Wells Fargo Lowers Kimberly-Clark (KMB) Target to $105, Keeps Equal Weight

On January 5, Wells Fargo chopped its terms people connected Kimberly-Clark Corporation (NASDAQ:KMB) to $105 from $110 and kept an Equal Weight standing connected the shares. The alteration reflects updates to Wells’ models crossed Beverage, Food, and Home and Personal Care arsenic assumptions are pushed into 2026.

The banal dropped much than 22% successful 2025. The unit ties backmost to existent challenges successful halfway categories. Declining commencement rates proceed to measurement connected the diaper business. Kimberly-Clark besides lacks the level of diversification seen astatine Procter & Gamble, which benefits from vulnerability to soap, deodorant, toothpaste, and different mundane staples.

Management and the committee person been searching for maturation levers for years. That effort whitethorn person reached a turning constituent with the planned acquisition of Kenvue. This is simply a large woody by immoderate measure. The terms tag stands astatine $48.7 billion. The acquisition would besides reshape the company’s concern premix successful a meaningful way. If Kimberly-Clark tin reconstruct maturation astatine Kenvue, the transaction could amended the income illustration of the company, offering dividend investors a stronger output and amended maturation implicit time.

Kimberly-Clark Corporation (NASDAQ:KMB) operates globally, focusing connected products and solutions designed to present amended care.

While we admit the imaginable of KMB arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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