Kimberly-Clark's 54-Year Dividend Streak and Kenvue Deal Make It a Buy

Corporate Action
โดย The Motley Fool·Read original
Summary · why it matters

Kimberly-Clark, a Dividend King with 54 consecutive years of dividend increases, offers a 4.7% yield and is positioned for solid returns following a strategic shift. The company recently formed a joint venture called Arbex with pulp supplier Suzano, offloading its lower-margin paper-towel and tissue business to focus on higher-margin personal-care products while retaining licensing royalties. This move frees up resources to integrate its pending acquisition of Kenvue, a consumer health company spun off from Johnson & Johnson in 2023, which Kimberly-Clark expects will generate approximately $1.9 billion in cost synergies and roughly $500 million in profit from revenue synergies within three to four years of closing. Analysts have a median price target of $113 per share, implying 5% upside, and the stock trades at 14 times earnings.

Impact on stocks 5

Consumer Staples▲ · 2 stocks
Kimberly-Clark Corporation
KMB
▲ PositiveCapitalrelevance

Kimberly-Clark formed a JV to offload lower-margin business and expects $1.9B cost synergies and $500M profit from Kenvue acquisition, with a 4.7% yield and 54-year dividend streak.

Kenvue Inc.
KVUE
▲ PositiveCapitalrelevance

Kenvue is being acquired by Kimberly-Clark, which expects significant synergies; the deal is pending and viewed positively.

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