Kenvue Acquisition Shock: Kimberly-Clark Corporation's stock took a significant hit on X discussions following the announcement of a $49 billion stock-and-cash acquisition of Kenvue. Many users expressed concern over the 16% pre-market plunge in share price, questioning the deal's impact on long-term value. The scale of the merger, aiming for a combined revenue of $32 billion, has sparked intense debate.
Strategic Move or Risky Bet: Posts on X highlight a divide, with some seeing the acquisition as a bold step to dominate personal care and consumer health markets. Others worry about the $15.8 billion net debt and potential legal risks tied to the deal. The market's reaction, including analyst downgrades, fuels ongoing skepticism among observers.
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 707 institutional investors add shares of Kimberly-Clark Corporation stock to their portfolio, and 845 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 5,200,011 shares (+14.8%) to their portfolio in Q2 2025, for an estimated $670,385,418
- 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
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 8 analysts offer price targets for $KMB in the last 6 months, with a median target of $130.5.
Here are some recent targets:
- 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
- Robert Moskow from TD Cowen set a target price of $130.0 on 10/31/2025
- Filippo Falorni from Citigroup set a target price of $113.0 on 10/09/2025
- Michael Lavery from Piper Sandler set a target price of $145.0 on 10/02/2025
- Lauren Lieberman from Barclays set a target price of $131.0 on 10/01/2025
- Chris Carey from Wells Fargo set a target price of $130.0 on 09/25/2025
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.
