Key Points Coca-Cola raised its dividend by 5.2% in 2025, extending its streak to 63 straight years. Kimberly-Clark's 3.3% raise last year pushed its dividend growth streak to 53 consecutive years. Johnson & Johnson's 4.8% payment hike in 2025 pushed its dividend growth streak to 63 years in a row. 10 stocks we like better than Kimberly-Clark › Dividend Kings are some of the most durable dividend stocks. These companies have increased their payments for at least 50 years in a row. Their ability t ...

Kimberly-Clark Corporation (NASDAQ:KMB) is included among the 14 Best Dividend Aristocrats to Invest in Heading into 2026. Kimberly-Clark (KMB) Target Lowered as Citi Rebalances Household Care View On December 17, Citi lowered its price target on Kimberly-Clark Corporation (NASDAQ:KMB) to $95 from $100 and kept a Sell rating on the stock. The change came as part of the firm’s 2026 outlook for the beverages, household, and personal care space. Citi is moving away from its earlier bullish view on non-alcoh ...

Global mergers and acquisitions surged in 2025, nearly reclaiming the all-time peak of 2021. After a lull from cooling markets and higher borrowing costs, firms around the world stepped back into deal-making with renewed confidence. Total M&A value reached roughly $4.5 trillion — about 50% above 2024 levels and the second-largest annual tally on record, the Financial Times reported Friday. One defining characteristic of 2025’s deal boom was the value of the cash exchanging hands. There were 68 transact ...

DALLAS, Dec. 12, 2025 /PRNewswire/ -- Kimberly-Clark (NASDAQ: KMB) will issue its fourth quarter and full year 2025 results on Tuesday, January 27, 2026. A press release and supplemental materials will be issued at approximately 6:30 a.m. EST. Kimberly-Clark management will then host a live Q&A session with analysts beginning at 8:00 a.m. EST. The earnings release, supplemental materials, and Kimberly-Clark's Q&A session can be accessed at Kimberly-Clark - Investor Relations. A replay of the webcast will b ...

Core Insights - Kimberly-Clark Corporation (NASDAQ:KMB) is recognized as one of the 15 Blue Chip Dividend Stocks suitable for building a passive income portfolio [1] - BNP Paribas Exane has lowered its price target for Kimberly-Clark from $127 to $110, maintaining a Neutral rating, citing integration risks related to the planned acquisition of Kenvue expected to close in the second half of 2026 [2] - The company is expanding its manufacturing capabilities in Vietnam, acquiring 1.2 hectares of land to increase production by approximately 40%, with half of its output being exported to 18 different markets [3] - Kimberly-Clark is also enhancing its competitiveness in the digital space by engaging with parenting communities and expanding its e-commerce initiatives [4]

Summary of Kimberly-Clark's Conference Call Company and Industry - **Company**: Kimberly-Clark (NYSE: KMB) - **Industry**: Consumer Packaged Goods (CPG), specifically in personal care and health products Key Points and Arguments Kenvue Acquisition - Kimberly-Clark announced a transformational acquisition of Kenvue, aiming to build a leading personal wellness entity [5][6] - The acquisition is seen as a strategic move to enhance their product offerings and market position in health and wellness [6][10] - The company has built a strong operating model and culture over the past two years, leading to industry-leading results [6][7] Strategic Focus - The focus has shifted towards higher margin and higher growth categories, particularly in health and wellness, driven by an aging population [10][11] - The combination with Kenvue is expected to leverage both companies' strengths, including iconic brands and scientific expertise [10][12] Revenue and Cost Synergies - Kimberly-Clark expects to achieve $1.9 billion in cost synergies over three years post-acquisition, with a conservative model validated through due diligence [20][21] - Key areas for cost synergies include G&A overheads (40% of savings), procurement and supply chain, and sales and marketing [24][26] - The integration is expected to be efficient due to the complementary nature of both companies' portfolios and geographic presence [18][20] Market Conditions and Consumer Sentiment - The current consumer environment is challenging, particularly for households with incomes below $100,000, due to inflation and reduced savings [55][56] - Despite these challenges, Kimberly-Clark has maintained strong volume and mix growth, particularly in their diaper segment [59][60] - The company has pivoted its strategy to ensure a superior value proposition across all product tiers, including value tiers [56][57] Brand Revitalization - The leadership team is confident in revitalizing Kenvue's brands, drawing from their own experiences in overcoming past challenges [35][39] - A focus on innovation and accountability is seen as crucial for driving growth and improving brand performance [40][41] Shareholder Value and Future Outlook - The management believes the current share price dislocation presents a buying opportunity, with expectations for top-tier margins and growth rates post-acquisition [61][63] - The combination with Kenvue is anticipated to enhance Kimberly-Clark's overall business performance and shareholder value [63][64] Other Important Insights - The integration process will be closely managed to avoid distractions from ongoing innovation and marketing efforts [45][46] - The company has engaged top experts for due diligence on potential risks associated with Kenvue's portfolio, particularly regarding legal and regulatory issues [46][48] - There is a commitment to optimizing the combined portfolio for long-term shareholder value, with a disciplined approach to managing underperforming brands [51][52]

Core Insights - Kimberly-Clark Corporation (KMB) has a market capitalization of $35.5 billion and operates globally in the personal care and tissue products sector, with well-known brands such as Huggies, Kotex, Depend, Kleenex, and Scott [1][2] Financial Performance - In Q3 2025, Kimberly-Clark reported net sales of $4.15 billion and adjusted EPS of $1.82, exceeding expectations. Overall volumes grew by 2.4%, and organic sales in North America increased by 2.7%, indicating resilient demand for household staples despite pricing pressures [5] - Year-to-date, KMB stock is down 18.4%, underperforming the Nasdaq Composite's gain of 21.3%. Over the past 52 weeks, KMB shares have declined by 23.4%, compared to the Nasdaq's return of 20.7% [4] Stock Performance - Shares of Kimberly-Clark have pulled back 28.9% from their 52-week high of $150.45 and have declined nearly 17% over the past three months, lagging behind the Nasdaq Composite's over 10% increase during the same period [3][4] - The stock has been trading mostly below its 50-day and 200-day moving averages since late April [4] Competitive Landscape - In comparison, Procter & Gamble (PG) has experienced a less pronounced decline, with shares down 18.8% over the past 52 weeks and 13% year-to-date. Analysts maintain a moderately optimistic outlook for PG, with a consensus rating of "Moderate Buy" and a mean price target of $124.62, representing a 16.5% premium to current levels [6]

Group 1 - Kimberly-Clark Corporation is planning a bold acquisition of Kenvue for nearly $49 billion, which includes well-known brands like Tylenol and Band-Aids [1] - Kenvue's stock has significantly decreased, nearly cut in half since its public offering, making the acquisition more compelling [1] - The Secretary of Health and Human Services has raised concerns about Tylenol's potential link to autism, which may pose risks to the acquisition [1] Group 2 - Kimberly-Clark manufactures a range of personal care products, including diapers, wipes, and household paper goods, with brands such as Huggies and Kleenex [2]

Core Viewpoint - Kimberly-Clark Corporation will participate in the Morgan Stanley Global Consumer & Retail Conference on December 3, 2025, featuring CEO Mike Hsu and CFO Nelson Urdaneta as speakers [1]. Company Overview - Kimberly-Clark operates in over 175 countries, with a portfolio of trusted brands such as Huggies, Kleenex, and Scott, holding No. 1 or No. 2 market share positions in approximately 70 countries [2]. - The company's mission is to deliver Better Care for a Better World, emphasizing sustainable practices to support a healthy planet and strong communities [2]. Financial Updates - Kimberly-Clark's board of directors has declared a quarterly dividend of $1.26 per share [3]. - The company reported third quarter 2025 results, highlighting resilient consumer demand for its brands [4].

Core Insights - PepsiCo has made significant acquisitions, including full ownership of Sabra, Obela, Siete Foods, and Poppi, marking a major diversification effort in its portfolio [1] - The company is undergoing a portfolio transformation and cost reduction strategy to enhance operations and respond to the growing demand for wellness and healthy snacks [2] - The consumer staples sector, including PepsiCo, has faced challenges due to rising living costs, inflation, and a weakening job market, leading to decreased foot traffic and demand for snacks and beverages [3][4] Company-Specific Summaries - **PepsiCo**: The company is focusing on diversifying its product offerings through acquisitions that do not overlap with its existing brands, aiming to adapt to changing consumer preferences [2][7] - **Procter & Gamble (P&G)**: P&G is demonstrating strong pricing power and modest earnings growth, with international markets helping to offset weaknesses in North America [8] - **Colgate-Palmolive**: Colgate is primarily focused on oral and home care products, maintaining a strong position in the toothpaste market, and has a high-margin pet nutrition segment [9][10][11] - **Kimberly-Clark**: The company is facing challenges following its acquisition of Kenvue, but it maintains strong brands in the diaper and tissue markets, which are resilient during economic downturns [12][14][15] - **Target**: Target is struggling to compete on price but is improving its in-store experience and e-commerce capabilities, still generating sufficient cash flow to support its dividend [16] Market Performance and Valuation - The consumer staples sector, including Dividend Kings like PepsiCo, P&G, and Colgate, has seen a decline in stock performance, with many companies trading at attractive valuations based on forward earnings projections [17][18] - Kimberly-Clark is noted for trading at a significant discount to its historical average, although this may change post-acquisition of Kenvue [18] - The current market conditions present a compelling opportunity for long-term investors to consider these Dividend Kings, particularly those with strong cash flow and dividend reliability [19]