Church & Dwight Company, IncNYSE: CHD
Consumer Staples · Household Products
$96.09
-0.04%
Vol: 173K
Research Digest
Friday, June 19, 2026
Church & Dwight EVP sells shares at ~$99 amid Q2 guidance pointing to -1% reported sales growth from portfolio pruning.
Church & Dwight EVP Carlos G. Linares sold 10,000 shares on June 16, 2026, at ~$99.71, with the stock trading at $97.41 as of June 17, suggesting modest insider selling near recent highs. The company provided Q2 2026 guidance calling for reported sales growth of -1.0%, attributed entirely to strategic portfolio actions taken in 2025 such as the sale of its VitaFusion and L'il Critters brands. Q1 2026 results were solid, showing 5% organic sales growth and adjusted EPS up 4.4% year-over-year; full-year organic growth guidance of 3%-4% and EPS growth of 5%-8% was reiterated. A layoff of 195 employees at the York, PA manufacturing facility is set for June 30, 2026. Analyst price targets have been trimmed modestly to around $102, reflecting a slightly lower forward P/E assumption.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Church & Dwight insider Penry Price sells 5,960 shares after dividend declarationNeutral▶
On May 13, 2026, director Penry Price sold 5,960 shares of Church & Dwight, per SEC filing. The company declared a $0.3075 quarterly dividend payable June 1 to shareholders of record May 15. Q1 2026 net sales were flat at $1.47B (organic +5%), adjusted EPS $0.95 (+4.4%), and the company reaffirmed full-year guidance (organic growth 3-4%, adjusted EPS +5-8%). Analyst consensus is Buy with $102 PT (~9.5% upside). The insider sale is modest in size but coincides with EPS guidance below market expectations and ongoing softness in volume despite price-led sales, which is the main risk for the consumer staples name.
May 20Church & Dwight beat Q1 EPS with 5% organic sales growth, multiple analysts raised price targets including RBC to $114.Positive▶
Church & Dwight reported Q1 2026 EPS of $0.95 vs $0.94 estimate on May 1, with revenue of $1.47B (just below consensus). Organic sales grew 5% versus 3% guidance, driven by 5.3% volume growth, while adjusted gross margin expanded 130 bps to 46.4% despite 190 bps of inflation/tariff pressure. U.S. consumer organic sales rose 5.4%, led by TheraBreath, ARM & HAMMER (record laundry market share), Hero, and OxiClean. FY26 guidance: organic sales growth of 3-4%, reported sales -1.5% to -0.5%, adjusted EPS growth 5-8%. UBS raised PT to $100, RBC to $114, Deutsche Bank to $109. The Board declared its 501st consecutive quarterly dividend at $0.3075. Director Penry Price sold 5,960 shares on May 13.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Church & Dwight beats Q1 with 5% organic sales growth and adjusted EPS of $0.95; analysts raise PTsPositive▶
Church & Dwight reported Q1 2026 net sales of $1,469.3M (+0.2%), surpassing the original outlook for a decline, with organic sales up 5% (vs 3% guidance) driven by 5.3% volume growth. Adjusted EPS was $0.95 (+4.4%), ahead of $0.92 estimate. Adjusted gross margin expanded 130bps to 46.4%. U.S. Consumer organic sales rose 5.4% led by TheraBreath, ARM & HAMMER, Hero, and OxiClean. The company declared its 501st consecutive quarterly dividend at $0.3075 per share. FY2026 outlook reaffirmed: organic growth 3%-4%, adjusted EPS +5%-8%. Multiple analysts raised price targets on May 4: UBS to $100, RBC Capital to $114, Deutsche Bank to $109.
May 15Church & Dwight declared 501st consecutive quarterly dividend of $0.3075 (record date May 15); Q1 2026 organic sales +5% beat 3% guidance with adjusted EPS of $0.95.Positive▶
Church & Dwight reported Q1 2026 on May 1: net sales +0.2% to $1.469B (beat outlook for decline), organic sales +5% (vs 3% guidance), adjusted gross margin +130 bps to 46.4%, adjusted EPS $0.95 (+4.4%) vs $0.92 forecast. U.S. Consumer Organic Sales +5.4% led by TheraBreath, ARM & HAMMER, Hero, and OxiClean. ARM & HAMMER Laundry detergent consumption +4.1% (vs category +2.7%) with record share. Company reaffirmed 2026 outlook: organic +3-4%, reported -1.5% to -0.5%, adjusted EPS +5-8%, OCF ~$1.15B. Declared $0.3075 quarterly dividend payable June 1 (record date May 15) - the 501st consecutive quarterly dividend. Stock at $94.65 ($22.43B market cap). 17-analyst Buy consensus, $102.47 PT (+9.56% upside). Risks include input cost inflation and cautious near-term guidance.
May 14Church & Dwight saw broad analyst PT hikes in early May after Q1 organic sales growth of 5% beat 3% guidance with 130 bps gross margin expansionPositive▶
Q1 2026 net sales rose 0.2% (organic +5%, well above 3% guide) on 5.3% volume growth. Adjusted gross margin expanded 130 bps to 46.4%; adjusted EPS $0.95 (+4.4%) beat $0.92 consensus. ARM & HAMMER, TheraBreath, Hero, OxiClean led growth. Reaffirmed FY26 organic growth 3-4% and adj EPS growth 5-8%. Multiple analysts raised PTs in early May: RBC to $114, Deutsche Bank to $109, Evercore to $105, JPMorgan to $99, UBS to $100. Declared $0.3075 dividend payable June 1 (501st consecutive). Stock $92.41-$95.30 May 13. Risk: tariff/inflation pressure of 190 bps offset by productivity.
May 13Church & Dwight tracking momentum from May 1 Q1 beat (EPS $0.95 vs $0.92) with 5% organic growth; multiple analysts raised PTs including RBC to $114, Deutsche Bank to $109.Positive▶
Following its May 1 Q1 2026 earnings beat (organic sales +5% vs 3% guidance, adjusted EPS $0.95 vs $0.92 consensus), multiple analysts raised PTs in early May. UBS raised to $100, RBC Capital to $114, Deutsche Bank to $109, and Evercore ISI to $105. The dividend record date is May 15, 2026 for the 501st consecutive quarterly payment of $0.3075. ARM & HAMMER laundry detergent achieved record market share, and the company reaffirmed FY26 guidance of 3%-4% organic growth and adjusted EPS growth of 5%-8%.
May 12Church & Dwight Q1 2026 organic sales grew 5% (vs 3% guidance) and adjusted EPS of $0.95 beat $0.92 estimate, triggering price target hikes from UBS, RBC, Deutsche Bank, Evercore ISI and JPMorgan on May 4.Positive▶
Church & Dwight reported Q1 2026 net sales of $1,469.3M (+0.2%) with organic sales up 5% (well above 3% guidance), driven by 5.3% volume growth. Adjusted EPS of $0.95 grew 4.4% and beat the $0.92 forecast, with gross margin expanding 130 bps to 46.4%. The company reaffirmed full-year guidance for 3-4% organic growth and 5-8% adjusted EPS growth. Multiple analysts raised price targets on May 4 including UBS ($100), RBC ($114), Deutsche Bank ($109), Evercore ISI ($105), and JPMorgan ($99). The company declared its 501st consecutive quarterly dividend. Risk: 190 bps of inflation/tariff headwinds.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CLCOLGATE | $86.55 | -0.57% | +0.9% | 21.2x | 0.32 | $69.4B |
| KMBKIMBERLY | $98.05 | -0.87% | +1.2% | 13.2x | 0.27 | $32.9B |
| CHDCHURCH | $96.09 | -0.04% | +0.7% | 23.8x | 0.47 | $22.8B |
| CLXCLOROX | $85.37 | -2.04% | +2.7% | 13.9x | 0.54 | $10.5B |
| WMTWALMART | $109.91 | -0.19% | +2.5% | 34.1x | 0.59 | $876.3B |
| COSTCOSTCO | $895.80 | -0.40% | +0.1% | 39.8x | 0.85 | $398.9B |
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Price above both MAs — bullish structure.