Church & Dwight (NYSE:CHD – Get Free Report) released its quarterly earnings results on Friday. The company reported $0.92 EPS for the quarter, topping the consensus estimate of $0.90 by $0.02, FiscalAI reports. The firm had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.58 billion. Church & Dwight had a return on equity of 20.10% and a net margin of 11.96%. Church & Dwight’s revenue for the quarter was up 1.0% on a year-over-year basis. During the same period in the previous year, the company posted $0.81 EPS.
Here are the key takeaways from Church & Dwight’s conference call:
- Q3 results exceeded expectations: Organic sales grew 5.1%, driven by 4.6% volume growth, while adjusted EPS rose 13.6% to $0.92 versus the $0.89 outlook. Gross margin expanded 170 basis points to 46.8%.
- Growth was broad-based across the portfolio, with U.S. organic sales up 4.4%, international sales up 7.8%, and specialty products up 5%. ARM & HAMMER, THERABREATH, Waterpik, Batiste, OxiClean and other power brands gained momentum and market share.
- Management raised full-year 2026 organic sales growth expectations to approximately 5% and tightened adjusted EPS growth guidance to approximately 7%; fourth-quarter organic sales are expected to grow about 4%, with EPS up 17%–19% year over year.
- Inflation and transportation pressures remain significant, with approximately $150 million of 2026 inflation now assumed, including crude oil at roughly $100 per barrel. Management expects to rely on record productivity, revenue-growth management, promotions and potentially pricing to protect margins in 2027.
- Touchland’s U.S. growth has slowed and the business is expected to be roughly flat for 2026, although broader U.S. distribution and international launches are expected to support growth in 2027. The company also authorized a new $1 billion share-repurchase program, described as a renewal that preserves capital-allocation flexibility alongside potential acquisitions.
Church & Dwight Price Performance
Shares of NYSE CHD opened at $106.94 on Friday. The company has a quick ratio of 0.69, a current ratio of 1.15 and a debt-to-equity ratio of 0.51. Church & Dwight has a fifty-two week low of $81.49 and a fifty-two week high of $111.23. The business has a 50 day moving average price of $99.27 and a two-hundred day moving average price of $97.66. The firm has a market cap of $25.37 billion, a PE ratio of 32.90, a price-to-earnings-growth ratio of 3.82 and a beta of 0.49.
Church & Dwight Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Shareholders of record on Friday, November 13th will be paid a dividend of $0.3075 per share. This represents a $1.23 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, November 13th. Church & Dwight’s dividend payout ratio (DPR) is 39.55%.
Insiders Place Their Bets
In other news, EVP Rene Hemsey sold 5,000 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $102.25, for a total transaction of $511,250.00. Following the completion of the transaction, the executive vice president directly owned 8,086 shares in the company, valued at approximately $826,793.50. This represents a 38.21% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Carlos Linares sold 15,375 shares of the stock in a transaction that occurred on Monday, August 24th. The shares were sold at an average price of $102.00, for a total value of $1,568,250.00. Following the transaction, the executive vice president owned 4,668 shares of the company’s stock, valued at approximately $476,136. This trade represents a 76.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 53,250 shares of company stock valued at $5,462,048. Company insiders own 2.00% of the company’s stock.
Analysts Set New Price Targets
A number of research firms have recently issued reports on CHD. Citigroup reiterated a “neutral” rating and set a $105.00 price objective (up from $100.00) on shares of Church & Dwight in a research note on Monday, August 3rd. JPMorgan Chase & Co. upped their target price on shares of Church & Dwight from $99.00 to $105.00 and gave the company a “neutral” rating in a research note on Thursday, July 16th. TD Cowen set a $97.00 target price on shares of Church & Dwight and gave the company a “hold” rating in a research note on Monday, August 3rd. Royal Bank Of Canada raised their price target on shares of Church & Dwight from $114.00 to $115.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Finally, Barclays reaffirmed an “underweight” rating and set a $83.00 price target (down from $86.00) on shares of Church & Dwight in a research note on Friday, October 16th. Eight analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Church & Dwight presently has an average rating of “Hold” and an average target price of $105.06.
Get Our Latest Report on Church & Dwight
Key Church & Dwight News
Here are the key news stories impacting Church & Dwight this week:
- Positive Sentiment: Q3 earnings and sales beat estimates: Adjusted earnings were $0.92 per share versus the $0.90 consensus, while revenue rose 1.0% year over year to $1.602 billion, ahead of the $1.58 billion estimate. EPS increased from $0.81 a year earlier. Church & Dwight Delivers Strong Third Quarter Results
- Positive Sentiment: Organic growth substantially exceeded guidance: Organic sales increased 5.1%, well above the company’s 3% outlook, with growth across all three divisions. The stronger mix and sales performance also supported margin gains and reinforced confidence in the company’s brands and 2026 outlook. CHD Q3 Earnings Top Estimates, Organic Growth Fuels Margin Gains
- Positive Sentiment: $1 billion buyback announced: The authorization gives Church & Dwight an additional way to return capital to shareholders and could support per-share earnings by reducing the share count. Church & Dwight Unveils $1 Billion Stock Buyback
- Positive Sentiment: Analyst sentiment improved: Oppenheimer raised its price target, while RBC Capital maintained its Buy rating, adding support to the bullish reaction.
- Neutral Sentiment: Revenue outlook remains modest: Management firmed up its 2026 sales-growth target at 0.5%, although this is within the previous range of flat to 1% growth and reflects better-than-feared performance.
- Negative Sentiment: Valuation remains a consideration: With the stock trading near its yearly high and at a relatively elevated earnings multiple, investors may require continued organic growth and margin improvement to justify further gains.
Church & Dwight Company Profile
Church & Dwight Co, Inc is a consumer packaged goods company that develops, manufactures and markets household, personal care and specialty products. Its portfolio is anchored by the ARM & HAMMER brand, which is used across products such as baking soda, laundry detergent, cat litter, household cleaners, oral care products and personal care items.
The company also markets a broad range of branded products, including OxiClean laundry and cleaning products, Trojan sexual wellness products, Waterpik oral health devices, First Response pregnancy and fertility tests, Nair hair-removal products, Orajel oral pain relief, TheraBreath oral care products, and vitamins and supplements sold under the Vitafusion and L’il Critters brands.
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