Kenvue Acquisition Shock: Kimberly-Clark Corporation's stock has ignited heated discussions on X following the announcement of a $48.7 billion acquisition of Kenvue. Many users are alarmed by the stock's sharp pre-market drop of over 15%, raising questions about the deal's impact on shareholder value. The merger, aiming for a combined revenue of $32 billion, is seen as a bold move with high stakes.
Strategic Debate: Opinions on X are split, with some viewing the acquisition as a potential game-changer for Kimberly-Clark in the consumer health space. Others express skepticism, pointing to the company's existing debt and legal risks as red flags that could hinder success. The market's immediate negative reaction continues to fuel intense debate over the long-term outlook.
Note: This discussion summary was generated from an AI condensation of post data.
Kimberly-Clark Corporation Insider Trading Activity
Kimberly-Clark Corporation insiders have traded $KMB stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $KMB stock by insiders over the last 6 months:
- ZACKERY A HICKS (Chief Digital & Technology Off) sold 15,038 shares for an estimated $2,006,117
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Kimberly-Clark Corporation Congressional Stock Trading
Members of Congress have traded $KMB stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $KMB stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/10 and 1 sale worth up to $15,000 on 07/16.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 05/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Kimberly-Clark Corporation Hedge Fund Activity
We have seen 686 institutional investors add shares of Kimberly-Clark Corporation stock to their portfolio, and 890 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PACER ADVISORS, INC. removed 1,288,090 shares (-97.9%) from their portfolio in Q3 2025, for an estimated $160,161,110
- TRINITY FINANCIAL ADVISORS LLC removed 1,278,037 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $164,764,530
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 1,133,576 shares (+3627.2%) to their portfolio in Q2 2025, for an estimated $146,140,617
- BALYASNY ASSET MANAGEMENT L.P. added 975,424 shares (+32568.4%) to their portfolio in Q2 2025, for an estimated $125,751,662
- SARASIN & PARTNERS LLP added 963,978 shares (+88.9%) to their portfolio in Q3 2025, for an estimated $119,861,024
- FEDERATED HERMES, INC. added 823,656 shares (+52.0%) to their portfolio in Q3 2025, for an estimated $102,413,387
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 770,956 shares (+25.2%) to their portfolio in Q2 2025, for an estimated $99,391,647
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Kimberly-Clark Corporation Analyst Ratings
Wall Street analysts have issued reports on $KMB in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 10/02/2025
To track analyst ratings and price targets for Kimberly-Clark Corporation, check out Quiver Quantitative's $KMB forecast page.
Kimberly-Clark Corporation Price Targets
Multiple analysts have issued price targets for $KMB recently. We have seen 9 analysts offer price targets for $KMB in the last 6 months, with a median target of $125.0.
Here are some recent targets:
- Dara Mohsenian from Morgan Stanley set a target price of $125.0 on 11/04/2025
- Robert Moskow from TD Cowen set a target price of $112.0 on 11/04/2025
- Chris Carey from Wells Fargo set a target price of $110.0 on 11/04/2025
- Javier Escalante from Evercore ISI Group set a target price of $120.0 on 11/04/2025
- Peter Grom from UBS set a target price of $132.0 on 10/31/2025
- Andrea Teixeira from JP Morgan set a target price of $129.0 on 10/31/2025
- Filippo Falorni from Citigroup set a target price of $113.0 on 10/09/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
