Dec 31, 2025 • MarketBeat
NEUTRAL
Renaissance Capital LLC Acquires 351,259 Shares of Kenvue Inc. $KVUE
Renaissance Capital LLC significantly increased its stake in Kenvue Inc. (NYSE:KVUE) during the third quarter, acquiring 351,259 additional shares to hold a total of 980,436 shares, now making KVUE its second-largest position. This move follows other institutional investors adjusting their holdings and precedes a notable insider purchase by Director Jeffrey C. Smith. Kenvue's stock currently has an average "Hold" rating from analysts with a target price of $20.23, and it offers a 4.8% dividend yield.
Dec 30, 2025 • Finviz
NEUTRAL
Kimberly-Clark (KMB) Target Lowered as Citi Rebalances Household Care View
Citi lowered its price target on Kimberly-Clark Corporation (KMB) to $95 from $100 while maintaining a Sell rating, shifting its focus towards household and personal care companies for 2026. This rebalance comes as inventory destocking concludes, and consumption comparisons ease. Kimberly-Clark is also expanding its manufacturing in Vietnam and acquiring Kenvue, expecting significant cost synergies and growth in digital engagement.
Dec 30, 2025 • MSN
SOMEWHAT-BULLISH
Mixed options sentiment in Kenvue Inc with shares up 0.38%
This article, though having an incomplete content, indicates that Kenvue Inc (KVUE) has experienced a slight increase of 0.38% in its shares. The headline also suggests a mixed sentiment among options traders for the company.
Dec 29, 2025 • Barchart.com
NEUTRAL
Activist Investor Toms Capital Is Buying Up Target Stock. Should You?
Activist hedge fund Toms Capital Investment Management (TCIM) has acquired a significant stake in Target Corporation (TGT), signaling potential pressure for strategic changes following Target's prolonged underperformance and sales slowdown. Despite a recent stock boost from the news, Target's shares are down over 27% year-to-date, reflecting continued challenges like cautious consumer spending and weak discretionary demand. Analysts maintain a cautious "Hold" rating on TGT stock, awaiting evidence of sustained growth before a re-rating.
Dec 29, 2025 • NJBIZ
SOMEWHAT-BEARISH
Johnson & Johnson ordered to pay $1.5B in baby powder case
A Baltimore jury has ordered Johnson & Johnson to pay over $1.5 billion to a Maryland woman who developed mesothelioma, an incurable cancer, after decades of using the company's talc-based baby powder. The verdict includes $59.84 million in compensatory damages and $1.5 billion in punitive damages, making it one of the largest verdicts against J&J for a single plaintiff. J&J plans to appeal, maintaining its talc products are safe and do not cause cancer, while also facing tens of thousands of other lawsuits regarding its talc products.
Dec 29, 2025 • MarketBeat
NEUTRAL
Norris Perne & French LLP MI Reduces Stock Holdings in Kenvue Inc. $KVUE
Norris Perne & French LLP MI decreased its stake in Kenvue Inc. by 25.1% in Q3, selling 178,615 shares and retaining 531,799 shares valued at approximately $8.63 million. This reduction comes amid varied institutional investor activity and a mixed Wall Street sentiment, with several analysts setting a "Hold" rating and an average price target of $20.23 for KVUE. Despite the reduction by Norris Perne & French, a director, Jeffrey C. Smith, significantly increased his holdings by purchasing 3.2 million shares for over $55 million.