D.A. Davidson & CO. Purchases 11,660 Shares of Kimberly-Clark Corporation $KMB

Key Points

• D.A. Davidson & Co. increased its stake in Kimberly‑Clark by 13.9%, adding 11,660 shares to hold 95,692 shares worth about $9.65 million at the end of the quarter.
• Kimberly‑Clark beat Q1 estimates (non‑GAAP EPS $1.97 vs $1.92; revenue $4.16B vs $4.09B) and reaffirmed its 2026 outlook, citing organic growth, productivity and higher capex, but warned of margin pressure from higher oil costs and a possible warehouse fire impact.
• Analysts' consensus is a Hold with an average price target of $114.86; institutional investors own 76.29% of the stock and insiders recently sold shares (VP sold 3,049 shares).

D.A. Davidson & CO. increased its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB - Free Report) by 13.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 95,692 shares of the company's stock after acquiring an additional 11,660 shares during the period. D.A. Davidson & CO.'s holdings in Kimberly-Clark were worth $9,654,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of KMB. Cloud Capital Management LLC bought a new stake in Kimberly-Clark during the 3rd quarter worth approximately $25,000. True Wealth Design LLC lifted its holdings in Kimberly-Clark by 177.6% during the 3rd quarter. True Wealth Design LLC now owns 211 shares of the company's stock worth $26,000 after buying an additional 135 shares in the last quarter. Darwin Wealth Management LLC acquired a new position in Kimberly-Clark during the 2nd quarter worth $27,000. Eagle Bay Advisors LLC acquired a new position in Kimberly-Clark during the 4th quarter worth $28,000. Finally, Newbridge Financial Services Group Inc. lifted its holdings in Kimberly-Clark by 96.6% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 285 shares of the company's stock worth $29,000 after buying an additional 140 shares in the last quarter. 76.29% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

KMB has been the topic of several research reports. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Kimberly-Clark in a report on Friday, March 27th. Citigroup reduced their price objective on Kimberly-Clark from $95.00 to $90.00 and set a "sell" rating on the stock in a report on Wednesday, January 14th. Wells Fargo & Company reduced their price objective on Kimberly-Clark from $110.00 to $100.00 and set an "equal weight" rating on the stock in a report on Wednesday, April 8th. Zacks Research downgraded Kimberly-Clark from a "strong-buy" rating to a "hold" rating in a report on Tuesday, March 3rd. Finally, Bank of America cut their price target on Kimberly-Clark from $130.00 to $120.00 and set a "buy" rating on the stock in a research note on Friday, April 10th. Four analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Kimberly-Clark currently has an average rating of "Hold" and an average price target of $114.86.

Kimberly-Clark Price Performance

KMB opened at $98.44 on Wednesday. The company has a quick ratio of 0.54, a current ratio of 0.75 and a debt-to-equity ratio of 3.97. Kimberly-Clark Corporation has a 12 month low of $92.42 and a 12 month high of $144.30. The company has a fifty day simple moving average of $100.77 and a 200 day simple moving average of $103.77. The stock has a market cap of $32.68 billion, a P/E ratio of 16.22, a P/E/G ratio of 3.80 and a beta of 0.28.

Kimberly-Clark (NASDAQ:KMB - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The company reported $1.97 EPS for the quarter, topping analysts' consensus estimates of $1.92 by $0.05. The company had revenue of $4.16 billion for the quarter, compared to analyst estimates of $4.09 billion. Kimberly-Clark had a return on equity of 170.48% and a net margin of 11.73%.Kimberly-Clark's revenue was up 2.7% compared to the same quarter last year. During the same quarter last year, the firm posted $1.93 earnings per share. On average, research analysts expect that Kimberly-Clark Corporation will post 7.47 EPS for the current year.

More Kimberly-Clark News

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

• Positive Sentiment: Q1 results beat and outlook reaffirmed — KMB reported revenue of $4.16B and non‑GAAP EPS of $1.97, above consensus, and kept its full‑year 2026 guidance, supporting confidence in near‑term performance. Reuters: Kimberly‑Clark sticks to 2026 outlook, beats sales estimates on steady demand
• Positive Sentiment: Organic growth, international strength and productivity helped drive the beat — management cited resilient demand for core brands and sustained productivity gains that supported margins and volumes. Yahoo Finance: Kimberly‑Clark Q1 Earnings Beat Estimates, Sales Up 2.7% Y/Y
• Positive Sentiment: CapEx investment increasing — KMB leads large‑cap consumer staples in year‑over‑year capex growth, signaling investment behind growth initiatives that could support medium‑term sales. MSN: Kimberly‑Clark leads all large‑cap consumer staples stocks in YoY CapEx growth
• Neutral Sentiment: Earnings call emphasized balancing growth, pricing and cost actions — management discussed levers (pricing, productivity, ad spend flexibility) to offset cost pressure; execution will determine impact. TipRanks: Kimberly‑Clark Earnings Call Balances Growth And Costs
• Neutral Sentiment: Management targets margin expansion (70–80 bps) via productivity, but this is a forward‑looking goal and depends on offsetting input inflation. Seeking Alpha: Kimberly‑Clark outlines 70–80 bps margin expansion plan
• Negative Sentiment: Input‑cost risk from higher oil — company flagged a potential $150M–$170M hit to costs if oil stays elevated, which could pressure margins if not fully offset. MSN: Kimberly‑Clark flags potential $170M cost impact from higher oil prices
• Negative Sentiment: Operational disruption risk — reports note a warehouse fire that may affect Q2 volumes in some markets, adding near‑term execution risk. Blockonomi: Warehouse fire may threaten Q2 growth
• Negative Sentiment: Margins slipped in the quarter despite beat — while productivity helped, margin pressure remains a watch item as input costs rise. Quartz: Kimberly‑Clark Q1 2026 earnings beat sales estimates

Insider Activity at Kimberly-Clark

In other news, VP Andrew Scribner sold 3,049 shares of the firm's stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $104.29, for a total transaction of $317,980.21. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. 0.75% of the stock is currently owned by corporate insiders.

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.

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