ISS Backs Kenvue (KVUE) Deal, Investors Debate Tylenol and Litigation Risks

Kenvue Inc. (NYSE:KVUE) is included connected our database of the best undervalued wide moat stocks.

Kenvue Inc. (NYSE:KVUE) is looking to perchance reshape the user wellness landscape, arsenic it received organization enactment for its projected merger with Kimberly-Clark. On January 16, 2026, Reuters reported that Institutional Shareholder Services (ISS), a proxy advisory firm, recommended that shareholders o.k. Kimberly-Clark’s $40 cardinal bid for Kenvue. The steadfast believes the merger could present affirmative synergies and beforehand strategical objectives, contempt uncertainties surrounding ongoing talcum litigation and concerns regarding Tylenol’s progressive ingredient.

Meanwhile, Meridian Hedged Equity Fund discussed Kenvue Inc. (NYSE:KVUE) successful its Q3 2025 capitalist letter, highlighting the market’s overreaction to the Tylenol information concerns. The steadfast noted minimal gross interaction from large women, nary caller technological evidence, and mostly dismissed litigation claims. In fact, the money believes the institution could unlock important worth if it reinvests successful underfunded brands, optimizes costs, and improves margins.

Investor sentiment whitethorn stabilize up of the ballot with the ISS endorsement. Kimberly-Clark’s stock terms is down 17% since the woody announcement, and Kenvue Inc. (NYSE:KVUE) is down 35% since the erstwhile user healthcare part of Johnson & Johnson was listed arsenic a nationalist institution successful 2023.

Kenvue Inc. (NYSE:KVUE) focuses connected processing and selling user healthcare products, including Tylenol and Neutrogena. The institution operates crossed Self Care, Skin Health, and Essential Health segments globally.

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