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KMBKimberly-Clark CorporationHold5.4·$102.19+0.64%
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Kimberly-Clark Corporation (KMB) Stock Analysis

Recovery setup

HoldVALUE-TRAP 1/5High Confidence

Consumer Defensive · Household & Personal Products

Hold if already holding. Not a fresh buy at $102.19, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Walmart Inc. (16.0%); Analyst target reached - limited upside remaining.

Kimberly-Clark manufactures and markets tissue, personal care, and hygiene products under brands including Huggies, Kleenex, Cottonelle, Kotex, and Depend, sold in 175+ countries through two segments: North America and International Personal Care. Products are distributed... Read more

$102.19+0.7% A.UpsideScore 5.4/10#6 of 13 Household & Personal Products
QualityF-score7 / 9FCF yield3.13%
IncomeYield5.04%(5y avg 3.75%)Payout97.87%at-risk
Stop $97.10Target $102.84(analyst − 10%)A.R:R 0.1:1
Analyst target$114.27+11.8%15 analysts
$102.84our TP
$102.19price
$114.27mean
$90
$162

Hold if already holding. Not a fresh buy at $102.19, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Walmart Inc. (16.0%); Analyst target reached - limited upside remaining. Chart setup: Death cross but MACD improving, RSI 61. Multiple concerning factors. Consider reducing position. | News modifier +1 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.4/10, high confidence.

Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 59d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-12
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Aug 10, 202659d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Earnings estimates trending UP
Risks
Concentration risk — Customer: Walmart Inc. (16.0%)
Analyst target reached - limited upside remaining
Leverage penalty (D/E 3.7): -1.5

Key Metrics

P/E (TTM)19.6
P/E (Fwd)13.4
Mkt Cap$33.7B
EV/EBITDA12.1
Profit Mgn12.8%
ROE111.7%
Rev Growth2.7%
Beta0.30
Dividend5.04%
Rating analysts21

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C1.12bearish
IV30%normal
Max Pain$55-46.2% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHCustomerWalmart Inc.16%
    10-K Item 1: 'Our largest customer, Walmart Inc., represented approximately 16% in 2025 and 2024 and 15% in 2023 of our net sales from continuing operations.'

Material Events(8-K, last 90d)

  • 2026-05-05Item 5.02LOW
    Andrew Scribner (VP and Controller) departing May 22, 2026 to pursue other opportunities. CFO Nelson Urdaneta will serve as principal accounting officer on an interim basis upon Scribner's departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
0.4
Bollinger
0.5
52w Position
5.0
GatesA.R:R 0.1 < 1.5@spotDeath cross (50MA < 200MA)Executive change: officer departure/appointmentMomentum 6.0>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 59d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
61 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $92.06Resistance $102.60

Price Targets

$97
$103
A.Upside+0.6%
A.R:R0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (0.7% upside)
! NEWS_MOD=+1: SELL_IF_HOLDING → HOLD_IF_HOLDING
! asymmetry at 0.1 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-10 (59d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KMB stock a buy right now?

Hold if already holding. Not a fresh buy at $102.19, but acceptable to hold if already in. Reasons: Concentration risk — Customer: Walmart Inc. (16.0%); Analyst target reached - limited upside remaining. Chart setup: Death cross but MACD improving, RSI 61. Multiple concerning factors. Consider reducing position. | News modifier +1 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $102.84 (+0.6%), stop $97.10 (−5.2%), A.R:R 0.1:1. Score 5.4/10, high confidence.

What is the KMB stock price target?

Take-profit target: $102.84 (+0.7% upside). Target $102.84 (+0.6%), stop $97.10 (−5.2%), A.R:R 0.1:1. Stop-loss: $97.10.

What are the risks of investing in KMB?

Concentration risk — Customer: Walmart Inc. (16.0%); Analyst target reached - limited upside remaining; Leverage penalty (D/E 3.7): -1.5.

Is KMB overvalued or undervalued?

Kimberly-Clark Corporation trades at a P/E of 19.6 (forward 13.4). TrendMatrix value score: 6.3/10. Verdict: Hold.

What do analysts say about KMB?

21 analysts cover KMB with a consensus score of 3.5/5. Average price target: $114.

What does Kimberly-Clark Corporation do?Kimberly-Clark manufactures and markets tissue, personal care, and hygiene products under brands including Huggies,...

Kimberly-Clark manufactures and markets tissue, personal care, and hygiene products under brands including Huggies, Kleenex, Cottonelle, Kotex, and Depend, sold in 175+ countries through two segments: North America and International Personal Care. Products are distributed through mass merchants, drugstores, and e-commerce; Walmart represents approximately 16% of net sales from continuing operations.

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