Church & Dwight (NYSE:CHD) Announces Earnings Results

Church & Dwight (NYSE:CHD) released its earnings results on Friday. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.84 by $0.02, FiscalAI reports. Church & Dwight had a net margin of 12.74% and a return on equity of 19.32%. The company had revenue of $1.64 billion for the quarter, compared to analyst estimates of $1.64 billion. During the same period in the prior year, the business earned $0.76 EPS. The firm’s quarterly revenue was up 3.9% on a year-over-year basis. Church & Dwight updated its FY 2026 guidance to 3.710-3.810 EPS and its Q1 2026 guidance to 0.920-0.920 EPS.

Here are the key takeaways from Church & Dwight’s conference call:

• 3%-4% organic growth outlook for 2026 with reported sales slightly lower due to portfolio exits, a targeted ~100 basis point gross‑margin improvement, EPS growth of 5%–8%, and approximately $1.15B in expected free cash flow.
• Management says industry‑leading tariff mitigation cut exposure from ~$190 million to ~$25 million, helped H2 margin recovery and drove record cash flow in 2025, enabling the Touchland acquisition and $900M of shareholder returns while keeping leverage around 1.5x.
• Portfolio reshaping (divestitures of vitamins and Spinbrush; shutdowns of Flawless and shower heads) reduced private‑label exposure from roughly ~12% to ~5%, and management reports the remaining portfolio would have grown ~3.5% in 2025 — improving margin and growth mix.
• Company highlighted softer end‑market dynamics — category growth slowed to about ~1.8% in 2025 and consumer confidence is weak, which raises promotional intensity and near‑term volume risk.
• Clear growth initiatives: scale Arm & Hammer $2B→$3B (good/better/best, selective new categories, in‑house licensing), expand TheraBreath into toothpaste and broader oral‑care penetration, and double down on international M&A to grow international from ~$1B toward $2B.

Church & Dwight Trading Up 4.7%

Shares of CHD opened at $96.30 on Friday. The company has a market capitalization of $23.12 billion, a PE ratio of 30.28, a price-to-earnings-growth ratio of 4.30 and a beta of 0.46. The stock has a fifty day moving average of $86.47 and a two-hundred day moving average of $88.94. Church & Dwight has a fifty-two week low of $81.33 and a fifty-two week high of $116.46. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.66 and a current ratio of 1.09.

Church & Dwight Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Friday, February 13th will be paid a $0.3075 dividend. This represents a $1.23 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Church & Dwight’s previous quarterly dividend of $0.30. Church & Dwight’s dividend payout ratio is presently 37.11%.

Institutional Trading of Church & Dwight

Several hedge funds and other institutional investors have recently added to or reduced their stakes in CHD. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Church & Dwight by 4.1% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 24,274 shares of the company’s stock worth $2,672,000 after purchasing an additional 945 shares during the last quarter. Empowered Funds LLC grew its stake in shares of Church & Dwight by 18.4% during the 1st quarter. Empowered Funds LLC now owns 6,595 shares of the company’s stock valued at $726,000 after buying an additional 1,024 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Church & Dwight during the 2nd quarter worth $254,000. Baird Financial Group Inc. raised its position in shares of Church & Dwight by 9.0% in the 2nd quarter. Baird Financial Group Inc. now owns 29,398 shares of the company’s stock worth $2,825,000 after buying an additional 2,419 shares during the period. Finally, Cerity Partners LLC boosted its holdings in Church & Dwight by 0.4% in the second quarter. Cerity Partners LLC now owns 52,273 shares of the company’s stock valued at $5,024,000 after acquiring an additional 204 shares during the last quarter. Hedge funds and other institutional investors own 86.60% of the company’s stock.

Key Stories Impacting Church & Dwight

Here are the key news stories impacting Church & Dwight this week:

• Positive Sentiment: Q4 results: non-GAAP EPS of $0.86 beat consensus ($0.84); revenue roughly in line at $1.64B and full‑year 2025 net sales modestly ahead of company outlook — core profitability improved, supporting investor confidence. Church & Dwight tops quarterly profit estimates on stable demand for household staples
• Positive Sentiment: International growth and margin expansion helped drive the beat; management highlighted market‑share gains across the global portfolio and raised the dividend — these operational positives support upside despite tougher consumer categories. Church & Dwight Rides International Growth To Q4 Beat
• Positive Sentiment: Market reaction also reflected commentary on steady organic sales and an upbeat long‑term outlook from investors/analysts; at least one sell‑side firm reaffirmed a Buy rating after the results. Reaffirming a Buy on Church & Dwight: Solid Q4 Beat, Upbeat 2026 Outlook, and Attractive Valuation Support Continued Upside
• Neutral Sentiment: Company materials and investor‑day slides were posted for analysts and investors, providing finer detail on product strategy and margin initiatives — useful for longer‑term thesis but less likely to drive immediate price moves. Church & Dwight Co., Inc. (CHD) Analyst/Investor Day – Slideshow
• Neutral Sentiment: Full press release and conference‑call materials are available for review, offering management’s narrative on 2025 performance and the 2026 outlook. Church & Dwight Reports Q4 2025 and 2025 Results and Provides 2026 Outlook
• Negative Sentiment: Softer near‑term profit guide: Q1 EPS was guided to $0.92 (below the ~$0.96 consensus) and FY‑2026 EPS was set at $3.71–3.81 (around or slightly below consensus), which introduces near‑term downside risk if consumer softness persists.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on CHD shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Church & Dwight in a report on Monday, December 22nd. Wells Fargo & Company set a $92.00 price target on Church & Dwight and gave the stock an “overweight” rating in a report on Monday, January 5th. Barclays set a $82.00 price objective on Church & Dwight and gave the company an “underweight” rating in a report on Tuesday, November 4th. Citigroup upgraded shares of Church & Dwight from a “sell” rating to a “neutral” rating and boosted their target price for the stock from $85.00 to $87.00 in a research report on Wednesday, December 17th. Finally, Jefferies Financial Group raised their price objective on Church & Dwight from $102.00 to $106.00 and gave the company a “buy” rating in a research note on Wednesday. Ten analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $98.85.

Church & Dwight Company Profile

Church & Dwight Co, Inc is a U.S.-based consumer products company best known for its Arm & Hammer baking soda business. Founded in 1846 with the manufacture and marketing of sodium bicarbonate, the company has grown into a diversified maker and marketer of household, personal care and specialty products. Church & Dwight is publicly traded on the New York Stock Exchange under the ticker CHD and is headquartered in Ewing, New Jersey.

The company’s portfolio spans a range of categories including household cleaning and laundry, oral care, personal care, sexual wellness and health & wellness.