US · Consumer Defensive · Household & Personal Products
EPS came in at 1.80 against a street estimate of 2.00 — a miss of 10.0%.
Analysts rate Kimberly-Clark Corporation a buy (7 buy, 8 hold, 1 sell out of 16) with an average price target of $114.80.
MIXED KMB delivered 10 consecutive quarters of volume-plus-mix growth despite China diaper disruption, L.A. fire, and retailer destocking. Full-year outlook cut due to discrete headwinds. Management confident in innovation pipeline and Kenvue synergies. Q2 2026 North America pressured by destocking and competition; China disruption significant but stabilizing; International strong execution on innovation playbook. Analysts probed China containment and timeline (management: transparent, stabilizing, time needed); North America destocking vs. consumption weakness (management: temporary dynamics, easier H2 comp, innovation pipeline); 2027 visibility (deferred pending transaction close, China recovery clarity). 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.72% |
| Vanguard Capital Management, LLC | 6.51% |
| State Street Corp | 6.34% |
| Vanguard Portfolio Management, LLC | 4.84% |
| FMR Inc | 3.95% |
| Geode Capital Management, LLC | 3.37% |
| Charles Schwab Investment Management Inc | 3.25% |
| Massachusetts Financial Services Company | 2.45% |
| Document | Date |
|---|---|
| Results announced · Q4 2026 HEADLINE NUMBERS • Kimberly-Clark provided preliminary information for the third quarter ended September 30, 2026; final third-quarter and nine-month | 2026-10-15 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Kimberly-Clark announced early tender results for exchange offers involving all outstanding Kenvue notes. • The offers could exch | 2026-10-13 |
| Board / officer change · Q3 2026 HEADLINE NUMBERS • Kimberly-Clark’s President and Chief Operating Officer, Russell Torres, will leave the company effective November 2, 2026. • Torr | 2026-10-01 |
| Company announcement · Q3 2026 HEADLINE NUMBERS • Kimberly-Clark announced an exchange offer for up to $7.0 billion aggregate principal amount of new Kimberly-Clark notes, plus cas | 2026-09-28 |
| Quarterly report · Q2 2026 KIMBERLY-CLARK CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (6 months): $8,352 million (2026) vs $8,217 million (2025) – up 1.6% | 2026-08-04 |
| Results announced · Q3 2026 KIMBERLY-CLARK CORPORATION – Q2 & H1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 Net Sales: $4.2 billion, up 0.6% versus prior year; organic sales g | 2026-08-04 |
| Shareholder vote results · Q2 2026 KIMBERLY-CLARK CORPORATION (KMB) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting Date: May 14, 2026 • Total Voting Shareholders: Approximately | 2026-05-14 |
| Board / officer change · Q2 2026 KIMBERLY-CLARK CORPORATION (KMB) – FORM 8-K SUMMARY Filing Date: May 1, 2026 --- OTHER NOTABLE POINTS • Vice President and Controller Andrew Scribn | 2026-05-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.28 / share ex-date Sep 4, 2026 · pay Oct 2, 2026 | 2026-09-04 |
| Dividend | $1.28 / share ex-date Jun 5, 2026 · pay Jul 2, 2026 | 2026-06-05 |
| Dividend | $1.28 / share ex-date Mar 6, 2026 · pay Apr 2, 2026 | 2026-03-06 |
| Dividend | $1.26 / share ex-date Dec 5, 2025 · pay Jan 5, 2026 | 2025-12-05 |
| Announcement | Date |
|---|---|
| Exchange offers and consent solicitations advance pending acquisition of Kenvue Kimberly-Clark reported sufficient early participation from Kenvue noteholders to approve proposed changes to all outstanding series of Kenvue debt. The changes would remove most restrictive | 2026-10-13 |
| Exchange offer and consent solicitation for Kenvue Notes in connection with merger Kimberly-Clark Corporation is acquiring Kenvue Inc. through a merger announced in November 2025, with closing expected in Q4 2026. As part of this transaction, Kimberly-Clark launched a $7 b | 2026-09-28 |
| Stockholders approve issuance of shares for merger with Kenvue Kimberly-Clark Corporation (K-C) announced that its shareholders voted on January 29, 2026, to approve the issuance of K-C stock to Kenvue Inc. shareholders as part of a previously announced | 2026-01-29 |
| Merger agreement with Kenvue Inc. disclosed in SEC filing Kimberly-Clark Corporation (KMB) announced it is proceeding with its previously disclosed merger with Kenvue Inc., which was announced on November 2, 2025. The merger structure involves two | 2026-01-16 |
| Forms joint venture with Suzano for International Family Care segment Kimberly-Clark announced it is dividing its International Family Care and Professional (IFP) segment into a joint venture with Suzano S.A. Under the deal announced June 5, 2025, Suzano will | 2025-12-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.