TrueMark Investments LLC Makes New Investment in The Clorox Company $CLX

TrueMark Investments LLC purchased a new position in shares of The Clorox Company (NYSE:CLX) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 54,179 shares of the company’s stock, valued at approximately $6,680,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Invesco Ltd. lifted its position in Clorox by 138.3% during the second quarter. Invesco Ltd. now owns 3,245,175 shares of the company’s stock valued at $389,648,000 after purchasing an additional 1,883,465 shares in the last quarter. Norges Bank purchased a new position in shares of Clorox during the 2nd quarter valued at about $190,429,000. Arrowstreet Capital Limited Partnership grew its stake in shares of Clorox by 218.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,249,127 shares of the company’s stock valued at $149,983,000 after acquiring an additional 856,873 shares during the period. Worldquant Millennium Advisors LLC purchased a new stake in Clorox in the 2nd quarter worth approximately $71,856,000. Finally, Nuance Investments LLC raised its stake in Clorox by 182.5% during the 2nd quarter. Nuance Investments LLC now owns 848,106 shares of the company’s stock worth $101,832,000 after acquiring an additional 547,839 shares during the period. 78.53% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Pierre R. Breber bought 4,000 shares of the stock in a transaction dated Friday, November 21st. The stock was purchased at an average cost of $104.13 per share, for a total transaction of $416,520.00. Following the transaction, the director owned 13,000 shares of the company’s stock, valued at $1,353,690. The trade was a 44.44% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.63% of the stock is owned by company insiders.

Clorox Stock Performance

Shares of NYSE CLX opened at $113.46 on Friday. The company has a market cap of $13.84 billion, a P/E ratio of 17.81, a P/E/G ratio of 0.56 and a beta of 0.58. The Clorox Company has a 52-week low of $96.66 and a 52-week high of $164.22. The company has a debt-to-equity ratio of 18.01, a quick ratio of 0.50 and a current ratio of 0.76. The firm’s fifty day moving average is $103.80 and its two-hundred day moving average is $114.86.

Clorox (NYSE:CLX) last issued its quarterly earnings data on Monday, November 3rd. The company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.78 by $0.07. Clorox had a return on equity of 358.39% and a net margin of 11.68%.The firm had revenue of $1.43 billion during the quarter, compared to analyst estimates of $1.41 billion. During the same quarter last year, the business posted $1.86 earnings per share. The business’s quarterly revenue was down 18.9% compared to the same quarter last year. Clorox has set its FY 2026 guidance at 5.950-6.300 EPS. As a group, analysts anticipate that The Clorox Company will post 7.15 EPS for the current fiscal year.

Clorox Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Wednesday, January 28th will be paid a $1.24 dividend. The ex-dividend date of this dividend is Wednesday, January 28th. This represents a $4.96 dividend on an annualized basis and a yield of 4.4%. Clorox’s payout ratio is presently 77.86%.

Clorox News Summary

Here are the key news stories impacting Clorox this week:

• Positive Sentiment: Clorox agreed to acquire GOJO Industries, the maker of Purell, for $2.25 billion in cash — a strategic push deeper into skin health and hygiene that management says is growth‑accretive and advances its IGNITE plan. The deal expands Clorox’s consumer and professional hygiene footprint and is the primary catalyst for today’s stock strength. Clorox Announces Acquisition of GOJO
• Positive Sentiment: Management updated FY‑2026 EPS guidance to $5.95–$6.30, slightly above consensus, and reiterated revenue targets — a sign the company expects the combined portfolio and cost initiatives to help stabilize growth. This guidance helped reassure investors even as organic revenue pressures persist. (Company guidance release)
• Neutral Sentiment: Deutsche Bank raised its price target on CLX to $114 (keeps a Hold rating), a small incremental positive that signals modest upside in analysts’ view but not a strong buy signal. Deutsche Bank Raises Price Target
• Neutral Sentiment: Broad media and analyst coverage (WSJ, CNBC, MarketWatch) has amplified the deal’s reach and provided investors with deal details and management commentary — increasing attention but not resolving long‑term execution questions. WSJ: Clorox to Buy Purell-Maker
• Negative Sentiment: Some sell‑side skepticism remains: Barclays kept an Underweight (sell) stance despite a small target tweak, and commentary from critics highlights valuation and fundamental concerns that could limit upside until integration is proven. Barclays Remains a Sell
• Negative Sentiment: The deal is being financed with debt, increasing leverage and short‑term balance‑sheet risk; investors will watch integration execution and cost synergy realization closely — these risks are why some analysts remain cautious. WSJ: Deal Financed with Debt
• Negative Sentiment: Critical commentary (e.g., Seeking Alpha) questions whether the acquisition meaningfully fixes Clorox’s underlying growth challenges and suggests the company still needs stronger organic execution — a narrative that could cap the stock if results don’t improve. Seeking Alpha: Adding Sanitizers, But In Need Of Getting Its Hands Dirty

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Wells Fargo & Company upped their price target on shares of Clorox from $108.00 to $115.00 and gave the stock an “equal weight” rating in a research report on Friday. BNP Paribas Exane dropped their target price on shares of Clorox from $103.00 to $101.00 and set an “underperform” rating for the company in a report on Friday, January 16th. Wall Street Zen lowered Clorox from a “hold” rating to a “sell” rating in a research note on Saturday. UBS Group decreased their price target on Clorox from $119.00 to $115.00 and set a “neutral” rating on the stock in a report on Wednesday, January 14th. Finally, Barclays reaffirmed an “underweight” rating and issued a $109.00 price objective on shares of Clorox in a research note on Friday, January 16th. One investment analyst has rated the stock with a Buy rating, thirteen have issued a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Reduce” and an average price target of $122.19.

Clorox Company Profile

The Clorox Company is a leading manufacturer and marketer of consumer and professional products designed to help people care for their homes and live healthy, sustainable lives. Its portfolio spans cleaning and household products, food and beverages, water filtration systems and cat litter, serving both retail and institutional customers. The company’s flagship bleach and disinfecting products are well known in the United States and many international markets, where they help prevent the spread of germs in homes, hospitals, schools and businesses.

Clorox’s diverse brand lineup includes liquid bleach and surface cleaners, eco-friendly cleaning tools, food preservation and preparation items, charcoal grills and briquettes, specialty foods and beverages, pet care products and personal care lines.