Kimberly-Clark Corp SEC Filings

Kimberly-Clark executive Jeffrey P. Melucci reported compensation-related stock activity involving restricted share units and tax withholding. On April 26, 2026, performance-based and time-based restricted share units vested and were paid out in common stock on a 1-for-1 basis. As part of this vesting, a total of 7,196 common shares were automatically surrendered to Kimberly-Clark at $97.85 per share to cover tax withholding obligations, rather than being sold on the open market. Melucci also received a new grant of 15,525 restricted share units under the company’s Equity Participation Plan, which vest in tranches over three years and accrue additional units based on dividends.

Kimberly-Clark CEO Michael D. Hsu reported multiple equity compensation events involving the company’s common stock. On April 26, 2026, he received 76,208 shares as a grant or award and exercised 13,548 previously granted restricted share units into common stock.

To cover tax obligations upon vesting of restricted and performance-based restricted share units, a total of 35,320 shares were automatically surrendered to the issuer at $97.85 per share, recorded as tax-withholding dispositions rather than open-market sales. Following these transactions, Hsu held 355,029 shares directly and 21,991 shares indirectly through a trust.

Kimberly-Clark reported higher Q1 2026 profit while reshaping its portfolio. Net sales from continuing operations rose 2.7% to $4.16 billion, driven mainly by 2.6% volume growth. Income from continuing operations increased to $574 million from $470 million, and diluted EPS from continuing operations rose to $1.70 from $1.39.

Discontinued operations, reflecting the International Family Care and Professional business being sold into a joint venture with Suzano, contributed $101 million of income. Kimberly-Clark expects Suzano to buy 51% of this joint venture for about $1.7 billion in mid‑2026, with the company retaining 49%.

The company is also progressing on its pending acquisition of Kenvue, expecting to issue roughly 280 million shares and pay about $6.7 billion in cash. Its 2024 Transformation Initiative has generated cumulative pre‑tax charges of $859 million, with Q1 2026 charges of $51 million, but is targeted to deliver $3.0 billion in gross productivity savings. Operating cash flow strengthened to $745 million, up from $327 million, helped by an insurance recovery and better working capital.

Kimberly-Clark Corporation reported higher first-quarter 2026 earnings with modest sales growth and reaffirmed its 2026 outlook. Net sales from continuing operations were $4.16 billion, up 2.7% year over year, driven by 2.5% organic sales growth and 3.0% volume-plus-mix growth, partially offset by lower pricing and the exit of the U.S. private label diaper business.

Operating profit rose 19.3% to $753 million, while adjusted operating profit increased 3.7% to $732 million, supported by productivity savings, lower overhead and favorable currency, partially offset by pricing investments and transformation and acquisition-related charges. Diluted EPS from continuing operations were $1.70, up from $1.39, with adjusted EPS from continuing operations at $1.60, down 1.2% due mainly to a higher adjusted effective tax rate. Diluted EPS attributable to Kimberly-Clark reached $2.00, with adjusted EPS attributable to Kimberly-Clark at $1.97, up 2.1%.

BlackRock, Inc. filed Amendment No. 16 to Schedule 13G/A reporting beneficial ownership of 29,295,775 shares of Kimberly-Clark Corporation common stock. The filing states BlackRock has sole voting power of 27,170,900 shares and sole dispositive power of 29,295,775 as of 03/31/2026. The report lists this position as 8.8% of the class. The filing is signed by a BlackRock managing director on 04/24/2026.

Kimberly-Clark Corp: The Vanguard Group filed an Amendment No. 13 to Schedule 13G/A reporting that, following an internal realignment, it beneficially owns 0 shares of common stock of Kimberly-Clark and reports 0% of the class.

The filing states certain Vanguard subsidiaries or business divisions will report beneficial ownership separately following SEC Release No. 34-39538, and that The Vanguard Group, Inc. no longer is deemed to have beneficial ownership over securities held by those subsidiaries.

Kimberly-Clark Corporation is asking stockholders to vote at its virtual 2026 annual meeting on four key items: electing 13 directors, ratifying Deloitte & Touche as auditor, approving executive pay on an advisory basis, and a stockholder proposal for an independent board chair that the Board opposes.

The proxy highlights a transformational period, including a pending acquisition of Kenvue and a planned joint venture with Suzano for the International Family Care and Professional business, where Kimberly-Clark will retain a 49% interest. In 2025, net sales were $16.4 billion, down 2.1%, with organic sales up 1.7%, operating profit of $2.4 billion, adjusted operating profit of $2.7 billion, and adjusted EPS of $7.53. The company raised its dividend for the 54th consecutive year.

The Board is majority independent with a diverse mix of gender, tenure, and skills, and maintains an independent lead director structure. Executive pay is heavily performance-based; 2025 annual incentives paid below target after management fell short of financial and non-financial goals, while longer-term performance share units paid out at 150% of target. The proxy also details extensive sustainability goals toward 2030, including cutting greenhouse gas emissions and plastics usage, and reports meaningful progress on water, energy, and social impact initiatives.

KIMBERLY CLARK CORP executive Francesco Tinto filed an initial ownership report showing a small indirect stake in the company. The filing lists beneficial ownership of 45 shares of common stock, held indirectly through his spouse in a trust. It does not report any new open-market purchases or sales, but instead documents existing indirect holdings as part of his role as Chief Information & GBS Officer.