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

Kimberly-Clark Corporation (NASDAQ:KMB) is included among the 13 Best Consumer Staples Dividend Stocks to Invest in Now.

On January 5, Wells Fargo cut its price target on Kimberly-Clark Corporation (NASDAQ:KMB) to $105 from $110 and kept an Equal Weight rating on the shares. The change reflects updates to Wells’ models across Beverage, Food, and Home and Personal Care as assumptions are pushed into 2026.

The stock dropped more than 22% in 2025. The pressure ties back to real challenges in core categories. Declining birth rates continue to weigh on the diaper business. Kimberly-Clark also lacks the level of diversification seen at Procter & Gamble, which benefits from exposure to soap, deodorant, toothpaste, and other everyday staples.

Management and the board have been searching for growth levers for years. That effort may have reached a turning point with the planned acquisition of Kenvue. This is a major deal by any measure. The price tag stands at $48.7 billion. The acquisition would also reshape the company’s business mix in a meaningful way. If Kimberly-Clark can restore growth at Kenvue, the transaction could improve the income profile of the company, offering dividend investors a stronger yield and better growth over time.

Kimberly-Clark Corporation (NASDAQ:KMB) operates globally, focusing on products and solutions designed to deliver better care.

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