Kimberly-Clark Corporation $KMB Shares Sold by J. Safra Sarasin Holding AG

30 Jan 2026, 11:03 by Kim Johansen · The Markets Daily

J. Safra Sarasin Holding AG reduced its position in Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 60.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,748 shares of the company’s stock after selling 10,132 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Kimberly-Clark were worth $839,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of KMB. Vanguard Group Inc. lifted its position in Kimberly-Clark by 14.8% during the second quarter. Vanguard Group Inc. now owns 40,435,476 shares of the company’s stock valued at $5,212,942,000 after buying an additional 5,200,011 shares in the last quarter. Norges Bank purchased a new stake in shares of Kimberly-Clark in the second quarter worth about $556,114,000. Federated Hermes Inc. grew its stake in shares of Kimberly-Clark by 350.2% in the second quarter. Federated Hermes Inc. now owns 1,583,193 shares of the company’s stock valued at $204,105,000 after buying an additional 1,231,501 shares in the last quarter. Balyasny Asset Management L.P. raised its holdings in shares of Kimberly-Clark by 32,568.4% during the 2nd quarter. Balyasny Asset Management L.P. now owns 978,419 shares of the company’s stock valued at $126,138,000 after buying an additional 975,424 shares during the period. Finally, Sarasin & Partners LLP lifted its position in Kimberly-Clark by 88.9% during the 3rd quarter. Sarasin & Partners LLP now owns 2,048,544 shares of the company’s stock worth $251,274,000 after acquiring an additional 963,978 shares in the last quarter. 76.29% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Argus raised shares of Kimberly-Clark from a “hold” rating to a “buy” rating and set a $120.00 target price on the stock in a research report on Thursday, November 13th. BNP Paribas Exane reissued a “neutral” rating and issued a $110.00 price objective on shares of Kimberly-Clark in a research report on Monday, December 1st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Kimberly-Clark in a research report on Monday, December 29th. Barclays set a $102.00 price target on Kimberly-Clark in a report on Friday, January 16th. Finally, UBS Group lifted their price objective on Kimberly-Clark from $107.00 to $110.00 and gave the stock a “neutral” rating in a report on Wednesday. Three research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $118.58.

Check Out Our Latest Analysis on Kimberly-Clark

Kimberly-Clark News Summary

Here are the key news stories impacting Kimberly-Clark this week:

Positive Sentiment: Shareholders approved Kimberly‑Clark’s acquisition of Kenvue, clearing a major regulatory/transaction milestone and reducing deal uncertainty; transaction is expected to close in the second half of 2026. Kimberly‑Clark and Kenvue Shareholders Overwhelmingly Approve Kimberly‑Clark’s Acquisition of Kenvue
Positive Sentiment: KMB beat EPS expectations for Q4 (reported $1.86 vs. $1.81 est.), raised its dividend and management is guiding to double‑digit profit growth in 2026 — all supportive of near‑term income and earnings upside. How Earnings Beat, Dividend Hike and Diaper Exit Will Impact Kimberly‑Clark (KMB) Investors
Positive Sentiment: Management frames the Kenvue deal and portfolio reshaping as strategic — creating a larger global health & wellness platform and returning cash to shareholders, which could be accretive long term if integration succeeds. Kimberly‑Clark Shareholders Approve Kenvue Acquisition Plan
Neutral Sentiment: Category dynamics: Kimberly‑Clark is pushing premium diaper products (against P&G), which could support margins but also leaves the company exposed to premium‑pricing elasticity. The diaper wars go deluxe as Pampers, Huggies chase shoppers ready to pay more for premium products
Neutral Sentiment: Analysts still expect roughly $7.50 in EPS for the year on average — the street is watching execution on margin recovery and the timing/impact of the Kenvue deal before revising targets. (Analyst consensus noted in recent coverage)
Negative Sentiment: Short interest jumped ~20.8% in January to about 9.8% of the float, increasing downside pressure and volatility risk if sentiment turns negative. This elevated short interest can amplify intraday moves and weighs on the share price.
Negative Sentiment: Revenue slightly missed estimates and was down year‑over‑year for the quarter; the planned acquisition will also increase financial leverage (company already shows high debt/equity), so investors are cautious about integration risk and balance‑sheet strain. Kimberly‑Clark Q4 2025 earnings call transcript

Kimberly-Clark Stock Performance

Shares of NASDAQ KMB opened at $98.66 on Friday. The company has a quick ratio of 0.56, a current ratio of 0.75 and a debt-to-equity ratio of 3.97. The firm’s 50-day moving average price is $101.92 and its two-hundred day moving average price is $115.64. Kimberly-Clark Corporation has a 52-week low of $96.26 and a 52-week high of $150.45. The stock has a market capitalization of $32.74 billion, a P/E ratio of 16.25, a P/E/G ratio of 3.82 and a beta of 0.26.

Kimberly-Clark (NASDAQ:KMB – Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The company reported $1.86 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.05. Kimberly-Clark had a return on equity of 170.48% and a net margin of 11.73%.The business had revenue of $4.08 billion for the quarter, compared to analysts’ expectations of $4.11 billion. During the same period in the prior year, the firm earned $1.50 EPS. The business’s quarterly revenue was down .6% on a year-over-year basis. As a group, sell-side analysts forecast that Kimberly-Clark Corporation will post 7.5 earnings per share for the current year.

Kimberly-Clark Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Friday, March 6th will be issued a dividend of $1.28 per share. This represents a $5.12 annualized dividend and a dividend yield of 5.2%. This is a positive change from Kimberly-Clark’s previous quarterly dividend of $1.26. The ex-dividend date of this dividend is Friday, March 6th. Kimberly-Clark’s dividend payout ratio is presently 85.28%.

About Kimberly-Clark

(Free Report)

Kimberly-Clark Corporation is a U.S.-based multinational manufacturer of personal care and consumer tissue products. The company develops, produces and markets a range of consumer brands and professional products, including facial and bathroom tissues, disposable diapers and training pants, feminine care, incontinence products and workplace hygiene solutions. Known for consumer-facing names such as Kleenex, Huggies, Kotex, Cottonelle and Scott, as well as professional offerings under Kimberly-Clark Professional and KleenGuard, the company supplies goods to retail, healthcare and institutional customers.

Founded in 1872 in Neenah, Wisconsin, Kimberly-Clark has expanded from its 19th-century paper-making roots into a global household and workplace products company.