Demystifying Kenvue: Insights From 11 Analyst Reviews

Comments
Loading...

In the latest quarter, 11 analysts provided ratings for Kenvue KVUE, showcasing a mix of bullish and bearish perspectives.

Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 2 1 8 0 0
Last 30D 0 0 1 0 0
1M Ago 0 0 2 0 0
2M Ago 1 1 0 0 0
3M Ago 1 0 5 0 0

Analysts have recently evaluated Kenvue and provided 12-month price targets. The average target is $23.77, accompanied by a high estimate of $29.00 and a low estimate of $21.00. Observing a downward trend, the current average is 0.5% lower than the prior average price target of $23.89.

price target chart

Understanding Analyst Ratings: A Comprehensive Breakdown

An in-depth analysis of recent analyst actions unveils how financial experts perceive Kenvue. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

| Analyst | Analyst Firm | Action Taken | Rating |Current Price Target| Prior Price Target | |--------------------|--------------------|---------------|---------------|--------------------|--------------------| |Edward Lewis |Redburn Atlantic |Announces |Neutral | $23.50|- | |Lauren Lieberman |Barclays |Raises |Equal-Weight | $23.00|$21.00 | |Javier Escalante |Evercore ISI Group |Announces |In-Line | $25.00|- | |Susan Anderson |Canaccord Genuity |Raises |Buy | $29.00|$24.00 | |Korinne Wolfmeyer |Piper Sandler |Raises |Overweight | $27.00|$24.00 | |Susan Anderson |Canaccord Genuity |Lowers |Buy | $24.00|$27.00 | |Peter Grom |UBS |Lowers |Neutral | $21.00|$23.00 | |Nik Modi |RBC Capital |Maintains |Sector Perform | $24.00|$24.00 | |Lauren Lieberman |Barclays |Lowers |Equal-Weight | $21.00|$23.00 | |Peter Grom |UBS |Lowers |Neutral | $23.00|$24.00 | |Filippo Falorni |Citigroup |Lowers |Neutral | $21.00|$25.00 |

Key Insights:

  • Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Kenvue. This information provides a snapshot of how analysts perceive the current state of the company.
  • Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Kenvue compared to the broader market.
  • Price Targets: Gaining insights, analysts provide estimates for the future value of Kenvue's stock. This comparison reveals trends in analysts' expectations over time.

For valuable insights into Kenvue's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.

Stay up to date on Kenvue analyst ratings.

All You Need to Know About Kenvue

Kenvue is the world's largest pure-play consumer health company by sales, generating $15 billion in annual revenue. Formerly known as Johnson & Johnson's consumer segment, Kenvue spun off and went public in May 2023. It operates in a variety of silos within consumer health, such as cough, cold and allergy care, pain management, face and body care, and oral care, as well as women's health. Its portfolio has some of the most well-known brands in the space, including Tylenol, Listerine, Johnson's, Aveeno, and Neutrogena. Despite playing in a fragmented industry with intense competition and changing consumer preferences, many of Kenvue's brands are the global leader in their respective segment thanks to their strong brand power.

Unraveling the Financial Story of Kenvue

Market Capitalization Analysis: With an elevated market capitalization, the company stands out above industry averages, showcasing substantial size and market acknowledgment.

Revenue Growth: Kenvue's revenue growth over a period of 3M has faced challenges. As of 31 December, 2024, the company experienced a revenue decline of approximately -0.11%. This indicates a decrease in the company's top-line earnings. When compared to others in the Consumer Staples sector, the company faces challenges, achieving a growth rate lower than the average among peers.

Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 8.0%, the company showcases strong profitability and effective cost control.

Return on Equity (ROE): Kenvue's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.89% ROE, the company effectively utilizes shareholder equity capital.

Return on Assets (ROA): Kenvue's ROA stands out, surpassing industry averages. With an impressive ROA of 1.12%, the company demonstrates effective utilization of assets and strong financial performance.

Debt Management: With a below-average debt-to-equity ratio of 0.9, Kenvue adopts a prudent financial strategy, indicating a balanced approach to debt management.

The Basics of Analyst Ratings

Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.

Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.

Breaking: Wall Street's Next Big Mover

Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. Click here for urgent details.

This article was generated by Benzinga's automated content engine and reviewed by an editor.

Market News and Data brought to you by Benzinga APIs
date
ticker
name
Price Target
Upside/Downside
Recommendation
Firm

Posted In: