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KMKMB

Kimberly-Clark Corporation

$KMB·$33B·Household & Personal Products·Consumer Defensive
$98.15-0.3%YTD-3.0%1Y-24.2%
Price updated 7h ago·X counts updated 6h ago
KMKMB
$KMBKimberly-Clark Corporation
$98.15-0.34%101 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $KMB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

101X posts · last 7 days
Aug 29Sep 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $KMB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 75% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-08-05

Kimberly-Clark is bullish after a clean Q2 beat — adj EPS $2.12 vs $2.00 est, adj operating profit $757M vs $708M, 190 bps of gross-margin expansion, and the pending Kenvue acquisition still 'on track to close by end of year' with synergies identified ahead of plan. YTD operating cash flow up 55% and debt paid down to $6.5B. Coverage skews positive with Cramer flagging KMB as a buy call.

Read what X is saying about $KMB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $KMB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-10

Catching its breath after a run — could pick back up or fade from here.

Kimberly-Clark down 25% over twelve months — Q2 beat with 190 bps margin expansion, Kenvue deal still tracking

Kimberly-Clark makes personal-care and household staples (Huggies, Kleenex, Kotex, Scott, Cottonelle) — a classic defensive-dividend name working through an integration.

  • Print was clean: Q2 adjusted EPS $2.12 vs $2.00 est, adj operating profit $757M vs $708M, 190 bps of gross-margin expansion — a real operating step-up.
  • Deal still on: Kenvue acquisition tracking to close by year-end with synergies identified ahead of plan — a large integration that will move the equity story in 2027.
  • Chart is patient: up 1.7% YTD but down 25% over twelve months, at 16% of the 52-week range, beta 0.27 — a defensive vehicle that has priced integration risk into the multiple.

A staples franchise executing well on operations and heading into a major deal; the tape is discounting integration risk.

Agrees with X sentimentX posts are bullish on the Q2 beat, margin expansion and pending Kenvue close with synergies ahead of plan. That's aligned with the bundle — the crowd is trading the print and the deal timeline, not chatter noise.

What to watch: Q3 print Oct 29 for organic sales trend, gross-margin sustainability and Kenvue closing update; deal completion by year-end is the near-term catalyst.

On the calendar: 2026-10-29 — Q3 earnings

yield anchoracquisition integrationlow beta

Read the AI verdict on $KMB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Consumer staples company selling tissue, diaper, and personal care products globally under Kleenex, Huggies, Scott, and Cottonelle brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $KMB.

Household & Personal Products · Consumer Defensive

Household and personal-care demand is stabilising after volume pressure from pandemic-era price increases; prestige beauty is softening from China travel-retail headwinds while mass beauty is outperforming. AI-driven product personalisation is the next marketing differentiator.

What this means for $KMB

Partial — Kimberly-Clark; pricing normalising after COVID commodity costs, emerging-market volume recovery.

Industry benchmark

10-name peer basket
+16.6%YTD
-7.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
144%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.80$2.01-10.4%
Q1 2026Apr 28, 2026$1.97$1.93+2.1%
Q4 2025Jan 27, 2026$1.86$1.81+2.8%
Q3 2025Oct 30, 2025$1.82$1.75+4.0%
Next earningsThu, Oct 29·consensus EPS $1.66

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.2B-14.0%36.8%11.4%$2.00$321.0M
Q4 FY25$4.1B-17.2%35.9%12.4%$1.50$575.0M
Q3 FY25$4.1B-0.3%35.7%15.0%$1.34$1.1B
Q2 FY25$4.2B-1.6%35.0%14.2%$1.53$573.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.7B$16.6B – $16.8B$7.45$7.41 – $7.5011
FY27$17.1B$17.0B – $17.1B$7.47$7.37 – $7.559
FY28$17.5B$17.3B – $17.7B$8.06$7.97 – $8.157
FY29$26.3B$26.1B – $26.5B$8.48$8.39 – $8.583
FY30$35.8B$35.5B – $36.2B$8.99$8.89 – $9.105

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 6Andrew ScribnerController, VP & FP&A4.1K sh$401KSellMay 4Katy ChenPresident1.6K sh$152K
+ 28 other (10 exempts · 10 awards · 8 inkinds) in window

See when $KMB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 13
AI summary

Suzana Blades, Senior Vice President and General Counsel of Kimberly-Clark Corporation, filed an initial Form 3 statement of beneficial ownership. The filing discloses 6,695 shares of Kimberly-Clark common stock held directly, plus restricted stock units (RSUs) not yet vested. This is a standard initial disclosure required upon becoming a Section 16 reporting person.

8-KShareholder voteMay 148-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMay 58-K — Item 5.02: Officer or director change
3New insider — initial holdingsMar 183
+ 13 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kimberly Clark is Down 20% From Its 52-Week High. Is the Dip Worth Buying?fool.com·13h agoCan Kimberly-Clark's North America Business Accelerate in Second Half?zacks.com·2d agoKimberly-Clark Corporation (KMB) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcriptseekingalpha.com·3d agoKenvue's Kimberly-Clark Deal Nears Closing With Key Risks Still Aheadzacks.com·5d agoBaypointe Partners LLC Sells 90,000 Shares of Kimberly-Clark Corporation $KMBdefenseworld.net·8d ago

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Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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