Kimberly-Clark stock gained 1.24 percent as BofA cut its target

Published on 09/28/2026 at 13:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Kimberly-Clark stock gained 1.24 percent to USD 98.43 on September 25, 2026, after BofA cut its target to USD 120.00. Q2 sales rose 0.60 percent.

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Kimberly-Clark stock (ISIN US4943681035) gained 1.24 percent to USD 98.43 on NASDAQ on September 25, 2026, with volume of 3,287,423 shares. The move came as BofA Securities cut its price target to USD 120.00 from USD 122.00 while keeping a Buy rating, according to Investing.com on September 25, 2026.

BofA lowers its target

The revised target reflects pressure on Kimberly-Clark's near-term earnings outlook. BofA reduced its third-quarter adjusted EPS estimate to USD 1.55 from USD 1.75 and its 2026 adjusted EPS estimate to USD 7.28 from USD 7.48, according to Investing.com on September 25, 2026. The company faces China-related demand pressure, a delayed North American innovation launch and disruption in its professional distribution business.

Q2 sales grew modestly

Kimberly-Clark reported second-quarter 2026 net sales of USD 4.19 billion, up 0.60 percent from the prior year. Adjusted diluted EPS from continuing operations rose 10.40 percent year over year to USD 1.80, while reported diluted EPS was USD 1.22, according to TradingView in its September 2026 report. Operating profit reached USD 633 million, while adjusted operating profit rose 6.20 percent to USD 757 million.

The result shows the central tension for investors: productivity supported adjusted profitability, but sales growth remained limited. International Personal Care sales grew 4.00 percent in the quarter, while North America sales declined 1.20 percent, according to TradingView.

Kenvue review remains important

Kimberly-Clark's proposed USD 40.00 billion acquisition of Kenvue remains a strategic driver and regulatory risk. The company offered concessions to address European Union antitrust concerns on September 23, 2026, according to Reuters. The European Commission review therefore remains relevant to the transaction's expected fourth-quarter 2026 closing.

Stock remains below its high

Kimberly-Clark closed at USD 98.43 on NASDAQ on September 25, 2026, 21.48 percent below its 52-week high of USD 125.32 and above its 52-week low of USD 92.42. Market capitalization was USD 32.7 billion on that date, giving the stock a market value that remains closely tied to the earnings outlook and Kenvue execution.