Kimberly-Clark Corporation $KMB Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp trimmed its position in shares of Kimberly-Clark Corporation (NASDAQ:KMB) by 4.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,774,823 shares of the company’s stock after selling 124,100 shares during the quarter. Bank of New York Mellon Corp owned approximately 0.84% of Kimberly-Clark worth $345,021,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently added to or reduced their stakes in KMB. Vanguard Group Inc. raised its holdings in shares of Kimberly-Clark by 14.8% during the 2nd quarter. Vanguard Group Inc. now owns 40,435,476 shares of the company’s stock worth $5,212,942,000 after acquiring an additional 5,200,011 shares during the period. Norges Bank purchased a new position in Kimberly-Clark during the second quarter worth about $556,114,000. Federated Hermes Inc. boosted its holdings in Kimberly-Clark by 350.2% in the 2nd quarter. Federated Hermes Inc. now owns 1,583,193 shares of the company’s stock valued at $204,105,000 after purchasing an additional 1,231,501 shares during the last quarter. Balyasny Asset Management L.P. grew its stake in shares of Kimberly-Clark by 32,568.4% in the 2nd quarter. Balyasny Asset Management L.P. now owns 978,419 shares of the company’s stock valued at $126,138,000 after buying an additional 975,424 shares during the period. Finally, Sarasin & Partners LLP increased its holdings in shares of Kimberly-Clark by 88.9% during the 3rd quarter. Sarasin & Partners LLP now owns 2,048,544 shares of the company’s stock worth $251,274,000 after buying an additional 963,978 shares during the last quarter. 76.29% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts recently commented on KMB shares. Argus upgraded Kimberly-Clark from a “hold” rating to a “buy” rating and set a $120.00 price objective on the stock in a report on Thursday, November 13th. Barclays set a $102.00 price target on Kimberly-Clark in a research note on Friday, January 16th. Citigroup cut their price objective on Kimberly-Clark from $95.00 to $90.00 and set a “sell” rating for the company in a research report on Wednesday, January 14th. Evercore ISI reaffirmed an “in-line” rating and issued a $120.00 target price (down previously from $150.00) on shares of Kimberly-Clark in a research report on Tuesday, November 4th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Kimberly-Clark in a research note on Monday, December 29th. Three equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $118.58.

Kimberly-Clark Stock Performance

Shares of Kimberly-Clark stock opened at $98.66 on Friday. The stock has a market capitalization of $32.74 billion, a price-to-earnings ratio of 16.25, a price-to-earnings-growth ratio of 3.82 and a beta of 0.26. The company has a debt-to-equity ratio of 3.97, a current ratio of 0.75 and a quick ratio of 0.56. The business has a 50-day moving average of $101.92 and a 200 day moving average of $115.64. Kimberly-Clark Corporation has a 12 month low of $96.26 and a 12 month high of $150.45.

Kimberly-Clark (NASDAQ:KMB) last issued its quarterly earnings results on Tuesday, January 27th. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.81 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 $4.08 billion for the quarter, compared to analysts’ expectations of $4.11 billion. During the same quarter in the prior year, the company earned $1.50 earnings per share. The business’s quarterly revenue was down .6% on a year-over-year basis. As a group, sell-side analysts forecast that Kimberly-Clark Corporation will post 7.5 earnings per share for the current year.

Kimberly-Clark Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Friday, March 6th will be given a $1.28 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $5.12 annualized dividend and a yield of 5.2%. This is a boost from Kimberly-Clark’s previous quarterly dividend of $1.26. Kimberly-Clark’s dividend payout ratio is 85.28%.

Kimberly-Clark News Summary

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

• Positive Sentiment: Shareholders approved Kimberly‑Clark’s acquisition of Kenvue, clearing a major regulatory/transaction milestone and reducing deal uncertainty; transaction is expected to close in the second half of 2026. Kimberly‑Clark and Kenvue Shareholders Overwhelmingly Approve Kimberly‑Clark’s Acquisition of Kenvue
• Positive Sentiment: KMB beat EPS expectations for Q4 (reported $1.86 vs. $1.81 est.), raised its dividend and management is guiding to double‑digit profit growth in 2026 — all supportive of near‑term income and earnings upside. How Earnings Beat, Dividend Hike and Diaper Exit Will Impact Kimberly‑Clark (KMB) Investors
• Positive Sentiment: Management frames the Kenvue deal and portfolio reshaping as strategic — creating a larger global health & wellness platform and returning cash to shareholders, which could be accretive long term if integration succeeds. Kimberly‑Clark Shareholders Approve Kenvue Acquisition Plan
• Neutral Sentiment: Category dynamics: Kimberly‑Clark is pushing premium diaper products (against P&G), which could support margins but also leaves the company exposed to premium‑pricing elasticity. The diaper wars go deluxe as Pampers, Huggies chase shoppers ready to pay more for premium products
• Neutral Sentiment: Analysts still expect roughly $7.50 in EPS for the year on average — the street is watching execution on margin recovery and the timing/impact of the Kenvue deal before revising targets. (Analyst consensus noted in recent coverage)
• Negative Sentiment: Short interest jumped ~20.8% in January to about 9.8% of the float, increasing downside pressure and volatility risk if sentiment turns negative. This elevated short interest can amplify intraday moves and weighs on the share price.
• Negative Sentiment: Revenue slightly missed estimates and was down year‑over‑year for the quarter; the planned acquisition will also increase financial leverage (company already shows high debt/equity), so investors are cautious about integration risk and balance‑sheet strain. Kimberly‑Clark Q4 2025 earnings call transcript

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.