GRIMES & Co WEALTH MANAGEMENT LLC Lowers Stock Position in Kimberly-Clark Corporation $KMB

GRIMES & Co WEALTH MANAGEMENT LLC cut its position in shares of Kimberly-Clark Corporation (NASDAQ:KMB) by 40.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 81,943 shares of the company’s stock after selling 56,173 shares during the period. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in Kimberly-Clark were worth $8,267,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in KMB. Massachusetts Financial Services Co. MA boosted its holdings in Kimberly-Clark by 50.4% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 7,839,572 shares of the company’s stock worth $790,934,000 after buying an additional 2,628,206 shares in the last quarter. State Street Corp boosted its holdings in Kimberly-Clark by 5.0% during the third quarter. State Street Corp now owns 20,830,890 shares of the company’s stock worth $2,615,382,000 after buying an additional 997,397 shares in the last quarter. Marshall Wace LLP boosted its holdings in Kimberly-Clark by 331.6% during the third quarter. Marshall Wace LLP now owns 1,107,640 shares of the company’s stock worth $137,724,000 after buying an additional 851,024 shares in the last quarter. Federated Hermes Inc. lifted its holdings in Kimberly-Clark by 52.0% during the third quarter. Federated Hermes Inc. now owns 2,406,849 shares of the company’s stock valued at $299,268,000 after purchasing an additional 823,656 shares in the last quarter. Finally, M&T Bank Corp lifted its holdings in Kimberly-Clark by 506.1% during the fourth quarter. M&T Bank Corp now owns 758,154 shares of the company’s stock valued at $76,490,000 after purchasing an additional 633,061 shares in the last quarter. 76.29% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Kimberly-Clark

In related news, VP Andrew Scribner sold 4,095 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $98.00, for a total transaction of $401,310.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Katy Chen sold 1,596 shares of the firm’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $95.34, for a total transaction of $152,162.64. Following the sale, the insider owned 8,362 shares of the company’s stock, valued at approximately $797,233.08. The trade was a 16.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 7,096 shares of company stock valued at $689,687 over the last quarter. Company insiders own 0.75% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have issued reports on KMB shares. Wells Fargo & Company decreased their price objective on shares of Kimberly-Clark from $110.00 to $100.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 8th. Piper Sandler decreased their price objective on shares of Kimberly-Clark from $133.00 to $114.00 and set an “overweight” rating on the stock in a report on Friday, March 13th. Citigroup decreased their price objective on shares of Kimberly-Clark from $95.00 to $90.00 and set a “sell” rating on the stock in a report on Wednesday, January 14th. TD Cowen decreased their price objective on shares of Kimberly-Clark from $112.00 to $105.00 and set a “hold” rating on the stock in a report on Thursday, January 8th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Kimberly-Clark in a report on Friday, March 27th. Four investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Kimberly-Clark presently has an average rating of “Hold” and a consensus price target of $114.93.

Key Headlines Impacting Kimberly-Clark

Here are the key news stories impacting Kimberly-Clark this week:

• Positive Sentiment: Kenvue beat Q1 estimates and the pending Kimberly‑Clark acquisition remains on schedule — a clean earnings print at Kenvue reduces deal execution risk and supports the strategic rationale for KMB’s $40B transaction. Kenvue beats first-quarter estimates amid pending acquisition by Kimberly‑Clark
• Positive Sentiment: EU clearance momentum for the Suzano‑Kimberly‑Clark tissue joint venture reduces regulatory uncertainty in international expansion of tissue operations — a key step for future revenue synergies. Kimberly‑Clark EU Green Light And NICU Push Meet Undervalued Shares
• Positive Sentiment: Product/ESG innovation: Kleenex (via a CJ Biomaterials partnership) launched a 100% biobased, reusable nonwoven towel that avoids persistent microplastics — supports brand differentiation and sustainability messaging. CJ Biomaterials and Yuhan‑Kimberly launch world’s first reusable nonwoven paper towel
• Neutral Sentiment: Valuation check: analysts and data services flag a material intrinsic discount to some fair‑value estimates and mixed recent returns (shorter‑term gains but weaker 3‑month/1‑year performance) — this keeps KMB on watchlists for value investors but is not an operational update. Kimberly‑Clark (KMB) Valuation Check After Mixed Recent Share Performance
• Neutral Sentiment: Dividend appeal: Kimberly‑Clark continues to be featured in dividend‑income portfolios (Dividend Kings coverage), which supports steady investor demand from income‑focused holders. $100,000 in Our Dividend Kings Portfolio Will Generate $5,400 in Passive Income
• Negative Sentiment: Insider selling: KMB VP Andrew Scribner sold ~4,095 shares (~$401k) on May 6; insider sales can be perceived negatively by the market even if tied to personal reasons or a role change. Kimberly‑Clark (NASDAQ:KMB) VP Sells 4,095 Shares
• Negative Sentiment: Analyst target adjustments and a consensus “Hold” bias (more Holds than Buys) leave upside limited in the near term; several firms trimmed price targets recently, which can pressure sentiment until clearer earnings/strategy updates arrive. MarketBeat — Kimberly‑Clark analyst coverage and ratings

Kimberly-Clark Price Performance

Shares of NASDAQ KMB opened at $99.56 on Friday. The firm has a 50-day simple moving average of $99.59 and a 200-day simple moving average of $103.00. The stock has a market capitalization of $33.05 billion, a price-to-earnings ratio of 15.63, a price-to-earnings-growth ratio of 4.75 and a beta of 0.29. The company has a quick ratio of 0.55, a current ratio of 0.77 and a debt-to-equity ratio of 3.38. Kimberly-Clark Corporation has a 52 week low of $92.42 and a 52 week high of $144.30.

Kimberly-Clark (NASDAQ:KMB) last issued its earnings results on Tuesday, April 28th. The company reported $1.97 EPS for the quarter, beating analysts’ consensus estimates of $1.93 by $0.04. The business had revenue of $4.16 billion during the quarter, compared to analysts’ expectations of $4.09 billion. Kimberly-Clark had a net margin of 12.80% and a return on equity of 152.79%. The company’s quarterly revenue was up 2.7% compared to the same quarter last year. During the same period in the prior year, the business earned $1.93 earnings per share. On average, equities analysts predict that Kimberly-Clark Corporation will post 7.48 earnings per share for the current fiscal year.

Kimberly-Clark Profile

Kimberly-Clark Corporation is a U.S.-based multinational manufacturer of personal care and consumer tissue products. The company develops, produces and markets a range of consumer brands and professional products, including facial and bathroom tissues, disposable diapers and training pants, feminine care, incontinence products and workplace hygiene solutions. Known for consumer-facing names such as Kleenex, Huggies, Kotex, Cottonelle and Scott, as well as professional offerings under Kimberly-Clark Professional and KleenGuard, the company supplies goods to retail, healthcare and institutional customers.

Founded in 1872 in Neenah, Wisconsin, Kimberly-Clark has expanded from its 19th-century paper-making roots into a global household and workplace products company.