Colgate-Palmolive CompanyNYSE: CL
Consumer Staples · Household Products
$89.77
-0.89%
Vol: 4.5M
Research Digest
Friday, June 19, 2026
No significant overnight updates
No material news in the last 48 hours.
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 21Colgate-Palmolive announced May 20 that senior leaders will participate in dbAccess Global Consumer Conference fireside chat on June 3Neutral▶
On May 20, 2026, Colgate-Palmolive announced that Chief Operating Officer, Americas Shane Grant and Executive Vice President, M&A and Special Projects John Faucher will participate in a fireside chat at the dbAccess Global Consumer Conference in Paris on June 3, 2026. The investor outreach follows the company's strong Q1 2026 earnings (EPS $0.97 vs $0.94 estimate; revenue $5.32B vs $5.22B estimate) reported May 1, with organic sales up 2.9%. The 2026 Annual Meeting of Stockholders was held May 8.
May 20Colgate-Palmolive trades near $90 as Rothschild & Co upgraded to Buy with a $100 target after Q1 organic sales accelerated to 3.5%, even as the company cut its 2026 gross-margin outlook on $300M of cost headwinds.Mixed▶
Colgate-Palmolive reported Q1 2026 net sales of $5.32B (above the $5.22B consensus) and adjusted EPS of $0.97 versus $0.94 expected, with organic sales accelerating to 3.5%. However, management flagged an incremental $300M of raw materials and logistics cost headwinds and lowered full-year gross-margin guidance from flat-to-up to a YoY decline; organic sales growth of 1-4% and low-to-mid single-digit adjusted EPS growth were maintained. The board raised the quarterly dividend to $0.53 from $0.52. Rothschild & Co upgraded the stock to Buy from Neutral and raised its price target to $100 from $93; Goldman Sachs raised its target to $100 from $98 while keeping a Buy. The annual meeting was held May 8. Shares are up 13.4% YTD, trading near $89.92 on May 18.
May 19Colgate-Palmolive trades at $89.92 on May 18 after Morgan Stanley and Goldman Sachs both raised price targets to $100 following Q1 organic sales growth of 2.9% despite tariff-driven margin pressure.Positive▶
Colgate-Palmolive shares traded at $89.92 on May 18, 2026, supported by a wave of recent target hikes after Q1 results showed 8.4% revenue growth and adjusted EPS of $0.97. Morgan Stanley raised its target to $100 from $95 (Overweight), saying Colgate is back on track for 3%-4% organic sales growth, Goldman Sachs lifted its target to $100 from $98 (Buy), and JPMorgan went to $96 from $95 (Overweight), citing emerging-markets exposure. Organic sales rose 2.9% (+2.2% price, +0.7% volume), though adjusted gross margin slipped 20 bps to 60.6% as price and mix failed to offset inflation and tariffs. Bear case: tariff and inflation pressure on gross margin is a persistent headwind, and as a defensive consumer staple, shares could see relative underperformance if risk-on sentiment continues amid AI-driven rotation into growth names.
May 18Colgate-Palmolive trades at $88 after Q1 beat as analysts including Goldman, UBS, and Deutsche Bank raise price targets to ~$100 on Buy ratings.Positive▶
Colgate-Palmolive reported Q1 2026 results on May 1 with adjusted EPS of $0.97 (4th straight beat) and revenue growth of 8.4% YoY, driven by organic sales growth across all categories and 4 of 5 divisions. Organic sales rose 2.9% (pricing +2.2%, volume +0.7%); adjusted gross margin slipped 20bps to 60.6% on tariff and inflation pressure. The Board raised the quarterly dividend to $0.53 from $0.52 (63rd consecutive annual increase). At the May 8 AGM, shareholders elected all 11 director nominees and ratified PwC as auditor while rejecting proposals to remove DEI criteria and for an independent chair. On May 18, CL traded in a $88.11-$90.20 range, closing near $88.13.
May 15Colgate-Palmolive's $0.53 dividend is payable today (May 15) — the 63rd consecutive annual dividend increase — as UBS and Morgan Stanley raise targets to $100.Positive▶
Colgate-Palmolive's increased $0.53 quarterly dividend is payable today, May 15, 2026, marking the company's 63rd consecutive year of dividend increases. UBS raised its price target to $100 from $98 (Buy) and Morgan Stanley raised its target to $100 from $95 (Overweight). The stock rose 2.21% to $88.66. Q1 2026 was strong with revenue up 8.4% to $5.32B, driven by emerging markets (particularly Asia Pacific) and innovation. CEO Noel Wallace cited successful interventions and advertising investments. Average analyst rating Buy with $95.31 target. Risk: raw-material and logistics cost inflation pressuring gross margin.
May 14Colgate-Palmolive shareholders rejected DEI and independent-chair proposals at the May 8 annual meeting while Goldman lifted its price target to $100Mixed▶
At the May 8, 2026 annual meeting, Colgate-Palmolive stockholders elected all director nominees, ratified PwC as auditor, approved say-on-pay, and rejected shareholder proposals on DEI in board criteria and an independent board chairman. Goldman Sachs raised its price target on CL to $100 from $98 and reiterated Buy. On May 13, the stock traded between $86.31 and $88.38, closing near $88.20. The actions follow a Q1 print earlier in May where organic sales grew 2.9-3.5% and adjusted EPS of about $0.97 beat consensus, even as management flagged roughly $300 million of incremental raw-material and logistics cost headwinds and cut full-year gross-margin guidance. The risk is that tariff and input-cost pressure continues to squeeze margins despite emerging-market volume recovery.
May 13Colgate-Palmolive climbed about 2.2% to $88.66 amid a 63rd-consecutive annual dividend increase and continued Goldman Buy rating.Positive▶
Colgate-Palmolive shares rose roughly 2.2% to $88.66, supported by the recently announced dividend hike to $0.53/share (the 63rd consecutive annual increase) and a Goldman Sachs Buy reiteration with a $100 price target. Q1 2026 sales of $5.32B beat expectations on emerging-market strength, particularly Asia Pacific, though gross margin remains pressured by raw-material and logistics inflation. CEO Noel Wallace highlighted accelerating emerging markets as a key driver. The stock is now trading above its 20-, 50-, and 200-day moving averages, with the average analyst price target at $95.31.
May 12Colgate-Palmolive held its 2026 annual stockholders meeting May 8; Goldman Sachs raised price target to $100 with Buy rating after Q1 beat.Positive▶
Colgate-Palmolive held its 2026 Annual Meeting of Stockholders on Friday, May 8, 2026 at 10:00 a.m. ET via virtual webcast. The company's recent Q1 2026 report showed adjusted EPS of $0.97 (beat $0.94 estimate) on revenue of $5.32B (vs $5.22B expected), with organic sales up 2.9% (+2.2% price, +0.7% volume) and growth in every category and four of five divisions. The board raised the quarterly dividend to $0.53 from $0.52 per share, payable May 15 to holders of record April 20, lifting the annualized rate to $2.12. Adjusted gross margin slipped 20 bps to 60.6% on inflation and tariff pressure, prompting management to revise the full-year gross margin outlook lower while maintaining organic sales growth guidance of 1-4%. Goldman Sachs raised its price target to $100 from $98 and maintained a Buy rating.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CLCOLGATE | $89.77 | -0.89% | +3.0% | 23.5x | 0.32 | $76.1B |
| KMBKIMBERLY | $102.56 | +1.07% | +4.4% | 15.2x | 0.28 | $38.1B |
| CHDCHURCH | $95.77 | -1.69% | +0.7% | 24.1x | 0.47 | $23.4B |
| CLXCLOROX | $95.98 | +1.06% | +0.2% | 15.6x | 0.53 | $11.8B |
| WMTWALMART | $117.25 | -0.75% | -2.4% | 34.0x | 0.60 | $890.0B |
| COSTCOSTCO | $952.10 | -1.40% | +0.5% | 42.1x | 0.87 | $422.0B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.