With a market cap of $44.3 billion, Kimberly-Clark Corporation (KMB) is a global leader in the manufacture and marketing of personal care and tissue products. The company operates through distinct business segments serving both consumer and professional markets, offering well-known brands such as Huggies, Kotex, Kleenex, Scott, and Depend.

Shares of the Dallas, Texas-based company have underperformed the broader market over the past 52 weeks. KMB has declined 1.2% over this time frame, while the broader S&P 500 Index ($SPX) has gained 12.3%. However, shares of Kimberly-Clark are up 1.9% on a YTD basis, slightly outpacing SPX’s marginal rise.

Narrowing the focus, the consumer products maker has lagged behind the Consumer Staples Select Sector SPDR Fund’s (XLP) 2.9% return over the past 52 weeks. 

Despite reporting better-than-expected Q1 2025 adjusted EPS of $1.93, shares of KMB fell 1.5% on Apr. 22. Revenue came in at $4.8 billion, missing the estimate and declining 6% year-over-year. All three business segments saw sales declines, including a nearly 9% drop in International Personal Care to $1.4 billion and a 3.9% drop in North America to $2.7 billion. Additionally, the company revised its 2025 outlook, now expecting flat to slightly positive EPS growth, down from prior mid-single-digit growth expectations, citing $300 million in additional costs from trade disputes.

For the fiscal year ending in December 2025, analysts expect KMB’s adjusted EPS to decline 2.9% year-over-year to $7.09. However, the company’s earnings surprise history is promising. It beat or met the consensus estimates in the last four quarters. 

Among the 20 analysts covering the stock, the consensus rating is a “Hold.” That’s based on five “Strong Buy” ratings, one “Moderate Buy,” 12 “Holds,” and two “Strong Sells.” 

On Apr. 24, Barclays lowered Kimberly-Clark’s price target to $135, maintaining an “Equal Weight” rating, citing concerns about guidance despite ongoing efforts to offset tariff impacts.

As of writing, KMB is trading below the mean price target of $142.16. The Street-high price target of $162 implies a potential upside of 21.3% from the current price.