Kenvue stock rose 1.08 percent on September 25

Published on 09/28/2026 at 09:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Kenvue stock was last at USD 17.80 on September 25, 2026, while its takeover review moved to an October 13 deadline. Q2 sales reached USD 3.955 billion.

Fotorealistische Aufnahme einer modernen Konsumgüter-Verpackungslinie in heller Fabrikhalle — Fotorealistische moderne Konsumgüterfabrik mit Verpackungslinie symbolisiert Körperpflegeproduktion des Unternehmens Kenvue mit ISIN US49177J1025, Illustration mit AI erstellt.

Kenvue stock (ISIN US49177J1025) was last at USD 17.80 on the NYSE on September 25, 2026, up 1.08 percent from the prior close of USD 17.61. The main company-specific issue is the proposed Kimberly-Clark combination, whose European regulatory timetable has moved into October.

EU review reaches October 13

According to Reuters on September 23, 2026, Kimberly-Clark offered concessions to address European Union antitrust concerns over its USD 40 billion bid for Kenvue. The European Commission extended its decision deadline from September 29 to October 13, 2026.

The transaction would give Kenvue shareholders 0.14625 Kimberly-Clark shares plus USD 3.50 in cash for each Kenvue share, with the deal targeted for the fourth quarter of 2026. Zacks reported on September 7, 2026, that shareholder approval and US antitrust clearance had been secured, while foreign approvals remained relevant to completion.

Q2 sales rose as margin narrowed

Kenvue reported USD 3.955 billion in Q2 2026 revenue, up 3.0 percent year over year, while adjusted diluted EPS reached USD 0.31. The figure was below the USD 0.32 consensus estimate, according to Zacks.

Adjusted gross margin fell 70 basis points to 60.2 percent in the quarter as inflation, tariffs and transactional foreign-exchange effects outweighed pricing and supply-chain productivity. The contrast matters for investors: sales growth continued, but earnings conversion remained weaker than the revenue trend.

Analysts see limited upside

MarketBeat reported on September 11, 2026, that 15 research firms held a consensus rating of Hold, with 12 holds and three buys. The average 12-month price target was USD 19.27, which is 8.26 percent above the September 25 price of USD 17.80.

Stock stays below yearly high

Kenvue was last at USD 17.80 on September 25, 2026, at 4:00 p.m. ET, with a session range of USD 17.55 to USD 17.84. Its 52-week range was USD 14.02 to USD 20.13, leaving the share 11.57 percent below the high, while market capitalization stood at USD 34.2 billion.