Company facts
- Headquarters
- Summit, New Jersey
- Most recent report
- 8-K, filed Nov 4, 2026
- Incorporated
- Delaware
- Filings on record
- 532 filings
- On EDGAR
- CIK 1944048
- Fiscal year ends
- January
- Filer status
- Large accelerated filer
Financials 8 of 15
News 8 of 35
Prospectuses and Registrations 8 of 24
- POS AM Post-effective amendment to a registration Nov 2, 2026
- S-8 POS Post-effective amendment to an employee plan registration Nov 2, 2026
- S-8 POS Post-effective amendment to an employee plan registration Nov 2, 2026
- 25-NSE Notice that a security was delisted Nov 2, 2026
- 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
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 349
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
Other 8 of 101
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 1 positive, 11 notable, and 1 negative flags.
Financial Statements (Item 1)
Pending merger, goodwill risk, deficit growth, and litigation details.Notable- Pending acquisition by Kimberly-Clark: shareholders get 0.14625 K-C shares + $3.50 cash, expected to own 46% of combined company.
- Supplier finance program accounts payable $388M, up from $314M, indicating extended payment terms.
- Net liability to J&J under net economic benefit arrangements $67M, up from $44M.
- Debt fair value $6.5B vs carrying $7.085B, indicating market discount due to interest rate environment.
- Effective tax rate 29.4% for Q3 2026 vs 24.3% prior year, driven by reduced favorable adjustments and mix changes.
- Multiple litigation matters: acetaminophen, talc, Zantac, phenylephrine, benzoyl peroxide; no probable loss estimate given.
- 2026 Restructuring Initiative approved Feb 2026, expected $250M pre-tax charges in FY2026; $188M incurred through Q3 2026.
Management's Discussion (Item 2)
Pending acquisition by K-C, restructuring, tariff refunds, and segment results all carry company-specific numbers.PositiveUnregistered Sales and Repurchases (Item 2)
Merger agreement halted buybacks; zero repurchases in Q3 2026, a material change.
What changed: Sep 2026 vs. Jun 2026
About 2% of KVUE's Sep 2026 10-Q is new information. 8 paragraphs were added, 183 changed, and 32 removed. Below are the most important lines SECSift identified.
New
- Dividends payable of $404 million as of September 27, 2026, up from $0 as of June 28, 2026.
- Added Exhibit 4.1: Third Supplemental Indenture dated October 9, 2026 between the Company and Deutsche Bank Trust Company Americas, as trustee.
- Added new section 'Pending Sale of Certain Businesses' describing divestiture agreements, including with Essity.
Changed
Everything here comes from Kenvue Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 30, 2026, from the 10-Q for Sep 2026.