Kimberly-Clark Corporation

NasdaqGS:KMB Stock Report

Market Cap: US$31.8b

Kimberly-Clark Future Growth

Future criteria checks 2/6

Kimberly-Clark is forecast to grow earnings and revenue by 9.2% and 3.6% per annum respectively. EPS is expected to grow by 11.5% per annum. Return on equity is forecast to be 88% in 3 years.

Key information

9.2%

Earnings growth rate

11.55%

EPS growth rate

Household Products earnings growth4.6%
Revenue growth rate3.6%
Future return on equity87.99%
Analyst coverage

Good

Last updated13 May 2026

Recent future growth updates

Analysis Article • 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

Analysis Article • 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...
Narrative Update • 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
Narrative Update • 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.
New Narrative • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
User avatar
New Narrative • 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.
Analysis Article • 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

Earnings and Revenue Growth Forecasts

NasdaqGS:KMB - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
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

Analyst Future Growth Forecasts

Earnings vs Savings Rate: KMB's forecast earnings growth (9.2% per year) is above the savings rate (3.5%).

Earnings vs Market: KMB's earnings (9.2% per year) are forecast to grow slower than the US market (16.8% per year).

High Growth Earnings: KMB's earnings are forecast to grow, but not significantly.

Revenue vs Market: KMB's revenue (3.6% per year) is forecast to grow slower than the US market (11.7% per year).

High Growth Revenue: KMB's revenue (3.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: KMB's Return on Equity is forecast to be very high in 3 years time (88%).

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/17 00:37
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Kimberly-Clark Corporation is covered by 34 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John StaszakArgus Research Company
Lauren LiebermanBarclays
Lauren LiebermanBarclays