Kimberly-Clark

Kimberly Clark raised its dividend to $1.28, marking 54 consecutive years of increases and 92 years of dividend payments. The company yields about 4.7%, above PepsiCo's 4.1%, and benefits from durable demand for household products. Management is pursuing growth by acquiring the consumer health brand Kenvue, which could support future dividend growth and portfolio strength. » Más en finance.yahoo.com

Kimberly-Clark reported adjusted EPS of $2.12 (expectation $2.01), a 5.5% earnings surprise, while revenue of $4.19 billion missed the $4.23 billion forecast by about $40 million. Positive effects came from a $45 million tariff refund and strong productivity gains, while disruptions in the diaper business in China and retailer inventory destocking in North America weighed on organic growth. Management expects improvement in the second half of the year from innovation, cost reductions and modest price actions, but remains cautious on China. » Más en de.investing.com

Kimberly-Clark, a Dividend King with 54 consecutive years of payout increases and a 4.7% yield, struck a deal to spin its lower-margin tissue and paper-towel business into Arbex to focus on higher-margin personal-care products. The move frees resources to integrate the pending Kenvue acquisition, which the company expects will deliver about $1.9 billion in cost synergies and $500 million in revenue synergies within three to four years, at an estimated $2.5 billion implementation cost over two years. Analysts have raised price targets (median $113) and the stock trades around 14 times earnings, supporting a buy case for income-oriented investors. » Más en finance.yahoo.com