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Research Alert: CFRA Raises Opinion To Buy From Hold On Shares Of Kenvue, Inc.
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Research Alert: CFRA Raises Opinion To Buy From Hold On Shares Of Kenvue, Inc.
Sep 23, 2025 1:21 PM

04:05 PM EDT, 09/23/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We see a good buying opportunity following the stock's recent sell-off caused by the Trump administration alleging a link between Tylenol and autism, a claim that has lacked credible scientific support. Tylenol, a core brand in KVUE's Self Care segment, likely represents 10%-15% of KVUE's total sales, with prenatal use estimated at only 3%-5% of Tylenol revenue, translating to less than 1% of KVUE's total CY 2024 revenue. Any forthcoming reports from the administration are likely to face significant scrutiny given HHS Secretary Kennedy's unwillingness to share study protocols with Senate oversight. While reputational concerns and potential litigation could create near-term headwinds, KVUE's diversified portfolio limits the financial impact, in our opinion. We reiterate our 12-month target of $20, or 19x our FY 25 EPS of $1.05, and keep our EPS estimates unchanged.

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