GRIMES & Co WEALTH MANAGEMENT LLC Reduces Stock Holdings in Kimberly-Clark Corporation $KMB

Key Points

• GRIMES & Co WEALTH MANAGEMENT LLC cut its stake in Kimberly‑Clark by 40.7% in Q4, selling 56,173 shares and leaving it with 81,943 shares valued at about $8.27 million.
• Company insiders sold 7,096 shares worth roughly $689,687 in the last quarter, including VP Andrew Scribner's sale of 4,095 shares (~$401k) and Katy Chen's sale of 1,596 shares (~$152k), which can be viewed negatively by the market.
• Wall Street sentiment is muted with a consensus "Hold" rating and an average price target of $114.93 after several firms trimmed targets, suggesting limited near‑term upside.

GRIMES & Co WEALTH MANAGEMENT LLC trimmed its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB - Free Report) by 40.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 81,943 shares of the company's stock after selling 56,173 shares during the quarter. GRIMES & Co WEALTH MANAGEMENT LLC's holdings in Kimberly-Clark were worth $8,267,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Deseret Mutual Benefit Administrators grew its stake in Kimberly-Clark by 3.5% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 2,585 shares of the company's stock worth $321,000 after buying an additional 87 shares during the last quarter. Greatmark Investment Partners Inc. increased its stake in Kimberly-Clark by 2.9% during the 4th quarter. Greatmark Investment Partners Inc. now owns 3,533 shares of the company's stock valued at $356,000 after purchasing an additional 100 shares in the last quarter. Shoker Investment Counsel Inc. increased its stake in Kimberly-Clark by 0.6% during the 3rd quarter. Shoker Investment Counsel Inc. now owns 17,546 shares of the company's stock valued at $2,182,000 after purchasing an additional 105 shares in the last quarter. ORG Wealth Partners LLC increased its stake in Kimberly-Clark by 15.2% during the 4th quarter. ORG Wealth Partners LLC now owns 864 shares of the company's stock valued at $87,000 after purchasing an additional 114 shares in the last quarter. Finally, Advyzon Investment Management LLC increased its stake in Kimberly-Clark by 5.0% during the 3rd quarter. Advyzon Investment Management LLC now owns 2,444 shares of the company's stock valued at $304,000 after purchasing an additional 117 shares in the last quarter. 76.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Kimberly-Clark

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

• Positive Sentiment: Kenvue beat Q1 estimates and the pending Kimberly‑Clark acquisition remains on schedule — a clean earnings print at Kenvue reduces deal execution risk and supports the strategic rationale for KMB’s $40B transaction. Kenvue beats first-quarter estimates amid pending acquisition by Kimberly‑Clark
• Positive Sentiment: EU clearance momentum for the Suzano‑Kimberly‑Clark tissue joint venture reduces regulatory uncertainty in international expansion of tissue operations — a key step for future revenue synergies. Kimberly‑Clark EU Green Light And NICU Push Meet Undervalued Shares
• Positive Sentiment: Product/ESG innovation: Kleenex (via a CJ Biomaterials partnership) launched a 100% biobased, reusable nonwoven towel that avoids persistent microplastics — supports brand differentiation and sustainability messaging. CJ Biomaterials and Yuhan‑Kimberly launch world’s first reusable nonwoven paper towel
• Neutral Sentiment: Valuation check: analysts and data services flag a material intrinsic discount to some fair‑value estimates and mixed recent returns (shorter‑term gains but weaker 3‑month/1‑year performance) — this keeps KMB on watchlists for value investors but is not an operational update. Kimberly‑Clark (KMB) Valuation Check After Mixed Recent Share Performance
• Neutral Sentiment: Dividend appeal: Kimberly‑Clark continues to be featured in dividend‑income portfolios (Dividend Kings coverage), which supports steady investor demand from income‑focused holders. $100,000 in Our Dividend Kings Portfolio Will Generate $5,400 in Passive Income
• Negative Sentiment: Insider selling: KMB VP Andrew Scribner sold ~4,095 shares (~$401k) on May 6; insider sales can be perceived negatively by the market even if tied to personal reasons or a role change. Kimberly‑Clark NASDAQ: KMB VP Sells 4,095 Shares
• Negative Sentiment: Analyst target adjustments and a consensus “Hold” bias (more Holds than Buys) leave upside limited in the near term; several firms trimmed price targets recently, which can pressure sentiment until clearer earnings/strategy updates arrive. MarketBeat — Kimberly‑Clark analyst coverage and ratings

Insiders Place Their Bets

In other news, VP Andrew Scribner sold 4,095 shares of the stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $98.00, for a total value of $401,310.00. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Katy Chen sold 1,596 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $95.34, for a total transaction of $152,162.64. Following the completion of the sale, the insider owned 8,362 shares in the company, valued at $797,233.08. The trade was a 16.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 7,096 shares of company stock worth $689,687 in the last quarter. Company insiders own 0.75% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on KMB shares. Piper Sandler cut their price target on shares of Kimberly-Clark from $133.00 to $114.00 and set an "overweight" rating on the stock in a research note on Friday, March 13th. Wells Fargo & Company cut their price target on shares of Kimberly-Clark from $110.00 to $100.00 and set an "equal weight" rating on the stock in a research note on Wednesday, April 8th. Barclays cut their price target on shares of Kimberly-Clark from $105.00 to $99.00 and set an "equal weight" rating on the stock in a research note on Tuesday, April 14th. TD Cowen cut their price target on shares of Kimberly-Clark from $112.00 to $105.00 and set a "hold" rating on the stock in a research note on Thursday, January 8th. Finally, Weiss Ratings restated a "hold (c-)" rating on shares of Kimberly-Clark in a research note on Friday, March 27th. Four equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Kimberly-Clark presently has a consensus rating of "Hold" and an average price target of $114.93.

Kimberly-Clark Stock Up 0.4%

NASDAQ:KMB opened at $99.56 on Friday. The firm has a market capitalization of $33.05 billion, a P/E ratio of 15.63, a PEG ratio of 4.75 and a beta of 0.29. Kimberly-Clark Corporation has a 1-year low of $92.42 and a 1-year high of $144.30. The company's fifty day moving average price is $99.59 and its 200-day moving average price is $103.00. The company has a debt-to-equity ratio of 3.38, a current ratio of 0.77 and a quick ratio of 0.55.

Kimberly-Clark (NASDAQ:KMB - Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The company reported $1.97 earnings per share for the quarter, topping analysts' consensus estimates of $1.93 by $0.04. The firm had revenue of $4.16 billion for the quarter, compared to analyst estimates of $4.09 billion. Kimberly-Clark had a net margin of 12.80% and a return on equity of 152.79%. The business's quarterly revenue was up 2.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.93 earnings per share. As a group, equities research analysts anticipate that Kimberly-Clark Corporation will post 7.48 EPS for the current year.

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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