Stevens Capital Management LP Grows Stock Position in Kimberly-Clark Corporation $KMB

Stevens Capital Management LP lifted its position in Kimberly-Clark Corporation (NASDAQ:KMB) by 157.5% during the third quarter, HoldingsChannel.com reports. The fund owned 12,335 shares of the company’s stock after acquiring an additional 7,545 shares during the period. Stevens Capital Management LP’s holdings in Kimberly-Clark were worth $1,534,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Cloud Capital Management LLC purchased a new position in Kimberly-Clark in the 3rd quarter valued at $25,000. True Wealth Design LLC raised its position in shares of Kimberly-Clark by 177.6% in the third quarter. True Wealth Design LLC now owns 211 shares of the company’s stock valued at $26,000 after buying an additional 135 shares during the last quarter. Winnow Wealth LLC acquired a new stake in shares of Kimberly-Clark in the second quarter valued at about $27,000. Darwin Wealth Management LLC purchased a new position in shares of Kimberly-Clark in the second quarter worth about $27,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in Kimberly-Clark by 105.8% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 247 shares of the company’s stock worth $32,000 after acquiring an additional 127 shares during the last quarter. 76.29% of the stock is owned by institutional investors and hedge funds.

Kimberly-Clark News Summary

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 Ratings Changes

Several analysts recently issued reports on KMB shares. Citigroup dropped their price objective on shares of Kimberly-Clark from $95.00 to $90.00 and set a “sell” rating for the company in a research note on Wednesday, January 14th. Royal Bank Of Canada restated an “overweight” rating and set a $162.00 target price on shares of Kimberly-Clark in a report on Tuesday, October 28th. Barclays set a $102.00 price target on Kimberly-Clark in a report on Friday, January 16th. TD Cowen lowered their price objective on 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, UBS Group upped their target price on Kimberly-Clark from $107.00 to $110.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $119.00.

Insider Activity

In related news, VP Andrew Scribner sold 3,049 shares of the business’s stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $104.29, for a total value of $317,980.21. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.64% of the company’s stock.

Kimberly-Clark Stock Up 0.3%

KMB stock opened at $109.02 on Friday. Kimberly-Clark Corporation has a one year low of $96.26 and a one year high of $150.45. The firm has a market cap of $36.19 billion, a PE ratio of 17.96, a PEG ratio of 4.17 and a beta of 0.26. The firm’s 50 day moving average price is $102.05 and its 200-day moving average price is $113.20. 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 (NASDAQ:KMB) last issued its quarterly earnings data on Tuesday, January 27th. The company reported $1.86 earnings per share for the quarter, topping 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 analyst estimates of $4.11 billion. During the same period in the prior year, the business posted $1.50 earnings per share. The firm’s revenue for the quarter was down .6% compared to the same quarter last year. On average, equities research analysts anticipate that Kimberly-Clark Corporation will post 7.5 EPS for the current year.

Kimberly-Clark Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 2nd. Investors 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 dividend yield of 4.7%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from Kimberly-Clark’s previous quarterly dividend of $1.26. Kimberly-Clark’s dividend payout ratio is 83.03%.

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.