How Investors Are Reacting To Kimberly-Clark (KMB) Amid Earnings Uncertainty and Analyst Scrutiny

• Kimberly-Clark, which manufactures well-known personal care and hygiene brands, is set to report its Q3 2025 earnings on October 21, with analysts projecting a year-over-year decline in earnings per share and ongoing scrutiny after a mixed Q2 performance.
• Heightened analyst activity, including revisions in ratings and observed insider selling, alongside investor speculation of a potential earnings beat based on positive Earnings ESP figures, has brought increased attention to Kimberly-Clark ahead of its upcoming results.
• We’ll examine how anticipation around possible earnings surprises and analyst commentary could influence Kimberly-Clark’s investment narrative going forward.

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Kimberly-Clark Investment Narrative Recap

To be a shareholder in Kimberly-Clark right now is to believe in the enduring demand for essential personal care and hygiene products, the strength of iconic brands, and the organization’s ability to innovate in challenging markets. With Q3 2025 earnings around the corner, speculation surrounding a possible earnings beat due to positive Earnings ESP figures is the main short-term catalyst, while the biggest risk remains volume headwinds from a still-pressured consumer environment. So far, there is no evidence that these news items meaningfully shift either dynamic.

A relevant development is the significant insider selling noted in recent months, including a multi-million dollar share sale by a senior executive. In the context of ongoing analyst scrutiny and adjustments to price targets, this corporate action draws attention to governance perceptions and may add near-term volatility alongside earnings expectations.

However, with analyst eyes on earnings surprises, investors should also be alert to the growing impact of weak purchasing power in sensitive markets…

Read the full narrative on Kimberly-Clark (it’s free!)

Kimberly-Clark is forecast to generate $17.6 billion in revenue and $2.4 billion in earnings by 2028. This outlook assumes a 3.6% annual decline in revenue, with earnings expected to remain flat at $2.4 billion, showing no increase or decrease from current levels.

Uncover how Kimberly-Clark’s forecasts yield a $142.07 fair value, a 16% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided three distinct fair value estimates for Kimberly-Clark, ranging from US$109.99 to US$142.07 per share. With analyst consensus focused on near-term earnings risk due to consumer weakness, you can explore a range of other viewpoints about future prospects here.

Explore 3 other fair value estimates on Kimberly-Clark – why the stock might be worth 10% less than the current price!

Build Your Own Kimberly-Clark Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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