Kimberly-Clark

Kimberly-Clark reported Q3 revenue of $4.13 billion, down 0.4% year over year, and adjusted EPS of $1.70, beating expectations. Shares rose as the company completed its acquisition of Kenvue, which management expects to drive cost synergies and long-term growth despite up to mid-single-digit EPS dilution in 2027. Management reaffirmed 2026 standalone guidance with modest organic growth and mid-single-digit adjusted operating profit growth, and said China diaper demand is stabilizing after a social-media driven disruption, though a full recovery will take time. » Więcej na cnbc.com

The Kimberly‑Clark share has rebounded sharply after a prior sell‑off and is trading again around $111.55 after reclaiming the 20-, 50- and 200‑day moving averages. A related warrant rose by nearly 100% in just over a week, illustrating the leverage on a rebound. The planned takeover of Kenvue for roughly $48.7 billion remains a longer‑term catalyst; the year high at about $118 is the next relevant level. » Więcej na deraktionaer.de

Kimberly‑Clark shows a forward P/E of around 13 and a dividend yield of about 5.4 percent with a defensive, recurring business model. Operationally, profitability and adjusted earnings per share are increasing while gross margins are rising. The planned $48.7 billion deal with Kenvue could, through cost synergies and a broader product portfolio, significantly strengthen the market position and growth prospects. Taken together, the combination of stability, valuation discount and a potential catalyst offers further upside potential. » Więcej na deraktionaer.de

Kimberly-Clark shares jumped about 8% this week after the company reported preliminary third-quarter revenue and EPS that beat estimates and Chinese authorities refuted social-media claims that Huggies diapers contained formamide. European and Brazilian regulators approved the planned Kenvue acquisition and Kimberly-Clark secured enough bondholder support to exchange Kenvue debt, clearing key deal hurdles. The combination of these developments and a defensive market rotation has driven the stock to its best weekly performance since October 2022 ahead of full Q3 results on Nov. 5. » Więcej na cnbc.com

The EU Commission approved Kimberly-Clark’s takeover of Kenvue but made it conditional on Kimberly-Clark giving up its period-product brands Kotex, Lidie, Camelia and Record. Regulators feared otherwise there would be insufficient competition and possible price increases in the market for tampons and panty liners. Kimberly-Clark plans to sell the division to Turkish rival Dilek; the group had sought to acquire Kenvue for $48.8 billion. » Więcej na manager-magazin.de