Grantham Mayo Van Otterloo & Co. LLC Increases Stake in Kenvue Inc. $KVUE

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Grantham Mayo Van Otterloo & Co. LLC significantly increased its stake in Kenvue Inc. ($KVUE) by 341.3% in the third quarter of 2025, bringing their total holdings to 150,010 shares valued at $2.435 million. This move comes as other institutional investors have also adjusted their positions in Kenvue, which recently reported stronger-than-expected earnings and declared a quarterly dividend. Analyst ratings for Kenvue are predominantly “Hold,” with a consensus price target of $19.58, following recent adjustments by firms like Citigroup, UBS Group, and Barclays.

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