Kenvue Inc. shares are down 8.8% over the past year and up 10% year-to-date. On April 15th, Citi cut its share price target to $19 from $20 with a Neutral rating, citing margin risk and high oil prices. Barclays raised its target to $19 from $18 on March 6th with an Equal Weight rating, but reduced it to $18 on April 14th, also noting higher input costs. Billionaire Glenn Dubin's Highbridge Capital held 1.1 million shares in the fourth quarter of 2025 and maintained that position in the first quarter of 2026.
Kenvue Inc.Analyst target cuts cite margin risk and high input costs (oil prices), indicating pricing pressure
Citigroup Inc.