Kimberly-Clark

KMB · NASDAQ

$108.33+$2.92 (+2.77%)TodayMarket closed · Oct 20, 7:58 PM ET

Prev close $105.41

KMB analyst rating

HoldConsensus of 14 analysts over the last 12 months. 21% rate it a buy.

Strong buy0
Buy3
Hold10
Underperform0
Sell1

12-month price target · 17 analysts

Average $118.64 (+9.5% upside)

Low: $90.90
Now: $108.33
High: $170.10

Upgrades and downgrades

The latest rating actions, newest first

KMB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BNP Paribas	Oct 16, 2026	Maintains	Neutral	$101.00 → $110.00	51%
TD Cowen	Oct 13, 2026	Maintains	Hold	$104.00 → $97.00	58%
Wells Fargo	Oct 5, 2026	Maintains	Equal-Weight	$105.00 → $100.00	57%
B of A Securities	Sep 25, 2026	Maintains	Buy	$122.00 → $120.00	55%
Piper Sandler	Sep 11, 2026	Maintains	Overweight	$121.00 → $118.00	51%
Wells Fargo	Sep 10, 2026	Maintains	Equal-Weight	$110.00 → $105.00	57%
UBS	Aug 5, 2026	Maintains	Neutral	$115.00 → $116.00	62%
TD Cowen	Aug 5, 2026	Maintains	Hold	$96.00 → $104.00	58%
Barclays	Jul 21, 2026	Maintains	Equal-Weight	$101.00 → $115.00	62%
UBS	Jul 16, 2026	Maintains	Neutral	$106.00 → $115.00	62%

The case for and against

Updated Oct 18, 2026

Bull case

Kimberly-Clark is positioned to benefit from a resilient portfolio anchored in personal care and consumer tissue, with brands such as Huggies, Kotex, Kleenex, and Cottonelle supporting steady demand across essential categories. Its geographic mix, led by just over half of sales in North America and more than 10% in Europe, should provide scale, while the addition of Kenvue’s consumer health portfolio in the second half of calendar year 2026 could broaden its growth platform and strengthen mix. Despite expected 1% to 2% organic sales and EPS growth in 2026-28, the company’s disciplined hedging, 5-year $3B productivity program, and ability to offset input-cost pressure through pricing and efficiency support a constructive fundamental outlook.

Bear case

Kimberly-Clark is facing weaker fundamental momentum as incremental headwinds are pressuring both sales growth and earnings, including a postponed innovation launch, inventory de-loading, and cost inflation from freight, logistics, and tariffs. Management’s exposure to slower China recovery is also weighing on top-line trends, with social commerce still a key uncertainty and an expected 250-300 bps drag on IPC growth in 3Q26 and similar pressure in 4Q26. As a result, 3Q26E organic revenue is modeled to decline 1.3% and EPS to fall 13.0%, underscoring deteriorating near-term operating leverage.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.