KIMBERLY CLARK CORP
KMB · Converted Paper & Paperboard Prods (No Contaners/Boxes) · 331.9M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $56M (gross $225M, SBC $169M)
Reference price $98.00 · est. market cap ~$32.5B — last insider sale, 2026-05-06 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A86Dominant global consumer-staples franchise with top-decile returns, strong margins and durable No.1/No.2 brands.
Strengths
- Top-decile ROA (11.8%, 91st pct), net margin (76th pct), operating margin (78.8th pct) and net-income growth (92.6th pct)
- Wide-moat brand portfolio (Huggies, Kleenex, Scott) holding leading share across ~70 countries with strong cash generation
Risks
- Weak current/quick ratios (~18th pct) and pulp/petroleum input-cost volatility
- Integration/execution risk from the pending Kenvue acquisition and IFP JV; ROE inflated by buyback-reduced equity
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Weak liquidityCurrent ratio 0.75 (<1)
- Strong balance sheetStrong balance sheet — $688M cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$1M, last 6mo) Form 4 ↗
- Insider sellingInsider selling — 4 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$1M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
36.0%
Operating margin
14.3%
Net margin
12.3%
Return on equity
134.6%
Return on assets
11.8%
ROIC
84.6%
Revenue growth (QoQ)
2.0%
Net-income growth
-20.6%
Debt / equity
0.5×
Net debt / EBITDA
0.0×
Interest coverage
9.2×
Current ratio
0.7×
EBITDA
$3.2B
Tangible book value
-$414M
Cash & investments
$688M
Stock comp / revenue
0.9%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-06 | Scribner Andrew | Sell | 4.1K | $98.00 |
| 2026-05-04 | Chen Katy | Sell | 1.6K | $95.34 |
| 2026-05-01 | Chen Katy | Option exercise | 1.7K | — |
| 2026-05-01 | Corsi Patricia | Option exercise | 966 | — |
| 2026-05-01 | Corsi Patricia | Tax withheld | 403 | $97.67 |
| 2026-05-01 | Abou-Oaf Ehab | Option exercise | 1.4K | — |
| 2026-05-01 | Abou-Oaf Ehab | Option exercise | 1.4K | — |
| 2026-05-01 | Slavtcheff Craig | Option exercise | 1.3K | — |
| 2026-05-01 | Slavtcheff Craig | Tax withheld | 535 | $97.67 |
| 2026-05-01 | Scribner Andrew | Option exercise | 665 | — |
| 2026-05-01 | Scribner Andrew | Option exercise | 655 | — |
| 2026-05-01 | Scribner Andrew | Tax withheld | 160 | $97.67 |
| 2026-05-01 | Scribner Andrew | Tax withheld | 162 | $97.67 |
| 2026-05-01 | Fenske Tamera | Option exercise | 2.6K | — |
| 2026-05-01 | Fenske Tamera | Option exercise | 1.4K | — |
| 2026-05-01 | Fenske Tamera | Option exercise | 1.4K | — |
| 2026-05-01 | Fenske Tamera | Tax withheld | 637 | $97.67 |
| 2026-05-01 | Fenske Tamera | Tax withheld | 1.2K | $97.67 |
| 2026-05-01 | Urdaneta Nelson | Option exercise | 3.4K | — |
| 2026-05-01 | Urdaneta Nelson | Option exercise | 3.3K | — |
| 2026-05-01 | Urdaneta Nelson | Tax withheld | 1.3K | $97.67 |
| 2026-05-01 | Urdaneta Nelson | Tax withheld | 1.3K | $97.67 |
| 2026-05-01 | Torres Russell | Option exercise | 4.2K | — |
| 2026-05-01 | Torres Russell | Option exercise | 3.1K | — |
| 2026-05-01 | Torres Russell | Tax withheld | 1.2K | $97.67 |
| 2026-05-01 | Torres Russell | Tax withheld | 1.6K | $97.67 |
| 2026-05-01 | McGee Grant B | Option exercise | 1.2K | — |
| 2026-05-01 | McGee Grant B | Option exercise | 1.1K | — |
| 2026-05-01 | McGee Grant B | Tax withheld | 451 | $97.67 |
| 2026-05-01 | McGee Grant B | Tax withheld | 457 | $97.67 |
| 2026-05-01 | Melucci Jeffrey P. | Option exercise | 3.0K | — |
| 2026-05-01 | Melucci Jeffrey P. | Option exercise | 3.0K | — |
| 2026-05-01 | Melucci Jeffrey P. | Tax withheld | 1.2K | $97.67 |
| 2026-05-01 | Melucci Jeffrey P. | Tax withheld | 1.2K | $97.67 |
| 2026-05-01 | Hsu Michael D. | Option exercise | 11K | — |
| 2026-05-01 | Hsu Michael D. | Option exercise | 10K | — |
| 2026-05-01 | Hsu Michael D. | Tax withheld | 4.1K | $97.67 |
| 2026-05-01 | Hsu Michael D. | Tax withheld | 4.4K | $97.67 |
| 2026-05-01 | Fenske Tamera | Tax withheld | 647 | $97.67 |
| 2026-05-01 | Chen Katy | Option exercise | 1.7K | — |
| 2026-04-30 | Chen Katy | Sell | 1.4K | $96.95 |
| 2026-04-26 | Scribner Andrew | Grant | 3.2K | — |
| 2026-04-26 | Scribner Andrew | Option exercise | 862 | — |
| 2026-04-26 | Scribner Andrew | Tax withheld | 211 | $97.85 |
| 2026-04-26 | Scribner Andrew | Tax withheld | 788 | $97.85 |
| 2026-04-26 | Fenske Tamera | Grant | 11K | — |
| 2026-04-26 | Fenske Tamera | Option exercise | 1.9K | — |
| 2026-04-26 | Fenske Tamera | Tax withheld | 839 | $97.85 |
| 2026-04-26 | Fenske Tamera | Tax withheld | 4.7K | $97.85 |
| 2026-04-26 | Chen Katy | Grant | 3.1K | — |
| 2026-04-26 | Chen Katy | Option exercise | 823 | — |
| 2026-04-26 | Abou-Oaf Ehab | Grant | 9.2K | — |
| 2026-04-26 | Abou-Oaf Ehab | Option exercise | 1.6K | — |
| 2026-04-26 | Urdaneta Nelson | Grant | 19K | — |
| 2026-04-26 | Urdaneta Nelson | Option exercise | 3.4K | — |
| 2026-04-26 | Urdaneta Nelson | Tax withheld | 1.3K | $97.85 |
| 2026-04-26 | Urdaneta Nelson | Tax withheld | 7.5K | $97.85 |
| 2026-04-26 | Torres Russell | Grant | 21K | — |
| 2026-04-26 | Torres Russell | Option exercise | 3.8K | — |
| 2026-04-26 | Torres Russell | Tax withheld | 8.3K | $97.85 |
| 2026-04-26 | Melucci Jeffrey P. | Grant | 16K | — |
| 2026-04-26 | Melucci Jeffrey P. | Option exercise | 2.8K | — |
| 2026-04-26 | Melucci Jeffrey P. | Tax withheld | 1.1K | $97.85 |
| 2026-04-26 | Melucci Jeffrey P. | Tax withheld | 6.1K | $97.85 |
| 2026-04-26 | Hsu Michael D. | Grant | 76K | — |
| 2026-04-26 | Hsu Michael D. | Option exercise | 14K | — |
| 2026-04-26 | Hsu Michael D. | Tax withheld | 5.3K | $97.85 |
| 2026-04-26 | Hsu Michael D. | Tax withheld | 30K | $97.85 |
| 2026-04-26 | Torres Russell | Tax withheld | 1.5K | $97.85 |
| 2026-02-09 | MACLIN TODD | Buy | 10K | $104.15 |
| 2026-02-05 | Scribner Andrew | Sell | 3.0K | $104.29 |
| 2026-01-31 | McGee Grant B | Tax withheld | 1.5K | $99.99 |
| 2026-01-31 | McGee Grant B | Option exercise | 3.5K | — |
| 2026-01-31 | Melucci Jeffrey P. | Option exercise | 4.5K | — |
| 2026-01-31 | Melucci Jeffrey P. | Tax withheld | 1.8K | $99.99 |
| 2025-10-31 | Fenske Tamera | Grant | 20K | — |
| 2025-10-31 | Fenske Tamera | Tax withheld | 9.0K | $119.71 |
| 2025-10-31 | Fenske Tamera | Option exercise | 4.5K | — |
| 2025-10-31 | Fenske Tamera | Tax withheld | 2.0K | $119.71 |
| 2025-08-04 | Hicks Zackery A | Sell | 15K | $133.40 |
| 2025-07-31 | Slavtcheff Craig | Tax withheld | 509 | $124.62 |
| 2025-07-31 | Slavtcheff Craig | Tax withheld | 1.6K | $124.62 |
| 2025-07-31 | Corsi Patricia | Option exercise | 921 | — |
| 2025-07-31 | Corsi Patricia | Tax withheld | 385 | $124.62 |
| 2025-07-31 | Slavtcheff Craig | Option exercise | 3.8K | — |
| 2025-07-31 | Slavtcheff Craig | Option exercise | 1.2K | — |
| 2025-07-29 | Hicks Zackery A | Tax withheld | 2.7K | $127.93 |
| 2025-07-29 | Hicks Zackery A | Tax withheld | 19K | $127.93 |
| 2025-07-29 | Hicks Zackery A | Grant | 38K | — |
| 2025-07-29 | Hicks Zackery A | Option exercise | 5.4K | — |
| 2025-05-02 | Chen Katy | Sell | 740 | $129.70 |
| 2025-05-01 | Hsu Michael D. | Option exercise | 10K | — |
| 2025-05-01 | Chen Katy | Option exercise | 1.6K | — |
| 2025-05-01 | Hsu Michael D. | Tax withheld | 3.9K | $129.87 |
| 2025-05-01 | Drexler Andrew | Option exercise | 654 | — |
| 2025-05-01 | Drexler Andrew | Tax withheld | 258 | $129.87 |
| 2025-05-01 | Urdaneta Nelson | Option exercise | 3.2K | — |
| 2025-05-01 | Urdaneta Nelson | Tax withheld | 1.3K | $129.87 |
| 2025-05-01 | Torres Russell | Option exercise | 3.0K | — |
| 2025-05-01 | Torres Russell | Tax withheld | 1.3K | $129.87 |
| 2025-05-01 | McGee Grant B | Option exercise | 1.1K | — |
| 2025-05-01 | McGee Grant B | Tax withheld | 431 | $129.87 |
| 2025-05-01 | Melucci Jeffrey P. | Option exercise | 2.9K | — |
| 2025-05-01 | Melucci Jeffrey P. | Tax withheld | 1.1K | $129.87 |
| 2025-05-01 | Karrmann Sandra R | Option exercise | 1.1K | — |
| 2025-05-01 | Karrmann Sandra R | Tax withheld | 448 | $129.87 |
| 2025-05-01 | Hicks Zackery A | Option exercise | 2.7K | — |
| 2025-05-01 | Hicks Zackery A | Tax withheld | 1.4K | $129.87 |
| 2025-05-01 | Abou-Oaf Ehab | Option exercise | 1.4K | — |
| 2025-05-01 | Fenske Tamera | Option exercise | 1.4K | — |
| 2025-05-01 | Fenske Tamera | Tax withheld | 612 | $129.87 |
| 2025-04-29 | Chen Katy | Sell | 1.8K | $130.74 |
| 2025-04-26 | Hicks Zackery A | Option exercise | 2.7K | — |
| 2025-04-26 | Chen Katy | Grant | 2.8K | — |
| 2025-04-26 | Chen Katy | Option exercise | 589 | — |
| 2025-04-26 | Chen Katy | Option exercise | 560 | — |
| 2025-04-26 | Urdaneta Nelson | Grant | 26K | — |
| 2025-04-26 | Urdaneta Nelson | Option exercise | 2.4K | — |
| 2025-04-26 | Urdaneta Nelson | Tax withheld | 955 | $131.61 |
| 2025-04-26 | Urdaneta Nelson | Tax withheld | 10K | $131.61 |
| 2025-04-26 | Drexler Andrew | Option exercise | 1.1K | — |
| 2025-04-26 | Drexler Andrew | Option exercise | 645 | — |
| 2025-04-26 | Drexler Andrew | Tax withheld | 255 | $131.61 |
| 2025-04-26 | Drexler Andrew | Tax withheld | 442 | $131.61 |
| 2025-04-26 | Torres Russell | Option exercise | 2.7K | — |
| 2025-04-26 | Torres Russell | Tax withheld | 1.2K | $131.61 |
| 2025-04-26 | Melucci Jeffrey P. | Option exercise | 2.0K | — |
| 2025-04-26 | Melucci Jeffrey P. | Tax withheld | 779 | $131.61 |
| 2025-04-26 | Karrmann Sandra R | Option exercise | 1.1K | — |
| 2025-04-26 | Karrmann Sandra R | Tax withheld | 443 | $131.61 |
| 2025-04-26 | Hicks Zackery A | Tax withheld | 1.3K | $131.61 |
| 2025-04-26 | Fenske Tamera | Option exercise | 1.3K | — |
| 2025-04-26 | Fenske Tamera | Tax withheld | 603 | $131.61 |
| 2025-04-26 | Abou-Oaf Ehab | Option exercise | 1.2K | — |
| 2025-04-26 | Hsu Michael D. | Option exercise | 9.7K | — |
| 2025-04-26 | Hsu Michael D. | Tax withheld | 3.8K | $131.61 |
| 2025-04-09 | MACLIN TODD | Buy | 266 | $145.77 |
| 2025-03-31 | MACLIN TODD | Inherited | 134 | — |
| 2025-02-28 | Karrmann Sandra R | Option exercise | 4.3K | — |
| 2025-02-28 | Karrmann Sandra R | Tax withheld | 1.7K | $142.01 |
| 2025-02-28 | Karrmann Sandra R | Tax withheld | 5.6K | $142.01 |
| 2025-02-28 | Hsu Michael D. | Grant | 129K | — |
| 2025-02-28 | Hsu Michael D. | Tax withheld | 51K | $142.01 |
| 2025-02-28 | Abou-Oaf Ehab | Grant | 17K | — |
| 2025-02-28 | Drexler Andrew | Option exercise | 11K | $132.63 |
| 2025-02-28 | Drexler Andrew | Grant | 7.4K | — |
| 2025-02-28 | Drexler Andrew | Tax withheld | 2.2K | $142.01 |
| 2025-02-28 | Drexler Andrew | Sell | 11K | $141.00 |
| 2025-02-28 | Melucci Jeffrey P. | Grant | 27K | — |
| 2025-02-28 | Melucci Jeffrey P. | Option exercise | 8.6K | — |
| 2025-02-28 | Melucci Jeffrey P. | Tax withheld | 3.4K | $142.01 |
| 2025-02-28 | Melucci Jeffrey P. | Tax withheld | 11K | $142.01 |
| 2025-02-28 | Torres Russell | Grant | 36K | — |
| 2025-02-28 | Torres Russell | Option exercise | 8.6K | — |
| 2025-02-28 | Torres Russell | Tax withheld | 3.8K | $142.01 |
| 2025-02-28 | Torres Russell | Tax withheld | 16K | $142.01 |
| 2025-02-28 | Karrmann Sandra R | Grant | 14K | — |
| 2025-02-21 | Drexler Andrew | Sell | 2.5K | $140.00 |
| 2025-01-31 | McGee Grant B | Option exercise | 3.4K | — |
| 2025-01-31 | Abou-Oaf Ehab | Option exercise | 4.0K | — |
| 2025-01-31 | Melucci Jeffrey P. | Option exercise | 4.3K | — |
| 2025-01-31 | Melucci Jeffrey P. | Tax withheld | 1.7K | $129.97 |
| 2025-01-31 | McGee Grant B | Tax withheld | 1.4K | $129.97 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
- Walmart Inc. 16% of rev
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-14 | 2026-05-14 | 0001628280-26-035124 ↗ |
| 8-K | 2026-05-05 | 2026-05-01 | 0001628280-26-030566 ↗ |
| 10-Q | 2026-04-28 | 2026-03-31 | 0001628280-26-027800 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001628280-26-027718 ↗ |
| 10-K | 2026-02-12 | 2025-12-31 | 0001628280-26-007567 ↗ |
| 8-K | 2026-01-29 | 2026-01-29 | 0001104659-26-008005 ↗ |
| 8-K | 2026-01-27 | 2026-01-27 | 0001628280-26-003514 ↗ |
| 8-K | 2026-01-16 | 2026-01-16 | 0001104659-26-004634 ↗ |
| 8-K | 2025-12-04 | 2025-12-04 | 0001628280-25-055209 ↗ |
| 8-K | 2025-11-07 | 2025-11-06 | 0001628280-25-050635 ↗ |
| 8-K | 2025-11-03 | 2025-11-02 | 0001104659-25-105220 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0001628280-25-047387 ↗ |