Kimberly-Clark（KMB）株式概要
キンバリー・クラーク・コーポレーションはその子会社とともに、米国でパーソナルケア製品を製造・販売している。 詳細
KMB Community Fair Values
Create NarrativeSee what 120 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Kimberly-Clark Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$106.73 |
| 52週高値 | US$137.46 |
| 52週安値 | US$92.42 |
| ベータ | 0.30 |
| 1ヶ月の変化 | 7.66% |
| 3ヶ月変化 | 7.97% |
| 1年変化 | -16.71% |
| 3年間の変化 | -22.07% |
| 5年間の変化 | -20.22% |
| IPOからの変化 | 5,891.86% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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 AlphaRecent updates
ナラティブの更新 • 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.ナラティブの更新 • 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 Alpha分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha株主還元
| KMB | US Household Products | US 市場 | |
|---|---|---|---|
| 7D | 5.2% | 1.5% | -2.5% |
| 1Y | -16.7% | -4.3% | 20.1% |
業界別リターン: KMB過去 1 年間で-4.3 % の収益を上げたUS Household Products業界を下回りました。
リターン対市場: KMBは、過去 1 年間で20.1 % のリターンを上げたUS市場を下回りました。
価格変動
| KMB volatility | |
|---|---|
| KMB Average Weekly Movement | 3.8% |
| Household Products Industry Average Movement | 3.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: KMB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: KMBの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1872 | 36,000 | Mike Hsu | www.kimberly-clark.com |
キンバリー・クラーク・コーポレーションは子会社と共に、米国でパーソナルケア製品の製造・販売を行っている。北米と国際パーソナルケアの2つのセグメントで事業を展開している。北米部門では、紙おむつ、トレーニングパンツ、スイムパンツ、ベビーワイプ、女性用・失禁ケア製品、再利用可能な下着、フェイシャル＆バスティッシュ、ペーパータオル、ナプキン、ワイパー、ティッシュ、タオル、石鹸、除菌剤、その他の関連製品を、Huggies、Pull-Ups、Goodnites、Kotex、Poise、Depend、Kleenex、Scott、Cotelle、Viva、Wypall、その他のブランド名で提供している。インターナショナル・パーソナルケア部門は、ハギーズ、コーテックス、グッドフィール、インティマス、ディペンドなどのブランド名で、紙おむつ、トレーニングパンツ、スイムパンツ、ベビーワイプ、女性用・失禁ケア製品、再利用可能な下着、その他の関連製品を含むベビー・子供用ケア、大人用ケア、女性用ケアを提供している。同社は家庭用製品をスーパーマーケット、量販店、ドラッグストア、倉庫クラブ、雑貨店、百貨店、その他の小売店に直接販売するほか、その他の流通業者やeコマースを通じて販売している。また、業務用製品はディストリビューターを通じて、製造業、宿泊施設、オフィスビル、外食産業、大量の公共施設に直接、またeコマースを通じて販売している。キンバリー・クラーク・コーポレーションは1872年に設立され、テキサス州ダラスに本社を置いている。
Kimberly-Clark Corporation 基礎のまとめ
| KMB 基礎統計学 | |
|---|---|
| 時価総額 | US$34.51b |
| 収益（TTM） | US$1.72b |
| 売上高(TTM) | US$16.56b |
20.6x
PER（株価収益率2.1x
P/SレシオKMB は割高か？
公正価値と評価分析を参照収益と収入
| KMB 損益計算書（TTM） | |
|---|---|
| 収益 | US$16.56b |
| 売上原価 | US$10.41b |
| 売上総利益 | US$6.15b |
| その他の費用 | US$4.43b |
| 収益 | US$1.72b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.18 |
| グロス・マージン | 37.15% |
| 純利益率 | 10.40% |
| 有利子負債／自己資本比率 | 371.3% |
KMB の長期的なパフォーマンスは？
過去の実績と比較を見る| Kimberly-Clark 配当日 | |
|---|---|
| 配当落ち日 | Jun 05 2026 |
| 配当支払日 | Jul 02 2026 |
| 配当落ちまでの日数 | 20 days |
| 配当支払日までの日数 | 7 days |
KMB 配当は確実ですか？
KMB 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/24 06:10 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Kimberly-Clark Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| John Staszak | Argus Research Company |
| Lauren Lieberman | Barclays |
| Fulvio Cazzol | Berenberg |