
Kimberly-Clark (KMB) Stock Forecast & Price Target
Kimberly-Clark (KMB) Analyst Ratings
Bulls say
Kimberly-Clark is poised for sustainable organic revenue growth, despite expectations to grow slightly below industry averages in 2026, with strong potential for growth with the upcoming acquisition of KVUE's consumer health portfolio. While cost headwinds may be a concern, Kimberly-Clark has strong productivity momentum and has stepped up its merchandising and innovations. The recent pullback in oil prices could also provide a favorable outlook for the company, potentially leading to a higher price target of $121 (using ~16.0x 2027E EPS).
Bears say
Kimberly-Clark is expected to add Kenvue's consumer health portfolio to its mix in the second half of 2026, which is likely to result in modest EPS accretion in its first year and low double-digit accretion in its second year. However, its recent 3Q26 estimates reflect incremental pressure with a ~1pp headwind from postponed innovation launch and inventory de-loading, as well as additional costs from higher freight/logistics and tariff costs. While its China sales have not worsened, the impact of social commerce and a ~250-300bps headwind are expected in 3Q26 and 4Q26. As a result, Kimberly-Clark's organic revenue is expected to decline -1.3% and its EPS to decline -13.0%. While the company is expected to deliver +1-2% organic sales growth and +1-2% EPS growth in 2026-28, its current share price is trading at ~16.0x PE multiple to its 2027E EPS of $7.40, making it relatively overvalued compared to its potential growth.
This aggregate rating is based on analysts' research of Kimberly-Clark and is not a guaranteed prediction by Public.com or investment advice.
Kimberly-Clark (KMB) Analyst Forecast & Price Prediction
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