Price
No data yet.
Social Signal Score
Analyst Ratings
14 analystsRevenue
$3.96B+5.95%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Kirk L. Perry
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
- Employees
- 21,890
- Beta
- 0.43
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 2.12
Financials
Revenue
$3.96B+5.9%Net Income
$456.00M+10.9%EBITDA
$833.00M+20.2%Free Cash Flow
$826.80M-6.7%EPS (diluted)
$0.24+9.1%Shares Outstanding (diluted)
1.92B+1.8%Operating Expenses
$0.00Cash & Debt
$1.11BReturn of Capital
$398.00MRevenue by Segment (annual)
$15.12BDividend per Share
$0.21Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $15.12B | $1.47B | $0.77 |
| 2024 | $15.46B | $1.03B | $0.54 |
| 2023 | $15.44B | $1.66B | $0.90 |
| 2022 | $14.95B | $2.06B | $1.08 |
| 2021 | $15.05B | $2.08B | $1.10 |
| 2020 | $14.47B | $-879.00M | $-0.47 |
| 2019 | $14.32B | $1.44B | $0.76 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from KVUE's reported EPS growth of 0.2% a year over 6 years.
- EPS in 5 years
- $0.77
- Implied price
- $17.04
- Return from $17.20
- -0.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $8.47 — -50.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 16 | 19 | 22 | 25 | 28 |
|---|---|---|---|---|---|
| -9.8% | -15.7% | -12.7% | -10.1% | -7.8% | -5.7% |
| -4.8% | -11.0% | -7.9% | -5.2% | -2.7% | -0.5% |
| 0.2% | -6.3% | -3.1% | -0.2% | 2.4% | 4.7% |
| 5.2% | -1.7% | 1.8% | 4.8% | 7.5% | 10.0% |
| 10.2% | 3.0% | 6.6% | 9.8% | 12.6% | 15.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-66.67%Social Signal Score
Mentions (24)
- 4chan /biz/biz·3d ago·Neutral
I'm dry and itchy and Aveeno (ticker: KVUE, formerly JNJ) isn't doing s***
View source ↗ - News247wallst.com·6d ago·Negative
Kimberly-Clark Pays Out Almost Everything It Earns. Can the Dividend Survive the Kenvue Deal? Kimberly-Clark (NASDAQ:KMB | KMB Price Prediction) pays a quarterly dividend of $1.28 per share. That is an annualized forward rate of $5.12 and a yield of 5.16%.
View source ↗ - Newsprnewswire.com·7d ago·Neutral
…SDAQ: KMB) ("Kimberly-Clark") announced today the commencement, in connection with its previously announced pending acquisition ("Acquisition") of Kenvue Inc. (NYSE: KVUE) ("Kenvue"), of an exchange offer (each an "Exchange Offer" and, collectively, the "Exchange Offers") for any and all outstanding notes (the "Kenvue Notes") issued by Kenvue for up to $7,000,000,000 aggregate principal amount of new notes to be issued by Kimberly-Clark (the "Kimberly-Clark Notes") and cash.
View source ↗ - Newsreuters.com·13d ago·Negative
Kimberly-Clark offers remedies in bid for EU approval of Kenvue deal Kimberly-Clark has offered concessions to address EU antitrust concerns about its $40 billion bid for Tylenol maker Kenvue , a filing on the European Commission website showed on Wednesday.
View source ↗ - Newsfool.com·18d ago·Positive
Better Dividend King to Buy and Hold: Johnson & Johnson or Kenvue? Johnson & Johnson has raised its dividend for 64 straight years, but faces billions in talc-related litigation liabilities. Kenvue offers a higher yield of 4.71%, but its pending acquisition by Kimberly-Clark creates uncertainty about its dividend outlook.
View source ↗ - News (RSS)seekingalpha·20d ago·Neutral
Kimberly-Clark expected to win EU approval for Kenvue in phase 1 - report
View source ↗ - News (RSS)seekingalpha·21d ago·Neutral
Kimberly-Clark weighs asset sales as EU reviews $40B Kenvue deal
View source ↗ - News (RSS)investing·21d ago·Neutral
Exclusive-Kimberly-Clark readies EU remedies in bid for Kenvue deal, sources say
View source ↗ - 4chan /biz/biz·22d ago·Positive
…hey also own a bunch of stuff that will forever print money like tissue paper, paper towels, toilet paper, pads, bathroom soap they just did a 48.7B deal to acquire Kenvue which makes Tylenol, Motrin, the Neutrogena line, lube, Listerine, Benadryl, sudafed, bandaids, neosporin etc... etc... this company is wayyyy bigger than diapers friendo. its the largest position in my portfolio and I'm not even larping >why are they down they just paid their divvy and they spent 50 billion dollars to buy…
View source ↗ - News247wallst.com·23d ago·Neutral
Kimberly-Clark's 54-Year Dividend Streak Faces Its Biggest Test Yet With $48.7 Billion Kenvue Deal Kimberly-Clark just raised its dividend for the 54th straight year while simultaneously chasing a nearly $50 billion acquisition, and income investors are now weighing whether a deal of that size can coexist with a payout that costs over $1.
View source ↗ - News (RSS)zerohedge·23d ago·Negative
…s Tylenol manufacturers face an ongoing lawsuit in the United States over alleged risks associated with prenatal exposure. Texas Attorney General Ken Paxton has sued Kenvue, which now owns the Tylenol brand after Johnson & Johnson spun off its consumer health business into a new company in 2023. The suit alleged that the company engaged in deceptive advertising by failing to disclose evidence concerning a possible link between prenatal Tylenol exposure and autism. While a judge dismissed most of…
View source ↗ - News (RSS)investing·25d ago·Neutral
Kenvue declares $0.21 quarterly dividend per share
View source ↗ - Newszacks.com·27d ago·Neutral
Kenvue's Brand Strength and Innovation Strategy Support Growth KVUE's trusted brands, innovation and productivity initiatives support growth as it strengthens its consumer health portfolio and global reach.
View source ↗ - Newszacks.com·28d ago·Positive
Should Investors Buy KVUE as Margin Gains Offset Slow Sales Growth? Kenvue's profit margins and cash flow improved in the first half, but modest sales growth, debt and uneven segment trends keep the risk-reward balanced.
View source ↗ - Newszacks.com·28d ago·Negative
Kenvue's Kimberly-Clark Deal Nears Closing With Key Risks Still Ahead KVUE nears its planned combination after shareholder and U.S. antitrust clearances, while margin, debt and legal risks temper the Q4 2026 outlook.
View source ↗ - Newsreuters.com·34d ago·Neutral
Australia clears Kimberly-Clark's acquisition of Kenvue but requires Carefree, Stayfree divestment Australia's competition regulator on Wednesday approved Kimberly-Clark's proposed $40 billion takeover of Kenvue , on condition the company divests Kenvue's Carefree and Stayfree period care brands in the country to address competition concerns.
View source ↗ - News (RSS)investing·39d ago·Neutral
Kimberly-Clark seeks EU approval for $40 billion Kenvue deal
View source ↗ - Newsreuters.com·39d ago·Negative
Kimberly-Clark seeks EU approval for $40 billion Kenvue deal Kimberly-Clark has asked EU regulators permission for its proposed $40 billion takeover of Tylenol maker Kenvue, documents on the EU Commission's website showed.
View source ↗ - News (RSS)seekingalpha·42d ago·Positive
Kenvue Deserves Some Love As Its Purchase By Kimberly-Clark Looks Imminent
View source ↗ - News (RSS)seekingalpha·42d ago·Neutral
Kenvue: Acquisition By Kimberly-Clark Hit An Obstacle - What Now
View source ↗ - News (RSS)investing·47d ago·Neutral
Kimberly-Clark stock trades at a discount as Kenvue deal reshapes the outlook
View source ↗ - 4chan /biz/biz·47d ago·Neutral
>>62609592 It's a pretty profitable strategy to follow s***** women CEOs and see where they land, huge stock price declines usually follow, for example XRX and KSS. Keep an eye on KVUE female leadership has this company well positioned to s*** the bed in the next 12 months.
View source ↗ - Newszacks.com·54d ago·Negative
Kenvue Q2 Deep Dive: Assessing Financial Metrics & Growth Prospects KVUE's Q2 sales and earnings miss estimates, but organic growth improved as Skin Health and Beauty led a broader recovery.
View source ↗ - Newsseekingalpha.com·55d ago·Positive
Kimberly-Clark: Temporary Headwinds, Strong Innovation And Kenvue Synergies Support A Buy Kimberly-Clark is rated Buy, supported by a strong innovation pipeline, international growth, and upside from the Kenvue acquisition. KMB faces transient headwinds in North America and China, but these are expected to abate, with management forecasting mid- to high-single-digit EPS CAGR from 2026–2028. The Kenvue deal will initially dilute EPS, but synergy realization is tracking ahead of plan, with $1.9B c
View source ↗
Earnings
Mon, Nov 2(in 4 weeks)
Consensus estimate $0.28 per share
Typical surprise +5.5% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$0.31 vs $0.32miss
- Thu, May 7$0.32 vs $0.26beat
- Tue, Feb 17$0.27 vs $0.22beat
- Mon, Nov 3$0.28 vs $0.26beat
- Thu, Aug 7$0.29 vs $0.28beat
- Thu, May 8$0.24 vs $0.23beat
Estimates and results for KVUE via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by KVUE officers and directors.
- Bought
- —
- Sold
- $747k
0 trades
2 trades
- Howlett Heathersold
- Orlando Matthewsold
98 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (52d later)Sell$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Aug 11, 2026 (6d later)Sell$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jul 3, 2026 (17d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (26d later)Sell$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Apr 6, 2026 (20d later)Sell$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (28d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Sell$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (447d later)Buy$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Jan 13, 2026 (104d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (33d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Nov 14, 2025 (38d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (27d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (4d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Sep 12, 2025 (17d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
