Kimberly Clark stock price target lowered to $150 by Evercore ISI

Investing.com - Evercore ISI lowered its price target on Kimberly Clark (NASDAQ:KMB) to $150.00 from $155.00 on Monday, while maintaining an Outperform rating on the consumer products company. The stock, currently trading at $124.62, sits near its 52-week low of $124.10, with analyst targets ranging from $118 to $162.

The research firm reduced its third-quarter sales estimates for Kimberly Clark to approximately 1%, which is two percentage points below consensus estimates, citing impacts from pantry loading and marketing delays in North America.

Despite the sales forecast reduction, Evercore ISI kept its earnings per share estimates unchanged, pointing to savings and pulp deflation as offsetting factors for the company.

The analyst note highlighted that Kimberly Clark has broken the low end of its 20-year trading band as concerns about a tougher U.S. market add to low visibility over offsets to the $0.45 dilution from the Suzano deal, which is not expected to close until mid-2026.

Evercore ISI suggested the current price represents a potential entry point, noting that Kimberly Clark stock typically performs well during regression-to-the-mean trading periods.

In other recent news, Kimberly-Clark Corporation reported its second-quarter 2025 earnings, which showed an earnings per share (EPS) of $1.92, surpassing analyst expectations of $1.65 by 16.36%. However, the company experienced a revenue shortfall, reporting $4.16 billion compared to the anticipated $4.77 billion, marking a 12.79% miss. Despite the mixed financial results, Goldman Sachs raised its price target for Kimberly-Clark to $145 from $140, maintaining a Buy rating. The firm pointed out that the company achieved its strongest volume growth in five years, driven by a 5% increase in volume due to resilient demand and successful innovation initiatives. Additionally, Kimberly-Clark announced the appointment of John Carmichael as President of North America, effective September 15. Carmichael will replace interim President Kurt Laufer, who will return to his previous role as President of U.S. Consumer Sales. These developments come as the company continues to navigate through a dynamic market environment.

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