Colgate-Palmolive CompanyNYSE: CL
Consumer Staples · Household Products
$90.83
+0.28%
Vol: 763K
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 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.
May 11Colgate-Palmolive beat Q1 estimates with $0.97 EPS and raised dividend to $0.53/share, but cut full-year gross margin outlook on tariff and inflation pressure.Mixed▶
Colgate-Palmolive delivered Q1 2026 EPS of $0.97 (vs $0.94 est) and revenue of $5.32B (vs $5.22B est), driving a 2% stock gain on May 1. Organic sales rose 2.9% (pricing +2.2%, volume +0.7%) with growth in every category and four of five divisions. The board raised the quarterly dividend to $0.53 from $0.52 (payable May 15). However, management revised its full-year gross margin outlook to a decline (reversing prior expansion guidance) as tariffs and inflation outweighed pricing and cost savings; adjusted gross margin slipped 20 bps to 60.6%. Goldman Sachs raised its PT to $100 from $98 with a Buy rating. Risk: tariff and FX headwinds could continue to compress margins through 2026.
May 8Colgate reports Q1 organic sales up 2.9%, raised $3.3B revenue but gross margin compressed by $300M cost inflation headwindMixed▶
Colgate reported Q1 organic sales growth of 2.9% on higher prices (+2.2%) and volume (+0.7%) driven by emerging markets strength. Sales rose 8.4% YoY to $5.32 billion; non-GAAP EPS of $0.97 beat consensus by 2.7%. However, adjusted gross margin slipped 20 bps to 60.6% due to raw material/logistics inflation and tariffs—company flagged $300M additional cost inflation. Management announced $200-300M annualized savings target (2027-2028 focus). Reaffirmed 2026 guidance: 2-6% growth. Analyst consensus: Buy, target $95.31 (+7.17%).
May 6Colgate-Palmolive Q1 earnings beat with dividend raise to $0.53; WHO Foundation partnership announcedPositive▶
Colgate-Palmolive beat Q1 with EPS of $0.97 versus $0.95 estimate and revenues of $5.32B (2.48% above consensus). Strong organic sales growth and margin delivery drove upside. Company raised quarterly dividend to $0.53 from $0.52, effective Q2 2026. Announced multi-year WHO Foundation collaboration to support World Health Organization oral health initiatives. Launched new corporate brand identity with updated logo and "Make More Smiles" tagline reinforcing purpose as caring, innovative growth company. Stock maintained 2026 earnings guidance despite expecting contracting gross margins and inflationary pressures requiring productivity measures. Analyst consensus rates CL as 'Buy' with 12-month target of $95.19 (up 11.50% from current $85.37). Stock has outperformed S&P 500 slightly year-to-date, adding 8% versus market's 5.3%.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| 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
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Price above both MAs — bullish structure.