Public Sector Pension Investment Board Lowers Position in Kimberly-Clark Corporation $KMB
The Public Sector Pension Investment Board significantly reduced its stake in Kimberly-Clark Corporation (NASDAQ:KMB) by 65.9% in the third quarter, selling 56,142 shares and holding 29,019 shares valued at $3.61 million. Despite this, other institutional investors increased their positions, and Kimberly-Clark recently announced an increased quarterly dividend of $1.28 per share, payable on April 2nd. The company reported strong Q3 earnings, beating analyst estimates, and maintained an average "Hold" rating from equities research analysts.
Kenvue Inc. SEC 10-K Report
Kenvue Inc. has released its annual 10-K report, detailing its financial and operational performance for the fiscal year, including decreased net sales but increased operating and net income. The report highlights strategic initiatives like the 'Vue Forward' program and a proposed merger with Kimberly-Clark, while also outlining challenges such as transaction, operational, regulatory, and market risks.
Kimberly-Clark moves entire ad account to McCann
Kimberly-Clark has transitioned its entire advertising account from FCB London to McCann. This move comes after AMV BBDO, which absorbed FCB London following Omnicom's takeover of Interpublic, won the Essity business for the Cushelle brand, a direct competitor to Kimberly-Clark's Andrex. Despite the change, key creative and strategy leads from the Andrex account will remain with AMV BBDO.
Tide Evo And Livestream Push Highlight P&G Growth And Sustainability Story
Procter & Gamble (P&G) has launched Tide Evo, a new waterless, concentrated laundry detergent, alongside a shoppable livestream campaign on Walmart tied to the Winter Olympics. These initiatives, coupled with recognition for P&G's Chief Sustainability Officer, highlight the company's focus on product innovation, marketing, and environmental credentials. While P&G shows steady growth and a reliable dividend, investors should consider the company's high debt levels and recent insider selling.
Corporate Knights names Steel Dynamics global steel sustainability leader
Steel Dynamics (NASDAQ: STLD) has been recognized by Corporate Knights as the global leader in the steelmaking industry and named one of the 2026 Global 100 Most Sustainable Corporations for the second consecutive year. This recognition highlights the company's commitment to safety, innovation, and sustainability, based on Corporate Knights' evaluation of sustainable investments, revenues, and revenue momentum. Mark D. Millett, Co-Founder, Chairman, and CEO, emphasized that this honor reflects the dedication of their teams and drives their pursuit of high operational and financial performance.
Curious Texas: Should you throw away or flush a tissue?
This article addresses the common question of whether to flush tissues or throw them away, emphasizing their environmental impact. Experts recommend against flushing tissues as they do not break down like toilet paper, leading to plumbing clogs and significant costs for wastewater systems. Instead, tissues should be disposed of in the trash, or potentially composted if they contain only snot.
King Luther Capital Management Corp Has $97.04 Million Stock Holdings in Kimberly-Clark Corporation $KMB
King Luther Capital Management Corp reduced its stake in Kimberly-Clark Corporation by 2.7%, now holding 780,455 shares valued at $97.04 million. Kimberly-Clark recently increased its quarterly dividend to $1.28, offering a 4.7% yield, and reported an EPS beat of $1.86 against an expected $1.81. The stock currently holds a consensus "Hold" rating with a target price of $119.
NYSE gives Planet Green until 2027 to meet listing standards
Planet Green Holdings Corp. (NYSE American: PLAG) announced that NYSE Regulation has accepted its compliance plan, granting the company a period until June 8, 2027, to meet continued listing standards. While this provides temporary relief from immediate delisting pressure, the company will be periodically reviewed, and failure to comply or make consistent progress could still lead to delisting proceedings. Investors are advised to monitor future financial reports and progress on the plan.
UBS raises Kenvue stock price target to $19 on Q4 beat
UBS has increased its price target for Kenvue Inc (NYSE:KVUE) to $19 from $17, while maintaining a Neutral rating on the stock, following Kenvue's better-than-expected fourth-quarter results. The improved outlook is attributed to strong organic sales growth, better gross and operating margins, and a favorable tax rate, despite investor sentiment initially being negative. Kenvue's future trajectory is influenced by its pending acquisition by Kimberly-Clark, and it offers a 4.51% dividend yield for income-focused investors.
Kenvue Tops Q4 Earnings Estimates, Advances Toward Kimberly-Clark Deal
Kenvue (KVUE) surpassed Q4 earnings and revenue estimates, driven by organic growth and improved margins, despite some volume softness. The company's performance was strong in Essential Health, and Skin Health and Beauty segments, across various regions outside North America. Kenvue is also moving forward with its planned acquisition by Kimberly-Clark, with key approvals already secured and closure expected in the second half of 2026.
Waycross Partners LLC Purchases New Stake in Kenvue Inc. $KVUE
Waycross Partners LLC has acquired a new stake in Kenvue Inc. (NYSE:KVUE), purchasing 200,000 shares valued at approximately $3.25 million in the third quarter. This comes as Kenvue exceeded Q4 earnings and revenue estimates but also announced a workforce reduction and faces concerns about operating cash flow. Notably, a director, Jeffrey C. Smith, significantly increased his holdings, signaling insider confidence despite mixed market sentiment.
BofA Securities resumes Kenvue stock coverage with no rating
BofA Securities has resumed coverage of Kenvue Inc (NYSE:KVUE) with no rating, citing the company's pending acquisition by Kimberly-Clark. Despite reporting fourth-quarter organic sales growth and impressive gross profit margins, Kenvue's stock is not trading on fundamentals due to the impending acquisition. The consumer health company, valued at $35.27 billion, operates with moderate debt and offers a 4.51% dividend yield.
Aberdeen Group plc Acquires 644,930 Shares of Kenvue Inc. $KVUE
Aberdeen Group plc significantly increased its stake in Kenvue Inc. (NYSE:KVUE) by 84.1%, acquiring an additional 644,930 shares, bringing its total to 1,411,380 shares valued at approximately $22.9 million. This comes as Kenvue beat Q4 earnings and revenue estimates, reporting $0.27 EPS and $3.78 billion in revenue, and announced a quarterly dividend. However, the company's high payout ratio and recent workforce reductions are noted as potential concerns, while institutional investors like CWM LLC and Allianz Asset Management GmbH also modified their holdings.
Stocks to Watch Wednesday: Palo Alto Networks, Analog Devices, Kenvue
Palo Alto Networks reported better-than-expected quarterly results and raised its annual revenue outlook, but lower-than-expected earnings-per-share guidance for the current quarter led to a 7.5% drop in premarket trading. Caesars Entertainment saw its shares gain 4% in off-hours trading after reporting higher-than-forecast quarterly revenue despite swinging to a loss. Kenvue exceeded quarterly result forecasts and announced a 3.5% staff reduction ahead of its planned takeover by Kimberley-Clark.
Kenvue beats quarterly estimates, announces job cuts amid Kimberly-Clark acquisition
Kenvue exceeded quarterly earnings estimates and announced job cuts, following its acquisition of several non-core brands from Kimberly-Clark. The company's fourth-quarter net sales reached $3.6 billion, driven by strong growth in its self-care and essential health segments, and it also initiated a restructuring program to streamline operations.
Kenvue beats quarterly estimates, announces job cuts amid Kimberly-Clark acquisition
Kenvue exceeded Wall Street expectations for its fourth-quarter results and revealed plans for a global workforce reduction of about 3.5% as it moves forward with its acquisition by Kimberly-Clark. The Tylenol-maker reported strong performance in its self-care and essential health segments, with net sales and adjusted profit per share beating analyst estimates. These job cuts are expected to lead to approximately $250 million in pre-tax restructuring expenses in 2026.
Kenvue Reports Fourth Quarter and Full Year 2025 Results
Kenvue Inc. announced its financial results for the fourth quarter and full year ended December 28, 2025. The company reported increased net sales and organic sales in Q4 2025, with adjusted diluted EPS of $0.27, reflecting stronger top- and bottom-line performance. For the full year, net sales declined slightly, and adjusted diluted EPS was $1.08. The report also detailed progress on its pending acquisition by Kimberly-Clark, with the transaction expected to close in the second half of 2026.
Kenvue (NYSE: KVUE) details 2025 results, $250M restructuring and Kimberly-Clark deal progress
Kenvue Inc. announced its full-year 2025 financial results, reporting a decline in net sales and organic sales but an increase in diluted EPS. The company also detailed a new restructuring initiative expected to cut its global workforce by 3.5% and result in $250 million in pre-tax charges for fiscal year 2026. Additionally, Kenvue provided updates on its pending acquisition by Kimberly-Clark, noting shareholder approvals and U.S. antitrust clearance, with closing anticipated in the second half of 2026.
Kenvue Reports Fourth Quarter and Full Year 2025 Results
Kenvue Inc. announced its financial results for the fiscal fourth quarter and full year ended December 28, 2025, showing strong top- and bottom-line performance in the fourth quarter. The company attributes its success to disciplined execution against strategic priorities and a favorable year-ago comparison on sales, as stated by CEO Kirk Perry. Kenvue also confirmed its pending acquisition by Kimberly-Clark, which received overwhelming shareholder approval in January 2026 and is expected to close in the second half of 2026, subject to regulatory approvals.
Kenvue beats quarterly estimates, announces job cuts amid Kimberly-Clark acquisition
Kenvue, the Tylenol-maker, exceeded Wall Street's fourth-quarter revenue and profit estimates and announced a 3.5% global workforce reduction. This move comes as the company prepares for a planned acquisition by Kimberly-Clark, which is expected to close in the second half of 2026. The job cuts are anticipated to result in approximately $250 million in pre-tax restructuring expenses in 2026.
Kenvue earnings on deck as Kimberly-Clark merger looms
Kenvue Inc. is set to announce its fourth-quarter results, with investor attention focused more on its impending $48.7 billion acquisition by Kimberly-Clark than its operational performance. Analysts expect EPS of $0.33 and revenue of $4.11 billion, showing sequential improvements. However, with the merger approved by shareholders and the stock trading near the implied deal value, quarterly results are unlikely to significantly impact the stock price, as the company will not host a conference call due to the pending transaction.
KVUE stock edges up in premarket as Kenvue earnings and Kimberly-Clark deal math take over
Kenvue (KVUE) stock is up slightly in premarket trading as the company prepares to release its Q4 earnings, though without a conference call due to its pending acquisition by Kimberly-Clark (KMB). The all-stock-and-cash deal implies a value of $19.50 per Kenvue share, leaving a 4% spread that merger arbitrage funds are closely monitoring. The acquisition is expected to close in the latter half of 2026, pending regulatory approvals, and shareholder votes have already approved the deal.
Heartland Advisors Inc. Acquires 28,020 Shares of Kimberly-Clark Corporation $KMB
Heartland Advisors Inc. increased its stake in Kimberly-Clark Corporation (NASDAQ:KMB) by 27.3% during the third quarter, acquiring an additional 28,020 shares to own a total of 130,763 shares valued at $16.26 million. This move is part of a trend where several institutional investors have adjusted their positions in KMB. The article also details Kimberly-Clark's stock performance, recent earnings, dividend increase, and analyst ratings, noting that insiders own 0.64% of the company's stock.
PNC Financial Services Group Inc. Sells 12,626 Shares of Kimberly-Clark Corporation $KMB
PNC Financial Services Group Inc. reduced its stake in Kimberly-Clark Corporation (KMB) by 2.5% in the third quarter, selling 12,626 shares and ending with 495,076 shares valued at $61.56 million. Despite this, other institutions like Vanguard and Norges Bank significantly increased their holdings. Kimberly-Clark (KMB) raised its quarterly dividend to $1.28 and reported Q3 EPS of $1.86, beating estimates, though revenue was slightly below expectations.
Aberdeen Group plc Decreases Holdings in Kimberly-Clark Corporation $KMB
Aberdeen Group plc reduced its stake in Kimberly-Clark Corporation by 7.2% in the third quarter, selling 18,583 shares and now owning 240,572 shares valued at approximately $29.9 million. Kimberly-Clark recently increased its quarterly dividend to $1.28, offering an annualized yield of about 4.7%, and reported Q3 EPS of $1.86, beating consensus estimates despite slightly lower-than-expected revenue. The stock holds a "Hold" consensus rating with an average target price of $118.58 from analysts.
Mexico stocks lower at close of trade; S&P/BMV IPC down 0.13%
Mexico's S&P/BMV IPC index closed lower by 0.13% on Monday, driven down by losses in the Industrials, Consumer Goods & Services, and Consumer Staples sectors. Despite the overall decline, some stocks like Megacable Holdings and Kimberly-Clark De Mexico A saw significant gains, reaching multi-year highs. Commodity prices showed mixed movements, with gold down, crude oil and Brent oil up, and the USD/MXN slightly higher while EUR/MXN fell.
Procter & Gamble stock price: PG shares slip as Italy ad probe and insider sale set up a key week
Procter & Gamble (PG) shares slipped by 0.7% to $160.07 on Friday, following news of an Italian antitrust probe into its Braun Skin i-Expert epilator ads and an insider selling 36,093 shares. The company faces a potentially messy near-term outlook with the ongoing probe and uncertainty surrounding inflation and interest rate impacts on consumer stocks, as it prepares for its next quarterly dividend and upcoming analyst presentations.
Kimberly-Clark Corporation (KMB) receives boost on Kenvue acquisition push as Evercore ISI warns of competition pressure
The article states that Kimberly-Clark (KMB) has received a boost due to speculation about its potential acquisition of Kenvue. However, Evercore ISI has issued a warning regarding increased competition that Kimberly-Clark might face. The analyst highlights that such a move by Kimberly-Clark could lead to higher leverage and potential challenges in the competitive landscape.
Kenvue stock price today: KVUE nudges up after CFO exit filing as merger math resurfaces
Kenvue (KVUE) stock saw a modest increase after the company disclosed in an 8-K filing that CFO Amit Banati will step down in May to become CEO at Fortune Brands Innovations. This executive change occurs while Kenvue is undergoing a merger with Kimberly-Clark, a deal that links Kenvue's stock value to Kimberly-Clark's share price and is expected to close in the second half of 2026. Despite the CFO transition, Kenvue continues to launch new products, such as the Neutrogena Evenly Clear adult-acne line, while traders monitor how the new finance leadership will impact the merger's execution.
Suzano S.A. (NYSE:SUZ) Q4 2025 Earnings Call Transcript
Suzano S.A. (NYSE:SUZ) held its Q4 2025 earnings call, highlighting record pulp shipments, strong paper business volumes, and effective cost management. The company anticipates a more constructive business environment for 2026, driven by changes in pulp supply/demand balance. Executives discussed future CapEx trends, shareholder remuneration, and the positive turnaround of their U.S. Packaging operations.
Darling Ingredients' Q4 Earnings and Sales Surpass Estimates
Darling Ingredients (DAR) reported strong Q4 2025 results, exceeding Zacks Consensus Estimates for both earnings and sales. The company achieved quarterly earnings of 64 cents per share and net sales of $1.71 billion, driven by robust performance in its Feed and Food segments and significant margin expansion. While the Feed segment expects a modest dip in Q1 2026 due to fat prices, the Fuel segment anticipates stable activity, and the Food segment maintains a positive outlook for the year.
Procter & Gamble Shares Jump 10% in a Month: Time to Buy or Wait?
Procter & Gamble (PG) stock has seen a 10.5% jump in the past month, outperforming its industry and the S&P 500, following mixed Q2 fiscal 2026 results. While the company demonstrates resilient sales growth and a strong portfolio, it faces challenges from elevated commodity costs, tariff headwinds, and a soft EPS performance. Analysts suggest its premium valuation may be stretched relative to peers, leading to a "Sell" rating from Zacks.
KIMBERLY CLARK CORP SEC 10-K Report
Kimberly-Clark Corporation has released its annual Form 10-K report, detailing a 2.1% decrease in net sales to $16,447 million, primarily due to divestitures and unfavorable currency impacts, though partially offset by organic growth. The company reported challenges in gross and operating profit, attributed to pricing, inflation, and strategic initiatives. Kimberly-Clark is executing its 2024 Transformation Initiative to enhance agility and efficiency, while also pursuing the acquisition of Kenvue, Inc. to expand its portfolio.
Colgate-Palmolive Dividend Scorecard: How Does the 2.6% Yield Stack Up?
Colgate-Palmolive (CL) maintains its Dividend Aristocrat status with a recent $0.52 per share payment, extending a 63-year streak of dividend increases. While its 2.19% yield is lower than competitors like Kimberly-Clark and P&G, reflecting a premium valuation of 36x earnings, Colgate offers strong stability, consistent cash generation, and concentrated exposure to resilient consumer habits. The article notes that while the dividend provides income certainty, future price appreciation depends on earnings growth, and analysts generally rate CL as a "Hold" with limited upside from current prices.
Edgewell Personal Care (EPC) Receives a Buy from RBC Capital
RBC Capital analyst Nik Modi maintained a Buy rating on Edgewell Personal Care (EPC) with a $23.00 price target. This follows the company's latest earnings report showing $422.8 million in quarterly revenue and a GAAP net loss of $65.7 million. Insider sentiment for EPC is negative, with recent selling activity observed.
Kimberly-Clark Corporation (KMB) Receives Boost on Kenvue Acquisition Push as Evercore ISI Warns of Competition Pressure
Kimberly-Clark Corporation (KMB) shareholders have approved the proposed acquisition of Kenvue, which will combine brands like Huggies and Kotex with Aveeno, Band-Aid, and Tylenol, enhancing Kimberly-Clark's global health and wellness presence. Despite this boost, Evercore ISI lowered KMB's price target due to concerns over stiff competition in the US diaper market, specifically mentioning retailers using diapers as loss leaders and the end of exclusivity at Costco. The report suggests that increased competition from sources like China-imported diapers will significantly impact Kimberly-Clark's profits in this sector.
Kimberly-Clark Corporation (KMB) receives boost on Kenvue acquisition push as Evercore ISI warns of competition pressure
This article discusses how Kimberly-Clark Corporation (KMB) stock received a boost amidst a push for Kenvue acquisition. However, the optimism is tempered by a warning from Evercore ISI regarding potential competition pressure.
Kimberly-Clark Corporation (KMB) Receives Boost on Kenvue Acquisition Push as Evercore ISI Warns of Competition Pressure
Kimberly-Clark Corporation's shareholders have approved the acquisition of Kenvue, aiming to create a combined health and wellness powerhouse by merging brands like Huggies and Kotex with Aveeno and Tylenol. This development comes as Evercore ISI lowered KMB's price target due to intensifying competition in the US diaper market, particularly after the end of Costco exclusivity and Walmart introducing new imported diaper brands. Evercore ISI anticipates significant pressure on Kimberly-Clark's diaper profit pools, more so than its competitors.
What's Going On With Neutrogena Maker Kenvue Stock On Thursday?
Kenvue Inc. (NYSE:KVUE) shares were down in premarket trading on Thursday, despite the company recently getting shareholder approval for its acquisition by Kimberly-Clark Corporation, expected to close in the second half of 2026. The stock's technical analysis shows mixed signals, with a high RSI indicating overbought conditions but bullish MACD momentum. Kenvue is set to report earnings on February 17, 2026, with analysts maintaining a "Hold" rating amid concerns about its valuation and momentum scores.
Kimberly-Clark Corporation (KMB) Receives Boost on Kenvue Acquisition Push as Evercore ISI Warns of Competition Pressure
Kimberly-Clark Corporation (KMB) shareholders have approved the proposed acquisition of Kenvue, aiming to create a combined health and wellness powerhouse with brands like Huggies, Kotex, Aveeno, Band-Aid, and Tylenol. This comes as Evercore ISI lowered KMB's price target due to intensifying competition in the US diaper market, particularly exacerbated by Costco ending exclusivity and Walmart introducing new imported diaper brands. Despite the acquisition's potential, Evercore foresees continued pressure on KMB's diaper profit margins.
Personnel Hygiene Stations Market is Going to Boom | Ecolab, Diversey, Rentokil Initial
The global Personnel Hygiene Stations market is projected to reach $9.80 billion by 2032, growing at an 8.4% CAGR from 2025, according to HTF Market Intelligence. Key players include Ecolab, Diversey, and Rentokil Initial, with market growth driven by increasing hygiene awareness, strict regulations, and industrial safety compliance. The report highlights emerging trends like touchless systems and IoT monitoring, alongside challenges such as high installation costs and regulatory complexity.
Wealthfront Advisers LLC Has $11.11 Million Stock Position in Kimberly-Clark Corporation $KMB
Wealthfront Advisers LLC significantly increased its stake in Kimberly-Clark Corporation (NASDAQ: KMB) by 90.5% in the third quarter, now holding 89,311 shares valued at approximately $11.11 million. The company also announced a quarterly dividend increase to $1.28 per share, leading to an annualized dividend of $5.12 and a yield of around 4.8%. Analyst sentiment for Kimberly-Clark is mixed, with a consensus "Hold" rating and a target price of $118.58, despite some analysts giving "Strong Buy" recommendations.
Flame Resistant Clothing Market Is Going to Boom | DuPont de
Coherent Market Insights has published a comprehensive study on the "Flame Resistant Clothing Market," forecasting trends, share, size, growth, and opportunities from 2026-2033. The report offers validated market size estimates, competitive landscape analysis, and detailed regional insights, backed by extensive research and expert validation. It aims to provide reliable data and strategic insights for informed business decisions and long-term growth planning.
What Price Target Have Wall Street Analysts Set for Kimberly-Clark Shares?
Kimberly-Clark (KMB) has underperformed the S&P 500 over the past year but has seen a turnaround in early 2026. Analysts maintain a "Moderate Buy" rating for KMB, with an average price target of $118.70, suggesting a potential upside of 12.1%. The company recently reported Q4 2025 earnings, showcasing adjusted EPS ahead of estimates due to strong cost management and strategic streamlining, including the acquisition of Kenvue Inc.
What Price Target Have Wall Street Analysts Set for Kimberly-Clark Shares?
Kimberly-Clark Corporation (KMB) has experienced a recent stock decline but shows a turnaround in early 2026. Analysts maintain a "Moderate Buy" rating with an average target price of $118.70, suggesting a potential 12.1% upside. The company is strategically transforming through cost management, operational streamlining, and a significant acquisition of Kenvue Inc.
What Are Wall Street Analysts' Target Price for Kimberly-Clark Stock?
Kimberly-Clark (KMB) has underperformed the broader market and its sector benchmark over the past year, despite a strong start to 2026. Analysts maintain a "Moderate Buy" rating with an average price target of $118.70, suggesting a 12.1% upside, despite a recent target trim by Bank of America. The company reported strong Q4 2025 EPS, driven by cost controls and steady product demand, and is advancing a strategic transformation with a major acquisition.
Kenvue stock pops today: what KVUE investors are watching into earnings and the Kimberly-Clark deal
Kenvue's stock rose by 1.8% following news of Kimberly-Clark's pending acquisition, offering roughly $19.10 per share. Investors are closely monitoring the company's upcoming dividend record date on February 11 and its Q4 and full-year earnings report on February 17, amidst a narrow spread on the deal and ongoing regulatory review. The acquisition, approved by shareholders, is expected to close in the second half of 2026, but potential delays or market shifts could affect the stock's discount to the offer price.
5 Consumer Staples Giants to Buy Amid the Sector's Strong Momentum
The consumer staples sector, which has lagged in the recent bull run, is now gaining momentum as investors shift towards value-oriented stocks. The Consumer Staples Select Sector SPDR (XLP) has advanced 13.2% year-to-date, making it the third-best performing sector. Five consumer staples behemoths—The Estée Lauder Companies Inc. (EL), The Hershey Co. (HSY), Kimberly-Clark Corp. (KMB), Monster Beverage Corp. (MNST), and The New York Times Co. (NYT)—are recommended due to their strong growth prospects and Zacks #2 (Buy) Rank.
Kenvue (KVUE) stock price holds near $18 after hours as Feb. 17 results, deal timeline come into focus
Kenvue (KVUE) stock saw a slight increase after hours, holding near $18 as investors anticipate its Q4 and full-year 2025 earnings report on Feb. 17. The company will forgo its usual conference call due to an ongoing acquisition by Kimberly-Clark, which investors approved on January 29th and is expected to close in the second half of 2026. Despite positive market trends, Kenvue's stock remained stable, with analysts focusing on the deal's progression amidst concerns about litigation and potential financial performance issues.
The Rotation into Consumer Staples: Defensive Strength in an Uncertain 2026
In early 2026, there has been a significant shift in investor sentiment towards consumer staples stocks, which are known for their defensive qualities. This rotation away from technology shares is driven by concerns over valuations, interest rates, economic signals, and geopolitical uncertainties. Companies like Philip Morris (PM) and Coca-Cola (KO) are leading this charge, demonstrating stability, consistent dividends, and moderate growth, making them attractive in an uncertain market.
