Representative Lisa C. McClain (R-Michigan) has made a notable investment in Kenvue Inc. (NYSE:KVUE), purchasing shares valued between $1,001 and $15,000 on October 30, 2025. The transaction was disclosed in a filing on November 21, 2025, and was executed through her “CHARLES SCHWAB 401K > SCHWAB 893” account. This investment comes amidst a series of other recent trades by McClain, which include the sale of shares in multiple companies on the same day.
On October 31, 2025, McClain sold shares of several companies, including Ciena (NYSE:CIEN), Alibaba Group (NYSE:BABA), and Clorox (NYSE:CLX), among others. Each of these transactions also fell within the $1,001 to $15,000 range.
Kenvue’s Recent Performance and Dividend Announcement
Following McClain’s investment, Kenvue shares saw a slight increase, trading up 0.3% to reach $16.81 during trading hours on Tuesday. The company reported a trading volume of 6,756,010 shares, compared to its average volume of 23,838,104. Over the past year, Kenvue’s stock has fluctuated between a low of $14.02 and a high of $25.17.
Kenvue also announced a quarterly dividend of $0.2075 per share, set to be paid on November 26, 2025. Investors who hold shares as of November 12, 2025 will qualify for this dividend, which amounts to an annualized $0.83 and a yield of 4.9%. Notably, Kenvue’s current dividend payout ratio stands at 110.67%.
Institutional Investor Activity and Analyst Outlook
Recent activity among institutional investors indicates a growing interest in Kenvue. For instance, Norges Bank acquired a new position in the company worth approximately $537.4 million during the second quarter. Additionally, Independent Franchise Partners LLP increased its stake by 233.4%, now holding 31,265,574 shares valued at $654.4 million.
Analysts have also been revising their outlook on Kenvue. Rothschild & Co Redburn upgraded the stock from “neutral” to “buy,” while adjusting its target price from $22.50 to $22.00. Conversely, Bank of America reduced its price target from $25.00 to $21.00, maintaining a “buy” rating. Currently, the consensus rating for Kenvue is “Hold,” with a target price averaging $20.23.
Representative McClain, who represents Michigan’s 9th Congressional District, is seeking re-election in the upcoming 2026 election. She has been in office since January 3, 2023, and previously founded the North End Support Team, where she served as president. McClain holds a bachelor’s degree in business administration from Northwood University.
Kenvue Inc. operates globally as a consumer health company, focusing on three segments: Self Care, Skin Health and Beauty, and Essential Health. The company’s product offerings include well-known brands such as Tylenol, Benadryl, and Zyrtec. As Kenvue continues to navigate the market, its performance remains a point of interest for both investors and analysts alike.
