WallStSmart
KMB

Kimberly-Clark Corporation

NASDAQ: KMB · CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS

$96.10
-2.38% today

Updated 2026-04-29

Market cap
$31.90B
P/E ratio
18.59
P/S ratio
1.93x
EPS (TTM)
$5.17
Dividend yield
5.14%
52W range
$92 – $138
Volume
4.9M

Kimberly-Clark Corporation (KMB) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$96.10
Consensus
$122.50
+27.47%
2030 Target
$730.59
+660.24%
DCF
$90.45
-18.96% MoS
14 analysts:
3 Buy9 Hold1 Sell

Management guidance

Management provided an encouraging 2026 outlook with expected mid-to-high single-digit growth in adjusted operating profit. CEO guidance indicates focus on faster-growing, higher-margin personal care products and strategic portfolio optimization through the Kenvue acquisition (expected to close in 2026), positioning for improved margins and growth acceleration post-integration.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,220.85
$20.2B Rev × 20x P/S
Base case (2030)
$730.59
$20.2B Rev × 12x P/S
Bear case (2030)
$490.26
$20.2B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$20.4B$20.1B$17.2B$17.1B$17.8B$18.5B$19.4B$20.2B
Revenue growth-1.8%-14.2%3.9%3.9%4.3%4.5%4.4%
EPS$6.57$7.30$7.53$7.66$8.12$8.68$9.28$9.92
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$615.23$644.07$672.91$701.75$730.59

Catalysts & risks

Growth catalysts
+ Kenvue acquisition closing in 2026 expected to add ~$2.3B in consumer health revenue and enable cost synergies of $500M+
+ Portfolio optimization toward higher-margin personal care categories (baby care, feminine care) driving margin expansion
+ Cost productivity initiatives and supply chain optimization to offset inflation and tariff headwinds
+ Emerging market growth acceleration in personal care categories with rising middle-class consumption
Key risks
- Persistent headwind from declining tissue/away-from-home products category which comprises ~30% of revenue
- Tariff and input cost inflation (oil-based raw materials) pressuring margins in 2026-2027
- UK regulatory investigation of Suzano joint venture could delay synergy realization
- Currency headwinds in international markets and consumer spending weakness in developed markets
- High payout ratio (83%+ of earnings) limiting financial flexibility for investments or acquisitions

Methodology

Kimberly-Clark Corporation's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 14 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.