Kenvue Stock News

Dividend Kings remain largely overvalued, but six—including MO, UVV, HRL, KVUE, CDUAF, and UBSI—are now fairly priced with yields (from $1k invested) exceeding share prices. Analyst forecasts project net gains of 19.89% to 93.08% for select high-yield Dividend Kings by December 2026, with an average net gain of 34.89%. Only three Dividend Kings—MO, KVUE, UBSI—currently meet both the 'safer' div...

The US Equity Income Fund underperformed its benchmark, the Russell 1000 Value Index, net of fees during the third quarter. Enterprise software company, Oracle Corporation, was a top contributor to relative returns during the quarter. Our position in consumer healthcare company, Kenvue Inc., was a top detractor from relative performance during the month.

S&P 500 high-yield 'safer' dividend stocks offer attractive upside, with twelve currently meeting the dogcatcher ideal of dividends exceeding share prices. Analyst targets forecast 21.14% to 44.05% net gains for top-ten S&P 500 dividend dogs by December 2026, with an average 28.35% gain and lower-than-market volatility. Stocks with negative free cash flow margins—fifteen of the top fifty—are fl...

Kenvue Inc. (KVUE), a maker of consumer health products including pain reliever Tylenol, was a notable detractor. Information technology services provider Fidelity National Information Services Inc. (FIS) was a primary detractor in the quarter. Alphabet Inc. (GOOG), parent company of search provider Google and other technology platforms such as Google Cloud, Waymo, and YouTube, was a leading co...

Kimberly-Clark is acquiring Kenvue in a $48.7 billion cash-and-stock deal. I believe the deal is likely to close, and that Kenvue stock gives folks a decent way to buy Kimberly-Clark at a discount. There is still a solid deal spread here, and I think Kimberly-Clark is undervalued as well, offering additional upside once the deal closes.

Shares of Teradyne advanced sharply as investors cheered the company's robust earnings and outlook for Teradyne's artificial intelligence compute testing business. We initiated a position in this customer relationship management software company because it enjoys a dominant market share and a wide competitive moat. We exited our position in nVent. It rallied on the prospect of increasing data c...

The ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has underperformed the SPDR S&P 500 ETF (SPY) year-to-date, but November shows a reversal. Several Dividend Aristocrats, including CAH, CAT, CHRW, and ALB, have posted double-digit gains in 2025, while others lag behind. Dividend growth among Aristocrats averages 5.46% for 2025, with most constituents announcing increases, though growth is s...

Shares of Teradyne advanced sharply as investors cheered the company's robust earnings and outlook for Teradyne's artificial intelligence compute testing business. Shares of Henry Schein declined as promotional activity to attract new customers in its online channel pressured margins. We exited our position in Centene and reallocated proceeds to other positions that we believed offered more att...