Federated Hermes Inc. Purchases 823,656 Shares of Kimberly-Clark Corporation $KMB

Federated Hermes Inc. increased its position in shares of Kimberly-Clark Corporation (NASDAQ:KMB) by 52.0% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 2,406,849 shares of the company’s stock after buying an additional 823,656 shares during the quarter. Federated Hermes Inc.’s holdings in Kimberly-Clark were worth $299,268,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of KMB. Vanguard Group Inc. lifted its position in 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 last quarter. Charles Schwab Investment Management Inc. increased its stake in shares of 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 worth $1,480,344,000 after purchasing an additional 218,644 shares during the period. Geode Capital Management LLC increased its stake in shares of Kimberly-Clark by 4.6% in the second quarter. Geode Capital Management LLC now owns 8,254,137 shares of the company’s stock worth $1,065,423,000 after purchasing an additional 363,865 shares during the period. Invesco Ltd. lifted its position in shares of Kimberly-Clark by 4.6% during the 2nd quarter. Invesco Ltd. now owns 6,097,800 shares of the company’s stock worth $786,128,000 after purchasing an additional 270,134 shares during the last quarter. Finally, Norges Bank bought a new stake in Kimberly-Clark during the 2nd quarter valued at approximately $556,114,000. 76.29% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have commented on KMB shares. Barclays set a $102.00 price target on Kimberly-Clark in a research report on Friday, January 16th. Argus upgraded shares of Kimberly-Clark from a “hold” rating to a “buy” rating and set a $120.00 target price for the company in a research note on Thursday, November 13th. Morgan Stanley reduced their price target on shares of Kimberly-Clark from $144.00 to $125.00 and set an “equal weight” rating for the company in a report on Tuesday, November 4th. Weiss Ratings restated a “hold (c-)” rating on shares of Kimberly-Clark in a report on Monday, December 29th. Finally, JPMorgan Chase & Co. increased their target price on shares of Kimberly-Clark from $127.00 to $129.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Kimberly-Clark presently has a consensus rating of “Hold” and an average price target of $118.33.

Key Stories Impacting Kimberly-Clark

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

• Positive Sentiment: Board raised the quarterly dividend to $1.28 (a ~1.6% increase), keeping yield near 5.1% — supportive for income investors and signals confidence in cash flow. Kimberly-Clark Declares Dividend Increase
• Positive Sentiment: Q4 EPS of $1.86 topped consensus ($1.81); management cited cost cuts and steady demand for essentials (Huggies, Kleenex) that drove profit upside. This beat helps justify valuation near current levels. Kimberly-Clark beats profit estimates on cost cuts, essential products demand
• Positive Sentiment: Organic sales rose ~2.1% in the quarter, indicating underlying demand improvement even as reported revenue was affected by portfolio exits. Organic growth supports the company’s “Powering Care” transformation story. Kimberly-Clark Q4 Earnings Top Estimates, Organic Sales Up 2.1%
• Positive Sentiment: Management reiterated transformation momentum and projected double‑digit profit growth, signaling confidence in margin expansion and reinvestment capacity. That outlook is a positive catalyst if sustained. Kleenex Maker Kimberly-Clark Hikes Dividend, Projects Double-Digit Profit Growth
• Neutral Sentiment: Analyst commentary is mixed: a Seeking Alpha piece upgraded the narrative around the Kenvue acquisition as the vote approaches, but this is forward‑looking and conditional on shareholder approval. Kimberly-Clark Just Proved Itself As Its Purchase Of Kenvue Nears (Upgrade)
• Neutral Sentiment: The full Q4 earnings/call transcript is available for deeper read — useful for investors wanting details on guidance, buybacks, and Kenvue timing. Kimberly-Clark Corporation (KMB) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reported revenue ($4.08B) slightly missed estimates (~$4.11B) and was down ~0.6% y/y after portfolio changes — a reminder that top-line recovery is not uniform. Compared to Estimates, Kimberly-Clark (KMB) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: Shares have underperformed recently (coverage notes cite an ~8% decline over 3 months), reflecting investor caution around growth visibility and the Kenvue integration. That pressure helps explain today’s weaker price action. KMB Stock Down 8% in 3 Months: What’s Next for Investors in 2025?

Kimberly-Clark Trading Down 0.5%

Shares of KMB stock opened at $100.64 on Wednesday. The firm has a fifty day moving average of $102.08 and a 200-day moving average of $115.88. The stock has a market cap of $33.40 billion, a price-to-earnings ratio of 17.03, a P/E/G ratio of 3.88 and a beta of 0.26. Kimberly-Clark Corporation has a 52-week low of $96.26 and a 52-week high of $150.45. The company has a debt-to-equity ratio of 4.41, a quick ratio of 0.56 and a current ratio of 0.77.

Kimberly-Clark (NASDAQ:KMB) last issued its earnings results on Tuesday, January 27th. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.05. Kimberly-Clark had a net margin of 10.89% and a return on equity of 183.11%. The business had revenue of $4.08 billion for the quarter, compared to analyst estimates of $4.11 billion. During the same period in the previous year, the business earned $1.50 EPS. The firm’s revenue was down .6% on a year-over-year basis. On average, equities research analysts forecast that Kimberly-Clark Corporation will post 7.5 earnings per share for the current fiscal year.

Kimberly-Clark Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Friday, March 6th will be issued a $1.28 dividend. This represents a $5.12 dividend on an annualized basis and a dividend yield of 5.1%. The ex-dividend date of this dividend is Friday, March 6th. This is a boost from Kimberly-Clark’s previous quarterly dividend of $1.26. Kimberly-Clark’s payout ratio is currently 85.28%.

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.