Kimberly-Clark's (KMB) Q4 will be in-line with management's expectations, and RBC Capital Markets expects shareholders to approve the KVUE transaction on the Jan. 29 meeting, the brokerage said in a Friday report.

As the KVUE deal is not expected to close until late 2026, the investment firm does not see the transaction impacting this year's guidance.

RBC expects the company's 2026 guidance to include organic growth of over 2% ahead of its categories, mid-to-high single digit constant currency earnings before interest and tax growth, and low-single digit adjusted EPS growth on a constant currency basis.

Once the Suzano joint venture closes in the first half of 2026, what is presently classified as income from discontinued operations will be considered as income from equity interests, according to the report. RBC expects income from equity interests to be grow about 30% year-over-year and income from discontinued operations to fall about 45% year-over-year.

A new study dated Jan. 16 supported the use of paracetamol as directed in pregnant individuals, which is a "positive development for KMB in our view", the brokerage said.

RBC kept an outperform rating on the stock with a $162 price target.

Price: 101.76, Change: -0.43, Percent Change: -0.42