Kimberly-Clark
About: With more than half of sales from personal care and another third from consumer tissue products, Kimberly-Clark is a leading manufacturer in the tissue and hygiene realm. Its brand mix includes Huggies, PullUps, Kotex, Depend, Kleenex, and Cottonelle. The firm also operates in the professional segment, which partners with businesses to provide safety and sanitary offerings for the workplace. Kimberly-Clark generates just over half its sales in North America and more than 10% in Europe, with the rest primarily concentrated in Asia and Latin America.
Employees: 38,000
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
57% more call options, than puts
Call options by funds: $241M | Put options by funds: $154M
51% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 128
3.04% more ownership
Funds ownership: 75.37% [Q3] → 78.4% (+3.04%) [Q4]
2% more funds holding
Funds holding: 1,710 [Q3] → 1,742 (+32) [Q4]
1% more capital invested
Capital invested by funds: $35.9B [Q3] → $36.3B (+$419M) [Q4]
7% less repeat investments, than reductions
Existing positions increased: 613 | Existing positions reduced: 662
33% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$131
1%
downside
Avg. target
$146
11%
upside
High target
$162
23%
upside
7 analyst ratings
3 positive
43%
3 neutral
43%
1 negative
14%
Barclays Lauren Lieberman 58% 1-year accuracy 51 / 88 met price target | 2%upside $135 | Equal-Weight Maintained | 24 Apr 2025 |
RBC Capital Nik Modi 37% 1-year accuracy 17 / 46 met price target | 23%upside $162 | Outperform Maintained | 23 Apr 2025 |
Piper Sandler Korinne Wolfmeyer 21% 1-year accuracy 10 / 47 met price target | 18%upside $156 | Overweight Maintained | 23 Apr 2025 |
Evercore ISI Group Javier Escalante 33% 1-year accuracy 1 / 3 met price target | 18%upside $155 | Outperform Maintained | 23 Apr 2025 |
UBS Peter Grom 42% 1-year accuracy 13 / 31 met price target | 11%upside $146 | Neutral Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 29 articles about KMB published over the past 30 days
Positive
Seeking Alpha
1 day ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Positive
The Motley Fool
3 days ago
Tariff Troubles Are No Match for This Dividend King's Rock-Solid High-Yield Payout
Earnings seasons are excellent opportunities to get updates on where companies are and where they could be headed. This earnings season carries extra importance as a lot has changed in the last three months that could throw a wrench into companies' near-term guidance.
Negative
Seeking Alpha
6 days ago
Kimberly-Clark: Downgrade Back To Sell Rating On Negative Earnings Outlook
I downgrade Kimberly-Clark stock to a sell due to a structurally weaker pricing environment and growing margin pressures revealed in 1Q25 results. KMB's net sales fell 6% y/y, with broad-based weakness and deliberate price cuts, signaling deteriorating pricing power and increased cost pressures from tariffs. Management's strategic price investments and tariff impacts are expected to hit earnings hard, making the current 18x forward P/E valuation unsustainable.
Positive
Reuters
1 week ago
Kimberly-Clark's $4 billion international tissue unit set for three-way M&A fight, sources say
Southeast Asia's Royal Golden Eagle (RGE) and Asia Pulp & Paper Co (APP), as well as Brazil's Suzano SA are the final bidders for Kimberly-Clark's international tissue business valued at around $4 billion, four people said.
Negative
Benzinga
1 week ago
Kimberly-Clark Analysts Slash Their Forecasts Following Weak Sales
Kimberly-Clark Corporation KMB reported weaker-than-expected first-quarter sales on Tuesday.
Positive
MarketBeat
1 week ago
Dividend King Kimberly-Clark Is a Good Buy in 2025
Dividend Kings, like Kimberly-Clark NYSE: KMB, are generally good stocks to buy and hold because their visible cash flows sustain reliable dividends and regular distribution growth. Those qualities, along with their healthy balance sheets and, oftentimes, share repurchases, provide ever-increasing shareholder value reflected in their stock prices.
Negative
The Motley Fool
1 week ago
Why Kimberly-Clark Stock Was Swooning on Tuesday
An unwelcome change in guidance was the development pushing down Kimberly-Clark's (KMB -1.91%) share price on Tuesday.
Neutral
Zacks Investment Research
1 week ago
Kimberly-Clark's Q1 Earnings Top Estimates, Organic Sales Down 1.6%
KMB's first quarter sales dip 6%, with organic sales declining 1.6%. Management updates 2025 outlook amid cost pressures and global headwinds.
Negative
WSJ
1 week ago
Kimberly-Clark Cuts Profit Outlook as New Tariff Costs Mount
The CEO said the company doesn't plan to cut investments or pass the costs on to consumers with across-the-board price increases.
Neutral
Seeking Alpha
1 week ago
Kimberly-Clark Corporation (KMB) Q1 2025 Earnings Call Transcript
Kimberly-Clark Corporation (NYSE:KMB ) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Christopher Jakubik - Investor Relations Mike Hsu - Chairman and Chief Executive Officer Nelson Urdaneta - Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Nik Modi - RBC Capital Markets Dara Mohsenian - Morgan Stanley Anna Lizzul - Bank of America Javier Escalante - Evercore ISI Bonnie Herzog - Goldman Sachs Christopher Carey - Wells Fargo Securities Operator Good morning and welcome to the Kimberly-Clark First Quarter 2025 Earnings Call Question-and-Answer Session. I will now hand it over to Chris Jakubik, Vice President, Investor Relations.
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