Kimberly-Clark Corporation

NasdaqGS:KMB 株式レポート

時価総額：US$31.8b

Kimberly-Clark 将来の成長

Future 基準チェック /26

Kimberly-Clark利益と収益がそれぞれ年間9.2%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に88% 11.5%なると予測されています。

主要情報

9.2%

収益成長率

11.55%

EPS成長率

Household Products 収益成長4.6%
収益成長率3.6%
将来の株主資本利益率87.99%
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

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...

Recent updates

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.
Seeking Alpha • Apr 20

Kimberly-Clark: This 5% Yielder Is A Buy Ahead Of The Kenvue Merger

Summary I am upgrading Kimberly-Clark shares to a buy ahead of the planned Kenvue merger. The Kenvue deal offers significant cost synergies, and enhanced bargaining power and will position the entity as one of the industry's largest players. The company has raised its dividend for 53 consecutive years, and shares currently yield more than 5%. I'm bullish on both Kimberly-Clark and Kenvue shares ahead of the planned merger completion date later this year. Read the full article on Seeking Alpha
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.
新しいナラティブ • 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.
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...
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新しいナラティブ • 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.
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

業績と収益の成長予測

NasdaqGS:KMB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202818,2812,125N/AN/A7
12/31/202717,5792,3812,1573,23412
12/31/202616,9862,3952,0163,32915
3/31/202616,5561,7211,8373,195N/A
12/31/202516,4471,6211,6392,777N/A
9/30/202519,7241,9711,6722,622N/A
6/30/202519,7182,4502,1022,872N/A
3/31/202516,5332,0782,3923,123N/A
12/31/202416,8052,1592,5133,234N/A
9/30/202417,6712,3242,9033,632N/A
6/30/202418,6592,0962,8723,601N/A
3/31/202419,5621,7432,6083,367N/A
12/31/202317,1461,4592,7763,542N/A
9/30/202320,4251,7622,5723,318N/A
6/30/202320,3461,6422,3943,189N/A
3/31/202320,2751,9772,3183,142N/A
12/31/202220,1751,9341,8572,733N/A
9/30/202220,1761,7841,8522,804N/A
6/30/202220,1331,7861,8102,788N/A
3/31/202219,7921,7531,6512,613N/A
12/31/202119,4401,8141,7232,730N/A
9/30/202119,3111,9961,4982,555N/A
6/30/202118,9841,9991,2522,332N/A
3/31/202118,8742,2762,1833,346N/A
12/31/202019,1402,3522,5123,729N/A
9/30/202018,8872,3602,5303,766N/A
6/30/202018,8442,5592,8174,093N/A
3/31/202018,8262,3631,8783,123N/A
12/31/201918,4502,157N/A2,736N/A
9/30/201918,4362,021N/A2,761N/A
6/30/201918,3781,801N/A2,567N/A
3/31/201918,3881,771N/A2,745N/A
12/31/201818,4861,410N/A2,970N/A
9/30/201818,5201,616N/A2,884N/A
6/30/201818,6031,732N/A2,997N/A
3/31/201818,5751,808N/A3,035N/A
12/31/201718,3482,278N/A2,929N/A
9/30/201718,2892,166N/A2,937N/A
6/30/201718,2182,149N/A3,080N/A
3/31/201718,2302,184N/A3,115N/A
12/31/201618,2872,166N/A3,232N/A
9/30/201618,1971,994N/A3,026N/A
6/30/201618,3211,961N/A2,927N/A
3/31/201618,3761,090N/A2,839N/A
12/31/201518,5911,013N/A2,306N/A
9/30/201518,880612N/A2,231N/A
6/30/201519,218656N/A2,358N/A

アナリストによる今後の成長予測

収入対貯蓄率: KMBの予測収益成長率 (年間9.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: KMBの収益 ( 9.2% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: KMBの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: KMBの収益 ( 3.6% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: KMBの収益 ( 3.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KMBの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 88 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/18 14:14
終値2026/05/15 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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。34

アナリスト機関
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