Pictet Asset Management Holding SA Sells 23,500 Shares of Kimberly-Clark Corporation $KMB

Pictet Asset Management Holding SA lessened its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB) by 5.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 403,730 shares of the company’s stock after selling 23,500 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Kimberly-Clark were worth $40,732,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of KMB. Massachusetts Financial Services Co. MA lifted its stake in shares of Kimberly-Clark by 50.4% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 7,839,572 shares of the company’s stock worth $790,934,000 after acquiring an additional 2,628,206 shares during the last quarter. State Street Corp increased its stake in Kimberly-Clark by 5.0% in the third quarter. State Street Corp now owns 20,830,890 shares of the company’s stock worth $2,615,382,000 after purchasing an additional 997,397 shares during the period. Marshall Wace LLP increased its stake in Kimberly-Clark by 331.6% in the third quarter. Marshall Wace LLP now owns 1,107,640 shares of the company’s stock worth $137,724,000 after purchasing an additional 851,024 shares during the period. Federated Hermes Inc. lifted its position in shares of Kimberly-Clark by 52.0% during the third quarter. Federated Hermes Inc. now owns 2,406,849 shares of the company’s stock worth $299,268,000 after purchasing an additional 823,656 shares during the last quarter. Finally, M&T Bank Corp boosted its stake in shares of Kimberly-Clark by 506.1% during the fourth quarter. M&T Bank Corp now owns 758,154 shares of the company’s stock valued at $76,490,000 after purchasing an additional 633,061 shares during the period. Institutional investors own 76.29% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently commented on the stock. UBS Group raised their price target on shares of Kimberly-Clark from $105.00 to $106.00 and gave the stock a “neutral” rating in a research note on Wednesday. Zacks Research downgraded shares of Kimberly-Clark from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 3rd. Barclays reduced their target price on shares of 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. Wells Fargo & Company lowered their price target on Kimberly-Clark from $110.00 to $100.00 and set an “equal weight” rating for the company in a report on Wednesday, April 8th. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on Kimberly-Clark from $110.00 to $109.00 and set a “hold” rating on the stock in a research note on Monday, March 30th. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Kimberly-Clark currently has an average rating of “Hold” and an average target price of $114.93.

Kimberly-Clark Stock Down 2.4%

NASDAQ:KMB opened at $96.10 on Thursday. The company has a debt-to-equity ratio of 3.97, a current ratio of 0.75 and a quick ratio of 0.54. Kimberly-Clark Corporation has a 1-year low of $92.42 and a 1-year high of $144.30. The company has a 50-day moving average of $100.49 and a 200 day moving average of $103.72. The firm has a market cap of $31.90 billion, a PE ratio of 15.83, a price-to-earnings-growth ratio of 3.80 and a beta of 0.28.

Kimberly-Clark (NASDAQ:KMB) last posted its earnings results on Tuesday, April 28th. The company reported $1.97 EPS for the quarter, beating 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 business had revenue of $4.16 billion for the quarter, compared to the consensus estimate of $4.09 billion. During the same quarter last year, the firm posted $1.93 EPS. The company’s revenue for the quarter was up 2.7% on a year-over-year basis. As a group, research analysts anticipate that Kimberly-Clark Corporation will post 7.47 EPS for the current fiscal year.

Insider Transactions at Kimberly-Clark

In related news, VP Andrew Scribner sold 3,049 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were 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 accessible through the SEC website. 0.75% of the stock is currently owned by insiders.

More Kimberly-Clark News

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

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.