Kimberly-Clark has risen 13.7% year to date, outpacing the S&P 500 and Nasdaq Composite, and offers a 4.5% dividend yield. The company’s recession-resistant portfolio of household brands like Huggies and Kleenex supports consistent demand, while management expects to recover input cost inflation and expand margins over time. A pending acquisition of consumer health company Kenvue, approved by shareholders, is set to close before year-end and is projected to deliver $2.1 billion in annual run rate synergies by the second year. Kimberly-Clark trades at 15.2 times consensus 2026 earnings estimates, well below its 10-year median price-to-earnings ratio of 21.9, and has raised its dividend for 54 consecutive years.
Kimberly-Clark CorporationRecession-resistant portfolio of household brands like Huggies and Kleenex supports consistent demand.
Kenvue Inc.Acquisition by Kimberly-Clark approved by shareholders, set to close before year-end.
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