Kimberly-Clark(US:KMB) The Motley Foolยท2025-10-12 01:06Core Viewpoint - Sarasin & Partners LLP has significantly increased its stake in Kimberly-Clark by acquiring 963,978 shares valued at approximately $119.87 million, raising its total holdings to 2,048,544 shares worth $251.27 million as of September 30, 2025 [1][2]. Company Overview - Kimberly-Clark reported a total revenue of $18.88 billion and a net income of $2.43 billion for the trailing twelve months (TTM) [4]. - The company offers a dividend yield of 4.22% as of October 9, 2025, with its stock priced at $119.55 [4]. Business Model - Kimberly-Clark manufactures and markets personal care products, consumer tissue, and professional hygiene solutions under well-known brands such as Huggies, Kleenex, Scott, and Kotex [5]. - The company generates revenue primarily through the sale of branded disposable consumer products, utilizing a global distribution network that includes supermarkets, mass merchandisers, and e-commerce channels [5]. Market Position - Kimberly-Clark is recognized as a leading global provider of personal care and tissue products, serving a diverse customer base that includes individual consumers, retail outlets, and commercial institutions across various sectors [6]. - The company has maintained a diversified portfolio of established brands, which supports its market presence [6]. Investment Insights - Despite a decline in stock price, down 15.9% over the year ending October 9, 2025, Kimberly-Clark's dividend history is notable, having increased dividends for over 50 years, making it a reliable choice for income-focused investors [3][9]. - The KMB position now constitutes 2.47% of Sarasin & Partners LLP's 13F reportable assets under management (AUM) as of September 30, 2025 [3].