahoo·17:00

Kenvue to Announce Third Quarter 2026 Results on October 30, 2026

SUMMIT, N.J., October 21, 2026--Kenvue Inc. (NYSE: KVUE) will announce its third quarter 2026 financial results before the market opens on October 30, 2026. Due to the pending transaction with Kimberly-Clark, Kenvue will not be hosting a quarterly conference call to review its financial results.

Yahoo·17:00KVUE

Kimberly-Clark vs. Clorox: The Higher Yield May Not Be the Better Dividend

Both Kimberly-Clark and Clorox are mid-overhaul, both pay yields above 4.5%, and both have dividend payout ratios that leave almost no cushion. When two consumer staples giants look this similar on paper, the differences hiding beneath the surface are exactly where income investors get hurt.

Yahoo·13:45

China Unconditionally Approves Kimberly-Clark’s Acquisition Of Kenvue On October 10, 2026, Clearing Key Antitrust Hurdle

https://www.samr.gov.cn/fldes/ajgs/wtjjz/art/2026/art_0b69b136218745c79132daf4bdd86785.html

Benzinga·06:16KVUE

Kimberly-Clark Corporation Announces Pricing of $4.9 Billion Private Offering of Senior Notes

Kimberly-Clark Corporation (NASDAQ: KMB) ("Kimberly-Clark") announced today that it has priced a private offering (the "Offering") of senior unsecured notes in a combined aggregate principal amount of $4.9 billion (collectively, the "Notes"). The Notes will be issued by Kimberly-Clark in five tranches: (i) $750,000,000 aggregate principal amount of 5.100% Notes due 2028, (ii) $1,000,000,000 aggregate principal amount of 5.300% Notes due 2029, (iii) $1,250,000,000 aggregate principal amount of 5.

Yahoo·18:37

Better Dividend Stock for Retirees: Kimberly-Clark vs. Hormel

Key TakeawaysKimberly-Clark yields 5. 4% and Hormel Foods yields 6.

Yahoo·11:37

October's 5 Dividend Growth Stocks With Yields Up To 7.99%

SeekingAlpha·11:32

Sector Update: Consumer Stocks Mixed Friday Afternoon

Consumer stocks were mixed Friday afternoon, with the State Street Consumer Staples Select Sector SP

Yahoo·13:48

Kimberly Clark (KMB) Stock Trades At A Discount As Shares Fell 13%

Kimberly-Clark has seen its share price lose ground over the past year while fresh headlines focus on earnings, a large pending acquisition and a long dividend track record. With the stock recently closing at US$99.41, the key issue for investors is whether the cash flows behind Kimberly-Clark are strong enough and reliable enough to support that market value. Over the past 12 months the share price declined 12.9%, which puts sharper attention on whether the current valuation still lines up...

Yahoo·17:17

What to Expect From Kenvue's Next Quarterly Earnings Report

Kenvue is set to announce its third-quarter results soon, and analysts expect its bottom line to remain unchanged.

Yahoo·12:06KVUE

Kimberly-Clark Announces Successful Consent Solicitations for Kenvue Notes and Amendment to Terms of Exchange Offers

Kimberly-Clark Corporation (NASDAQ: KMB) ("Kimberly-Clark") announced today that the requisite number of consents have been received to adopt certain proposed amendments (the "Amendments") with respect to all outstanding notes of Kenvue Inc. (NYSE: KVUE) ("Kenvue"). The results are based on (i) early tenders in the offers to exchange (each an "Exchange Offer" and, collectively, the "Exchange Offers") any and all outstanding notes (the "Kenvue Notes") issued by Kenvue for up to $7,000,000,000 agg

Yahoo·07:00KVUE

EU Commission Approves Kimberly-Clark's Acquistion Of Kenvue, Conditional Upon Full Compliance Of Commitments Offered By Kimberly-Clark

https://ec.europa.eu/commission/presscorner/detail/en/ip_26_2137

Benzinga·06:12KVUE

Market Concentration Is Spooking Wall Street—I’m Buying Kenvue

While nervous investors obsess over a handful of tech giants propping up the whole market, one portfolio manager keeps funneling fresh cash into the brands sitting in every American medicine cabinet, and the reasoning might make you rethink your own staples strategy.

Yahoo·07:45KVUE

Kimberly-Clark’s (KMB) Kenvue (KVUE) Deal Has Jim Cramer Looking Years Ahead

Toward the end of the October 1 lightning round of Mad Money, a caller asked about Kimberly-Clark Corporation (NASDAQ:KMB) and its pending acquisition of Kenvue Inc. (NYSE:KVUE). They highlighted Kimberly-Clark’s difficult stock performance, low earnings multiple and high dividend yield. Jim Cramer replied: Okay, so I’m going to tell you, one, I think it’s a […]

Yahoo·23:45KVUE

NWL or KVUE: Which Is the Better Value Stock Right Now?

NWL vs. KVUE: Which Stock Is the Better Value Option?

Yahoo·10:40KVUE

Jim Cramer says he's willing to stick his neck out for this stock

Jim Cramer sees a chance to buy the Dividend King’s stock as it nears its lowest point this year.

Yahoo·13:33

Kenvue (KVUE), Why Is It Drawing Fresh Attention Now?

Kimberly-Clark’s planned acquisition of Kenvue (KVUE) just came with a detailed leadership reshuffle, including new regional heads and integration leads, putting the consumer health group’s future governance firmly in focus for shareholders. Kenvue’s share price has been under pressure recently, with the stock down 10.1% on a 30 day share price return and 13.3% over 90 days, even though the 1 year total shareholder return sits at 15.4% and points to earlier momentum that has cooled as...

Yahoo·15:07KVUE

KMB vs. PG: 54 and 70 Straight Years of Raises. Only One Covers Its Dividend Comfortably

Key TakeawaysKimberly-Clark and Procter & Gamble have raised their dividends for 54 and 70 straight years, and yield about 5. 3% and 3.

Yahoo·14:24

Kenvue (KVUE) Stock Still Appears 41% Undervalued On Cash Flow

Kenvue has delivered a 16.1% gain over the past year, even as shorter term returns have been softer. This puts fresh focus on whether the current share price lines up with the cash the business can generate over time. With the stock last closing at US$17.22, the question for investors is how much of Kenvue’s future cash flows are already reflected in that tag. The 16.1% return over the past 12 months puts recent buyers in profit and raises the issue of whether that move is fully supported by...

Yahoo·19:11KVUE

5 ‘Bulletproof’ Dividend Kings Boomers Should Buy Now Before the Market Shifts

Rising rates have boomers flocking to Treasuries, but five battle-tested dividend payers with 50-plus years of consecutive increases may offer something bonds simply cannot deliver.

Yahoo·08:50

Neutrogena®, Aveeno®, and Regaine® Present New Scientific Evidence Demonstrating How Science-Backed Ingredients Support Healthy Skin and Hair

VIENNA, September 30, 2026--Neutrogena®, Aveeno®, and Regaine®* will present 12 new scientific data sets at the 35th European Academy of Dermatology and Venereology (EADV) Congress taking place September 30th through October 3rd in Vienna.

Yahoo·06:45

Kenvue Inc's Dividend Analysis

This article first appeared on GuruFocus. Kenvue Inc (NYSE:KVUE) recently announced a total dividend of $0.21 per share, with the ex-dividend date set for 2026-09-21. For income-focused investors, the ex-dividend date is a critical marker: shareholders must own the stock before this date to qualify for the payment.

Yahoo·07:01KVUE

Better Dividend King to Buy and Hold: Johnson & Johnson or Kenvue?

One healthcare dividend payer carries legal risk, the other faces a buyout. Here's which one actually deserves your money.

Yahoo·23:50KVUE

Kimberly-Clark May Sell Assets to Save Its $40 Billion Kenvue Deal: Report

Kimberly-Clark prepares EU concessions to win approval for its $40B Kenvue deal, following Australian divestiture demands.

Benzinga·05:24KVUE

Should Kenvue’s (KVUE) TYLENOL with Naproxen Launch and Dividend Plan Prompt Investor Reassessment?

Kenvue Inc. previously announced that its Board of Directors declared a quarterly dividend of US$0.21 per share, payable on October 2, 2026, to shareholders of record as of September 21, 2026, while also securing FDA approval for TYLENOL with Naproxen, a first-of-its-kind non-opioid OTC pain reliever backed by multiple clinical studies. By pairing a new, clinically supported TYLENOL with Naproxen launch with ongoing cash returns via dividends, Kenvue is highlighting both product innovation...

Yahoo·13:12KVUE

Is Kenvue (KVUE) A Bargain Following Its TYLENOL With Naproxen Launch?

Kenvue (KVUE) is on investors’ radar after launching TYLENOL with Naproxen, an FDA-approved, opioid-free over the counter pain reliever that combines acetaminophen and naproxen sodium, backed by extensive clinical research. That launch comes as Kenvue’s share price has softened in the short term, with a 7 day share price return of down 4.43% and a 30 day share price return of down 6.72%. Even though the year to date share price return is 3.41% and the 1 year total shareholder return is 2.85%,...

Yahoo·11:16

Kimberly-Clark Moves to Clear EU Hurdle with Kenvue Asset Sales

Kimberly-Clark Corporation (NASDAQ:KMB) is preparing asset sales to address EU antitrust concerns surrounding its planned $40 billion acquisition of Kenvue, according to Reuters. The company is reportedly seeking to offer remedies that could secure European Commission approval by the September 29 deadline, avoiding a more extensive four-month investigation. Similar regulatory concerns have already emerged in […]

Yahoo·10:32KVUE

Sorbent to acquire Kenvue's Stayfree and Carefree business in Australia and New Zealand

Sorbent Paper Company Pty Ltd ("Sorbent") has signed an agreement with Kenvue's Singaporean subsidiary to acquire its Stayfree and Carefree feminine care business in Australia and New Zealand. Following completion of the transaction, the business in New Zealand will be managed by Sorbent's affiliate, Cottonsoft.

Yahoo·23:58KVUE

Is Kenvue Underperforming the Nasdaq?

Kenvue stock has lagged the broader market over the past year, although analysts remain neutral on the company’s future prospects.

Yahoo·13:57KVUE

This Dividend King Just Offered a Buy-the-Dip Opportunity

Deal skepticism and litigation fears still weigh on this consumer staples stalwart.

Yahoo·10:35

Kimberly Clark (KMB) Names New Legal Chief As Kenvue Deal Puts Valuation In Focus

Kimberly-Clark (KMB) stock is in focus after the company named Suzana Blades as Senior Vice President and General Counsel, with a future role tied to its pending acquisition of Kenvue Inc. Kimberly-Clark shares trade at US$110.34, with the stock up 10.2% over the past 90 days and 8.8% year to date on a share price basis, even though the 1 year total shareholder return has declined 11.1%. This points to improving short term momentum alongside a weaker longer term experience for...

Yahoo·12:06KVUE

Pure Strategies Announces "Day of Action" Full Day Program during Climate Week NYC - September 23, 2026

Pure Strategies, a sustainability consulting firm empowering brands and retailers to realize meaningful environmental and social improvement, is offering a full day of workshops, panels, and small group discussions during Climate Week NYC. The "Day of Action" program, being held Wednesday, September 23, 2026, is designed to help companies advance climate and nature strategies and turn sustainability investment into measurable returns.

Yahoo·16:17

Kenvue Deserves Some Love As Its Purchase By Kimberly-Clark Looks Imminent

Kenvue Inc. upgraded to a soft buy as the Kimberly-Clark Corporation merger looks likely. Click for this updated look at KVUE and KMB as they seek to join.

SeekingAlpha·15:31KVUE

National Advertising Division Finds Hims & Hers Has Support for Combination Efficacy Message; Recommends Modification or Discontinuance of Other Claims

In a challenge brought by Kenvue Inc., BBB National Programs’ National Advertising Division determined that Hims & Hers Health, Inc. provided a reasonable basis for its comparative efficacy claim. However, the National Advertising Division (NAD) recommended that it modify or discontinue other claims regarding doctor-trusted ingredients, dermatologist recommendations, safety and side effects.New York, NY, Aug. 24, 2026 (GLOBE NEWSWIRE) -- In a challenge brought by Kenvue Inc., BBB National Progra

Yahoo·14:00KVUE

Kenvue: Acquisition By Kimberly-Clark Hit An Obstacle - What Now

Kenvue Inc.’s KMB buyout faces China SAMR Phase 2 antitrust review. Click for more on KVUE and how this affects whether you should invest in KVUE stock.

SeekingAlpha·11:43KVUE

Kenvue (KVUE) Stock Looks Cheap On Cash Flow But Fair On Earnings

Kenvue stock has delivered a 9.3% gain year to date. Its current share price of US$18.93 still sits well below an intrinsic value estimate from a Discounted Cash Flow (DCF) model, which points to a 36.4% discount. At the same time, traditional earnings multiples suggest the shares look about fairly priced, leaving investors weighing a clear DCF upside signal against more neutral market ratios. Year to date, Kenvue is up 9.3%, indicating the market has already repriced the stock higher even...

Yahoo·02:10KVUE

Should Zyrtec’s New Drug-Free Allergen Shield Spray Launch Require Action From Kenvue (KVUE) Investors?

In August 2026, Kenvue’s Zyrtec brand launched Zyrtec Allergen Shield Spray, a drug-free nasal mist that forms a gel barrier in the nose within minutes to help block common airborne allergens like pollen, pet dander, and dust for up to six hours in adults and children aged 12 and older. This first-of-its-kind, HPMC-based spray expands Zyrtec’s toolkit toward proactive allergen defense, signaling Kenvue’s push into drug-free, preventative allergy solutions. We’ll now examine how this new...

Yahoo·20:13KVUE

Johnson & Johnson Just Sent Shareholders an Important 11-Word Message About Its Future

Johnson & Johnson's new drugs may offset declining sales due to patent-protection losses.

Yahoo·12:12

Will a Neutrogena boycott by Hayden Panettiere's fans work?

Panettiere's death has re-ignited calls to boycott Neutrogena, which she said ended a partnership after she spoke out about postpartum depression.

Yahoo·11:25

Kenvue (KVUE) Launches Zyrtec Spray As Its Undervalued Case Faces A Fresh Test

Zyrtec Allergen Shield Spray, a new drug free nasal mist from Kenvue (KVUE), has given investors fresh product news to weigh. The launch highlights activity in the company’s Self Care allergy portfolio. See our latest analysis for Kenvue. The recent Zyrtec Allergen Shield Spray launch comes after Kenvue reported second quarter 2026 sales of US$3,955 million and net income of US$456 million on August 6, while also completing a US$439.14 million share repurchase program that covered 20,387,000...

Yahoo·10:13KVUE

Essity acquires feminine care business in Brazil

Hygiene and health company Essity has entered into an agreement to acquire Kenvue's feminine care business in Brazil, including the market-leading brands Carefree, Sempre Livre and o.b. The purchase price amounts to USD 284m (approximately SEK 2.7bn) on a cash and debt-free basis. The acquisition strengthens Essity's position as a market leader in feminine care in Latin America.

Yahoo·00:06KVUE

Essity Strikes Agreement To Acquire Kenvue's Feminine Care Operations In Brazil For $284M

https://www.essity.com/media/press-release/essity-acquires-feminine-care-business-in-brazil/9dd724cebbb532f5/

Benzinga·09:06KVUE

Jim Cramer Said Kimberly-Clark Corporation (NYSE:KMB) + Kenvue Could Take On P&G – But Is He Right?

Personal care products provider Kimberly-Clark Corporation (NYSE:KMB)’s shares are down by 17% over the past year and are up by 9% year-to-date. It is currently undergoing a major transformation through acquiring Kenvue. Cramer has discussed Kimberly-Clark Corporation (NYSE:KMB)’s acquisition several times and linked its performance with consumer goods giant Procter & Gamble. In his morning […]

Yahoo·04:01KVUE

Kimberly-Clark Appoints Suzana Blades as Senior Vice President and General Counsel

Kimberly-Clark Corporation (NASDAQ: KMB) today announced the appointment of Suzana Blades as Senior Vice President and General Counsel, effective September 1, 2026. She will report to Jeff Melucci, Chief Strategy, Business Development and Administrative Officer, and will become a member of Kimberly-Clark's Executive Leadership Team.

Yahoo·09:25

Kenvue Q2 Deep Dive: Assessing Financial Metrics & Growth Prospects

KVUE's Q2 sales and earnings miss estimates, but organic growth improved as Skin Health and Beauty led a broader recovery.

Yahoo·13:31KVUE

Kimberly-Clark: Temporary Headwinds, Strong Innovation And Kenvue Synergies Support A Buy

Kimberly-Clark looks good, supported by a strong innovation pipeline, international growth, and the Kenvue acquisition. See why I rate KMB stock a Buy.

SeekingAlpha·06:10KVUE

UBS Maintains Neutral on Kenvue, Lowers Price Target to $19

UBS analyst Peter Grom maintains Kenvue (NYSE:KVUE) with a Neutral and lowers the price target from $20 to $19.

Benzinga·13:00KVUE

Trump Cuts Core Childhood Vaccine Recommendations to 11, Bill Cassidy Says 'This Executive Order Is Wrong'

President Donald Trump signed an order Monday limiting core childhood vaccine recommendations to 11 vaccines.

Benzinga·19:01

How Reddit and Wall Street See Kenvue as Buyout Nears

Kenvue just snapped a four-quarter earnings streak while Reddit falls nearly silent, and the reason why tells you everything about where this stock goes next.

Yahoo·08:45KVUE