So, here we are again, staring into the cosmic abyss of quarterly filings and wondering if there’s any meaning to it all. Let me tell you about Sender Co & Partners, Inc., who decided to buy a big chunk of Kenvue (KVUE). They bought 530,717 more shares, spending roughly $12.08 million. By June 30, 2025, they already owned 645,397 shares worth $13.5 million. That made Kenvue the crown jewel of their portfolio. So it goes.
Why does this matter? Because Kenvue now makes up 3.8% of Sender’s equity Assets Under Management (AUM). Here’s a list of their top holdings as of this filing:
- Kenvue: $13.51 million (3.82% of AUM)
- Nvidia: $8.90 million (2.52% of AUM)
- Boeing: $7.44 million (2.11% of AUM)
- AST SpaceMobile: $6.88 million (1.95% of AUM)
- Constellation Energy: $6.71 million (1.90% of AUM)
Now, let’s talk numbers. Kenvue shares were trading at $21.10 on August 18, 2025. That’s down 2.5% over the past year, which is not great compared to the S&P 500’s performance. The stock offers a 3.9% dividend yield, sits 16.2% below its 52-week high, and has a forward P/E of 18.7. Its EV/EBITDA ratio is 15.6. If you’re like me-a dividend hunter-you might find that 3.9% yield tantalizing. But is it worth it? Let’s dig deeper.
Company Overview
| Metric | Value |
|---|---|
| Market Capitalization | $40.5 billion |
| Revenue (TTM) | $15.14 billion |
| Net Income (TTM) | $1.42 billion |
| Dividend Yield | 3.90% |
Kenvue sells things people need-or at least think they do. Tylenol for headaches, Nicorette for quitting smoking, Zyrtec for allergies. They’ve got Neutrogena and Aveeno for your skin, Band-Aid for your cuts, and Stayfree for… well, you know. These brands are household names, but being famous doesn’t always mean being profitable. The company splits its revenue into three segments: over-the-counter medicines, personal care, and essential health products. It targets ordinary folks who just want to feel okay in a world that often feels broken.
The Foolish Take
Sender didn’t buy into Kenvue because of what it was; they bought because of what it could be. Or so they hope. Value investors like Starboard Value have been circling Kenvue like vultures since it spun off from Johnson & Johnson. They see potential in those trusted brands, even though the company hasn’t exactly been a star performer. Starboard pushed for change, getting three new board members appointed in March. One of them is Jeffrey Smith, Starboard’s CEO. Progress? Maybe. But then Thibault Mongon, Kenvue’s CEO, left in July. His departure kicked off a strategic review while the board searches for his replacement. So it goes.
If Starboard can work its magic, Sender’s bet might pay off. But don’t hold your breath. Turning around a company like Kenvue isn’t easy. It operates in fiercely competitive markets, and sales are expected to decline in 2025. Still, there’s something poetic about betting on a company that sells Band-Aids when the world feels like one giant wound.
Here’s the thing about dividends: they’re like little love notes from companies to shareholders. “We see you,” they whisper. “We appreciate you.” For a dividend hunter, that 3.9% yield is tempting. But remember, no investment is without risk. Not even Band-Aids last forever. 📉
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2025-08-21 17:02