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KVUE

Kenvue Inc.

Sector: healthcareHousehold & Personal ProductsNYSEMarket Cap: $35.87B

Kenvue Inc. (KVUE) is a consumer health company with a $35.9B market cap, showing a strong evidentiary signal from a single director's $166.6M in concentrated insider buys and executive branch holdings by Donald J. Trump.

Govt Dependence
0/100
Regulatory Density
75/100
Lobbying Intensity
0/100
Political Signal
BULLISH

BusinessWhat KVUE does

Kenvue is a consumer health company spun off from Johnson & Johnson, operating in the over-the-counter (OTC) health products, skin health, and essential personal care segments. Its revenue is derived from the sale of branded consumer healthcare products globally. The company has no recorded federal contract revenue or direct lobbying spend.

12 months past · 3 months futureKVUE activity timeline

$25$19$14 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $24.13 hi $14.11 lo $17.43 CONGRESS 30 INSIDERS 2 13F FUNDS 30 BILLS 41 Gilbert Ray Cisneros (D) · Sale · 2026-03-13Kevin Hern (R) · Sale · 2026-03-17Gilbert Ray Cisneros (D) · Purchase · 2026-02-10Gilbert Ray Cisneros (D) · Sale · 2026-01-09Ro Khanna (D) · Sale · 2026-01-06Ro Khanna (D) · Purchase · 2026-01-29Julia Letlow (R) · Sale · 2025-10-01Gilbert Ray Cisneros (D) · Purchase · 2025-11-12Ro Khanna (D) · Sale · 2025-11-03Ro Khanna (D) · Purchase · 2025-11-10Lisa C. McClain (R) · Sale · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-31Lisa C. McClain (R) · sale · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · Purchase · 2025-10-30Lisa C. McClain (R) · purchase · 2025-10-30Ro Khanna (D) · sale · 2025-10-07Ro Khanna (D) · Sale · 2025-10-07Lisa C. McClain (R) · purchase · 2025-09-25Lisa C. McClain (R) · Purchase · 2025-09-25Val T. Hoyle (D) · sale · 2025-09-23Val T. Hoyle (D) · Sale · 2025-09-23Ro Khanna (D) · purchase · 2025-09-29Ro Khanna (D) · Purchase · 2025-09-29Ro Khanna (D) · Purchase · 2025-08-04Ro Khanna (D) · Sale · 2025-08-26Ro Khanna (D) · sale · 2025-08-26 Smith Jeffrey C · · BUY 2025-12-12Smith Jeffrey C · · BUY 2025-12-11 D.E. Shaw & Co. · OPENED $391M · 2025-12-31D.E. Shaw & Co. · OPENED $379M · 2025-09-30D.E. Shaw & Co. · OPENED $207M · 2025-06-30Citadel Advisors · OPENED $191M · 2025-06-30Citadel Advisors · OPENED $172M · 2025-09-30Citadel Advisors · OPENED $52M · 2025-12-31Soros Fund Management · OPENED $21M · 2025-12-31Bridgewater Associates · OPENED $3M · 2025-12-31Bridgewater Associates · OPENED $2M · 2025-06-30Bridgewater Associates · OPENED $2M · 2025-09-30Two Sigma Investments · OPENED · 2025-09-30 S.827 · markup · 2025-07-30S.1055 · committee · 2026-02-04HR.1860 · committee · 2025-09-16 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Budget · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Veterans' Affairs · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-21MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 27 congressional trades shown · 2 insider buys · 11 13F filings · 3 past bill actions · 16 upcoming markups

Executive Branch ConflictsKVUE held by Trump-administration officials

Lifetime Government AwardsKVUE federal contracts

KVUE doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding KVUE

$2.62B
Total KVUE held by tracked 13F funds
30
Funds with KVUE positions
+30
Funds opened this quarter
Citadel Advisors $416M opened 2025-03-31
D.E. Shaw & Co. $391M opened 15 overlap 2025-12-31
D.E. Shaw & Co. $379M opened 2025-09-30
Citadel Advisors $306M opened 2024-06-30
D.E. Shaw & Co. $207M opened 2025-06-30
Citadel Advisors $191M opened 2025-06-30
Citadel Advisors $172M opened 2025-09-30
Citadel Advisors $126M opened 2024-12-31
22 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading KVUEMembers of Congress with recent KVUE positions

8 politicians traded KVUE across 53 disclosed transactions totaling $433K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just KVUE). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading KVUE

2026-03-13 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-03-17 Kevin Hern R-Oklahoma · house Sale $15,001 - $50,000
2026-02-10 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-01-09 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-01-06 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-01-29 Ro Khanna D-California · house Purchase $1,001 - $15,000
2024-10-23 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000 447d late
2025-10-01 Julia Letlow R-Louisiana · house Sale $1,001 - $15,000 104d late
2025-11-12 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-11-03 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-11-10 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-04-07

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Open-market buys

C
Insider signal score 40/100 · 1 distinct insiders · 3 open-market buys totaling $166.6M in the last 180 days.
2025-12-12 Smith Jeffrey C BUY 3,200,000 sh $55.6M

Stock awards & option exercises

4
option exercises · $934K
For KVUE, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting KVUELive legislation impacting this stock

Political ProfileWhere KVUE sits in Washington

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STRUCTURAL: Minimal signals; no lobbying, donations, or federal contracts. EVIDENTIARY: Strong concentrated insider buying by Director Jeffrey C. Smith totaling $166.6M (`get_corporate_insider_signal.total_dollar_volume`). Executive branch exposure via Donald J. Trump's holdings in three separate disclosures (`get_executive_branch_exposure.by_ticker[0].holdings`). Net: Evidentiary signals dominate, pointing to high-conviction internal positioning.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • General healthcare sector legislative exposure
    U.S. Congress
    "`Recent bill_impacts` lists 8 healthcare bills with non-zero estimated revenue impacts."

Regulatory opportunities

  • No specific regulatory opportunities flagged.
Member intelligence layer

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Frequently AskedAbout KVUE & political exposure

Does Kenvue Inc. (KVUE) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Kenvue Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own KVUE stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in KVUE on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded KVUE stock?
83 congressional trades by 10 unique members of Congress, most recently on 2026-03-17. See the Congressional Trading panel for politician-by-politician breakdown.
What is KVUE political risk profile?
Government dependence: 0/100. Lobbying intensity: 0/100. Political signal: bullish. Donor party split: R 0% / D 0%.
How does GovGreed track KVUE political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. KVUE data is updated daily from these official federal sources.