Kimberly-Clark Corporation

NasdaqGS:KMB 株式レポート

時価総額：US$36.5b

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16.4%と2.5%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92.8% 27.1%なると予測されています。

主要情報

16.4%

収益成長率

27.12%

EPS成長率

Household Products 収益成長5.3%
収益成長率2.5%
将来の株主資本利益率92.79%
アナリストカバレッジ

Good

最終更新日18 Aug 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Aug 12

Kimberly-Clark: Temporary Headwinds, Strong Innovation And Kenvue Synergies Support A Buy

Summary Kimberly-Clark is rated Buy, supported by a strong innovation pipeline, international growth, and upside from the Kenvue acquisition. KMB faces transient headwinds in North America and China, but these are expected to abate, with management forecasting mid- to high-single-digit EPS CAGR from 2026–2028. The Kenvue deal will initially dilute EPS, but synergy realization is tracking ahead of plan, with $1.9B cost and $1.4B revenue synergy targets. KMB trades at a forward P/E of 14.58x, below its 5-year average, and offers a 4.68% dividend yield, enhancing risk/reward. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 31

KMB: Future Returns Will Depend On Kenvue Integration And High-Margin Powerhouse Potential

Kimberly-Clark's fair value estimate has shifted to $117.00 from $114.67 as analysts factor in higher price targets, currently clustered in the $110 to $121 range, and their view that the Kenvue deal could add meaningful value over time despite integration risks and initially limited contribution to near term forecasts. Analyst Commentary Recent commentary around Kimberly-Clark highlights a mix of optimism about the Kenvue transaction and caution around execution risk and timing.
ナラティブ更新 • Jul 17

KMB: Kenvue Integration Risks Will Restrain Upside Despite Rising Market Optimism

Kimberly-Clark's updated fair value estimate moves to $90 from $100, as analysts adjust their price targets higher (now ranging from $110 to $121) while weighing expected revenue growth, a lower modeled profit margin, a higher P/E multiple, and integration risks tied to the Kenvue transaction. Analyst Commentary Recent Street research on Kimberly-Clark reflects a mixed backdrop, with analysts adjusting price targets higher but still flagging several areas of concern.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
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.
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

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
12/31/202817,6042,616N/AN/A7
12/31/202717,1322,5222,1573,23412
12/31/202616,6572,3631,9783,84212
6/30/202616,5821,6851,8203,333N/A
3/31/202616,5561,7211,8373,195N/A
12/31/202516,4471,6211,6392,777N/A
9/30/202519,7241,9711,6722,622N/A
6/30/202516,4652,0642,1022,872N/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
3/31/202018,8262,363N/A3,123N/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

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16.4% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: KMBの収益 ( 16.4% ) US市場 ( 16.9% ) 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 ( 2.5% ) US市場 ( 12.9% ) 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 ( 2.5% ) 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 ( 92.8 %)。

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2026/08/20 05:45
終値2026/08/20 00:00
収益2026/06/30
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

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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 12 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 StaszakArgus Research Company
Lauren LiebermanBarclays
Fulvio CazzolBerenberg