Bowen Hanes & Co. Inc. Has $1.87 Million Position in Kimberly-Clark Corporation $KMB

Bowen Hanes & Co. Inc. increased its holdings in Kimberly-Clark Corporation (NASDAQ:KMB) by 58.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,000 shares of the company’s stock after purchasing an additional 5,531 shares during the period. Bowen Hanes & Co. Inc.’s holdings in Kimberly-Clark were worth $1,865,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of Kimberly-Clark by 14.8% in the 2nd quarter. Vanguard Group Inc. now owns 40,435,476 shares of the company’s stock worth $5,212,942,000 after buying an additional 5,200,011 shares in the last quarter. Charles Schwab Investment Management Inc. grew its position in Kimberly-Clark by 1.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 11,482,657 shares of the company’s stock valued at $1,480,344,000 after acquiring an additional 218,644 shares during the period. Geode Capital Management LLC raised its stake in Kimberly-Clark by 4.6% during the second quarter. Geode Capital Management LLC now owns 8,254,137 shares of the company’s stock worth $1,065,423,000 after acquiring an additional 363,865 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Kimberly-Clark by 4.6% during the second quarter. Invesco Ltd. now owns 6,097,800 shares of the company’s stock valued at $786,128,000 after acquiring an additional 270,134 shares during the period. Finally, Norges Bank acquired a new stake in shares of Kimberly-Clark in the 2nd quarter valued at $556,114,000. 76.29% of the stock is owned by institutional investors and hedge funds.

Key Kimberly-Clark News

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

• Positive Sentiment: Management presented a roadmap for “generational value” at the 2026 CAGNY conference, emphasizing a faster, more agile operating model and the strategic rationale for the pending Kenvue acquisition — reinforces confidence in long-term value creation. Kimberly‑Clark Highlights Generational Value Creation Opportunity at 2026 CAGNY Conference
• Positive Sentiment: Kenvue reported Q4 results that topped forecasts, a favorable signal for the deal’s rationale and for potential unlocked value post-separation. Strong Kenvue performance can reduce execution risk and support Kimberly‑Clark’s valuation case. Kenvue tops Q4 forecasts as Kimberly‑Clark deal advances
• Positive Sentiment: Articles highlighting Kimberly‑Clark as a high-yield dividend idea (noting a ~4.7% yield) may attract income investors and provide demand support for KMB shares. The Ultimate Dividend Stock to Buy With $1,000 Right Now
• Neutral Sentiment: Coverage revisiting Kimberly‑Clark’s valuation notes recent multi‑timeframe share declines but also near‑term gains — useful context for investors weighing buy/hold decisions but not a clear immediate catalyst. Is It Time To Revisit Kimberly Clark (KMB) After Its 1 Year Share Price Decline
• Neutral Sentiment: Seeking Alpha posted slides and the prepared remarks from Kimberly‑Clark’s CAGNY presentation — helpful for detail-oriented investors but largely reiterative of management’s messaging. Kimberly‑Clark Presents at CAGNY — Slideshow Prepared Remarks Transcript
• Neutral Sentiment: Short‑interest notices in the dataset show zero/NaN values and a 0.0 days‑to‑cover figure — likely a reporting artifact and not an actionable signal.
• Negative Sentiment: Reports that Kenvue announced job cuts amid the acquisition could raise integration and PR risk; investors may watch for any escalation that could affect deal timing or costs. Kenvue beats quarterly estimates, announces job cuts amid Kimberly‑Clark acquisition

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the stock. Weiss Ratings reiterated a “hold (c-)” rating on shares of Kimberly-Clark in a research report on Monday, December 29th. Barclays set a $102.00 price objective on shares of Kimberly-Clark in a report on Friday, January 16th. Zacks Research raised Kimberly-Clark from a “hold” rating to a “strong-buy” rating in a report on Monday, February 2nd. Morgan Stanley dropped their price target on Kimberly-Clark from $144.00 to $125.00 and set an “equal weight” rating for the company in a report on Tuesday, November 4th. Finally, Evercore reissued an “in-line” rating and issued a $120.00 price objective (down previously from $150.00) on shares of Kimberly-Clark in a research note on Tuesday, November 4th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $119.00.

Insider Activity

In other news, VP Andrew Scribner sold 3,049 shares of Kimberly-Clark stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $104.29, for a total transaction of $317,980.21. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.64% of the company’s stock.

Kimberly-Clark Stock Performance

KMB stock opened at $109.02 on Friday. The company has a 50 day moving average price of $102.05 and a 200 day moving average price of $113.05. Kimberly-Clark Corporation has a fifty-two week low of $96.26 and a fifty-two week high of $150.45. The company has a debt-to-equity ratio of 3.97, a current ratio of 0.75 and a quick ratio of 0.54. The stock has a market capitalization of $36.19 billion, a PE ratio of 17.96, a price-to-earnings-growth ratio of 4.18 and a beta of 0.26.

Kimberly-Clark (NASDAQ:KMB) last released its earnings results on Tuesday, January 27th. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.81 by $0.05. Kimberly-Clark had a return on equity of 170.48% and a net margin of 11.73%.The company had revenue of $4.08 billion during the quarter, compared to analysts’ expectations of $4.11 billion. During the same period last year, the firm earned $1.50 EPS. The business’s revenue for the quarter was down .6% on a year-over-year basis. Analysts forecast that Kimberly-Clark Corporation will post 7.5 EPS for the current year.

Kimberly-Clark Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Friday, March 6th will be given a dividend of $1.28 per share. This represents a $5.12 dividend on an annualized basis and a yield of 4.7%. The ex-dividend date is Friday, March 6th. This is a boost from Kimberly-Clark’s previous quarterly dividend of $1.26. Kimberly-Clark’s dividend payout ratio is currently 83.03%.

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.