Barclays has revised its price target for Kimberly-Clark Corporation (KMB, Financial), reducing it from $139 to $135. Despite this adjustment, the firm maintains an Equal Weight rating on the stock. This decision comes in the wake of the company's recent earnings announcement.
The analyst noted that while Kimberly-Clark is taking steps to counteract the effects of tariffs, the company's guidance raises some concerns. Investors were advised to consider these aspects as they evaluate the stock's potential performance.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 17 analysts, the average target price for Kimberly-Clark Corp (KMB, Financial) is $144.17 with a high estimate of $162.00 and a low estimate of $118.00. The average target implies an upside of 8.07% from the current price of $133.40. More detailed estimate data can be found on the Kimberly-Clark Corp (KMB) Forecast page.
Based on the consensus recommendation from 20 brokerage firms, Kimberly-Clark Corp's (KMB, Financial) average brokerage recommendation is currently 2.8, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Kimberly-Clark Corp (KMB, Financial) in one year is $129.70, suggesting a downside of 2.77% from the current price of $133.4. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Kimberly-Clark Corp (KMB) Summary page.
KMB Key Business Developments
Release Date: April 22, 2025
- SG&A Savings: On track to generate approximately $200 million in the next few years.
- Volume Plus Mix: Solid performance indicating resilient demand in categories.
- Margin Optimization: Strong progress in optimizing margins through integrated margin management.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
- Kimberly-Clark Corp (KMB, Financial) is making solid progress across its Powering Care strategy, focusing on innovation and consumer value propositions.
- The company is on track to generate approximately $200 million in SG&A savings over the next few years.
- Kimberly-Clark Corp (KMB) is maintaining its investment in innovation and marketing despite cost pressures, ensuring long-term growth.
- The company has a strong pipeline of new products and go-to-market activations, expected to drive volume and mix growth.
- Kimberly-Clark Corp (KMB) is leveraging its integrated margin management approach to optimize margins and deliver world-class productivity.
Negative Points
- The company faced a softer-than-expected top line in the first quarter, trailing behind scanner data results in North America.
- Kimberly-Clark Corp (KMB) is dealing with a significant $300 million impact from tariffs, affecting its cost structure.
- The company is experiencing lower year-on-year North America private label shipments, impacting organic sales.
- There is a need for strategic pricing investments in various markets due to a highly competitive environment.
- Kimberly-Clark Corp (KMB) is navigating a rapidly evolving external environment, which presents challenges in maintaining its growth trajectory.
