Kimberly-Clark: Short-Term Problems Do Not Detract From Long-Term Prospects
- The company issued a disappointing outlook for 2015 as the company wrestles with currency volatility and increased competition in its diapers business.
- The sell off in the company's shares, while substantial, needs to continue somewhat before potential investors establish a full position.
- The company continues its restructuring program to improve organizational efficiency, underlying profitability, and to increase investment in targeted growth opportunities.
- The company continues to be a leader in most markets that it participates in, but is facing pressures in some of its most important product categories.
- The company has a long history of yearly dividend increases and share repurchases to reward investors.
Kimberly-Clark - Lots Of Headwinds, Dividend Provides Support
- Kimberly-Clark reports soft results, and issues a disappointing 2015 outlook.
- The strong dollar hurts the business a great deal, while Huggies faces a lot of pressure at home.
- While the valuation is very high, I continue to believe shares will be supported by the world-class dividend.
- The 3.0% dividend yield, with a further dividend hikes anticipated in 2015, looks attractive given the low interest rates.
- Kimberly-Clark released weak 4th quarter earnings results.
- The company is struggling due to the strengthening U.S. Dollar.
- Will Kimberly-Clark continue to struggle, or will its strong brands return to growth?
Kimberly-Clark's Q4 Earnings Miss Has Sent Its Shares Lower - Should You Consider On The Dip?
- Q4 2014 earnings were released on January 23.
- Earnings per share beat expectations, but revenue fell short.
- Organic sales increased 3%.
- Provided outlook on fiscal 2015, calling for adjusted earnings per share in the range of $5.60-$5.80.
- The stock has responded by falling over 4%.
Kimberly Clark - A Fundamentally Sound, Yet Overvalued Dividend Aristocrat
- Shares of Kimberly-Clark recently reached a new all-time high after gaining more than 15% since mid-October.
- However, the stock now yields less than 3% and trades at nearly 20 times projected forward earnings.
- Kimberly-Clark has a long track record of dividend increases and its portfolio of brand name consumer staples products results in a strong return on invested capital.
- Nevertheless, the stock's current valuation has moved well above its historical average and dividend growth investors would be wise to wait for a significant pullback before buying new positions.
Dividend Aristocrats In Focus Part 46: Kimberly-Clark
- Kimberly-Clark has increased its dividend payments for 42 consecutive years.
- The company sells Kleenex, Huggies, Kotex, and Pull-Ups, among other brands.
- Kimberly-Clark possesses a strong competitive advantage and has significant growth prospects ahead.
- The company recently spun-off its health care division.
Kimberly-Clark Is Still A Dividend Champion, But Overvalued Somewhat
- KMB is a strong dividend stock but growth will be limited.
- Earnings expectations are too high and dividend growth will be muted.
- I like KMB as an income play but only at $100 or below.
- The stock appears to be fairly priced based on 2015 earnings estimates while being expensive on earnings growth expectations.
- The dividend is good, but I don't believe it has much more room to grow, especially since earnings growth expectations are pretty low.
- I'm going to take a pass on this name for right now but will look at it again in the future.
Halyard Health: Kimberly Clark Spin-Off Will Reward Investors In The Intermediate And Long Term
- In the near term, demand for HYH’s eye shields, face masks, disposable gowns, gloves and shoe covers has surged since Ebola was first diagnosed in the U.S.
- The company will benefit in the health care space as demographics and the aging of populations around the world favor companies such as HYH.
- The company may be taken over in the intermediate term as the market the company participates in is very attractive for larger companies in the same market.
Kimberly-Clark Announces A Restructuring Initiative As Company Completes Spin-Off
- The company completed their spin-off of their healthcare division to enhance shareholder value.
- The company began a restructuring program to improve organizational efficiency, underlying profitability and increase their ability to invest in targeted growth opportunities.
- The company is a leader in most markets that they participate in.
- The company has a long history of yearly dividend increases and share repurchases to reward investors.
- Kimberly-Clark is the leader in paper based health and consumer products.
- All-time record adjusted quarterly earnings per share up 12% year-over-year.
- Quarterly operating profit rose 12.4% from last year.
- The company increased its full year share repurchase target to $2 billion.
- The Halyard Health division will be spun off on October 31.
Kimberly-Clark Gets It Perfectly Right In Attracting Investors
- Product innovation, advertisement and international expansion efforts will keep future top-line numbers growth healthy.
- Ongoing cost reduction initiatives will portend well for margin expansion and bottom-line growth.
- Company has healthy cash return policy and is focused on dividend payments and share repurchases.
- Kimberly-Clark’s revenues and margins experienced positive growth across all of its segments except Health Care.
- The company has announced that it is initiating a restructuring program under which it intends to improve its organizational efficiency.
- The divestiture of its Health Care business is expected to be completed by the end of October and is anticipated to improve the company’s operating margins.
Kimberly-Clark: Get Ready For The 'Halyard Health' IPO
- KMB reports its Q3 2014 results.
- The company beat on both the top and bottom lines.
- The upcoming IPO of Halyard Health, the former Health Care unit, may be an upside catalyst.
Kimberly-Clark Reported 3rd Quarter Earnings That Beat Expectations
- The company reported earnings of $1.61 per share on revenue of $5.44 billion, both of which beat expectations.
- The company plans to spin-off the health care division at the end of the month.
- The company is definitely a defensive stock which is great in a portfolio, but I think we're back in the growth phase in the overall market.
Kimberly Clark: Ready For The Spin-Off After A Solid Quarter
- Kimberly Clark continues to show healthy growth, driven by the international business.
- The strong brands, market share and international growth are appealing, but this is already reflected in the share price.
- I am a buyer on significant dips, which unfortunately have not occurred yet this year.
Kimberly-Clark's Shares Are Rallying Following The Release Of Strong Q3 ResultsJoey Solitro • Oct. 21, 2014
- Q3 earnings were released on October 21.
- The results exceeded expectations.
- The stock has spiked higher in the trading session.
- The stock now has a dividend yield of about 3.05%.
KMB Shareholders Don't Need Any Tissues After Q3 Results
- Kimberly-Clark released its Q3 results this morning.
- The company managed to grow adjusted EPS at 12%.
- See how Kimberly-Clark has positioned itself to deliver long-term total returns around 10% in this article.
Fri, Jan. 23, 8:27 AM
- Kimberly-Clark (NYSE:KMB) reports organic sales growth of 3% in Q4.
- Segment revenue: Personal care: $2.34B (-1.3%); Consumer Tissue: $1.62B (-2.82%); K-C Professional: $857M (+1.3%).
- Segment operating profit: Personal care: $410M (+3.02%); Consumer Tissue: $280M (+1.82%); K-C Professional: $151M (+2.03%).
- FY2015 Guidance: Organic sales growth: 3% to 5%; Volume : +2% to +3%; Adjusted operating profit: +1% to +4%; Tax rate: 31.5% to 33.5%; Adjusted EPS: $5.60 to $5.80 (+2% to +5%); Capital expenditure: $950M to $1.05B.
- KMB -4.04% premarket.
Fri, Jan. 23, 7:33 AM
Thu, Jan. 22, 5:30 PM
Fri, Jan. 9, 10:24 AM
Dec. 23, 2014, 9:35 AM| Comment!
Nov. 14, 2014, 10:38 AM
- Dow Chemical (DOW +1%) says it "fundamentally disagrees" with the position outlined by Dan Loeb's Third Point hedge fund in its latest statement and new website, which the company says reflect the views of "an activist investor that has little interest in anything that benefits [Dow's] many long-term shareholders."
- Jim Cramer is now a fan of Dow, citing the company as an example of a buyback done right; combining Dow's $5B increase in its buyback plan with its total repurchase authorization totals ~17% of market cap.
- Cramer also sees buyback opportunities in FLEX, JACK, M, DIS, KMB, VIA, DPS and AZN.
Nov. 13, 2014, 2:59 PM
Nov. 13, 2014, 2:35 PM
Nov. 8, 2014, 9:25 AM
- Energy companies finally are starting to halt a few new U.S. drilling projects as oil prices fall, which Barclays believes may put the U.S. oil boom at risk but "on balance, we believe lower oil prices are good.”
- If strong U.S. energy growth is interrupted, spending in the sector could be cut by $40B, but consumers could save $70B next year as the price at the pump falls for gasoline and diesel, according to Barclays head of U.S. equity strategy Jonathan Glionna.
- The most likely beneficiaries would be discretionary areas such as restaurants, entertainment, apparel, electronics and furniture, he says.
- Glionna lists 27 stocks that could benefit from lower oil prices: AAL, AGCO, AXL, BERY, BLMN, BWLD, CHH, CLX, DE, DPZ, FDX, GM, HD, KMB, KR, KSS, MHK, MMM, PENN, PPG, SAVE, SHW, TGT, UPS, VAL, WMS, WMT.
Nov. 3, 2014, 10:51 AM| Comment!
Oct. 21, 2014, 9:18 AM
- Kimberly-Clark (NYSE:KMB) announces it will restructure itself in order to improve efficiency following the spinoff of its health care operation.
- The company's workforce will be reduced by 1,100 to 1,300 employees.
- Total costs for the restructuring are pegged at $130M-$160M.
- The action is expected to deliver pre-tax savings of $120M-$140M by the end of 2017.
- Previous: Q3 results, highlights.
- KMB +0.9% premarket.
Oct. 21, 2014, 9:11 AM
- Kimberly-Clark (NYSE:KMB) reports organic sales 4% in Q3 with all segments showing a volume gain.
- Segment revenue growth: Personal care +3.9% to $2.475B, Consumer Tissue +4.4% to $1.697B, K-C Professional +3.6% to $873M, Health Care -2.7% to $392M.
- Guidance: The company sets its outlook for FY14 EPS at $5.93-$6.03 vs. $6.00-$6.15 prior and $6.06 consensus.
- KMB +0.9% premarket
Oct. 21, 2014, 7:31 AM
Oct. 20, 2014, 5:30 PM
Oct. 7, 2014, 9:04 AM
- Kimberly-Clark (NYSE:KMB) indicates shareholders will receive one share of Halyard Health common stock for every 8 shares of common stock they own.
- The spinoff of the healthcare business will occur on October 31.
- As a result of a cash payment incoming from Halyard Health, Kimberly-Clark ups its share repurchase target for the current year to $2B from $1.3B-$1.5B.
Sep. 22, 2014, 12:00 PM
- Citigroup analyst Wendy Nicholson thinks a takeover by Procter & Gamble (PG +0.5%) or Unilever (UL -0.1%) of Clorox makes little sense due to the heavy concentration of the multinational in developed markets.
- Nicholson thinks a more logical choice would be Kimberly Clark (KMB +0.4%) due to its size and corporate personality, although she is quick to note that even a KMB bid looks unlikely with valuation stretched out on Clorox and limited cost-slashing opportunities lying in wait.
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