Kimberly-Clark Dirección
Dirección controles de criterios 4/4
El CEO de Kimberly-Clark es Mike Hsu , nombrado en Jan 2019, tiene una permanencia de 7.42 años. compensación anual total es $15.32M, compuesta por 9.8% salario y 90.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.11% de las acciones de la empresa, por valor de $34.68M. La antigüedad media del equipo directivo y de la junta directiva es de 3 años y 7.1 años, respectivamente.
Información clave
Mike Hsu
Chief Executive Officer (CEO)
US$15.3m
Compensación total
| Porcentaje del salario del CEO | 9.79% |
| Permanencia del CEO | 7.4yrs |
| Participación del CEO | 0.1% |
| Permanencia media de la dirección | 3yrs |
| Promedio de permanencia en la Junta Directiva | 7.1yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 04
KMB: Future Upside Will Depend On Cost Hedges Versus Post 2026 Oil Pressures
Kimberly-Clark's updated analyst price target edges down by about $0.60 to roughly $114, as analysts factor in slightly higher discount rates, more conservative margin assumptions, and a higher future P/E multiple, following a series of recent target reductions across the Street. Analyst Commentary Recent Street research has centered on a series of lower price targets for Kimberly-Clark, with one firm cutting its target to US$114 from US$133 and others trimming targets by US$1 to US$10.Seeking Alpha • Jun 03
Kimberly-Clark: 5% Yield Looks Attractive, But Still Looking For Growth To Show Up
Summary Kimberly-Clark Corporation offers a compelling 5%+ dividend yield and attractive valuation, but persistent inflation and sluggish growth warrant a hold rating. KMB's Q1 showed mixed results: North America faced margin pressure, while international segments delivered strong growth and margin expansion. Integration of Kenvue's portfolio could accelerate free cash flow and growth, but material upside is unlikely before 2026-2027. With a forward P/E of 13.3x and a solid balance sheet, KMB appeals to long-term income investors despite near-term volatility and macro risks. Read the full article on Seeking AlphaArtículo de análisis • May 05
We Think You Can Look Beyond Kimberly-Clark's (NASDAQ:KMB) Lackluster Earnings
Shareholders appeared unconcerned with Kimberly-Clark Corporation's ( NASDAQ:KMB ) lackluster earnings report last...Actualización de narrativa • Apr 25
KMB: Future Returns Will Hinge On Cost Hedges Versus Post 2026 Oil Pressures
Analysts have trimmed the Kimberly-Clark fair value estimate by about $2 to $114.86 as a wave of recent price target cuts. While they still acknowledge stable discount rate assumptions and steady to slightly adjusted expectations for revenue growth, profit margin, and future P/E, this points to more cautious sentiment around the shares.Actualización de narrativa • Apr 10
KMB: Future Returns Will Depend On Cost Hedges Holding Off Oil Pressures
Narrative Update Kimberly-Clark's fair value estimate has shifted modestly higher to $116.79 as analysts refresh price targets in light of recent broad sector resets and updated views on hedged input costs and potential longer term oil related risks. Analyst Commentary Recent Street research on Kimberly-Clark centers on refreshed price targets, with most firms adjusting levels while keeping a close eye on execution, cost visibility and input price risk.Actualización de narrativa • Mar 26
KMB: Future Returns Will Hinge On Cost Hedges Versus 2027 Oil Risk
The analyst price target for Kimberly-Clark has shifted from about $119 to roughly $114, as analysts factor in steady near term top-line trends, cost hedging through 2026, and potential oil related cost risk for 2027. Analyst Commentary Recent research shows a mix of optimism and caution around Kimberly-Clark, with price targets moving in a relatively tight band and different views on how near term execution and cost risk feed into valuation.Actualización de narrativa • Mar 12
KMB: Future Returns Will Hinge On Kenvue Merger Outcome
Analysts have adjusted their view on Kimberly-Clark with the latest price targets, including a recent move to $110 from $105. This reflects refreshed expectations across the consumer staples sector.Actualización de narrativa • Feb 26
KMB: Future Returns Will Depend On Kenvue Merger And Sector Repricing
Our Kimberly-Clark narrative update reflects a modest $0.50 lift in fair value, as analysts recalibrate price targets such as the recent Wells Fargo move to $110 and other sector wide revisions, while incorporating updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Kimberly-Clark has been mixed, with several firms adjusting price targets in both directions as they update sector views, reassess valuation frameworks and reset expectations for the consumer staples group.Actualización de narrativa • Feb 11
KMB: Future Upside Will Hinge On Kenvue Merger Execution And Integration
The analyst price target for Kimberly-Clark has shifted by about $3, reflecting a mix of recent target cuts from several firms and a smaller upward revision as analysts reassess growth expectations, profit margin assumptions and the appropriate future P/E multiple. Analyst Commentary Recent research on Kimberly-Clark has been active, with several firms adjusting their price targets and ratings as they rework growth assumptions, margin expectations and the P/E multiple they are comfortable applying to the stock.Artículo de análisis • Jan 30
Kimberly-Clark's (NASDAQ:KMB) Upcoming Dividend Will Be Larger Than Last Year's
Kimberly-Clark Corporation's ( NASDAQ:KMB ) periodic dividend will be increasing on the 2nd of April to $1.28, with...Actualización de narrativa • Jan 27
KMB: Future Upside Will Depend On Successful Kenvue Acquisition Integration
Our analyst price target for Kimberly-Clark has been trimmed by about US$4.50 per share, as analysts factor in lower implied fair value, a slightly more conservative future P/E multiple, and modest adjustments to profit margin assumptions following a series of recent target cuts across the Street. Analyst Commentary Recent Street research on Kimberly-Clark shows a mix of optimism and caution, with several firms revising price targets following the Kenvue acquisition announcement and broader consumer staples outlook updates.Actualización de narrativa • Jan 12
KMB: Future Upside Will Hinge On Executing The Kenvue Acquisition
Analysts have nudged their price expectations for Kimberly-Clark slightly lower, with our fair value estimate moving from US$127.73 to US$126.60 as they balance cautious sector views and deal execution risks with generally supportive opinions on the Kenvue acquisition and recent earnings updates. Analyst Commentary Recent research on Kimberly-Clark reflects a split view, with some analysts focusing on execution risk and muted category trends, while others see support from resilient fundamentals and the Kenvue deal opportunity.Actualización de narrativa • Dec 14
KMB: Future Upside Will Depend On Successful Kenvue Acquisition Execution
Analysts have modestly trimmed our Kimberly-Clark fair value estimate by about $1 to roughly $128 per share, reflecting a lower assumed future P E multiple, even as they factor in stronger revenue growth and higher profit margins supported by recent target moves and upgrade activity. Analyst Commentary Recent Street research reflects a mix of optimism about Kimberly-Clark's improved growth and margin profile and caution around execution risks tied to the planned Kenvue acquisition.Actualización de narrativa • Nov 29
KMB: Future Returns Will Be Driven By The Kenvue Acquisition Execution
Kimberly-Clark's analyst price target was modestly increased from $128.63 to $128.87, as analysts factor in stable sales performance and balanced risks from recent strategic moves. Analyst Commentary Following recent developments for Kimberly-Clark, analysts have offered a mix of optimism and caution regarding the company's outlook.Actualización de narrativa • Nov 15
KMB: Future Upside Will Be Driven By The Kenvue Acquisition
Kimberly-Clark's analyst price target has been revised downward from approximately $137 to $129 per share, as analysts account for increased risk tied to the Kenvue acquisition. Analysts have also noted recent upgrades and changes in the company’s growth outlook.Actualización de narrativa • Nov 01
KMB: Future Margin Improvements Will Drive Upside Amid Market Uncertainty
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.Actualización de narrativa • Oct 17
Personal Care And Hygiene Demand Will Yield Enduring Global Opportunity
Kimberly-Clark's analyst price target has been revised downward by $2.71 to $138.00. Analysts cite muted and decelerating growth in certain personal care segments as a key factor for the adjustment.Actualización de narrativa • Oct 03
Personal Care And Hygiene Demand Will Yield Enduring Global Opportunity
Kimberly-Clark's average analyst price target has been reduced by $1.36 to $140.71, as analysts point to muted growth prospects in parts of the personal care sector. However, there is ongoing confidence in the company's long-term positioning.Artículo de análisis • Aug 07
Kimberly-Clark Corporation (NASDAQ:KMB) Analysts Just Slashed This Year's Revenue Estimates By 12%
NasdaqGS:KMB 1 Year Share Price vs Fair Value Explore Kimberly-Clark's Fair Values from the Community and select yours...Artículo de análisis • Aug 04
Kimberly-Clark Corporation Just Missed Earnings - But Analysts Have Updated Their Models
As you might know, Kimberly-Clark Corporation ( NASDAQ:KMB ) last week released its latest quarterly, and things did...Artículo de análisis • Jul 22
Kimberly-Clark (NASDAQ:KMB) Has Some Way To Go To Become A Multi-Bagger
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Jul 06
Is Kimberly-Clark (NASDAQ:KMB) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Apr 24
Kimberly-Clark: Downgrade Back To Sell Rating On Negative Earnings Outlook
Summary 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. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Kimberly-Clark: Streamlining Portfolio & Global Footprint; Initiate With 'Buy'
Summary Kimberly-Clark has streamlined its portfolio and footprint, focusing on acquisitions and divestitures to accelerate organic revenue growth, earning a ‘buy’ rating with a fair value of $151 per share. The company’s Integrated Margin Management approach has optimized expenses, expanded margins, and contributed to 3.2% organic revenue growth and 15.6% adjusted operating profit growth in FY24. Despite slow growth historically, strategic acquisitions like Thinx and divestitures like Neve tissue brand in Brazil support future above-market growth and portfolio optimization. Risks include heavy reliance on Walmart, workforce reductions, and FX fluctuations, but effective cost management and portfolio streamlining could create long-term shareholder value. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Kimberly-Clark: Troubles Are Lurking Beneath The Adjusted Numbers
Summary Kimberly-Clark's Q4 2024 and full fiscal year results earlier this week were a non-event for the market. The release, however, raises some red flags for 2025 and beyond with GAAP margins expected to remain under pressure. Returning cash to shareholders seems to be a priority for KMB's management which in my view is a problem for long-term shareholders. Read the full article on Seeking AlphaSeeking Alpha • Dec 27
Kimberly-Clark: Fine Valuation, But Lack Of Growth Limits Upside
Summary Kimberly-Clark Corporation's stable business model and consistent dividend growth have made it a long-time favorite for income-focused investors, despite recent underperformance. The company's growth has stalled due to flat revenues, competition from private labels, and challenges in international markets. Cost-cutting and share repurchases are being used to drive profitability, but organic sales growth remains tepid. KMB stock is a hold for now, as there are other consumer staples stocks with more appealing valuations today. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
Kimberly-Clark: Generously Priced With Margin Pressures Ahead
Summary Kimberly-Clark's strong share price performance in 2024 is likely to come to an end over the coming year. Further margin improvements appear unlikely as pricing tailwinds dissipate. The share price is also running ahead of business fundamentals and this will weigh on shareholder returns over the coming year. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$15m | US$2m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$16m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$17m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$15m | US$1m | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$12m | US$1m | US$2b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$13m | US$1m | US$2b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$3b |
| Mar 31 2020 | n/a | n/a | US$2b |
| Dec 31 2019 | US$12m | US$1m | US$2b |
Compensación vs. Mercado: La compensación total ($USD15.32M) de Mike está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.81M).
Compensación vs. Ingresos: La compensación de Mike ha sido consistente con los resultados de la empresa en el último año.
CEO
Mike Hsu (62 yo)
7.4yrs
Permanencia
US$15,320,405
Compensación
Mr. Michael D. Hsu, also known as Mike, is Independent Director of McDonald's Corporation from May 22, 2024. He has been Director of Kimberly-Clark Corp. since January 1, 2017 and has been its Chief Execut...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 7.4yrs | US$15.32m | 0.11% $ 34.7m | |
| President & COO | 1.1yrs | US$6.26m | 0.026% $ 8.4m | |
| Senior VP | 4.2yrs | US$5.18m | 0.014% $ 4.4m | |
| Chief Strategy | 1.4yrs | US$4.89m | 0.019% $ 6.3m | |
| Chief Information & Global Business Services Officer | less than a year | sin datos | 0.000010% $ 3.2k | |
| Investor Relations Contact | no data | sin datos | sin datos | |
| General Counsel | 2.3yrs | sin datos | 0.0019% $ 600.3k | |
| Head Corporate Communications & Government Affairs - India | no data | sin datos | sin datos | |
| Chief Human Resources Officer | less than a year | sin datos | sin datos | |
| President of International Family Care & Professional | 4.5yrs | sin datos | 0.016% $ 5.3m | |
| Senior VP & Chief Supply Chain Officer | 3.8yrs | sin datos | 0.0090% $ 2.9m | |
| President of Personal Care of North America Consumer Business | 3.7yrs | sin datos | sin datos |
3.0yrs
Permanencia media
54yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de KMB se considera experimentado (3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman & CEO | 9.4yrs | US$15.32m | 0.11% $ 34.7m | |
| Independent Director | 7.1yrs | US$325.00k | 0.0035% $ 1.1m | |
| Chairman of Kimberly-Clark De Mexico S A De C V | no data | US$53.56k | sin datos | |
| Independent Director | 23.8yrs | US$320.00k | 0.019% $ 6.2m | |
| Independent Director | 6.8yrs | US$325.00k | 0.0034% $ 1.1m | |
| Independent Director | 4.2yrs | US$310.00k | 0.0017% $ 564.6k | |
| Independent Director | 4.8yrs | US$300.00k | 0.0020% $ 652.2k | |
| Independent Director | 7.1yrs | US$320.00k | 0.0037% $ 1.2m | |
| Lead Independent Director | 7.8yrs | US$350.00k | 0.0039% $ 1.3m | |
| Independent Director | 5.8yrs | US$325.00k | 0.0026% $ 830.6k | |
| Independent Director | 10yrs | US$305.00k | 0.0050% $ 1.6m | |
| Independent Director | 4.8yrs | US$302.08k | 0.0020% $ 648.9k |
7.1yrs
Permanencia media
64.5yo
Promedio de edad
Junta con experiencia: La junta directiva de KMB se considera experimentada (7.1 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/09 08:19 |
| Precio de las acciones al final del día | 2026/06/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Kimberly-Clark Corporation está cubierta por 31 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| John Staszak | Argus Research Company |
| Lauren Lieberman | Barclays |
| Fulvio Cazzol | Berenberg |