Kimberly-Clark to form partnership with Suzano
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 05 2025
0mins
Strategic Partnership Formation: Kimberly-Clark has formed a strategic partnership with Suzano to create a new international tissue and professional products company, with Kimberly-Clark holding a 49% stake and Suzano 51%. The venture will include assets from Kimberly-Clark's International Family Care and Professional business, which generated approximately $3.3 billion in net sales in 2024.
Financial Implications and Future Plans: The transaction is expected to be dilutive to Kimberly-Clark's Adjusted Earnings Per Share by $0.30-0.40 in the first full year post-closing, with plans to return cash proceeds to shareholders through share repurchases. The deal is set to close in mid-2026, pending regulatory approvals and customary conditions.
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Analyst Views on KMB
Wall Street analysts forecast KMB stock price to rise
14 Analyst Rating
5 Buy
8 Hold
1 Sell
Moderate Buy
Current: 101.710
Low
95.00
Averages
127.71
High
162.00
Current: 101.710
Low
95.00
Averages
127.71
High
162.00
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.
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- Kimberly-Clark Merger Impact: Kimberly-Clark's plan to acquire Kenvue for $48.7 billion is expected to create up to $2 billion in cost synergies, further solidifying its 54-year dividend growth track record, with a forward dividend yield of 3.5%.
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- Digital Transformation Expertise: Tinto brings over 30 years of technology leadership experience, having led digital transformation and global business services at Walgreens Boots Alliance and Kraft Heinz, which is expected to invigorate Kimberly-Clark's 'Powering Care' strategy and further drive the company's strong momentum.
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- Beauty Product Upgrade: Target will launch a 'Beauty Studio' in over 600 stores, replacing its partnership with Ulta Beauty, focusing on prestige beauty brands to attract younger consumers and boost sales.
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