AE Wealth Management LLC raised its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 7.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 160,531 shares of the company’s stock after purchasing an additional 10,528 shares during the quarter. AE Wealth Management LLC’s holdings in Kimberly-Clark were worth $19,960,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently made changes to their positions in the stock. True Wealth Design LLC lifted its holdings in Kimberly-Clark by 177.6% during the 3rd quarter. True Wealth Design LLC now owns 211 shares of the company’s stock valued at $26,000 after buying an additional 135 shares in the last quarter. Princeton Global Asset Management LLC grew its stake in Kimberly-Clark by 989.5% in the 2nd quarter. Princeton Global Asset Management LLC now owns 207 shares of the company’s stock worth $27,000 after acquiring an additional 188 shares in the last quarter. Winnow Wealth LLC purchased a new position in shares of Kimberly-Clark during the second quarter worth approximately $27,000. Darwin Wealth Management LLC bought a new stake in shares of Kimberly-Clark during the second quarter valued at approximately $27,000. Finally, Vermillion & White Wealth Management Group LLC raised its stake in shares of Kimberly-Clark by 105.8% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 247 shares of the company’s stock valued at $32,000 after acquiring an additional 127 shares in the last quarter. 76.29% of the stock is currently owned by institutional investors.
More Kimberly-Clark News
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
Kimberly-Clark (NASDAQ:KMB – Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.81 by $0.05. Kimberly-Clark had a net margin of 11.73% and a return on equity of 170.48%. The business had revenue of $4.08 billion during the quarter, compared to analyst estimates of $4.11 billion. During the same period in the prior year, the firm posted $1.50 earnings per share. The company’s quarterly revenue was down .6% on a year-over-year basis. Research analysts anticipate that Kimberly-Clark Corporation will post 7.5 earnings per share for the current fiscal year.
Kimberly-Clark Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Friday, March 6th will be issued a $1.28 dividend. This is an increase from Kimberly-Clark’s previous quarterly dividend of $1.26. This represents a $5.12 annualized dividend and a yield of 5.2%. The ex-dividend date of this dividend is Friday, March 6th. Kimberly-Clark’s dividend payout ratio is presently 85.28%.
Wall Street Analyst Weigh In
Several research analysts have commented on the company. TD Cowen reduced their price objective on Kimberly-Clark from $112.00 to $105.00 and set a “hold” rating on the stock in a report on Thursday, January 8th. BNP Paribas Exane reissued a “neutral” rating and set a $110.00 price target on shares of Kimberly-Clark in a research report on Monday, December 1st. Barclays set a $102.00 price target on Kimberly-Clark in a research note on Friday, January 16th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Kimberly-Clark in a research note on Monday, December 29th. Finally, Argus raised shares of Kimberly-Clark from a “hold” rating to a “buy” rating and set a $120.00 target price on the stock in a research report on Thursday, November 13th. Three investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $118.58.
Check Out Our Latest Report on Kimberly-Clark
Kimberly-Clark Company 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.
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