Kimberly-Clark CorporationNasdaq: KMB
Consumer Staples · Household Products
$97.82
-0.62%
Vol: 3.3M
Research Digest
Friday, May 1, 2026
Kimberly-Clark reported Q1 2026 EPS of $1.60, missing consensus by 17%, while maintaining full-year guidance and progressing toward $48.7 billion Kenvue acquisition closing in H2 2026.
Kimberly-Clark reported Q1 2026 revenue of $4.16 billion exceeding expectations, but adjusted EPS of $1.60 fell short of $1.93 consensus estimate by 17%. Despite margin pressures from higher oil prices (potential $170M impact), management reaffirmed double-digit annual EPS growth target and raised dividend. Kenvue acquisition structuring announced with leadership roles identified for post-closing integration. Analyst average rating is Hold with 12-month price target of $113.46.
Previous Market Intelligence
13 daysApr 30Kimberly-Clark affirms 2026 outlook after Q1 beat on resilient demand and Kenvue acquisition progressPositive▶
Kimberly-Clark announced Q1 2026 results with net sales of $4.2 billion, up 2.7%, and organic growth of 2.5%. Adjusted EPS increased 2.1% to $1.97 on resilient consumer demand and new product launches. Company reaffirmed 2026 outlook with double-digit EPS growth target and raised dividend despite warehouse fire impact. Shareholders approved Kenvue acquisition in January with organizational structure announced. Named 2026 World's Most Ethical Company and launched Goodnites product innovations. 13 analysts rate stock Hold with $113.46 price target and 5.3% dividend yield.
Apr 29Kimberly-Clark Q1 revenue beat but EPS miss; warehouse fire impacts Q2 by $20MNeutral▶
Kimberly-Clark reported Q1 2026 results on April 28 with net sales of $4.2B (up 2.7%) and organic growth of 2.5%. Adjusted EPS of $1.97 was up 2.1% but reported EPS of $2.00 missed expectations. Company reaffirmed full-year FY26 guidance. Major negative: Southern California warehouse fire will impact Q2 revenue by approximately $20M. Strategic developments include pending Kenvue acquisition (280M shares + $6.7B cash) and Suzano buying 51% of family care joint venture for $1.7B. Hold consensus from 13 analysts with $113.46 target (+15.5%).
Apr 16Kimberly-Clark announces Kenvue acquisition leadership team; combined entity targets close in H2 2026 with estimated annual sales of $31.6B.Positive▶
Kimberly-Clark announced on April 15, 2026, the organizational structure and key leadership for its pending Kenvue acquisition, targeting close in H2 2026. The combined entity will operate four segments with estimated annual sales: North America $18.0B, EMEA $5.0B, Asia Pacific Focus Markets $4.3B, and Enterprise Markets $4.3B. A distribution center fire in Ontario, California on April 8 prompted business continuity measures, though no manufacturing assets were damaged. Q4 2025 EPS of $1.86 beat expectations ($1.81), though revenue slightly missed at $4.08B. Q1 2026 earnings due April 28.
Apr 15Kimberly-Clark hit by distribution center fire on April 7; Q1 2026 earnings due April 28; dividend raised to $1.28.Negative▶
Kimberly-Clark faces operational disruption from a fire at its Ontario, California distribution center on April 7, 2026, declared a total loss. Board approved dividend increase from $1.26 to $1.28 per share on April 15. Q1 2026 results scheduled for April 28, 2026. Kimberly-Clark acquisition of Kenvue pending.
Apr 14Kimberly-Clark warehouse fire in Ontario destroys distribution center on April 7.Negative▶
A major arson-related fire destroyed Kimberly-Clark leased distribution warehouse in Ontario, California on April 7. Company activated response team and invoked supply-chain continuity plans. BofA lowered price target from $130 to $120 while maintaining Buy rating. RBC Capital maintained Buy with $162 target. Q1 2026 earnings due April 28.
Apr 13Kimberly-Clark faces supply disruption after Ontario warehouse fire on April 8; Wells Fargo and BofA lowered price targets.Negative▶
Kimberly-Clark dealing with warehouse fire at Ontario, California distribution center on April 8 (arson-related, employee arrested). Wells Fargo lowered price target to $100 from $110 and Bank of America reduced to $120 from $130 (maintaining Buy). Near-term supply disruption concerns and cost pressures from tariffs. Q1 2026 earnings scheduled for April 28. Strong 5% dividend yield. Stock at $96.94-$98.62.
Apr 10Kimberly-Clark Ontario warehouse fire under investigation; Q1 2026 earnings scheduled for April 28; multiple analysts cut price targets.Negative▶
A Kimberly-Clark toilet paper warehouse in Ontario, California was destroyed by fire on April 8, with an employee arrested on felony arson charges. Q1 2026 earnings released April 28. Multiple brokers cut price targets: UBS lowered to $105, Wells Fargo to $100, TD Cowen to $96. Stock has fallen 33.8% from 52-week high due to tariff headwinds ($300M estimated impact).
Apr 9Kimberly-Clark Ontario warehouse fire disrupts supply chain; arson arrest made with no injuriesNegative▶
A major fire destroyed a 1.2 million square foot distribution center in Ontario, California operated by Kimberly-Clark's logistics partner NFI Industries on April 7, 2026. A third-party employee was detained on suspicion of arson with no injuries reported. Kimberly-Clark activated supply-chain continuity plans. The stock declined 33% from 52-week high on concerns over supply disruption. Analyst Street target of $113.69 reflects mixed sentiment with ratings split among Buys, Outperforms, Holds, and one Sell. Kimberly-Clark delivered eighth consecutive quarter of volume-plus-mix growth.
Apr 8Massive fire at Kimberly-Clark California warehouse raises supply concerns; stock down 4% on arson arrestNegative▶
Kimberly-Clark (KMB) faces significant headwinds following a massive fire at its Ontario, California distribution center on April 7, 2026. A company employee was arrested on arson charges; the 1.2M-sq-ft facility serving 50M people had its roof collapse and all facial tissue/toilet paper products destroyed, threatening supply to major U.S. market. Stock declined 4% on the news. Additionally, TD Cowen analyst Robert Moskow lowered price target to $96 from $105 on March 31, citing higher oil-based input costs from Iran conflict. KMB increased dividend to $1.28/share (54th consecutive year). Stock hit max drawdown of 33.80%, sliding from $144.31 52-week high to $96.13.
Apr 7Kimberly-Clark hikes dividend to $1.28 (54th consecutive year); Q1 2026 earnings April 28.Negative▶
KMB dividend raised to $1.28 from $1.26 (54th consecutive year, 92 years of payments). Acquiring Kenvue for $48.7B closing H2 2026. UK CMA launched Phase 1 investigation March 27 into $3.4B Suzano JV. Q1 2026 EPS $1.85 expected (-4.2%). Stock -33% from highs.
Apr 6Kimberly-Clark Dividend Increase; Suzano JV Uncertainty; Kenvue Integration AheadNeutral▶
Kimberly-Clark stock down 25.66% over past year facing headwinds from weaker quarterly results, slower organic growth, and 5-point free cash flow margin decline. Board declared dividend increase to $1.28/share (from $1.26). Company faces valuation scrutiny and Suzano joint venture uncertainty. Acquisition of Kenvue's consumer health portfolio expected H2 2026. Stock at $96.24 with P/E 15.85 and 5.3% yield. Analyst consensus Hold with $122.50 12-month target (+27% upside).
Apr 3Kimberly-Clark increases dividend to $1.28/share (54th consecutive year); Q1 FY2026 earnings due April 28.Mixed▶
Kimberly-Clark increased its regular quarterly dividend to $1.28 per share (up from $1.26), payable April 2, marking the company's 54th consecutive year of dividend increases. Q1 2026 results due April 28 at 8:00 a.m. EDT. Faces headwinds from weaker quarterly results and slower organic sales growth. The Suzano JV ($3.4 billion) is under phase 1 UK competition review. Kenvue acquisition expected to close H2 2026.
Apr 2Kimberly-Clark increased quarterly dividend to $1.28 per share for 54th consecutive year; faces $300M in tariff costs and UK regulatory review of Suzano JV.Negative▶
Kimberly-Clark increased regular quarterly dividend to $1.28 per share, marking 54th consecutive year of dividend increases. Company faces $300 million in estimated tariff costs and UK competition regulator review of $3.4 billion Suzano joint venture (decision by May 28). Kimberly-Clark agreed to acquire Kenvue in $48.7 billion transaction. Stock down 11% over past 30 days amid slower organic sales, rising costs, and integration concerns. Q1 earnings expected April 21, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CLCOLGATE | $87.13 | +2.07% | +1.0% | 20.9x | 0.33 | $68.5B |
| KMBKIMBERLY | $97.82 | -0.62% | +1.5% | 13.0x | 0.30 | $32.7B |
| CHDCHURCH | $96.19 | -0.90% | +4.2% | 24.3x | 0.47 | $23.0B |
| CLXCLOROX | $87.26 | -9.52% | -8.1% | 14.4x | 0.65 | $11.7B |
| WMTWALMART | $131.84 | -0.07% | +4.0% | 40.2x | 0.66 | $1.05T |
| COSTCOSTCO | $1,012.70 | -0.18% | -0.4% | 45.1x | 0.98 | $450.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.