Mirae Asset Global Investments Co. Ltd. Increases Holdings in Kimberly-Clark Corporation $KMB

Mirae Asset Global Investments Co. Ltd. boosted its position in shares of Kimberly-Clark Corporation (NASDAQ:KMB) by 3.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 372,605 shares of the company’s stock after purchasing an additional 14,030 shares during the quarter. Mirae Asset Global Investments Co. Ltd. owned about 0.11% of Kimberly-Clark worth $46,330,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also made changes to their positions in the company. Assenagon Asset Management S.A. boosted its position in shares of Kimberly-Clark by 186.9% during the third quarter. Assenagon Asset Management S.A. now owns 43,492 shares of the company’s stock worth $5,408,000 after buying an additional 28,335 shares during the period. Nordea Investment Management AB grew its position in shares of Kimberly-Clark by 2.5% during the third quarter. Nordea Investment Management AB now owns 2,439,692 shares of the company’s stock worth $301,448,000 after buying an additional 58,978 shares in the last quarter. Franklin Resources Inc. lifted its stake in Kimberly-Clark by 3.4% in the second quarter. Franklin Resources Inc. now owns 591,145 shares of the company’s stock worth $76,234,000 after acquiring an additional 19,298 shares during the last quarter. Synergy Asset Management LLC raised its holdings in Kimberly-Clark by 100.0% during the third quarter. Synergy Asset Management LLC now owns 38,260 shares of the company’s stock worth $4,932,000 after purchasing an additional 19,130 shares in the last quarter. Finally, Hudson Bay Capital Management LP grew its position in shares of Kimberly-Clark by 5,751.6% in the 2nd quarter. Hudson Bay Capital Management LP now owns 94,211 shares of the company’s stock valued at $12,146,000 after buying an additional 92,601 shares during the last quarter. 76.29% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Kimberly-Clark

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

• Positive Sentiment: Q4 earnings beat and margin progress — KMB topped EPS estimates ($1.86 vs. $1.81) and reported organic sales up 2.1%, with cost cuts helping margins. This supports near‑term cash flow and buyback/dividend capacity. Reuters: Kimberly‑Clark tops quarterly profit estimates
• Positive Sentiment: Dividend increase — board raised the quarterly payout to $1.28 (≈5.1% yield), signaling confidence and supporting income investors. PR Newswire: Dividend Increase
• Positive Sentiment: 2026 profit outlook — management expects double‑digit profit growth in 2026, which underpins bullish longer‑term earnings expectations if execution continues. MSN: Profits to rise double‑digit
• Positive Sentiment: Premiumization tailwind — Kimberly‑Clark (Huggies) is pushing premium diaper products alongside P&G, which can improve mix and margins if consumer willingness to pay persists. MarketWatch: Diaper premiumization
• Positive Sentiment: Analyst/upgrades commentary — some bullish research and commentary argues the Kenvue deal will be accretive and has prompted upgrades as the purchase approaches. Seeking Alpha: Upgrade analysis
• Neutral Sentiment: Kenvue merger vote imminent — shareholders face a Jan. 29 vote on the Kenvue acquisition; approval could be a big positive, but the outcome and regulatory/financing details create near‑term uncertainty. Barchart: Kenvue merger vote
• Neutral Sentiment: Portfolio reshaping coverage — media roundups highlight the Kenvue deal and higher dividend as strategic moves; impact depends on integration and investor acceptance. Yahoo Finance: Portfolio reshaping
• Neutral Sentiment: TV pundit view — Jim Cramer noted the merger could “keep this stock in its place,” reflecting mixed expectations from high‑profile commentators. MSN: Jim Cramer commentary
• Negative Sentiment: Short interest spike — short interest rose ~20.8% to ~32.3M shares (≈9.8% of float), increasing downside risk and potential volatility. (Internal short‑interest data)
• Negative Sentiment: Revenue miss and portfolio exit effects — revenue slightly missed Street expectations and was down year‑over‑year, partly due to the exit from the U.S. private‑label diaper business, which could pressure near‑term sales comparisons. Zacks: Revenue & organic sales
• Negative Sentiment: Near‑term price pressure — the stock is down today as the market weighs deal uncertainty and the short‑interest build despite the earnings beat and dividend lift.

Analyst Ratings Changes

Several equities analysts have issued reports on KMB shares. Argus raised Kimberly-Clark from a “hold” rating to a “buy” rating and set a $120.00 price objective on the stock in a report on Thursday, November 13th. Wells Fargo & Company dropped their target price on shares of Kimberly-Clark from $110.00 to $105.00 and set an “equal weight” rating for the company in a report on Monday, January 5th. JPMorgan Chase & Co. increased their price objective on shares of Kimberly-Clark from $127.00 to $129.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Morgan Stanley reduced their target price 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. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Kimberly-Clark in a research note on Monday, December 29th. Three investment 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 data from MarketBeat, Kimberly-Clark has an average rating of “Hold” and a consensus price target of $118.58.

Kimberly-Clark Stock Down 1.1%

Shares of NASDAQ KMB opened at $99.54 on Thursday. The company has a quick ratio of 0.56, a current ratio of 0.75 and a debt-to-equity ratio of 3.97. The stock has a market capitalization of $33.04 billion, a PE ratio of 16.84, a P/E/G ratio of 3.86 and a beta of 0.26. The firm has a fifty day moving average of $102.03 and a 200-day moving average of $115.76. Kimberly-Clark Corporation has a 52-week low of $96.26 and a 52-week high of $150.45.

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

Kimberly-Clark Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Investors of record on Friday, March 6th will be issued a $1.28 dividend. The ex-dividend date is Friday, March 6th. This represents a $5.12 annualized dividend and a yield of 5.1%. This is an increase from Kimberly-Clark’s previous quarterly dividend of $1.26. Kimberly-Clark’s payout ratio is currently 85.28%.

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.