
Kimberly-Clark (KMB) Stock Forecast & Price Target
Kimberly-Clark (KMB) Analyst Ratings
Bulls say
Kimberly-Clark is set to add Kenvue's consumer health portfolio to its mix in the second half of calendar year 2026. Although it may face some cost pressures starting in 2Q26 due to higher oil costs and the CA warehouse fire, efforts to mitigate these costs through hedging, productivity, pricing, and marketing adjustments are in place. With a strong track record of delivering organic sales and EPS growth and a favorable cost outlook, the company is well-positioned for continued success in the tissue and hygiene market.
Bears say
Kimberly-Clark is facing potential risks to its earnings in 2027 due to spiking resin costs, which can add $300-350M to costs, impacting EPS by ~$0.70-0.80. The KVUE deal is expected to bring significant cost and synergy savings, but will initially be dilutive to EPS and may not have a significant impact until 2028. Furthermore, the company's business transformation, including the divestiture of IFP, may bring some savings in the near future, but results may be uncertain. The target price for the stock has been lowered to $114 due to increased uncertainty.
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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