KVUE Kenvue

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Global pure-play consumer health company with $15.1B FY2025 sales, focused on Self Care, Skin Health & Beauty, and Essential Health segments
• • New emphasis: Completed full independence from J&J by August 2023, exiting TSAs and building standalone systems and capabilities
• • Strategic shift: Entered merger agreement with Kimberly-Clark in Nov 2025, aiming to combine consumer health and personal care portfolios
• • Quantitative metrics: Approximately 22,000 employees globally as of Dec 2025, with 23% in North America, 28% EMEA, 30% APAC, 19% LATAM
• • Noteworthy fact: FY2025 in-house manufacturing covered 60% of sales volume, rest from third-party suppliers, supporting global operational flexibility

Risk Factors

• • Regulatory risk from Section 368(a) Internal Revenue Code uncertainty; potential additional U.S. federal income taxes if Proposed Transaction fails to qualify as a “reorganization”
• • Geopolitical/macroeconomic risk with inflationary pressures and raw material cost volatility linked to military conflicts and tariffs
• • Operational risk from reliance on third-party manufacturing and supply chains causing potential disruptions to operations
• • Competitive risk from intense competition across all segments from multinational corporations, smaller regional companies, private-label, and generic products
• • Financial risk due to increased Kimberly-Clark indebtedness from Proposed Transaction financing, reducing cash flow available for debt servicing and increasing liquidity risk

Management Discussion & Analysis

• • Operating cash flow $2.2B in FY 2025, up $428M from $1.8B in FY 2024, driven by working capital timing in payables and receivables
• • Financing cash outflow $1.8B in FY 2025 vs $1.6B in FY 2024; included $1.58B dividends, $197M share repurchases, $750M debt repayment, $746M long-term notes issuance
• • Capital expenditures $475M in FY 2025, slight increase from $425M investing outflows in prior year
• • Share repurchases totaled $197M for ~9.18M shares before merger agreement restriction; no repurchases post-merger agreement signed Nov 2025
• • Management expects sufficient liquidity from $1.1B cash, $2.2B operating cash flow, $4B credit facility, and $4B commercial paper; warns financing availability risk

What are the latest KVUE SEC filings in 2026?

Kenvue (KVUE) has filed a 10-K annual report on February 20, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 6, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did KVUE file its most recent 10-K annual report?

Kenvue (KVUE) filed its most recent 10-K annual report on February 20, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view KVUE 10-Q quarterly reports?

Kenvue (KVUE)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every KVUE 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has KVUE filed recently?

Kenvue (KVUE)'s most recent 8-K was filed on August 6, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find KVUE insider trading activity (Form 4)?

SignalX aggregates every KVUE Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does KVUE file with the SEC?

Kenvue (KVUE) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new KVUE filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Kenvue (KVUE).

What is KVUE's SEC CIK number?

Kenvue (KVUE)'s SEC CIK (Central Index Key) number is 1944048. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1944048 to look up all KVUE filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find KVUE return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Kenvue (KVUE) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.