Here’s What Impacted Kenvue’s (KVUE) in Q3

1 week ago 4

Soumya Eswaran

Wed, December 24, 2025 astatine 6:55 AM CST 3 min read

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the quarter, the marketplace is much focused connected the tailwind of argumentation easing than the headwind of weakening fundamentals, resulting successful important gains contempt stagflation emerging arsenic a cardinal concern. In this environment, the money returned 1.67% (net) during the quarter, compared to 8.13% returns of the S&P 500 Index and 3.53% returns of the secondary benchmark, the CBOE S&P 500 BuyWrite Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Meridian Hedged Equity Fund highlighted stocks specified arsenic Kenvue Inc. (NYSE:KVUE). Headquartered successful Summit, New Jersey, Kenvue Inc. (NYSE:KVUE) is simply a user wellness company. The one-month instrumentality of Kenvue Inc. (NYSE:KVUE) was -0.06%, and its shares mislaid 21.06% of their worth implicit the past 52 weeks. On December 23, 2025, Kenvue Inc. (NYSE:KVUE) banal closed astatine $17.02 per share, with a marketplace capitalization of $32.609 billion.

Meridian Hedged Equity Fund stated the pursuing regarding Kenvue Inc. (NYSE:KVUE) successful its 3rd 4th 2025 capitalist letter:

"Kenvue Inc. (NYSE:KVUE) is simply a user wellness institution with starring brands similar Tylenol, Listerine, and Neutrogena. Spun disconnected from Johnson & Johnson, we spot important opportunities for Kenvue to unlock worth by reinvesting successful historically underfunded brands, optimizing its outgo structure, and improving margins to heighten currency flow. The company’s banal dropped sharply during the play aft reports surfaced that a forthcoming U.S. Health and Human Services survey would nexus acetaminophen (Tylenol's progressive ingredient) to elevated autism hazard during pregnancy. We presumption the marketplace absorption arsenic overdone for respective reasons: nary caller technological grounds has established a causal link, large women relationship for little than 1% of Tylenol’s planetary income (minimal gross impact), and akin claims were mostly dismissed successful litigation successful precocious 2023 (though appeals stay pending). We proceed to clasp the institution successful the Fund and volition intimately show Kenvue’s progress."

Albert Invent Teams Up with Kenvue (KVUE) to Advance Consumer Health Innovation Through AI

Kenvue Inc. (NYSE:KVUE) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 73 hedge money portfolios held Kenvue Inc. (NYSE:KVUE) astatine the extremity of the 3rd quarter, up from 72 successful the erstwhile quarter. While we admit the imaginable of Kenvue Inc. (NYSE:KVUE) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.