Mitsubishi UFJ Asset Management Co. Ltd. Raises Position in Kimberly-Clark Corporation $KMB

Key Points

• Mitsubishi UFJ Asset Management raised its stake in Kimberly‑Clark by 5.4% to 741,737 shares (about $75.2M), representing roughly 0.22% of the company at quarter-end.
• Kenvue beat Q1 estimates and EU clearance for the Suzano‑Kimberly‑Clark tissue JV reduces regulatory risk, supporting execution of Kimberly‑Clark’s pending ~$40 billion acquisition and potential international revenue synergies.
• Insider selling totaled 7,096 shares (~$689.7k) recently (including VP Andrew Scribner), while analysts show a consensus "Hold" with an average target near $114.93, suggesting limited near‑term upside.

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB - Free Report) by 5.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 741,737 shares of the company's stock after purchasing an additional 37,791 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.22% of Kimberly-Clark worth $75,212,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Cloud Capital Management LLC purchased a new position in shares of Kimberly-Clark during the 3rd quarter worth $25,000. Darwin Wealth Management LLC purchased a new position in shares of Kimberly-Clark in the 2nd quarter worth $27,000. Eagle Bay Advisors LLC purchased a new position in shares of Kimberly-Clark in the 4th quarter worth $28,000. Newbridge Financial Services Group Inc. raised its position in shares of Kimberly-Clark by 96.6% in 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 during the period. Finally, Investors Research Corp purchased a new position in shares of Kimberly-Clark in the 4th quarter worth $33,000. Hedge funds and other institutional investors own 76.29% of the company's stock.

Key Kimberly-Clark News

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

Kimberly-Clark Stock Up 0.4%

Shares of NASDAQ KMB opened at $99.56 on Friday. Kimberly-Clark Corporation has a 12-month low of $92.42 and a 12-month high of $144.30. The company has a market cap of $33.05 billion, a P/E ratio of 15.63, a P/E/G ratio of 4.75 and a beta of 0.29. The company has a current ratio of 0.77, a quick ratio of 0.55 and a debt-to-equity ratio of 3.38. The stock has a fifty day moving average price of $99.59 and a 200 day moving average price of $103.00.

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

Analysts Set New Price Targets

Several brokerages recently weighed in on KMB. UBS Group increased their target price on Kimberly-Clark from $105.00 to $106.00 and gave the stock a "neutral" rating in a research report on Wednesday, April 29th. Piper Sandler cut their target price on Kimberly-Clark from $133.00 to $114.00 and set an "overweight" rating on the stock in a research report on Friday, March 13th. Bank of America cut their target price on Kimberly-Clark from $130.00 to $120.00 and set a "buy" rating on the stock in a research report on Friday, April 10th. Zacks Research lowered Kimberly-Clark from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, March 3rd. Finally, TD Cowen cut their target price on Kimberly-Clark from $112.00 to $105.00 and set a "hold" rating on the stock in a research report on Thursday, January 8th. Four equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $114.93.

Insider Buying and Selling at Kimberly-Clark

In related news, 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 value of $152,162.64. Following the completion of the sale, the insider directly owned 8,362 shares in the company, valued at approximately $797,233.08. This represents a 16.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 7,096 shares of company stock valued at $689,687. 0.75% of the stock is owned by insiders.

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.

Want to see what other hedge funds are holding KMB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Kimberly-Clark Corporation (NASDAQ:KMB - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.