Wells Fargo has lowered its price target for Kimberly-Clark (KMB) to $105 from a previous level, maintaining an Equal Weight rating. The move reflects a tempered view on near-term performance despite the firm's continued neutral stance on the stock.
- Wells Fargo lowered KMB's price target to $105
- Equal Weight rating remains unchanged
- Target represents approximately 8% below KMB's January 10, 2026 closing price
- Concerns include inflationary pressures and softening consumer demand
- No change in fundamental outlook, but more cautious near-term expectations
Wells Fargo has revised its price target for Kimberly-Clark Corporation (KMB) down to $105, citing evolving macroeconomic pressures and potential headwinds in consumer spending within the household products sector. The firm maintains its Equal Weight rating, indicating no change in its fundamental view on the company’s long-term prospects despite the downward adjustment. The new target price represents approximately 8% below KMB’s closing share price as of January 10, 2026. This adjustment follows broader concerns about inflationary impacts on discretionary household expenditures, particularly in categories like tissue and personal care products where Kimberly-Clark holds a dominant market position. While the Equal Weight rating suggests that Wells Fargo expects KMB to perform in line with the S&P 500 over the intermediate term, the lowered target implies a more conservative outlook on earnings growth and margin stability. Analysts noted that the company’s recent cost management efforts and pricing power may be insufficient to fully offset weakening demand trends in certain geographic regions. The update is notable for investors tracking consumer staples equities, as it reflects a shift in sentiment among major Wall Street firms. The action could influence portfolio positioning for institutional investors and fund managers with exposure to large-cap consumer goods stocks.