Kestra Private Wealth Services LLC Increases Stock Holdings in Kimberly-Clark Corporation $KMB

Kestra Private Wealth Services LLC increased its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB) by 46.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,683 shares of the company’s stock after buying an additional 10,052 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Kimberly-Clark were worth $3,197,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its stake in shares of Kimberly-Clark by 74.1% during the 4th quarter. Brighton Jones LLC now owns 6,494 shares of the company’s stock valued at $851,000 after acquiring an additional 2,765 shares during the last quarter. The Manufacturers Life Insurance Company boosted its position in shares of Kimberly-Clark by 7.3% in the second quarter. The Manufacturers Life Insurance Company now owns 363,919 shares of the company’s stock worth $46,923,000 after acquiring an additional 24,698 shares during the last quarter. Treasurer of the State of North Carolina grew its holdings in Kimberly-Clark by 44.3% in the second quarter. Treasurer of the State of North Carolina now owns 284,655 shares of the company’s stock valued at $36,698,000 after purchasing an additional 87,455 shares during the period. Main Street Financial Solutions LLC increased its position in Kimberly-Clark by 11.0% during the second quarter. Main Street Financial Solutions LLC now owns 3,291 shares of the company’s stock worth $424,000 after purchasing an additional 326 shares during the last quarter. Finally, HUB Investment Partners LLC increased its position in Kimberly-Clark by 20.5% during the second quarter. HUB Investment Partners LLC now owns 10,639 shares of the company’s stock worth $1,372,000 after purchasing an additional 1,811 shares during the last quarter. 76.29% of the stock is owned by institutional investors and hedge funds.

Kimberly-Clark Stock Performance

Shares of KMB stock opened at $96.10 on Thursday. The company has a current ratio of 0.75, a quick ratio of 0.54 and a debt-to-equity ratio of 3.97. The company has a market cap of $31.90 billion, a PE ratio of 15.83, a P/E/G ratio of 3.80 and a beta of 0.28. The company’s fifty day simple moving average is $100.49 and its 200-day simple moving average is $103.72. Kimberly-Clark Corporation has a 52 week low of $92.42 and a 52 week high of $144.30.

Kimberly-Clark (NASDAQ:KMB) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $1.97 earnings per share for the quarter, topping analysts’ consensus estimates of $1.92 by $0.05. Kimberly-Clark had a net margin of 11.73% and a return on equity of 170.48%. The firm had revenue of $4.16 billion during the quarter, compared to analysts’ expectations of $4.09 billion. During the same period in the prior year, the company earned $1.93 EPS. The firm’s revenue was up 2.7% on a year-over-year basis. As a group, equities research analysts anticipate that Kimberly-Clark Corporation will post 7.47 EPS for the current year.

Insider Buying and Selling at Kimberly-Clark

In other news, VP Andrew Scribner sold 3,049 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $104.29, for a total value of $317,980.21. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.75% of the stock is owned by insiders.

Kimberly-Clark News Roundup

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

• Positive Sentiment: Q1 results beat on both revenue and EPS, driven by 2.7% sales growth, 3% organic growth, and productivity gains; the company reaffirmed its full‑year 2026 outlook, which supports confidence in the recovery/volume story. Kimberly‑Clark Announces First Quarter 2026 Results, Reaffirms 2026 Outlook
• Positive Sentiment: Highlighted as a high‑yield Dividend Aristocrat in recent analyst/coverage pieces — this supports income‑oriented investor interest and can underpin longer‑term demand for the stock. 3 High‑Yield Dividend Aristocrat Stocks Analysts Love
• Neutral Sentiment: Management will webcast a Barclays conference presentation (May 5); the event could move the stock if management provides updated color on pricing, cost actions or the distribution incident. Kimberly‑Clark to Webcast its Presentation at the Barclays 18th Annual Americas Select Conference 2026
• Neutral Sentiment: Company is investing heavily — leading large‑cap consumer staples in YoY capex growth — which may bolster long‑term capability but increases near‑term cash needs. Kimberly‑Clark leads all large‑cap consumer staples stocks in YoY CapEx growth
• Negative Sentiment: Management warned of a material input‑cost headwind from higher oil prices (roughly $150M–$170M noted), which, together with margin slip in Q1, raises concerns over near‑term margin pressure despite productivity plans. Kimberly‑Clark outlines 70–80 bps margin expansion plan as it cites $150M–$170M potential input cost inflation
• Negative Sentiment: Operational disruption — a reported distribution/warehouse fire/setback — could weigh on near‑term shipments and Q2 growth, adding execution risk to the quarter ahead. Kimberly‑Clark (KMB) Stock: Q1 Earnings Miss Offset by Revenue Surge and Warehouse Fire Impact

Analysts Set New Price Targets

A number of equities analysts have weighed in on the stock. Zacks Research lowered shares of Kimberly-Clark from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 3rd. Barclays cut their target price on Kimberly-Clark from $105.00 to $99.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 14th. Citigroup reduced their target price on Kimberly-Clark from $95.00 to $90.00 and set a “sell” rating on the stock in a report on Wednesday, January 14th. Bank of America lowered their price target on Kimberly-Clark from $130.00 to $120.00 and set a “buy” rating for the company in a research report on Friday, April 10th. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on Kimberly-Clark from $110.00 to $109.00 and set a “hold” rating for the company in a research note on Monday, March 30th. Four investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Kimberly-Clark presently has a consensus rating of “Hold” and an average target price of $114.93.

About Kimberly-Clark

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.