Kimberly-Clark (NASDAQ:KMB) Stock Gets Price Target Reduction from TD Cowen

Kimberly-Clark (NASDAQ:KMB) had its target price reduced by TD Cowen from $104.00 to $97.00 in a report issued on Tuesday morning,Benzinga reports. They currently have a hold rating on the stock.

A number of other analysts have also recently weighed in on KMB. UBS Group upped their target price on shares of Kimberly-Clark from $115.00 to $116.00 and gave the company a “neutral” rating in a research note on Wednesday, August 5th. Barclays raised their price target on shares of Kimberly-Clark from $101.00 to $115.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 21st. Freedom Capital raised Kimberly-Clark from a “hold” rating to a “strong-buy” rating in a report on Tuesday, August 4th. Wells Fargo & Company decreased their price objective on Kimberly-Clark from $105.00 to $100.00 and set an “equal weight” rating on the stock in a report on Monday, October 5th. Finally, Bank of America lowered their price objective on Kimberly-Clark from $122.00 to $120.00 and set a “buy” rating on the stock in a research note on Friday, September 25th. One research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $116.50.

Kimberly-Clark Trading Up 4.7%

Shares of Kimberly-Clark stock opened at $104.07 on Tuesday. The firm has a market capitalization of $34.61 billion, a PE ratio of 13.34, a price-to-earnings-growth ratio of 5.08 and a beta of 0.25. The company has a debt-to-equity ratio of 3.45, a current ratio of 0.91 and a quick ratio of 0.69. The company’s fifty day moving average price is $102.86 and its two-hundred day moving average price is $102.59. Kimberly-Clark has a 52-week low of $92.42 and a 52-week high of $123.09.

Kimberly-Clark (NASDAQ:KMB) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $1.80 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.01 by ($0.21). The business had revenue of $4.19 billion during the quarter, compared to analyst estimates of $4.22 billion. Kimberly-Clark had a net margin of 11.79% and a return on equity of 143.92%. The company’s quarterly revenue was up .6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.92 EPS. On average, analysts expect that Kimberly-Clark will post 7.35 EPS for the current year.

Kimberly-Clark Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, October 2nd. Investors of record on Friday, September 4th were issued a $1.28 dividend. This represents a $5.12 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date of this dividend was Friday, September 4th. Kimberly-Clark’s payout ratio is currently 87.07%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Ancora Advisors LLC acquired a new stake in Kimberly-Clark in the 2nd quarter valued at about $32,000. Edmond DE Rothschild Holding S.A. bought a new position in shares of Kimberly-Clark in the second quarter worth about $32,000. Clearstead Trust LLC acquired a new position in shares of Kimberly-Clark during the second quarter worth approximately $33,000. Motiv8 Investments LLC acquired a new position in shares of Kimberly-Clark during the fourth quarter worth approximately $31,000. Finally, Markowski Investments acquired a new position in shares of Kimberly-Clark during the second quarter worth approximately $36,000. Institutional investors and hedge funds own 76.29% of the company’s stock.

Kimberly-Clark News Summary

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

• Positive Sentiment: Preliminary earnings exceeded expectations: Kimberly-Clark expects third-quarter adjusted EPS of approximately $1.70, above the $1.58 FactSet consensus. The earnings resilience helped drive buying despite lower revenue. Reuters article
• Positive Sentiment: 2026 outlook was reaffirmed: Management kept its full-year profit outlook unchanged, reducing concerns that the China controversy or weaker quarterly sales would lead to an earnings revision. The company continues to expect organic sales growth to be about 100 basis points below weighted-average category growth. Kimberly-Clark preliminary results
• Positive Sentiment: China legal news removed one overhang: China cleared claims related to formamide, offering some relief after a social-media backlash involving the company’s Huggies diapers. China claims report
• Neutral Sentiment: Defensive dividend appeal remains intact: Kimberly-Clark is still viewed as a consumer-staples income stock with a long dividend-growth record, though investors are increasingly questioning how sustainable that streak is amid slower growth and operating pressure. Dividend growth report
• Negative Sentiment: Sales are declining: The preliminary quarter points to lower revenue, and management expects quarterly sales to weaken following the China diaper backlash. This highlights continued sluggishness across Kimberly-Clark’s consumer categories. Wall Street Journal report
• Negative Sentiment: Analyst price-target pressure persists: TD Cowen cut its price target, reflecting concerns about slower category growth, sales execution and the company’s elevated leverage. TD Cowen price target report

Kimberly-Clark Company Profile

Kimberly-Clark Corporation (NASDAQ:KMB) is a global personal care and consumer products company that develops and markets essential products for consumers and professional customers. Its portfolio includes products in the baby and childcare, adult care, feminine care, facial and bathroom tissue, and household categories.

The company’s well-known brands include Huggies diapers and wipes, Kleenex tissues, Kotex feminine care products, Cottonelle and Scott bathroom tissue, and Depend and Poise adult care products.