Kimberly-Clark (KMB) Aperçu de l'action
Kimberly-Clark Corporation, avec ses filiales, fabrique et commercialise des produits de soins personnels aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 3/6 |
| Dividendes | 4/6 |
KMB Community Fair Values
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Analyst Price Targets
Kimberly-Clark Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$109.93 |
| Plus haut sur 52 semaines | US$137.46 |
| Plus bas sur 52 semaines | US$92.42 |
| Bêta | 0.28 |
| Variation sur 1 mois | 9.36% |
| Variation sur 3 mois | 13.00% |
| Variation sur 1 an | -16.69% |
| Variation sur 3 ans | -18.44% |
| Variation sur 5 ans | -19.25% |
| Évolution depuis l'introduction en bourse | 6,071.51% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 03
KMB: Arbex And Planned Kenvue Deal Are Set To Reshape Earnings Mix
Kimberly-Clark’s updated analyst price target has shifted to about $151 from $162, as analysts factor in a slightly higher discount rate, more moderate revenue growth and profit margin assumptions, and a higher future P/E multiple, while also weighing mixed recent target revisions and the longer dated potential impact of the Kenvue deal. Analyst Commentary Recent research on Kimberly-Clark highlights a split view, with several firms trimming targets while at least one bullish group lifted its price target.Seeking Alpha • Jul 01
Kimberly-Clark Is Now My Largest Non-Commodities-Related Stock Position
Summary Kimberly-Clark Corporation now makes up a core holding in my portfolio, having bought incrementally on a 30% decline from all-time highs. I maintain a Buy rating on KMB, having accumulated shares at an average price of $108 and a 4.8% dividend yield. My strategy limits individual stock exposure to 3%, yet KMB is one of only two exceptions outside commodities and mining. I expect KMB shares to reach new all-time highs within the next few years, on slightly improving profit margins. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Jul 03
KMB: Arbex And Planned Kenvue Deal Are Set To Reshape Earnings Mix
Kimberly-Clark’s updated analyst price target has shifted to about $151 from $162, as analysts factor in a slightly higher discount rate, more moderate revenue growth and profit margin assumptions, and a higher future P/E multiple, while also weighing mixed recent target revisions and the longer dated potential impact of the Kenvue deal. Analyst Commentary Recent research on Kimberly-Clark highlights a split view, with several firms trimming targets while at least one bullish group lifted its price target.Seeking Alpha • Jul 01
Kimberly-Clark Is Now My Largest Non-Commodities-Related Stock Position
Summary Kimberly-Clark Corporation now makes up a core holding in my portfolio, having bought incrementally on a 30% decline from all-time highs. I maintain a Buy rating on KMB, having accumulated shares at an average price of $108 and a 4.8% dividend yield. My strategy limits individual stock exposure to 3%, yet KMB is one of only two exceptions outside commodities and mining. I expect KMB shares to reach new all-time highs within the next few years, on slightly improving profit margins. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 19
KMB: Future Upside Will Depend On Kenvue Deal Execution Beyond 2026
The analyst price target for Kimberly-Clark edges higher to reflect a modest fair value adjustment to about $114.67. Analysts factor in updated assumptions on long term Kenvue deal benefits, along with slight tweaks to revenue growth, margin outlook, and future P/E expectations.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...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 AlphaRendement pour les actionnaires
| KMB | US Household Products | US Marché | |
|---|---|---|---|
| 7D | -4.2% | 0.3% | -0.4% |
| 1Y | -16.7% | -5.8% | 18.4% |
Rendement vs Industrie: KMB a sous-performé le secteur US Household Products qui a rapporté -5.8 % au cours de l'année écoulée.
Rendement vs marché: KMB a sous-performé le marché US qui a rapporté 18.4 % au cours de l'année écoulée.
Volatilité des prix
| KMB volatility | |
|---|---|
| KMB Average Weekly Movement | 3.6% |
| Household Products Industry Average Movement | 3.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: KMB n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de KMB ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1872 | 36,000 | Mike Hsu | www.kimberly-clark.com |
Kimberly-Clark Corporation, avec ses filiales, fabrique et commercialise des produits de soins personnels aux États-Unis. Elle opère dans deux secteurs, l'Amérique du Nord et les soins personnels internationaux. Le segment Amérique du Nord propose des couches jetables, des culottes d'entraînement et de jeunesse, des slips de bain, des lingettes pour bébés, des produits de soins féminins et d'incontinence, des sous-vêtements réutilisables, du papier hygiénique et pour le visage, des serviettes en papier, des serviettes de table, des essuie-tout, des mouchoirs, des serviettes, des savons et des désinfectants, et d'autres produits connexes sous les marques Huggies, Pull-Ups, Goodnites, Kotex, Poise, Depend, Kleenex, Scott, Cottonelle, Viva, Wypall , et d'autres noms de marque.
Kimberly-Clark Corporation Résumé des fondamentaux
| KMB statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$36.84b |
| Bénéfices(TTM) | US$1.72b |
| Recettes(TTM) | US$16.56b |
21.2x
Ratio P/E2.2x
Ratio P/SLe site KMB est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| KMB compte de résultat (TTM) | |
|---|---|
| Recettes | US$16.56b |
| Coût des recettes | US$10.41b |
| Marge brute | US$6.15b |
| Autres dépenses | US$4.43b |
| Les revenus | US$1.72b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 04, 2026
| Résultat par action (EPS) | 5.18 |
| Marge brute | 37.15% |
| Marge bénéficiaire nette | 10.40% |
| Ratio dettes/capitaux propres | 371.3% |
Quelles ont été les performances à long terme de KMB?
Voir les performances historiques et les comparaisonsDividendes
4.7%
Rendement actuel des dividendes98%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/09 21:31 |
| Cours de l'action en fin de journée | 2026/07/09 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Kimberly-Clark Corporation est couverte par 31 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Lauren Lieberman | Barclays |
| Fulvio Cazzol | Berenberg |