The analyst average price target for Kimberly-Clark has decreased slightly from $138 to approximately $137.22. Analysts cite adjustments to growth expectations in the personal care segment, but also note some recent target increases reflecting updated models.
Analyst Commentary
Recent Street research offers a mix of optimism and caution regarding Kimberly-Clark's outlook. Updated price targets and ratings reflect evolving views on the company's growth prospects and market dynamics.
Bullish Takeaways- Bullish analysts have raised their price targets on the stock, reflecting confidence in Kimberly-Clark's ability to maintain stability within its core product categories.
- Upward revisions are attributed to steady execution and defensible market positions. These factors are expected to support earnings resilience even in the face of sector challenges.
- Improved price targets suggest expectations that revised cost structures and efficiency initiatives may bolster margins in the coming quarters.
- Bearish analysts caution that muted and decelerating growth in segments of the personal care market could limit upside for Kimberly-Clark's valuation.
- Target reductions point to ongoing challenges with organic growth, especially since recent quarterly reports showed slower momentum in key categories.
- Some analysts maintain neutral or equal weight ratings, highlighting concerns about execution risks in a competitive and evolving consumer landscape.
What's in the News
- Kimberly-Clark completed a share repurchase of 139,355 shares for $18 million between July 1 and September 30, 2025, bringing total buybacks under its existing authorization to 9.18 million shares since January 2021 (Buyback Tranche Update).
- The company updated its 2025 earnings guidance following the reporting of its IFP business as discontinued operations. It projects organic sales growth in line with category averages of about two percent, and adjusted operating profit and earnings per share to grow at a low-to-mid single digit rate, impacted by divestitures and higher expenses (Corporate Guidance: New/Confirmed).
- Kimberly-Clark announced a $28.7 million, three-year investment via the Kimberly-Clark Foundation to improve essential care for women and girls. The company is partnering with organizations including Baby2Baby, Plan International, Project HOPE, and UNICEF, with efforts focused in several countries and targeting an estimated 24 million women and girls (Client Announcements).
Valuation Changes
- Fair Value Estimate has decreased slightly from $138 to $137.22, reflecting minor adjustments to the overall valuation.
- Discount Rate remains unchanged at 6.78 percent, suggesting no shift in the company's risk profile or cost of capital assumptions.
- Revenue Growth contraction has eased, with the year-over-year decline improving from negative 3.96 percent to negative 3.55 percent.
- Net Profit Margin has risen from 13.87 percent to 15.08 percent, indicating improved profitability expectations.
- Future P/E Ratio has dropped from 22.61x to 20.47x, suggesting a lower valuation multiple on projected earnings.
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