10/02/25
Investing.com - Piper Sandler reduced its price target on Kimberly Clark (NASDAQ:KMB) to $145.00 from $149.00 on Thursday, while maintaining an Overweight rating on the consumer products company.
The firm cited near-term competitive pressure as the primary reason for the adjustment, particularly noting increased promotional activity in club channels that has affected Kimberly Clark’s performance. The company has postponed planned promotions for new innovations in Q3 2025, preferring to wait for improved category pricing dynamics expected in Q4 2025. InvestingPro data reveals that 4 analysts have recently revised their earnings estimates downward, with the company maintaining a solid 4.09% dividend yield despite challenges.
Piper Sandler highlighted that a new private label diaper provider began aggressive promotional discounting in late July, which slowed North American diaper category growth to just 1.0% in August. This competitive pressure is expected to impact Kimberly Clark’s short-term results.
Despite these challenges, the research firm views Kimberly Clark’s long-term outlook as attractive, citing the company’s reshaped portfolio and expectations for a robust 2026 innovation pipeline. The firm noted that Kimberly Clark can cascade innovation across value tiers as newer technology becomes available.
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