Latest revenue
$4.16B
as of 2026-03-31
Latest net income
$665.0M
as of 2026-03-31
Net margin
16.0%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $32.91B
- Enterprise value
- $39.45B
- P/E (trailing)
- 16.3×
- Forward P/E
- —
- P/B
- 18.32×
- Dividend yield
- 5.1%
- 52-wk high
- $144.31
- 52-wk low
- $92.42
- Beta
- —
- Shares out
- 331.9M
5-year trend
What this company does
Kimberly-Clark makes everyday paper-based personal care products like diapers (Huggies), tissues (Kleenex), toilet paper (Cottonelle), and feminine hygiene items sold in stores worldwide. The company generates revenue primarily by selling these branded consumer staples to retailers, booking $4.2 billion in quarterly sales at a roughly 37% gross margin. Kimberly-Clark is mid-divestiture: it's spinning its International Family Care and Professional unit into a joint venture with Suzano, which will pay $1.7 billion for 51% control at mid-2026 closing.
Generated from KMB's filing dated 2026-02-12
Key risks
- Leverage and thin equity: $7.08B total debt against just $1.91B stockholders' equity and $542M cash, with $609M due within one year.
- IFP divestiture execution risk: $1.7B Suzano JV closing depends on regulatory approvals; mid-2026 close not guaranteed, leaving K-C with 49% minority stake.
- Capex doubled to $424M from $204M YoY while operating cash funded only $745M; dividends ($418M) plus capex pressure free cash flow.
Generated from KMB's filing dated 2026-02-12
Profitability
Gross margin
36.0%
0.6%Operating margin
14.3%
10.7%Net margin
12.3%
3.2%Return on equity
134.6%
55.6%Return on assets
11.8%
23.2%Leverage
Debt / equity
10.38×
44.5%Long-term debt / equity
4.31×
47.3%Debt / assets
91.2%
3.9%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $4.16B | +2.7% | $665.0M | +17.3% | 16.0% |
Q4 2025 2025-12-31 | $4.08B | -37.6% | $499.0M | +11.6% | 12.2% |
Q3 2025 2025-09-30 | $4.15B | +0.1% | $446.0M | -50.8% | 10.7% |
Q2 2025 2025-06-30 | $4.16B | -1.6% | $509.0M | -6.4% | 12.2% |
Q1 2025 2025-03-31 | $4.05B | -21.3% | $567.0M | -12.4% | 14.0% |
Q4 2024 2024-12-31 | $6.53B | — | $447.0M | — | 6.8% |
Q3 2024 2024-09-30 | $4.14B | -19.3% | $907.0M | +54.5% | 21.9% |
Q2 2024 2024-06-30 | $4.23B | -17.6% | $544.0M | +433.3% | 12.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Converted Paper & Paperboard Prods (No Contaners/Boxes) · SIC 2670
Your notes
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Insider activity
Insider buying
$1.0M
Insider selling
$3.0M
Net activity
−$2.0M
Distinct insiders
4
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-05-06 | Andrew Scribner Controller, VP & FP&A | Sale | 4,095 | $98.00 | $401.3K | |
| 2026-05-04 | Katy Chen President, Int'l Personal Care | Sale | 1,596 | $95.34 | $152.2K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns KMB
Institutional value
$9.76B
Total shares held
105.2M
Distinct holders
767
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 21.5M | $2.08B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.2M | $1.56B | — | New |
| 3 | Invesco Ltd. | 6.0M | $575.8M | — | New |
| 4 | UBS Group AG | 3.8M | $371.0M | — | New |
| 5 | WELLS FARGO & COMPANY/MN | 2.9M | $281.0M | — | New |
| 6 | FEDERATED HERMES, INC. | 2.6M | $254.7M | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $231.2M | — | New |
| 8 | DIAMOND HILL CAPITAL MANAGEMENT INC | 2.3M | $226.3M | — | New |
| 9 | Legal & General Group Plc | 2.3M | $220.4M | — | New |
| 10 | Bank of New York Mellon Corp | 2.2M | $215.9M | — | New |
| 11 | VANGUARD FIDUCIARY TRUST CO | 1.9M | $181.9M | — | New |
| 12 | ProShare Advisors LLC | 1.7M | $164.9M | — | New |
| 13 | HSBC HOLDINGS PLC | 1.4M | $137.1M | — | New |
| 14 | DEUTSCHE BANK AG\ | 1.2M | $112.7M | — | New |
| 15 | STIFEL FINANCIAL CORP | 1.1M | $105.1M | — | New |
| 16 | LPL Financial LLC | 1.0M | $101.0M | — | New |
| 17 | CITIGROUP INC | 1.0M | $98.8M | — | New |
| 18 | Swiss National Bank | 974.0K | $94.0M | — | New |
| 19 | Nuveen, LLC | 856.8K | $82.7M | — | New |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 833.8K | $80.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Operating profit jumped to $753M from $631M, but $139M in 'other income' drove most upside—what's recurring versus one-time?
- 2
Capex doubled to $424M while cash fell to $542M and buybacks went to zero—is the dividend now constrained pre-IFP close?
- 3
Gross margin compressed to 36.8% from 37.2% despite pricing—where are you losing to private label and Procter & Gamble?
Refreshed when KMB files a new report · last from 2026-02-12