Kimberly-Clark Gestion
Gestion contrôle des critères 4/4
Le PDG Kimberly-Clark est Mike Hsu, nommé en Jan2019, a un mandat de 7.42 ans. La rémunération annuelle totale est $ 15.32M, composée du salaire de 9.8% et des bonus 90.2%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de $ 34.63M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3 ans et 7.1 ans.
Informations clés
Mike Hsu
Directeur général
US$15.3m
Rémunération totale
| Pourcentage du salaire du PDG | 9.79% |
| Durée du mandat du directeur général | 7.4yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.1yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • May 26
Kimberly-Clark: Caught In An Inflationary Squeeze
Summary Based on management guidance, Kimberly-Clark is expected to generate free cash flows of $2.0 billion in 2026, roughly in line with the 5-year average. To highlight the lack of growth in its portfolio, the company also generated free cash flows of $2.0 billion back in 2013. Indeed, 13 years without growth is a long time. In early November 2025, Kimberly-Clark announced the acquisition of the consumer health giant Kenvue at an enterprise value of approximately $48.7 billion. While I view both portfolios as highly complementary, any corporate transaction of this size is not without risks, and that includes the $2.1 billion of expected annual run-rate synergies. Kimberly-Clark seems to be caught in a squeeze, with the inability to raise prices on one hand, combined with rapidly rising input costs on the other. If packaged food companies are any indication of what may happen to KMB's margins, I think there could be more downside from here. Read the full article on Seeking AlphaArticle 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.
Nouveau récit • Apr 08
Kimberly-Clark Corp (KMB): The "Essential Innovator" Scaling a $2 Billion AI-Powered Supply Chain
Kimberly-Clark Corp (KMB) , the global personal care giant, closed the April 8, 2026, session at $97.00 USD on the NASDAQ. The stock posted a strong +4.25% rally today, rebounding sharply as the market recognized its technical support floor near $92.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...Nouveau récit • Jul 16
Global Consumer Demand Will Create Enduring Market Opportunity
Accelerated product innovation and strategic marketing position the company to capture rising demand and expand market share across consumer segments globally.Article d’analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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$2b |
Rémunération vs marché: La rémunération totale de Mike ($USD 15.32M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Mike a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Mike Hsu (62 yo)
7.4yrs
Titularisation
US$15,320,405
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 7.4yrs | US$15.32m | 0.11% $ 34.6m | |
| 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 | pas de données | 0.000010% $ 3.2k | |
| Investor Relations Contact | no data | pas de données | pas de données | |
| General Counsel | 2.3yrs | pas de données | 0.0019% $ 599.4k | |
| Head Corporate Communications & Government Affairs - India | no data | pas de données | pas de données | |
| Chief Human Resources Officer | less than a year | pas de données | pas de données | |
| President of International Family Care & Professional | 4.5yrs | pas de données | 0.016% $ 5.3m | |
| Senior VP & Chief Supply Chain Officer | 3.8yrs | pas de données | 0.0090% $ 2.9m | |
| President of Personal Care of North America Consumer Business | 3.7yrs | pas de données | pas de données |
3.0yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Gestion expérimentée: L'équipe de direction de KMB est considérée comme expérimentée (ancienneté moyenne 3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman & CEO | 9.4yrs | US$15.32m | 0.11% $ 34.6m | |
| 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 | pas de données | |
| 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% $ 563.7k | |
| Independent Director | 4.8yrs | US$300.00k | 0.0020% $ 651.2k | |
| 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% $ 829.4k | |
| Independent Director | 10yrs | US$305.00k | 0.0050% $ 1.6m | |
| Independent Director | 4.8yrs | US$302.08k | 0.0020% $ 647.9k |
7.1yrs
Durée moyenne de l'emploi
64.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de KMB sont considérés comme expérimentés (ancienneté moyenne 7.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/01 19:10 |
| Cours de l'action en fin de journée | 2026/05/29 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 expliquant comment 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 34 analystes. 15 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 |
| Lauren Lieberman | Barclays |