Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Kenvue Inc. (NYSE:KVUE)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Kenvue Inc. (NYSE:KVUE). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Kenvue stock on November 12th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Kenvue Stock Performance

Shares of NYSE:KVUE traded down $0.08 during midday trading on Friday, hitting $17.02. The company’s stock had a trading volume of 49,659,021 shares, compared to its average volume of 37,146,488. Kenvue Inc. has a fifty-two week low of $14.02 and a fifty-two week high of $25.17. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.69 and a current ratio of 0.98. The stock has a market capitalization of $32.61 billion, a price-to-earnings ratio of 22.69 and a beta of 0.60. The stock’s 50 day simple moving average is $16.29 and its 200 day simple moving average is $18.90.

Kenvue (NYSE:KVUE) last released its earnings results on Monday, November 3rd. The company reported $0.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.01. Kenvue had a return on equity of 20.02% and a net margin of 9.55%.The firm had revenue of $3.76 billion for the quarter, compared to analyst estimates of $3.83 billion. During the same quarter last year, the firm posted $0.28 EPS. The company’s revenue was down 3.5% on a year-over-year basis. Kenvue has set its FY 2025 guidance at 1.000-1.050 EPS. As a group, research analysts anticipate that Kenvue Inc. will post 1.14 earnings per share for the current year.

Kenvue Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, November 26th. Shareholders of record on Wednesday, November 12th were issued a dividend of $0.2075 per share. This represents a $0.83 dividend on an annualized basis and a yield of 4.9%. The ex-dividend date was Wednesday, November 12th. Kenvue’s dividend payout ratio is 110.67%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on KVUE shares. Rothschild Redb raised shares of Kenvue from a “hold” rating to a “strong-buy” rating in a report on Friday, September 26th. UBS Group reduced their target price on shares of Kenvue from $23.00 to $17.00 and set a “neutral” rating for the company in a research note on Wednesday, October 8th. Barclays lifted their price objective on Kenvue from $17.00 to $18.00 and gave the stock an “equal weight” rating in a report on Monday, November 10th. Deutsche Bank Aktiengesellschaft set a $18.00 price target on shares of Kenvue in a research note on Friday, October 24th. Finally, The Goldman Sachs Group decreased their price target on Kenvue from $22.00 to $19.00 and set a “neutral” rating on the stock in a research note on Thursday, October 2nd. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $20.23.

Insider Activity at Kenvue

In related news, Director Jeffrey C. Smith purchased 3,200,000 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were bought at an average price of $17.37 per share, with a total value of $55,584,000.00. Following the purchase, the director directly owned 27,307,632 shares in the company, valued at $474,333,567.84. This trade represents a 13.27% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. Insiders own 1.68% of the company’s stock.

Hedge Funds Weigh In On Kenvue

Hedge funds have recently added to or reduced their stakes in the company. Hudson Bay Capital Management LP lifted its position in Kenvue by 111.1% during the 3rd quarter. Hudson Bay Capital Management LP now owns 738,688 shares of the company’s stock valued at $11,989,000 after purchasing an additional 388,688 shares during the period. Allworth Financial LP raised its stake in shares of Kenvue by 13.7% during the third quarter. Allworth Financial LP now owns 32,009 shares of the company’s stock worth $520,000 after buying an additional 3,855 shares during the last quarter. Swiss Life Asset Management Ltd lifted its holdings in Kenvue by 17.4% in the third quarter. Swiss Life Asset Management Ltd now owns 366,012 shares of the company’s stock valued at $5,940,000 after buying an additional 54,131 shares during the period. Investment Research Partners LLC acquired a new position in Kenvue in the third quarter valued at approximately $268,000. Finally, CIBC Private Wealth Group LLC boosted its stake in Kenvue by 20.1% in the third quarter. CIBC Private Wealth Group LLC now owns 6,388 shares of the company’s stock valued at $104,000 after acquiring an additional 1,068 shares during the last quarter. Institutional investors own 97.64% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Kenvue Company Profile

Kenvue is a consumer health company that was established as a standalone, publicly traded business after separating from Johnson & Johnson. Listed on the New York Stock Exchange under the symbol KVUE, Kenvue focuses on the development, manufacture, marketing and distribution of consumer health and personal care products across a range of categories including skin and beauty care, baby care, oral care, wound care and over‑the‑counter medicines.

The company owns and markets a portfolio of widely recognized consumer brands, including names familiar to global shoppers across retail and pharmacy channels.