Core 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].

Kimberly-Clark Corporation (KMB), based in Irving, Texas, is a multinational company that produces hygiene and personal care products for everyday use, including Kotex, Kleenex, and Scott. With a market capitalization of $39.99 billion, the company operates manufacturing facilities and offices in dozens of countries, distributing its brands to more than 175 nations globally. Its worldwide reach is supported by a workforce dedicated to delivering trusted, innovative solutions in the health and hygiene secto ...

Let's go outside of tech before we uh get out of this A block. Uh look at the home builders today. DR KB py toll.Uh Evercor has downgraded that group. Um they believe margins must bottom before the stocks can rerate. We do not believe that this will materialize in the next several months.Take a look at that move in DHI down 5%. You can cycle through the others. I'm sure that must tell a similar story, right.KB PY toll. Can we look at those guys. Um, I I bring this up in part because Jenny has made a move in ...

Home Builders Industry - Evercore has downgraded the home builders sector, indicating that margins must bottom before stocks can rerate, which is not expected to happen in the next several months [1] - D.R. Horton (DHI) shares fell by 5%, reflecting a broader negative sentiment in the home builders group [1] Milrose Properties - Milrose Properties was spun off from Lennar (LAR) in February and operates as a land bank, separating high-risk, high-reward growth from asset-heavy, slow-growth cash flow operations [3][4] - The company holds thousands of acres of land across 10 states and offers a 9% dividend yield, with plans to distribute all earnings and funds from operations as dividends [4][5] - Milrose has a unique external management structure by Kennedy Lewis, which may impose a valuation cap but allows for consistent cash flow through land options for builders like Lennar [6][5] Kimberly Clark - Kimberly Clark, known for brands like Kleenex and Huggies, is trading at a 52-week low with a 4.2% dividend yield and a price-to-earnings ratio of 16.5 [8][10] - The company has divested its international family care and professional business, which analysts believe has not been fully accounted for in earnings projections [9] - JP Morgan has set a price target of $144 for Kimberly Clark, suggesting potential for earnings growth of 3-6% in the future, with possible upward revisions from analysts [10][11]

Kimberly-Clark management will then host a live Q&A session with analysts beginning at 8:00 a.m. EDT. 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 be available following the event through the same website. About Kimberly-Clark Kimberly-Clark (NASDAQ: KMB) and its trusted brands are an indispensable part of life for people in more than 175 countries and territories. Our portfolio of brands, ...

Kimberly-Clark Corporation (NYSE:KMB) ranks among the stocks with low beta that can beat market volatility. On September 22, Evercore ISI maintained its Outperform rating on Kimberly-Clark Corporation (NYSE:KMB), but cut its price target from $155 to $150. Citing effects from pantry loading and marketing delays in North America, the firm lowered its third-quarter sales projections for Kimberly-Clark Corporation (NYSE:KMB) to about 1%, two percentage points below consensus predictions. Pixabay/Public Doma ...

This story was originally published on HR Dive. To receive daily news and insights, subscribe to our free daily HR Dive newsletter. Hershey, International Motors and more announced new CHROs in August. Here are the companies that welcomed new HR professionals to the team in September. Kimberly-Clark At the end of August, Kimberly-Clark, a company known for owning brands like Huggies, Kleenex, Kotex and Pullups, named Stacey Valy Panayiotou as its CHRO. Previously, Panayiotou was CHRO at Ball Corp.  “Her co ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Kimberly-Clark Corp. (NASDAQ: KMB) manufactures and markets personal care, hygiene, and consumer products, including well-known brands like Huggies, Kleenex, Kotex, and Cottonelle. It will report its Q3 2025 earnings on Oct. 21. Wall Street analysts expect the company to post EPS of $1.72, down from $1.83 in the prior-year period. According to data from Benzinga Pro, quarterly revenue is expected to be $4. ...

Group 1 - Suzano S.A. is the world's largest producer of eucalyptus pulp, controlling 49% of the company and producing approximately 17% of global market pulp supply through over eight mills in Brazil [2][3] - The company generated around $3 billion in operating cash flow last year, with a market capitalization of $12 billion, resulting in a price-to-operating cash flow ratio of 3.2x [3] - Suzano benefits from a structural cost advantage due to the fast maturation of eucalyptus trees, which mature in about seven years compared to nearly 20 years for pine, leading to a low unit cash cost of approximately $150 per ton [3] Group 2 - The company is expanding its footprint through a $3.4 billion joint venture with Kimberly-Clark, which will give Suzano a controlling stake in 22 tissue mills across over 70 countries [4] - Additional growth drivers include acquisitions of U.S. paperboard mills and strong shareholder returns through buybacks and dividends [5] - While Suzano is seen as a cheap, cash-rich business with long-term competitive advantages, the optimal entry point for investors depends on a recovery in pulp prices [5]

Company Overview - Kimberly-Clark Corporation (NASDAQ: KMB) is involved in manufacturing and marketing personal care and tissue products, including baby care, feminine care, adult incontinence, household paper goods, and professional hygiene solutions [2]. Core Insights - Jim Cramer highlighted Kimberly-Clark as a company undergoing a significant turnaround, emphasizing its restructuring efforts led by CEO Michael Hsu, despite the lack of recognition for these changes [1]. - The company has taken decisive action by selling 51% of its global Kleenex and tissue division to Brazilian supplier Suzano for $1.73 billion, allowing Kimberly-Clark to exit a cyclical business with low margins and focus on its more proprietary products, particularly in the diaper segment [2].