US · Consumer Defensive · Household & Personal Products
EPS came in at 1.70 against a street estimate of 1.69 — a beat of 0.6%.
Analysts rate Kimberly-Clark Corporation a buy (7 buy, 9 hold, 1 sell out of 17) with an average price target of $114.62.
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 |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $4,134 million, down from $4,150 million in third-quarter 2025. • Nine-month net sales were $12 | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter net sales were $4.1 billion, down 0.4%; organic sales declined 1.3%. • Adjusted operating profit was $677 million, d | 2026-11-05 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Kimberly-Clark completed an exchange offer on November 4, 2026, related to its acquisition of Kenvue. • Kimberly-Clark issued $6, | 2026-11-04 |
| Acquisition completed · Q4 2026 HEADLINE NUMBERS • Kimberly-Clark completed its acquisition of Kenvue on November 2, 2026. • Each Kenvue share was exchanged for 0.14625 shares of K | 2026-11-02 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • Kimberly-Clark completed a private offering of $4.9 billion in senior unsecured notes on October 29, 2026. • The notes comprise: | 2026-10-29 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Kimberly-Clark extended the expiration date for its exchange offers involving Kenvue notes from 5:00 p.m. New York City time on Oc | 2026-10-28 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Kimberly-Clark priced a private offering of $4.9 billion in senior unsecured notes on October 19, 2026. • The notes are divided i | 2026-10-20 |
| 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 |
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 |
|---|---|
| Completed acquisition of Kenvue Kimberly-Clark (K-C) completed its previously announced acquisition of Kenvue. For each Kenvue share, holders received 0.14625 K-C shares plus $3.50 in cash, with cash paid instead of fracti | 2026-11-02 |
| Completed $4.9 billion notes offering to fund proposed Kenvue acquisition Kimberly-Clark completed a $4.9 billion private sale of unsecured senior notes to help fund its planned acquisition of Kenvue, plus related costs. The notes carry annual interest rates of 5. | 2026-10-29 |
| Financing launched to fund planned acquisition of Kenvue Kimberly-Clark priced $4.9 billion of senior unsecured debt to help fund its planned acquisition of Kenvue, expected in the fourth quarter of 2026. The debt consists of five tranches: $750 m | 2026-10-20 |
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.