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Follow the Pundits

Tag: Mergers & Acquisitions

The insider action happened at Kenvue — but the longer-term value story may actually belong to Kimberly-Clark. The two tickers KMB and KVUE merge or emerge together.

December 16, 2025

Kenvue Director Jeff Smith of Starboard Value Buys Shares of KVUE; He Must Love Kimberly-Clark. Should You?

A $111 million insider buy. Nearly 100% institutional ownership. A blockbuster merger with Kimberly-Clark. Kenvue suddenly looks boring… in a very interesting way.

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