November 29, 2025 a 05:00 pm
KVUE: Analysts Ratings - Kenvue Inc.
Kenvue Inc., a subsidiary of Johnson & Johnson operating in the consumer health industry, has shown a pattern of stable analyst recommendations. The stock is commonly held rather than actively traded, suggesting balanced market expectations amidst its diverse product segments. However, recent analyst activity hints at slight caution regarding short-term growth potential.
Historical Stock Grades
As of November 2025, analyst sentiments for Kenvue Inc. show a predominant inclination towards holding the stock, signifying measured market confidence. There is a notable lack of strong negative outlook (Sell or Strong Sell), but a slight shift away from Strong Buy indicates a conservative approach amidst market uncertainties.
| Recommendation | Number | Score |
|---|---|---|
| Strong Buy | 1 | |
| Buy | 4 | |
| Hold | 12 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
Over the past several months, the sentiment for Kenvue Inc. has seen subtle changes, predominantly marked by a shift from Strong Buy to Hold recommendations, indicating increased cautiousness among analysts.
- Decrease in Strong Buy recommendations over the last few months.
- Consistent number of Hold recommendations, reflecting stable but cautious optimism.
- Absence of Sell or Strong Sell ratings implies no strong negative sentiment.
Percentage Trends
The distribution of analyst ratings has shifted modestly over the year with a decreased emphasis on Strong Buy ratings, revealing a conservative market stance.
- Strong Buy ratings have diminished from around 20% to approximately 5%.
- Buy ratings have hovered around 18% on average, indicating moderate support.
- Hold ratings consistently make up the majority, indicating cautious stability.
This shift suggests growing caution among analysts, with a significant portion advocating a prudent hold strategy.
Latest Analyst Recommendations
Analysts have varied in their recent assessments of Kenvue Inc., with some opting for a more neutral standpoint by adjusting their ratings from Buy to Hold, indicating a reassessment of growth expectations.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-11-10 | Equal Weight | Equal Weight | Barclays |
| 2025-10-29 | Hold | Buy | Canaccord Genuity |
| 2025-10-27 | Buy | Buy | Jefferies |
| 2025-10-10 | Overweight | Overweight | JP Morgan |
| 2025-10-09 | Neutral | Neutral | Citigroup |
Analyst Recommendations with Change of Opinion
Recent changes in analyst opinions reflect an evolving perspective on Kenvue Inc.'s market position, with notable shifts from Buy to Hold positions, pointing to recalibrated growth expectations.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-29 | Hold | Buy | Canaccord Genuity |
| 2025-09-26 | Buy | Neutral | Rothschild & Co |
| 2025-01-06 | Overweight | Neutral | Piper Sandler |
| 2024-12-12 | Hold | Buy | Deutsche Bank |
| 2024-09-24 | Sector Perform | Outperform | RBC Capital |
Interpretation
The analysis of Kenvue Inc.'s analyst recommendations presents a nuanced image of market sentiment. The overarching tendency to hold indicates a cautious optimism, driven by an evaluation of the company's diverse product offerings against broader market conditions. Such stability suggests neither overt uncertainty nor significant trust shifts, emphasizing a conservative but steady outlook for the stock.
Conclusion
Kenvue Inc. stands in a unique position within the consumer health sector, recognized for its diversified product portfolio and stable market approach. Despite minor shifts in analyst sentiment towards more conservative ratings, the overarching rating of Hold persists, reflecting balanced expectations. The analysis highlights the importance of monitoring future results and industry trends that may impact its performance. Overall, the company's established base in consumer health provides a resilient foundation amidst fluctuating market sentiments.