Company facts
- Headquarters
- Summit, New Jersey
- Most recent report
- 10-Q, filed Aug 6, 2026
- Incorporated
- Delaware
- Filings on record
- 489 filings
- On EDGAR
- CIK 1944048
- Fiscal year ends
- January
- Filer status
- Large accelerated filer
Financials 8 of 14
News 8 of 31
Prospectuses and Registrations 8 of 20
- 424B2 Prospectus supplement for an offering May 21, 2025
- FWP Free writing prospectus May 20, 2025
- 424B5 Prospectus supplement for an offering May 20, 2025
- S-3ASR Automatic shelf registration Feb 24, 2025
- 424B4 Final prospectus for an offering May 15, 2024
- S-1 Registration statement for an offering May 13, 2024
- 424B3 Prospectus supplement for an offering Sep 18, 2023
- S-8 Registration statement for an employee plan Sep 6, 2023
Proxies 8
- DEFA14A Extra proxy material Apr 8, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 8, 2026
- DEFM14A Dec 16, 2025
- DEFA14A Extra proxy material May 7, 2025
- DEFA14A Extra proxy material Apr 9, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 9, 2025
- DEFA14A Extra proxy material Apr 10, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 10, 2024
Ownership 8 of 317
- SCHEDULE 13G/A Large holder reported a passive stake, amended Aug 6, 2026
- 4 Insider reported a trade Aug 4, 2026
- 4 Insider reported a trade Jul 1, 2026
- 4 Insider reported a trade Jul 1, 2026
- 4 Insider reported a trade Jun 12, 2026
- 144 Notice of a proposed sale of restricted stock Jun 10, 2026
- 4 Insider reported a trade May 26, 2026
- 4 Insider reported a trade May 26, 2026
Other 8 of 99
What to read: Jun 2026 10-Q
SECSift found 2 of 11 sections worth reading, with 1 positive, 5 notable, and 4 negative flags.
Financial Statements (Item 1)
Full financials with merger, restructuring, litigation updates, and goodwill risk.NotableNegative- Skin Health & Beauty goodwill headroom just ~10% as of Sep 2025; further deterioration could trigger impairment.
- Second Circuit vacated favorable acetaminophen ruling and remanded; talc claims in UK/Australia/Scotland not indemnified by J&J.
- New talc group actions outside US/Canada where Kenvue is not indemnified by J&J; exposure uncertain.
Management's Discussion (Item 2)
Core MD&A with specific financials, pending deal, tariff exposure, and restructuring.PositiveNotable
What changed: Jun 2026 vs. Mar 2026
About 13% of KVUE's Jun 2026 10-Q is new information. 52 paragraphs were added, 158 changed, and 22 removed. Below are the most important lines SECSift identified.
Changed
- 2026 Restructuring Initiative incurred charges increased to $147M in H1 2026 (from $78M in Q1 2026). Item 1
- Expected close of K-C deal narrowed to Q4 2026 from second half 2026. Item 2
- Relocation to new headquarters substantially complete as of June 28, 2026 (prior: expected to continue through 2026). Item 1
Everything here comes from Kenvue Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 20, 2026, from the 10-Q for Jun 2026.