There hasn't been much good news lately for this Johnson & Johnson spinoff.Johnson & Johnson (JNJ 2.05%) spun off its consumer health unit as a separate entity in 2023. The new business, Kenvue (KVUE -0.77%), inherited a broad lineup of popular products, including Band-Aid adhesive bandages, Listerine mouthwash, Tylenol pain reliever, and Zyrtec allergy medicine. With an arsenal of household names in its lineup and a solid dividend, Kenvue seemed to be the kind of stock many income investors would love. How ...

Core Insights - Cullen Capital Management sold 6,565,339 shares of Kenvue, valued at approximately $149.46 million, reducing its stake to 0.6% of its assets under management as of Q2 2025 [1][2][7] Company Overview - Kenvue Inc. operates in the consumer health sector, offering a diverse range of products including over-the-counter medicines, skin and beauty care, and essential health items under well-known brands like Tylenol, Neutrogena, and Listerine [4][5] - The company reported a total revenue of $15.14 billion and a net income of $1.42 billion for the trailing twelve months (TTM) [3][4] - Kenvue's dividend yield stands at 5.07%, making it attractive to income-focused investors [3][8] Market Performance - As of September 29, 2025, Kenvue's stock price was $16.34, reflecting a decline of 29.4% over the past year, significantly underperforming the S&P 500 by 42.63 percentage points [3][7] - The consumer health sector is generally considered defensive; however, Kenvue's recent performance indicates that not all companies in this sector are insulated from market challenges [8] Future Considerations - The ongoing weakness in Kenvue's stock raises questions about the company's growth and margin sustainability, prompting investors to monitor its ability to stabilize earnings and maintain its dividend [9]

Kenvue (NYSE: KVUE ) has seen its fair share of headwinds in the last year, with the most recent one from the Trump administration.Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip sto ...

Core Insights - The CEO of the company behind Tylenol attempted to collaborate with the Trump administration to navigate regulatory challenges but faced significant setbacks [1] Group 1: Company Strategy - The CEO believed that aligning with the Trump administration could provide a pathway to address industry concerns and enhance business operations [1] - Initial discussions indicated potential support from the administration for the company's initiatives [1] Group 2: Challenges Faced - The collaboration efforts quickly deteriorated due to unforeseen political dynamics and internal company issues [1] - The company encountered resistance from various stakeholders, complicating its ability to implement proposed strategies [1]

U.S. President Donald Trump on Friday repeated his call for pregnant women and young children to stop using popular pain medication Tylenol, defying widespread criticism from medical groups, and offer... ...

Upgrades Summary - Rothschild & Co Redburn upgraded Kenvue (KVUE) to Buy from Neutral with a price target of $22, down from $22.50, citing a more measured response from the Health and Human Services department regarding Tylenol usage concerns [2] - Rosenblatt upgraded Ciena (CIEN) to Buy from Neutral with a price target of $175, up from $127.50, following an innovation day that highlighted opportunities to network multiple AI data centers [2] - Citi upgraded Riot Platforms (RIOT) to Buy from Neutral with a price target of $24, up from $13.75, due to the company's transition to AI and high-performance computing [2] - JPMorgan also upgraded Riot Platforms to Overweight from Neutral with a price target of $19, up from $15 [2] - Goldman Sachs upgraded Ionis Pharmaceuticals (IONS) to Neutral from Sell with a price target of $65, up from $45, noting the company's transition to a commercial growth story [2] - RBC Capital upgraded Alkermes (ALKS) to Outperform from Sector Perform with a price target of $44, up from $42, based on positive analysis of potential narcolepsy type 2 treatment effects for alixorexton [2]

We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. Kenvue Inc. (NYSE:KVUE) is one of the stocks Jim Cramer recently discussed. Kenvue Inc. (NYSE:KVUE) has been in the news lately after President Trump asserted that taking Tylenol can increase autism in unborn children. The firm’s shares have lost 22% over the month. Before the President’s remarks, Cramer commented in a Mad Money episode that he didn’t believe Kenvue Inc. (NYSE:KVUE)’s litigation risks were a ...

Secretary of Health and Human Services Robert F. Kennedy Jr.The Associated PressTylenol maker Kenvue is reeling after unsupported claims that its popular drug causes autism. Kennedy is unlikely to stop there.Tylenol may be only the beginning.For years, Robert F. Kennedy Jr. has railed against a number of medications and therapeutics claiming without scientific consensus or evidence that they cause some kind of harm — autism (Tylenol), suicidal thoughts (Ozempic). Now, as President Trump’s head of Health and ...

Core Points - The Department of Health and Human Services (HHS) and the White House have shared a 2017 tweet from Tylenol, reigniting discussions about a potential link between the drug and autism in children [2][4] - Kenvue, the parent company of Tylenol, stated that the tweet was taken out of context and emphasized that acetaminophen is considered the safest pain reliever during pregnancy [3][4] - A recent study from the Icahn School of Medicine at Mount Sinai supports evidence of a link between prenatal acetaminophen use and increased risks of autism and ADHD, analyzing data from over 100,000 participants [5] Company Impact - Following the renewed controversy, Kenvue's stock experienced a significant decline, dropping over 11% in the past five days due to fears of potential litigation stemming from the discussions [6] - HHS Secretary Robert F. Kennedy Jr. announced plans for a nationwide campaign advising clinicians to prescribe the lowest effective dose of acetaminophen during pregnancy [7] - Kenvue's stock is currently showing a weak price trend across short, medium, and long-term periods, with a poor momentum ranking of 9.67% [7]

Core Viewpoint - Kenvue, the consumer health spinoff from Johnson & Johnson, is facing significant challenges, including a recent stock decline due to controversial claims regarding Tylenol and ongoing activist investor pressure [1][4][13] Company Overview - Kenvue was established as the world's largest pure-play consumer health company after its separation from Johnson & Johnson in August 2023, allowing J&J to focus on Pharmaceuticals and MedTech [2] - The company boasts strong brands like Tylenol, Band-Aid, Neutrogena, Aveeno, and Listerine, which are positioned as reliable cash-flow generators for dividend-focused investors [2][10] Recent Controversies - The stock price of Kenvue dropped over 7% intraday following allegations from President Trump and Robert F. Kennedy Jr. that Tylenol use during pregnancy could lead to autism, despite these claims being dismissed by the FDA and medical experts [1][4] - The controversy surrounding Tylenol has raised concerns about consumer perception, healthcare guidance, and potential litigation, particularly as Tylenol is Kenvue's flagship product [5][11] Leadership and Governance - Kenvue's CEO Thibaut Mongon was ousted in July 2025 due to criticism over company execution, particularly in the Skin Health & Beauty division, with Kirk Perry appointed as interim CEO [6] - The leadership change followed a proxy settlement with activist investor Starboard Value, which gained three board seats and has been pushing for strategic changes [7] Activist Investor Pressure - Activist investors, including Starboard, Third Point, and TOMS Capital, are advocating for cost-cutting measures, portfolio focus, and strategic alternatives if performance does not improve [8] - The recent Tylenol controversy is viewed by activists as indicative of Kenvue's lack of resilience, emphasizing the need for a new approach to enhance returns [9] Financial Performance and Market Position - Kenvue reported over $15 billion in annual revenue and has a strong global distribution network, with leading market positions in pain relief and other consumer health categories [10] - Despite strong fundamentals, the company faces volatility in stock performance due to shifts in consumer trust and perception, particularly in light of the recent allegations against Tylenol [11] Future Considerations - Investors are advised to monitor retail sales data, healthcare guidance changes, and the ongoing activist campaigns as indicators of Kenvue's market performance and consumer demand [15]