BofA has revised its price target for Kimberly-Clark (KMB, Financial), cutting it to $154 from the previous $160, while maintaining a Buy rating on the stock. This adjustment comes as the company has upheld its 2025 top-line guidance but revised its outlook for adjusted operating profit and earnings per share (EPS).
The revision is due to an anticipated additional $300 million in costs, assuming that the current tariff conditions persist. As a consequence, BofA has also adjusted its forecast for Kimberly-Clark's 2025 adjusted EPS, lowering it from $7.47 to $7.05.