insider stock sales and hedge fund activity at kimberly-clark corporation

The net margin for the quarter was 11.28%, with a remarkable return on equity of 223.55%, although revenue declined by 3.5% compared to the same quarter last year.

Insider Trading Activity

Recent insider trading activity at Kimberly-Clark Corporation has drawn attention, particularly the transactions involving Gonzalo Uribe and Jeffrey P. Melucci.

On July 29, Uribe sold 1,780 shares at an average price of $140.84, totaling approximately $250,695.20. Following this sale, Uribe retains ownership of 7,377 shares, valued at around $1,038,976.68, reflecting a 0.00% change in ownership.

In a separate transaction, Melucci sold a significantly larger quantity of shares on July 25, offloading 37,699 shares at an average price of $141.42, which amounted to a total of $5,331,392.58. Post-sale, Melucci holds 19,935 shares, valued at approximately $2,819,207.70, also indicating a 0.00% change in ownership.

These insider sales come at a time when company insiders collectively own just 0.62% of Kimberly-Clark's stock, raising questions about their confidence in the company's future performance.

Institutional Investment

The landscape of institutional investment in Kimberly-Clark is also noteworthy, with several hedge funds adjusting their stakes in the company.

William B. Walkup & Associates Inc. initiated a new position valued at about $26,000 during the second quarter, while Crewe Advisors LLC and New Millennium Group LLC made similar moves with new stakes worth approximately $27,000 and $28,000, respectively.

Strategic Financial Concepts LLC also entered the fray, purchasing shares valued at around $32,000. DiNuzzo Private Wealth Inc. made headlines with a remarkable 808.0% increase in its holdings during the third quarter, now owning 227 shares worth $32,000 after acquiring an additional 202 shares.

Collectively, hedge funds and institutional investors hold a substantial 76.29% of Kimberly-Clark's stock, indicating a strong institutional interest in the company despite the recent insider sales.

Analysts' Price Targets

Analysts have recently adjusted their price targets for Kimberly-Clark, reflecting a cautious outlook on the stock.

UBS Group lowered its price objective from $153.00 to $151.00, maintaining a "neutral" rating. This new target suggests a potential upside of 10.29% from the stock's previous close.

Other analysts have also weighed in, with Wells Fargo reducing its target from $138.00 to $134.00, while Deutsche Bank raised its target from $146.00 to $147.00, both assigning a "hold" rating.

TD Cowen initiated coverage with a "buy" rating and a target price of $161.00, while Royal Bank of Canada reaffirmed an "outperform" rating with a price objective of $165.00.

The consensus among analysts shows a mix of ratings, with two analysts issuing sell ratings, seven assigning hold ratings, and another seven recommending buy ratings.

Currently, Kimberly-Clark holds an average rating of "Hold" with a consensus target price of $150.07, reflecting a cautious but optimistic sentiment among market watchers.

Stock Performance

Kimberly-Clark's stock has experienced fluctuations, recently trading down 0.6% to $136.91.

The trading volume was notably lower than average, with 759,169 shares exchanged compared to a typical volume of 2,112,634.

Financial metrics reveal a current ratio of 0.85, a quick ratio of 0.58, and a high debt-to-equity ratio of 5.59, indicating potential liquidity concerns and a reliance on debt financing.

The company's market capitalization stands at $46.10 billion, with a price-to-earnings (P/E) ratio of 25.17 and a price-to-earnings-growth (PEG) ratio of 2.98.

Over the past year, Kimberly-Clark's stock has seen a low of $116.63 and a high of $149.30, showcasing the volatility in its market performance.

The firm's 50-day and 200-day simple moving averages are $143.26 and $138.67, respectively, suggesting a recent downward trend.

Quarterly Earnings Report

In its latest quarterly earnings report, Kimberly-Clark announced earnings per share (EPS) of $1.83, surpassing the consensus estimate of $1.69 by $0.14.

However, the company reported revenue of $4.95 billion, falling short of the expected $5.06 billion, indicating challenges in meeting market expectations.

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