Colgate-Palmolive CompanyNYSE: CL
Consumer Staples · Household Products
$87.13
+2.07%
Vol: 7.5M
Research Digest
Friday, May 1, 2026
Colgate-Palmolive Q1 2026 beats with $5.32B revenue; expands cost restructuring plan to $350-550M amid tariff headwinds.
Colgate Q1 adjusted EPS $0.97 vs $0.94 estimates, revenue $5.32B beating $5.2B forecasts. Reaffirmed 2026 organic sales growth guidance 1-4% but expanded Strategic Growth and Productivity Program cumulative charges from $200-300M to $350-550M, citing tariff impacts April 29 and Middle East conflict concerns. North America volume declined 3.2% as price-sensitive consumers traded down. Board increased quarterly dividend to $0.53 from $0.52.
Previous Market Intelligence
13 daysApr 30Colgate-Palmolive Q1 2026 earnings due Friday; dividend raised to $0.53; analyst upgrade from Rothschild & Co Redburn.Positive▶
Colgate-Palmolive reports Q1 2026 earnings on May 1 with expected revenue growth of 6.4% YoY and strong performance from Hill's Pet Nutrition. The board increased quarterly dividend to $0.53 from $0.52, effective Q2 2026. Rothschild & Co Redburn upgraded the stock to Buy from Neutral with a $100 price target. The company announced a new corporate brand identity with Make More Smiles tagline. Stock currently at $84.19 with 2.5% dividend yield and consensus Buy rating with $94.19 PT representing 11% upside.
Apr 16Colgate-Palmolive dividend raised to $0.53; Q4 beats expectationsPositive▶
Colgate-Palmolive announced Q4 2025 EPS of $0.95 vs. $0.91 expected and revenue of $5.23B vs. $5.12B expected, driving 3.65% pre-market gains to $88.35. The board increased quarterly dividend to $0.53 from $0.52. The company reported record operating cash flow of $4.2B and 4.5% organic growth in emerging markets. 2026 guidance projects 1-4% organic sales growth, with North American improvements expected in H2. Deutsche Bank upgraded to Buy with $98 target on March 30; Barclays lowered target to $79.
Apr 15Chief Legal Officer transition announced; analyst downgrades on margin pressure concerns.Negative▶
Colgate-Palmolive announced Betsy Fishbone will become Chief Legal Officer effective June 1, 2026. UBS lowered price target from $100 to $98 (Buy). Piper Sandler lowered target to $92 (Overweight). Barclays reduced target to $79, downgrading to Equal Weight. The stock trades at $84.34 with mixed sentiment amid 10.5% monthly decline and 14.24% YTD loss. Consensus target is $94.87.
Apr 14Colgate-Palmolive announces leadership transition and dividend increase; UBS cuts price target amid margin pressures.Mixed▶
Colgate-Palmolive announced Betsy Fishbone as Chief Legal Officer effective June 1, 2026. Q4 2025 beat with EPS of $0.95 and revenue of $5.23B, plus record operating cash flow of $4.2B. 2026 guidance of 1-4% organic growth faces North American headwinds. UBS lowered target from $100 to $98 (Buy); BofA cut to $102 (Buy). Stock at $83.94.
Apr 13Colgate-Palmolive names Betsy Fishbone as incoming Chief Legal Officer effective June 1; analysts cut price targets.Neutral▶
Board elected EVP Betsy Fishbone as Chief Legal Officer effective June 1, succeeding Jennifer Daniels who will retire in 2026. UBS lowered price target from $100 to $98 maintaining Buy. Deutsche Bank upgraded to Buy on March 30 with $98 target. Q1 2026 earnings expected April 24 with consensus EPS forecast of $0.95. Stock trades at $84.42.
Apr 10Colgate-Palmolive appointed Betsy Fishbone as Chief Legal Officer effective June 1; quarterly dividend increased to $0.53.Positive▶
Colgate-Palmolive Board elected Betsy Fishbone as Chief Legal Officer effective June 1, 2026 replacing Jennifer Daniels. Board increased quarterly dividend to $0.53 from $0.52. Q1 2026 earnings expected April 24 before market open. Stock trading at $86.59. Deutsche Bank upgraded to Buy with $98 target on March 30. Rising oil prices pose margin risk.
Apr 9Colgate boosts dividend to $0.53 per share; UBS and Deutsche Bank adjust price targets on macro concerns.Mixed▶
Colgate-Palmolive announced quarterly dividend increase to $0.53 from $0.52 per share effective Q2 2026, marking 36 consecutive years of increases. UBS adjusted PT from $100 to $98 (Buy); Deutsche Bank upgraded to Buy at $98; TD Cowen downgraded to Hold; Piper Sandler cut to $92. Q1 2026 saw slower North America start as Optic White relaunch and Max Fresh reset lagged. Hill's pet food showed strength (+4-5%). FY2025 net sales +1.4% organically; full-year GAAP EPS declined 25% on goodwill impairment. Average analyst rating: Buy at $94.8 (13.26% upside).
Apr 8Colgate-Palmolive Holds Strong; Deutsche Bank Upgrades to BuyPositive▶
Colgate-Palmolive continues its dividend streak (63 years) with a new $0.53 dividend (ex-date April 20, 2026). Deutsche Bank upgraded the stock to Buy with a $98.00 price target on March 30. The company introduced new products including Colgate Total Active Prevention with stannous fluoride technology. CL stock is down 6.3% this month but maintains 8.8% annual appreciation.
Apr 7Colgate-Palmolive increases quarterly dividend to $0.53 while facing mixed analyst sentiment amid consumer goods sell-offNeutral▶
Colgate-Palmolive announced quarterly dividend increase to $0.53 from $0.52 per share marking 63rd consecutive annual increase. TD Cowen downgraded stock to Hold from Buy with $85 target (down from $96) while Deutsche Bank upgraded to Buy after consumer goods sector sell-off. Rising oil prices pose margin pressure risks. FY2025 revenue was $20.38B (up 1.40%) but earnings fell 26.2% to $2.13B. Company expects North America growth acceleration with new oral and skin care product versions. Analyst consensus remains Buy with average $94.8 target (11.35% upside). Stock currently $85.14 with 10.5% pullback past month.
Apr 6Colgate-Palmolive announces segment realignment and modest margin expansion targetMixed▶
Colgate-Palmolive announced dividend increase to $0.53 from $0.52 per share (Q2 2026 effective). Segment realignment effective Q1 2026: Europe/Africa/Eurasia (ex-Russia/Belarus) combined with Skin Health into new EMEA segment; Russia/Belarus move to Asia Pacific. Q4 2025 results: sales $5,230M (+0.3%), net loss $37M (vs $739M profit prior year). FY26 guidance: modest net/organic sales growth, gross margin expansion, double-digit EPS growth, higher advertising spend. Exiting private label pet food. 2030 strategy refresh focused on organic growth, margins, free cash flow with AI/data capabilities. TD Cowen downgraded to Hold from Buy (target $85, down from $96) citing oil price margin risks. Analyst consensus Buy with $97.11 average target.
Apr 3Deutsche Bank upgrades CL to Buy with $98 target; dividend increase announced for 63rd consecutive year.Mixed▶
Colgate-Palmolive announced $0.53 quarterly dividend (up from $0.52), marking 63 consecutive annual increases. Deutsche Bank upgraded from Hold to Buy with $98 price target. TD Cowen downgraded to Hold with $85 target. Q4 2025 beat expectations with 2025 revenue of $20.38B (+1.4% YoY). Company faces lawsuit over mouth rinse claims.
Apr 2Colgate-Palmolive Q4 earnings beat; TD Cowen downgrades on margin risksMixed▶
Colgate-Palmolive posts Q4 earnings beat with dividend increase to $0.53; TD Cowen downgrades citing margin risks from rising oil costs.
Apr 1Colgate-Palmolive increased dividend to $0.53; faces activist governance pressure ahead of May annual meeting.Mixed▶
Colgate's Board announced a dividend increase to $0.53 per share, marking the 62nd consecutive annual increase. The company faces activist shareholder proposals seeking CEO-board chair separation. TD Cowen downgraded to Hold citing inflationary pressures. Management reiterated 2026 guidance for 2-6% net sales growth.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CLCOLGATE | $87.13 | +2.07% | +1.0% | 20.9x | 0.33 | $68.5B |
| KMBKIMBERLY | $97.82 | -0.62% | +1.5% | 13.0x | 0.30 | $32.7B |
| CHDCHURCH | $96.19 | -0.90% | +4.2% | 24.3x | 0.47 | $23.0B |
| CLXCLOROX | $87.26 | -9.52% | -8.1% | 14.4x | 0.65 | $11.7B |
| WMTWALMART | $131.84 | -0.07% | +4.0% | 40.2x | 0.66 | $1.05T |
| COSTCOSTCO | $1,012.70 | -0.18% | -0.4% | 45.1x | 0.98 | $450.1B |
Key Fundamentals
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Price between 50d and 200d. Testing 50d support.