KVUE Kenvue Inc. Insider Trading

General Counsel Orlando Matthew sells entire stake of ~38,500 shares; first open-market sale in 3 years.

Orlando Matthew, Kenvue's General Counsel, has exited his entire equity position through a single open-market sale. This represents his first open-market sale in the past three years; his prior Form 4 activity consisted solely of stock-based compensation transactions. The sale occurs while the stock trades substantially below its 52-week high, and the company remains profitable with stable fundamentals—though recent revenue trends are declining. The complete liquidation of holdings by a c-suite officer warrants attention, particularly since it marks a departure from Matthew's prior filing pattern of accumulating compensation grants rather than actively selling on the open market.

Director Smith Jeffrey C purchases 6,377,694 shares for $110,986,526.27 across two transactions, increasing holdings 30.5%

Jeffrey C. Smith, a Director at Kenvue Inc., executed two separate purchases totaling 6,377,694 shares for $110,986,526.27 on 2025-12-11 and 2025-12-12, with a blended average price of $17.40. This acquisition increased his holdings from 20,929,938 to 27,307,632 shares, a net gain of 30.5% in his position. The current share price of $17.21 sits near the transaction price, while the stock trades 29.6% below its 52-week high of $24.44, suggesting the purchases occurred in a period of relative weakness. For a company with $3.8B in quarterly revenue, a market cap of $33.0B, and a P/E of 22.95, this substantial seven-figure purchase by a director merits attention as a marker of insider activity in the capital structure at the current valuation.