KMB at a glance
Kimberly-Clark (KMB, SEC CIK 55785) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as August 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Kimberly-Clark (KMB) reported revenue of $16.4 billion (down 18.0% from FY2024) and net income of $2.0 billion. Diluted EPS was $6.07.
- As of June 30, 2026, 50 institutional investment managers tracked by SignalX reported holding Kimberly-Clark (KMB) shares worth $17.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Scribner Andrew on May 6, 2026 of 4,095 shares at $98.00 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $16.4B
- −18.0% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 50 funds
- $17.8B · +1 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: global manufacturing and marketing of personal care, family care, and professional products with leading brands in 175+ countries
- New strategic focus: 2024 Transformation Initiative emphasizing proprietary innovation, margin optimization, and organizational agility for growth
- Major corporate transactions: agreement to acquire Kenvue, Inc. for $6.7 billion plus 280 million shares; formed joint venture divesting 51% of International Family Care and Professional segment for $1.7 billion
- Employee base steady at ~36,000 with 35% in North America and half in manufacturing/distribution roles
- Sustainability commitment: execution of climate goals approved by SBTi, targeting reduced fossil fuel plastics, forest fiber use, and greenhouse gas emissions with $150 million environmental compliance spend expected in 2026
Risk Factors
- Regulatory risk from tightening data privacy and cybersecurity laws worldwide, increasing compliance costs and potential liabilities related to breaches of consumer data
- Geopolitical exposure in Russia and surrounding region due to war in Ukraine, with operation curtailed and assets at risk of impairment
- Supply chain vulnerability from sole-source commodity suppliers and third-party manufacturers, risking production delays and cost increases
- Competitive pressure from private label manufacturers with lower production costs and e-commerce distribution intensifying market share threat
- Financial risk of credit rating downgrade increasing borrowing costs and reducing access to commercial paper market for funding
Management Discussion & Analysis
- Net sales $16.45B, down 2.1% YoY; organic sales up 1.7% driven by 2.5% volume growth, offset by divestitures and currency impacts
- Gross margin 36.0% vs 37.4%, down 140 bps; operating profit $2.35B, down 12.9%; adjusted operating profit $2.73B, flat YoY
- North America segment: sales $10.75B (-2.4%), operating profit $2.55B (+0.4%); International Personal Care sales $5.69B (-0.9%), operating profit $796M (-3.6%)
- Operating cash flow $2.8B, down from $3.2B; ongoing capital allocation includes $1.7B expected from IFP joint venture sale, transformation initiative costs approx. $1.5B pre-tax
- Management focused on 2024 Transformation Initiative to achieve $3B gross productivity savings by 2026; risks include birth rate declines, competitive pressures, input cost volatility, geopolitical uncertainties including Russia and Ukraine conflict impacts
AI summary of the KMB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $4,189M, up 0.6% YoY; organic sales growth relatively flat, including 50-basis-point China disruption headwind
- Gross margin 38.3% vs 35.0% YoY; adjusted gross margin 38.8% vs 36.9%
- IPC best segment: sales $1,491M, up 4.0%; NA sales $2,698M, down 1.2%
- Operating cash flow $1.7B vs $1.1B YoY; capital spending $776M vs $401M
- Near-term headwinds: China diaper disruption; approximately $150M incremental input costs expected during remainder of 2026
AI summary of the KMB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- President and COO Russell Torres departing November 2, 2026 for other opportunities
- Leadership transition creates execution risk across operations and ongoing strategic initiatives
Item 8.01: Other Events
- Exchange offer targets all outstanding Kenvue Notes for up to $7.0 billion of new Kimberly-Clark notes plus cash
- Consent solicitations would remove most Kenvue debt covenants, selected default triggers, SEC reporting requirements, and merger restrictions
Item EX-99.1: Item EX-99.1
- Exchange offers cover up to $7.0 billion of Kenvue notes, contingent on completing the acquisition in fourth quarter 2026
- Early tenders receive $970 Kimberly-Clark notes, $30 premium and $1 cash per $1,000 Kenvue notes
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Exhibit 99.1 contains Kimberly-Clark’s detailed earnings release
Item EX-99.1: Item EX-99.1
- Q2 net sales $4.2B, up 0.6%; adjusted operating profit $757M, up 6.2%; adjusted continuing EPS $1.80, up 10.4%
- China social-media disruption reduced organic sales approximately 50 basis points and operating profit approximately 210 basis points
AI summaries of KMB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KMB
Don't miss the next KMB filing
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- Fund moves. Which tracked funds opened, added or cut KMB, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Slavtcheff Craig | M | Jul 31, 2026 | 1,255 | - |
| Slavtcheff Craig | F | Jul 31, 2026 | 1,711 | $109.31 |
| Slavtcheff Craig | M | Jul 31, 2026 | 4,024 | - |
| Corsi Patricia | M | Jul 31, 2026 | 966 | - |
| Slavtcheff Craig | M | Jul 31, 2026 | 1,255 | - |
| Slavtcheff Craig | F | Jul 31, 2026 | 534 | $109.31 |
| Slavtcheff Craig | M | Jul 31, 2026 | 4,024 | - |
| Corsi Patricia | M | Jul 31, 2026 | 966 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $20.1B | $16.4B |
| Gross Profit | $7.0B | $7.2B | $5.9B |
| Operating Income | - | $3.2B | $2.4B |
| Net Income | $1.8B | $2.5B | $2.0B |
| Gross Margin | - | 35.8% | 36.0% |
| Op. Margin | - | 16.0% | 14.3% |
| Net Margin | - | 12.7% | 12.3% |
| Balance Sheet | |||
| Total Assets | $17.3B | $16.5B | $17.1B |
| Equity | - | $840.0M | $1.5B |
| ROE | - | 303.0% | 134.6% |
| Per Share | |||
| EPS | $5.21 | $7.55 | $6.07 |
| Cash Flow | |||
| Operating CF | - | $3.2B | $2.8B |
Source: XBRL data in Kimberly-Clark (KMB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KMB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 50 | $17.75B |
| Q1 2026 | 49 | $14.36B |
| Q4 2025 | 49 | $14.49B |
| Q3 2025 | 53 | $17.70B |
| Q2 2025 | 52 | $17.61B |
| Q1 2025 | 50 | $13.55B |
| Q4 2024 | 46 | $10.65B |
| Q3 2024 | 41 | $6.16B |
- FMR LLC (Fidelity)+9.51M (+262%)
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- Citadel Advisors LLC+552.2K (+242%)
- D.E. Shaw & Co−1.17M (-70%)
- Invesco Ltd−1.02M (-17%)
- State Street Corp−567.3K (-3%)
- Morgan Stanley−499.4K (-7%)
- Wells Fargo & Co−488.7K (-17%)
- Millennium Management−572.1K
- Blackstone Group−54.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 390 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KMB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | May 14, 2026 | - | Analysis | |
| SC 13G | May 12, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
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KMB SEC filings: frequently asked questions
Which institutions hold KMB stock?
As of June 30, 2026, the largest Kimberly-Clark (KMB) holders among the 13F filers tracked by SignalX were BlackRock ($3.5 billion), Vanguard Capital Management LLC ($2.4 billion), State Street Corp ($2.3 billion), Vanguard Portfolio Management LLC ($1.8 billion), FMR LLC (Fidelity) ($1.4 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KMB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Kimberly-Clark (KMB) reported revenue of $16.4 billion (down 18.0% from FY2024) and net income of $2.0 billion. Diluted EPS was $6.07. The figures come from the XBRL data in the 10-K.
What are the main risks in KMB's latest 10-K?
In the 10-K filed February 12, 2026, Kimberly-Clark (KMB) flagged: Regulatory risk from tightening data privacy and cybersecurity laws worldwide, increasing compliance costs and potential liabilities related to breaches of consumer data. Geopolitical exposure in Russia and surrounding region due to war in Ukraine, with operation curtailed and assets at risk of impairment. (AI summary of the Risk Factors section.)
What did KMB report in its latest 8-K?
Kimberly-Clark (KMB) filed an 8-K on October 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). President and COO Russell Torres departing November 2, 2026 for other opportunities.
What are the latest KMB SEC filings?
Kimberly-Clark (KMB) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on August 4, 2026.
What is KMB's SEC CIK number?
Kimberly-Clark (KMB)'s SEC Central Index Key (CIK) is 55785. EDGAR lists every KMB filing under that number.
Ask anything about KMB
The research agent reads KMB's filings, financials, insider trades and 13F holders, then answers with sources.