Mitsubishi UFJ Trust & Banking Corp Raises Stake in Kimberly-Clark Corporation $KMB

Mitsubishi UFJ Trust & Banking Corp raised its position in Kimberly-Clark Corporation (NASDAQ:KMB) by 43.7% during the fourth quarter, HoldingsChannel reports. The firm owned 514,021 shares of the company’s stock after buying an additional 156,224 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Kimberly-Clark were worth $51,861,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of KMB. Comprehensive Financial Consultants Institutional Inc. grew its stake in shares of Kimberly-Clark by 13.5% during the fourth quarter. Comprehensive Financial Consultants Institutional Inc. now owns 6,500 shares of the company’s stock worth $656,000 after purchasing an additional 771 shares in the last quarter. D.A. Davidson & CO. raised its stake in Kimberly-Clark by 13.9% in the fourth quarter. D.A. Davidson & CO. now owns 95,692 shares of the company’s stock valued at $9,654,000 after buying an additional 11,660 shares in the last quarter. S.A. Mason LLC raised its stake in Kimberly-Clark by 124.3% in the fourth quarter. S.A. Mason LLC now owns 14,019 shares of the company’s stock valued at $1,414,000 after buying an additional 7,770 shares in the last quarter. Camelot Portfolios LLC lifted its holdings in Kimberly-Clark by 31.8% during the 4th quarter. Camelot Portfolios LLC now owns 5,244 shares of the company’s stock worth $529,000 after buying an additional 1,264 shares during the last quarter. Finally, Kestra Private Wealth Services LLC lifted its holdings in Kimberly-Clark by 46.5% during the 4th quarter. Kestra Private Wealth Services LLC now owns 31,683 shares of the company’s stock worth $3,197,000 after buying an additional 10,052 shares during the last quarter. 76.29% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Kimberly-Clark

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

• Positive Sentiment: Q1 results beat and outlook reaffirmed — KMB reported revenue of $4.16B and non‑GAAP EPS of $1.97, above consensus, and kept its full‑year 2026 guidance, supporting confidence in near‑term performance. Reuters: Kimberly‑Clark sticks to 2026 outlook, beats sales estimates on steady demand
• Positive Sentiment: Organic growth, international strength and productivity helped drive the beat — management cited resilient demand for core brands and sustained productivity gains that supported margins and volumes. Yahoo Finance: Kimberly‑Clark Q1 Earnings Beat Estimates, Sales Up 2.7% Y/Y
• Positive Sentiment: CapEx investment increasing — KMB leads large‑cap consumer staples in year‑over‑year capex growth, signaling investment behind growth initiatives that could support medium‑term sales. MSN: Kimberly‑Clark leads all large‑cap consumer staples stocks in YoY CapEx growth
• Neutral Sentiment: Earnings call emphasized balancing growth, pricing and cost actions — management discussed levers (pricing, productivity, ad spend flexibility) to offset cost pressure; execution will determine impact. TipRanks: Kimberly‑Clark Earnings Call Balances Growth And Costs
• Neutral Sentiment: Management targets margin expansion (70–80 bps) via productivity, but this is a forward‑looking goal and depends on offsetting input inflation. Seeking Alpha: Kimberly‑Clark outlines 70–80 bps margin expansion plan
• Negative Sentiment: Input‑cost risk from higher oil — company flagged a potential $150M–$170M hit to costs if oil stays elevated, which could pressure margins if not fully offset. MSN: Kimberly‑Clark flags potential $170M cost impact from higher oil prices
• Negative Sentiment: Operational disruption risk — reports note a warehouse fire that may affect Q2 volumes in some markets, adding near‑term execution risk. Blockonomi: Warehouse fire may threaten Q2 growth
• Negative Sentiment: Margins slipped in the quarter despite beat — while productivity helped, margin pressure remains a watch item as input costs rise. Quartz: Kimberly‑Clark Q1 2026 earnings beat sales estimates

Insiders Place Their Bets

In other Kimberly-Clark news, VP Andrew Scribner sold 3,049 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $104.29, for a total value of $317,980.21. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.75% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on KMB shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of Kimberly-Clark in a report on Friday, March 27th. Piper Sandler decreased their target price on Kimberly-Clark from $133.00 to $114.00 and set an “overweight” rating for the company in a research note on Friday, March 13th. Deutsche Bank Aktiengesellschaft lowered their price target on Kimberly-Clark from $110.00 to $109.00 and set a “hold” rating for the company in a report on Monday, March 30th. TD Cowen dropped 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, Citigroup cut their price objective on shares of Kimberly-Clark from $95.00 to $90.00 and set a “sell” rating on the stock in a report on Wednesday, January 14th. Four investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $114.86.

Kimberly-Clark Stock Performance

Shares of KMB stock opened at $98.44 on Wednesday. The stock’s 50-day moving average is $100.77 and its two-hundred day moving average is $103.77. The company has a debt-to-equity ratio of 3.97, a quick ratio of 0.54 and a current ratio of 0.75. Kimberly-Clark Corporation has a 1 year low of $92.42 and a 1 year high of $144.30. The firm has a market cap of $32.68 billion, a price-to-earnings ratio of 16.22, a PEG ratio of 3.80 and a beta of 0.28.

Kimberly-Clark (NASDAQ:KMB) last posted its earnings results on Tuesday, April 28th. The company reported $1.97 earnings per share for the quarter, beating the consensus estimate of $1.92 by $0.05. The business had revenue of $4.16 billion during the quarter, compared to the consensus estimate of $4.09 billion. Kimberly-Clark had a return on equity of 170.48% and a net margin of 11.73%.The business’s quarterly revenue was up 2.7% on a year-over-year basis. During the same period in the previous year, the business earned $1.93 EPS. Analysts predict that Kimberly-Clark Corporation will post 7.47 earnings per share for the current year.

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.