Kimberly Clark (KMB) Buy, Sell or Hold

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Kimberly Clark (KMB)

94.47

-0.29 (0.31%)

as of Jun 4, 2026, 8:00:00 pm Market Open.

56 watching

Investor Insights

Jun 4, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Kimberly Clark (KMB) is currently down 5.10% for the year amid mixed sentiments following its merger with Kenvue. Despite a challenging environment for consumer staples, where only giants like Walmart (WMT) and Costco (COST) are thriving, KMB has iconic brands and is trading at a 10-year low PE ratio of 13x. The market appears cautious about the merger's potential, while analysts highlight significant transformations, such as divesting its volatile pulp business to focus on personal care products. With a dividend yield around 4.75% and the possibility of earnings growth post-merger due to anticipated synergies, KMB could be an attractive option for those willing to take on the risks associated with ongoing litigation and market conditions.

Consensus

Cautious

Valuation

Undervalued

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 27/21, Up 0%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with KMB has triggered its stop at $130. To remain disciplined, we recommend covering the position at this time.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 27/21, Up 4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with KMB is progressing well. We now recommend trailing up the stop (from $115) to $130 -- just above the original recommended entry level.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly The producer of personal care products has clearly benefited from the pandemic -- after all who doesn't recall store shelves emptied of tp. Recently reported earnings shows a slow down in sales growth, which should not be totally unexpected. Management is engaging in a cost saving restructuring plan to help boost margins. It pays a good dividend, backed by a payout ratio of under 65%. A defensive holding, not a high-flyer. We would buy this with a stop loss at $115, looking to achieve $155 -- upside potential of 15%. Yield 3.49% (Analysts’ price target is $146.34)

BUY

They delivered an okay quarter. The dividend is 3.5%. You can buy this and put it away while collecting the 3.5. Investors hate these stocks now, like Clorox, though he likes them.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly KMB is a consumer staple stock that offers good value, a solid dividend backed by a 60% payout ratio, a growth opportunity. Recently reported revenues were up over 5% over the year, handily beating analyst expectations. Quarterly EPS of $1.58 beat expectations by over 10%. The company generated over $3.7 billion in cash flow and management has plans to use it to improve efficiencies. We would buy this with a stop-loss at $115, looking to achieve $154 -- upside of over 14%. Yield 3.14% (Analysts’ price target is $153.30)

COMMENT

Has been volatile this year and their last report missed Management is fine. They face price wars with P&G all the time, and P&G is bigger. KMB is okay if you collected the 3.13% dividend.

HOLD

This has a remarkably consistent and remarkably high ROC in about the 12% range. He would have expected it to be lower. Valuation may be a little bit rich, but not at the point where he would be getting out.

DON'T BUY

UFS-N vs. KMB-N. UFS-N has a nice balance sheet that is well protected and a dividend north of 4%. It is a well run company with a defensible market share when you look at some of the fast growth markets they have been trying to address like Asia. They have been keen to ramp up their exports to Asia. He would refer UFS-N at these valuations.

HOLD

Very consistent, improving return on capital up to 12%. It is a good time to get into it. It is a little rich, however.

COMMENT

Over the last couple of years, they have been working hard on the internal workings of their business. Have been reorganizing, cutting costs and rationalizing. This is as a result that their business is a slow growth one. Thinks they have done a good job in terms of reorganizing. The difficulty is not with what management has done, but is the price that the market is looking for him to pay, close to 20X earnings. He doesn’t understand why a slow growth company like this would demand a 20 multiple.

COMMENT

Great company and wonderful brands. Spinning off their healthcare division, and doing so at a wonderful valuation. Going to have a lot of cash which he sees as being used for share buybacks. This is a company with which you can sleep well at night. If it fell off 5%-10% more, it would be one he would consider.

WATCH

Has a model price of $93.12, a negative 12%. If there was to be any pullback, certainly to the $84 level, he would be a Buyer. You could buy half a position now and hope for cheaper prices to get the balance.

DON'T BUY

Personal care products with a 2.47% dividend. Trades at a slight discount to the market. Fairly slow grower and defensive so there is nothing that gets him really excited. Would prefer Colgate (CL-N) or Clorox (CLX-N) for more growth if looking for a defensive holding.

DON'T BUY

Used to be a combination of a producer and a consumer marketing company. No longer produces pulp, etc. Has been hurt with average buyers of diapers and Kleenex trading down to private labels. Once the economy starts to pick up and consumer sentiment is better, it will start to move up.

DON'T BUY

(Market Call Minute.) Negative pretty much on everything that has to do with forest products and the paper industry. Huge oversupply and under demand.

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Kimberly Clark (KMB)

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