Kimberly-Clark Corporation $KMB Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp cut its stake in shares of Kimberly-Clark Corporation (NASDAQ:KMB) by 4.3% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 2,774,823 shares of the company’s stock after selling 124,100 shares during the period. Bank of New York Mellon Corp’s holdings in Kimberly-Clark were worth $345,021,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in KMB. True Wealth Design LLC lifted its stake in Kimberly-Clark by 177.6% in the third quarter. True Wealth Design LLC now owns 211 shares of the company’s stock worth $26,000 after acquiring an additional 135 shares during the last quarter. Princeton Global Asset Management LLC lifted its position in shares of Kimberly-Clark by 989.5% during the 2nd quarter. Princeton Global Asset Management LLC now owns 207 shares of the company’s stock worth $27,000 after purchasing an additional 188 shares during the last quarter. Winnow Wealth LLC acquired a new position in shares of Kimberly-Clark during the second quarter worth $27,000. Darwin Wealth Management LLC purchased a new position in Kimberly-Clark in the second quarter valued at $27,000. Finally, Vermillion & White Wealth Management Group LLC raised its stake in Kimberly-Clark by 105.8% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 247 shares of the company’s stock valued at $32,000 after buying an additional 127 shares in the last quarter. 76.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Kimberly-Clark

Here are the key news stories impacting Kimberly-Clark this week:

• Positive Sentiment: Shareholders approved Kimberly‑Clark’s acquisition of Kenvue, clearing a major regulatory/transaction milestone and reducing deal uncertainty; transaction is expected to close in the second half of 2026. Kimberly‑Clark and Kenvue Shareholders Overwhelmingly Approve Kimberly‑Clark’s Acquisition of Kenvue
• Positive Sentiment: KMB beat EPS expectations for Q4 (reported $1.86 vs. $1.81 est.), raised its dividend and management is guiding to double‑digit profit growth in 2026 — all supportive of near‑term income and earnings upside. How Earnings Beat, Dividend Hike and Diaper Exit Will Impact Kimberly‑Clark (KMB) Investors
• Positive Sentiment: Management frames the Kenvue deal and portfolio reshaping as strategic — creating a larger global health & wellness platform and returning cash to shareholders, which could be accretive long term if integration succeeds. Kimberly‑Clark Shareholders Approve Kenvue Acquisition Plan
• Neutral Sentiment: Category dynamics: Kimberly‑Clark is pushing premium diaper products (against P&G), which could support margins but also leaves the company exposed to premium‑pricing elasticity. The diaper wars go deluxe as Pampers, Huggies chase shoppers ready to pay more for premium products
• Neutral Sentiment: Analysts still expect roughly $7.50 in EPS for the year on average — the street is watching execution on margin recovery and the timing/impact of the Kenvue deal before revising targets. (Analyst consensus noted in recent coverage)
• Negative Sentiment: Short interest jumped ~20.8% in January to about 9.8% of the float, increasing downside pressure and volatility risk if sentiment turns negative. This elevated short interest can amplify intraday moves and weighs on the share price.
• Negative Sentiment: Revenue slightly missed estimates and was down year‑over‑year for the quarter; the planned acquisition will also increase financial leverage (company already shows high debt/equity), so investors are cautious about integration risk and balance‑sheet strain. Kimberly‑Clark Q4 2025 earnings call transcript

Kimberly-Clark Price Performance

KMB stock opened at $98.66 on Friday. The company has a current ratio of 0.75, a quick ratio of 0.56 and a debt-to-equity ratio of 3.97. The company has a market capitalization of $32.74 billion, a P/E ratio of 16.25, a PEG ratio of 3.82 and a beta of 0.26. The business has a 50 day simple moving average of $101.92 and a 200-day simple moving average of $115.64. Kimberly-Clark Corporation has a twelve month low of $96.26 and a twelve month high of $150.45.

Kimberly-Clark (NASDAQ:KMB) last announced its earnings results on Tuesday, January 27th. The company reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.81 by $0.05. The business had revenue of $4.08 billion for the quarter, compared to analysts’ expectations of $4.11 billion. Kimberly-Clark had a net margin of 11.73% and a return on equity of 170.48%. The company’s quarterly revenue was down .6% on a year-over-year basis. During the same period in the previous year, the company posted $1.50 EPS. As a group, equities analysts anticipate that Kimberly-Clark Corporation will post 7.5 EPS for the current year.

Kimberly-Clark Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Friday, March 6th will be paid a dividend of $1.28 per share. This represents a $5.12 annualized dividend and a dividend yield of 5.2%. This is a positive change from Kimberly-Clark’s previous quarterly dividend of $1.26. The ex-dividend date is Friday, March 6th. Kimberly-Clark’s payout ratio is currently 85.28%.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. BNP Paribas Exane reaffirmed a “neutral” rating and set a $110.00 price objective on shares of Kimberly-Clark in a research report on Monday, December 1st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Kimberly-Clark in a report on Monday, December 29th. Morgan Stanley cut their price objective on shares of Kimberly-Clark from $144.00 to $125.00 and set an “equal weight” rating on the stock in a report on Tuesday, November 4th. Wells Fargo & Company reduced their price objective on shares of Kimberly-Clark from $110.00 to $105.00 and set an “equal weight” rating for the company in a research report on Monday, January 5th. Finally, Citigroup dropped their target price on shares of Kimberly-Clark from $95.00 to $90.00 and set a “sell” rating on the stock in a research report on Wednesday, January 14th. Three analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $118.58.

Kimberly-Clark Profile

Kimberly-Clark Corporation is a U.S.-based multinational manufacturer of personal care and consumer tissue products. The company develops, produces and markets a range of consumer brands and professional products, including facial and bathroom tissues, disposable diapers and training pants, feminine care, incontinence products and workplace hygiene solutions. Known for consumer-facing names such as Kleenex, Huggies, Kotex, Cottonelle and Scott, as well as professional offerings under Kimberly-Clark Professional and KleenGuard, the company supplies goods to retail, healthcare and institutional customers.

Founded in 1872 in Neenah, Wisconsin, Kimberly-Clark has expanded from its 19th-century paper-making roots into a global household and workplace products company.