Kimberly-Clark Corporation

🇺🇸New York Stock Exchange
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Kimberly-Clark Corporation stock analysis KMB overview
Slightly Bullish +25

Are Wall Street Analysts Bullish on Kimberly-Clark Stock?

🏢 Kimberly-Clark Corporation (KMB) operates in the personal care sector with products including diapers, wipes, and feminine care, holding a $32.1 billion market cap.

📉 KMB shares have underperformed the broader S&P 500 Index over the past year, declining 29.5% while the index surged 27.3%.

📊 In 2026 to date, the stock has fallen nearly 4%, contrasting with the SPX’s 9.6% rise, and it also lagged the XLP ETF which rose 4.9%.

💹 KMB reported Q1 2026 earnings where revenue grew 2.7% year-over-year to $4.2 billion, surpassing analyst estimates.

✅ Adjusted EPS for Q1 2026 came in at $1.97, exceeding Wall Street forecasts after four consecutive quarters of beating consensus.

📅 For the fiscal year ending December, analysts expect diluted EPS to decline marginally to $7.48.

👥 The consensus rating among 16 analysts covering KMB is a "Moderate Buy," comprised of ratings ranging from Strong Buy to Strong Sell.

🎯 UBS analyst Peter Grom recently maintained a "Hold" rating but lowered the price target from $110 to $105 on April 7.

🔮 The mean price target of $114.62 suggests a 19% premium from current market prices according to analysts.

⬆️ The Street-high price target of $162 implies a potential 68.2% upside from current trading levels.

Bullish Signals
  • Kimberly-Clark's Q1 2026 revenue grew 2.7% year-over-year to $4.2 billion, successfully surpassing Wall Street estimates.
  • The company reported adjusted EPS of $1.97 for the quarter, which also exceeded analyst forecasts.
  • KMB has surpassed the consensus EPS estimate in each of the last four consecutive quarters, demonstrating consistent performance.
  • Among 16 analysts covering the stock, there are four 'Strong Buy' ratings and one 'Moderate Buy' rating supporting a 'Moderate Buy' consensus.
  • The average price target of $114.62 suggests significant upside potential relative to current market prices.
Risk Factors
  • KMB shares have significantly lagged the broader market, declining 29.5% over the past year compared to the S&P 500's 27.3% surge.
  • As of 2026, the stock has fallen nearly 4%, underperforming the SPX's 9.6% rise.
  • The industry benchmark ETF (XLP) has outperformed the stock, rising 4.9% over the past year and 9.6% in 2026.
  • Analysts expect KMB's EPS to decline marginally to $7.48 for the current fiscal year, breaking its streak of beating estimates in four consecutive quarters.
  • The consensus analyst rating is a 'Moderate Buy', with only one 'Strong Sell' and ten 'Holds' among the 16 analysts covering the stock.
  • UBS analyst Peter Grom lowered the price target from $110 to $105, maintaining a cautious 'Hold' rating despite a mean target still showing 19% upside.
Full Analysis
Kimberly-Clark Corporation (KMB) shares have underperformed the broader market and consumer staples sector over the last year, declining 29.5% compared to a 27.3% surge in the S&P 500. Even more recently, through the end of April 2026, KMB has fallen nearly 4% while the S&P 500 rose 9.6%, and the State Street Consumer Staples ETF (XLP) gained 9.6%. Despite the recent lag, Kimberly-Clark beat earnings expectations on April 28, reporting Q1 2026 revenue of $4.2 billion with 2.7% growth and adjusted EPS of $1.97, surpassing Wall Street estimates for the fourth consecutive quarter. Analysts now expect a slight EPS decline to $7.48 for the current fiscal year ending in December. Analyst sentiment remains mixed but leans positive, with a consensus "Moderate Buy" rating based on four "Strong Buy," one "Moderate Buy," ten "Holds," and one "Strong Sell." The mean price target of $114.62 suggests a 19% premium from current prices, while the Street-high target of $162 indicates significant upside potential at 68.2%. UBS analyst Peter Grom maintained a "Hold" rating but lowered his price target to $105 on April 7.