NYSE:KMB

Kimberly-Clark Corporation reported first-quarter 2026 results with net sales increasing 2.7% to $4.2 billion, driven by organic growth and favorable currency effects.

Operating profit rose to $753 million, while adjusted operating profit increased 3.7% year-over-year, supported by productivity gains and lower expenses. Diluted earnings per share were $2.00, with adjusted EPS at $1.97, up 2.1%.

The company reaffirmed its full-year 2026 outlook, citing resilient demand, ongoing innovation, and continued cost savings initiatives despite macroeconomic uncertainty.

Source: Kimberly-Clark press release, PRNewswire
Kimberly-Clark to Announce First Quarter 2026 Results on April 28, 2026

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Kimberly-Clark Corporation and Kenvue Inc. announced that shareholders of both companies have overwhelmingly approved all proposals required for Kimberly-Clark’s acquisition of Kenvue, marking a key milestone in the creation of a global health and wellness leader. The approvals were obtained at separate special shareholder meetings held on January 29, 2026.

Based on preliminary results, around 96 percent of the shares present at Kimberly-Clark’s special meeting voted in favor of issuing Kimberly-Clark shares for the transaction, while approximately 99 percent of the shares voted at Kenvue’s meeting approved the merger agreement, representing about 77 percent of Kenvue’s total outstanding shares. Final voting results will be formally filed with the U.S. Securities and Exchange Commission.

Company executives from both sides highlighted the strategic rationale of the deal, emphasizing expanded growth opportunities, accelerated innovation, and the ability to broaden access to trusted consumer health and personal care brands worldwide. The transaction is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions.

Source: PR Newswire
Kimberly-Clark Corporation announced that its board of directors has approved an increase in the company’s regular quarterly dividend to $1.28 per share, up from $1.26 previously. The dividend will be paid in cash on April 2, 2026, to shareholders of record as of March 6, 2026.

The increase extends Kimberly-Clark’s dividend track record to 92 consecutive years of dividend payments and marks the company’s 54th consecutive year of dividend growth, underscoring its long-standing commitment to returning cash to shareholders.
Kimberly-Clark reported a strong finish to 2025, reflecting continued momentum from its multi-year transformation and Powering Care strategy, while issuing a positive outlook for 2026. Fourth-quarter net sales totaled $4.1 billion, down 0.6% year on year, but organic sales grew 2.1% driven by volume-plus-mix gains. Adjusted operating profit rose 13.1% to $629 million, and adjusted EPS increased 24% to $1.86, supported by productivity savings and disciplined cost management.

For the full year, net sales reached $16.4 billion, with organic growth of 1.7%, while adjusted EPS rose 3.2% to $7.53. Management said the company’s portfolio shift toward higher-growth, higher-margin personal care categories, along with innovation and efficiency gains, positions Kimberly-Clark for continued organic growth and operating momentum in 2026 as its transformation progresses.
Kimberly-Clark announced that it will release its fourth-quarter and full-year 2025 financial results on January 27, 2026. The company said the earnings release and supplemental materials will be published at approximately 6:30 a.m. EST, followed by a live Q&A session with management at 8:00 a.m. EST.

Source: Kimberly-Clark, PR Newswire
Kimberly-Clark recasts 2024 financials to reflect discontinued operations

Kimberly-Clark filed an 8-K announcing that it has recast portions of its 2024 Form 10-K to reflect the reclassification of its International Family Care and Professional (IFP) business as discontinued operations. The adjustment follows the company’s June 2025 agreement with Suzano S.A. to form a joint venture in which Suzano will acquire a 51 percent stake for about 1.7 billion dollars, while Kimberly-Clark retains 49 percent.

Because the IFP transaction represents a strategic shift with a major impact on Kimberly-Clark’s operations and financial results, the company updated prior-period financial statements to exclude IFP from continuing operations. The recast information includes revised Management’s Discussion and Analysis, financial statements, and related exhibits for all applicable periods.

No other updates were made to reflect events occurring after the original 2024 Form 10-K filing. The company emphasized that the 8-K should be read alongside its subsequent quarterly reports and other current filings.
The board of directors of Kimberly-Clark Corporation (NASDAQ: KMB) has declared a regular quarterly dividend of $1.26 per share. The dividend is payable in cash on January 5, 2026, to stockholders of record at the close of business on December 5, 2025.
Kimberly-Clark to Acquire Kenvue in $3.50 Cash and Stock Deal

Kenvue (NYSE: KVUE) entered into a definitive merger agreement to be acquired by Kimberly-Clark (NYSE: KMB). Under the deal, Kenvue shareholders will receive 0.14625 shares of Kimberly-Clark common stock and $3.50 in cash per Kenvue share. The transaction, unanimously approved by both boards, will create a combined company with expanded consumer health and hygiene portfolios. Following the merger, Kenvue will become a wholly owned subsidiary of Kimberly-Clark through a two-step merger structure. Kenvue CEO Kirk Perry, previously interim CEO, was appointed permanently alongside an amended executive severance plan effective at closing. The companies expect to file a joint proxy statement and Form S-4 registration with the SEC, with closing targeted following regulatory and shareholder approvals.
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