Kimberly-Clark Corp's stock fell by 3.01% today, hitting a 52-week low amid a generally positive market environment, with the Nasdaq-100 up 1.19% and the S&P 500 up 0.81%.
This decline occurs despite the broader market strength, indicating a potential sector rotation as investors shift their focus. Kimberly-Clark's recent announcement of plans to invest over $2 billion to expand U.S. manufacturing capacity and its consistent dividend payments highlight its long-term growth potential, but the stock's current performance reflects a shift in investor sentiment.
The implications of this movement suggest that while Kimberly-Clark remains a strong player in the market, the recent price action may be influenced by broader trends in investor preferences, particularly towards sectors that are currently outperforming.
Wall Street analysts forecast KMB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KMB is 127.71 USD with a low forecast of 95.00 USD and a high forecast of 162.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast KMB stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KMB is 127.71 USD with a low forecast of 95.00 USD and a high forecast of 162.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
8 Hold
1 Sell
Moderate Buy
Current: 98.660
Low
95.00
Averages
127.71
High
162.00
Current: 98.660
Low
95.00
Averages
127.71
High
162.00
UBS
Peter Grom
Neutral
maintain
$107 -> $110
2026-01-28
New
Reason
UBS
Peter Grom
Price Target
$107 -> $110
AI Analysis
2026-01-28
New
maintain
Neutral
Reason
UBS analyst Peter Grom raised the firm's price target on Kimberly-Clark (KMB) to $110 from $107 and keeps a Neutral rating on the shares. While the underlying business is solid, the Kenvue (KVUE) overhang should persist, the analyst tells investors in a research note.
BofA
Anna Lizzul
Buy
downgrade
$148 -> $130
2026-01-28
New
Reason
BofA
Anna Lizzul
Price Target
$148 -> $130
2026-01-28
New
downgrade
Buy
Reason
BofA analyst Anna Lizzul lowered the firm's price target on Kimberly-Clark to $130 from $148 and keeps a Buy rating on the shares. The firm sees Kimberly-Clark executing on its transformation, but lowers its price target on a lower P/E multiple applied to its 2027 EPS estimate due to multiple compression in the space, the analyst tells investors.
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Barclays
Equal Weight
downgrade
$132 -> $102
2026-01-16
Reason
Barclays
Price Target
$132 -> $102
2026-01-16
downgrade
Equal Weight
Reason
Barclays lowered the firm's price target on Kimberly-Clark to $102 from $132 and keeps an Equal Weight rating on the shares. The firm adjusted targets in the consumer staples group as part of a Q4 earnings preview. Barclays attributes the recent "enthusiasm" in the stock to "a flight to safety" and remains concerned about company- and sector-level fundamentals. Potential oil and currency headwinds could materialize in 2026, the analyst tells investors in a research note.
TD Cowen
Hold
downgrade
$112 -> $105
2026-01-08
Reason
TD Cowen
Price Target
$112 -> $105
2026-01-08
downgrade
Hold
Reason
TD Cowen lowered the firm's price target on Kimberly-Clark to $105 from $112 and keeps a Hold rating on the shares. The firm adjusted price targets in consumer staples as part of a 2026 outlook. TD expects a "challenging" year for large-cap consumer staples with volume growth unlikely to improve materially from the negative 0.9% in 2025 and pricing "muted."
About KMB
Kimberly-Clark Corporation is a global company focused on delivering products and solutions that provide better care. The Company's segments include North America and International Personal Care. The North America segment consists of products encompassing each of its five global daily-need categories across consumer and professional channels including disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, reusable underwear, facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers and other related products. International Personal Care segment consists of three core categories: Baby & Child Care, Adult Care and Feminine Care, including disposable diapers, training and youth pants, swim pants, baby wipes, feminine and incontinence care products, reusable underwear and other related products. Its portfolio of brands includes Huggies, Kleenex, Scott, Kotex, Cottonelle, Depend, and Pull-Ups.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
