Church & Dwight Company, IncNYSE: CHD
Consumer Staples · Household Products
$98.53
+0.21%
Vol: 434K
Research Digest
Tuesday, June 16, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 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.
May 11Church & Dwight Q1 organic sales up 5% beats guidance; multiple analysts raise targets after May 1 printPositive▶
CHD reported Q1 2026 organic sales growth of 5% on May 1, well above its 3% guide, driven by 5.3% volume growth. Net sales rose 0.2% beating an outlook for decline. Adjusted EPS of $0.95 grew 4.4% and beat $0.92 consensus. Adjusted gross margin expanded 130 bps to 46.4%. TheraBreath, ARM & HAMMER, Hero and OxiClean led performance. FY26 guidance: organic sales +3-4%, adjusted EPS +5-8%. The $0.3075 dividend marks the 501st consecutive payment. RBC raised PT to $114, Deutsche Bank $109, Evercore ISI $105, JPMorgan $99, UBS $100.
May 8Church & Dwight reports Q1 2026 organic sales growth of 5%, margin expansion 130bps; raises price targets with consensus Buy rating.Positive▶
Church & Dwight Co., Inc. reported Q1 2026 revenue of $1.47 billion reflecting 5% organic growth, exceeding prior outlook of 3%, supported by 5.3% volume growth across all three divisions. Adjusted gross margin expanded 130 basis points to 46.4% from higher volumes, productivity gains, and favorable product mix, partially offset by inflation and tariff costs. Adjusted EPS up 4.4% year-over-year driven by volume and innovation. Company affirmed full-year 2026 adjusted EPS guidance range of $3.71 to $3.81 (in line with $3.75 analyst estimate) and net sales guidance of $6.110-$6.172 billion. Consumer domestic sales declined 1.1% to $1.12 billion due to prior portfolio actions, though organic growth remained strong with brands ARM & HAMMER, THERABREATH, and OXICLEAN. Recent analyst updates include UBS raising to $100 from $98, RBC Capital raising to $114 from $112, Deutsche Bank raising to $109 from $106. Consensus rating Buy from 17 analysts with 12-month price target of $102.47 (+9.56% upside). Company completed sale of VitaFusion and L Critters brands to Piping Rock Health Products.
May 7Church & Dwight reports strong Q1 2026 with $0.95 adjusted EPS beating estimates and 5% organic sales growth, raises analyst targets.Positive▶
Church & Dwight reported strong Q1 2026 results with $1.47 billion revenue and adjusted EPS of $0.95, both exceeding estimates, with organic sales growing 5% against prior 3% outlook. Adjusted gross margin expanded 130 basis points to 46.4% on higher volumes and productivity gains. However, management guided cautiously for Q2 with adjusted EPS of ~88 cents and revenue of ~$1.491 billion, below estimates. The company reiterated full-year organic growth (3%-4%) and EPS (5%-8%) guidance. Analysts raised targets: UBS to $100, RBC to $114.
Sector Peers
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|---|---|---|---|---|---|---|
| CLCOLGATE | $90.83 | +0.28% | +0.7% | 22.4x | 0.32 | $72.5B |
| KMBKIMBERLY | $104.16 | +0.99% | +6.8% | 13.6x | 0.30 | $34.2B |
| CHDCHURCH | $98.53 | +0.21% | +1.6% | 24.0x | 0.47 | $23.3B |
| CLXCLOROX | $97.25 | +1.32% | +3.4% | 15.3x | 0.55 | $11.6B |
| WMTWALMART | $121.75 | +0.77% | -9.4% | 36.8x | 0.60 | $961.5B |
| COSTCOSTCO | $986.42 | +0.71% | -9.0% | 43.3x | 0.87 | $434.4B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.