Colgate-Palmolive (NYSE:CL) Issues Quarterly Earnings Results

Colgate-Palmolive (NYSE:CL) announced its earnings results on Friday. The company reported $0.99 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.04, FiscalAI reports. The firm had revenue of $5.36 billion for the quarter, compared to analysts’ expectations of $5.36 billion. Colgate-Palmolive had a net margin of 10.04% and a return on equity of 386.76%. The company’s quarterly revenue was up 4.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.92 EPS.

Here are the key takeaways from Colgate-Palmolive’s conference call:

• Broad-based second-quarter performance: Colgate-Palmolive reported organic sales growth in four of five divisions and three of four categories, with base-business EPS ahead of expectations, free cash flow up 18%, and $1.4 billion returned to shareholders.
• Emerging markets, Europe, and Hill’s led growth. Hill’s organic sales increased 4% excluding discontinued private-label business and continued to gain share despite a largely flat pet-care category, while Latin America delivered balanced pricing and volume growth.
• U.S. performance remains a concern. Category softness, heightened competition, retailer inventory reductions, and select pricing gaps contributed to weakness; management plans increased advertising, innovation, and targeted promotional actions in the second half, but cautioned that improvement will not be linear.
• Management raised full-year gross-margin expectations to roughly flat, supported by revenue-growth management, productivity, mix, and pricing, while warning that raw-material costs and tariffs are expected to be higher in the second half. Organic sales guidance was not increased because of continued volatility in consumer demand, oil prices, geopolitical conditions, and North American categories.
• Hill’s is rolling out its fresh, single-protein pet-food offering gradually through veterinary, specialty, and neighborhood vet channels, prioritizing professional endorsement, product quality, and long-term brand building over near-term volume; Colgate also expects expanding AI, digital, and data capabilities to improve productivity and marketing effectiveness.

Colgate-Palmolive Stock Down 0.3%

CL stock traded down $0.31 during trading on Friday, hitting $91.29. 6,397,072 shares of the stock traded hands, compared to its average volume of 5,983,039. The stock has a market cap of $73.05 billion, a price-to-earnings ratio of 35.52, a price-to-earnings-growth ratio of 4.92 and a beta of 0.33. The company has a debt-to-equity ratio of 16.33, a current ratio of 1.02 and a quick ratio of 0.67. Colgate-Palmolive has a 1 year low of $74.54 and a 1 year high of $99.33. The firm’s 50 day moving average is $90.96 and its two-hundred day moving average is $89.42.

Colgate-Palmolive Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 14th. Investors of record on Monday, July 20th will be given a dividend of $0.53 per share. This represents a $2.12 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, July 20th. Colgate-Palmolive’s dividend payout ratio is 82.49%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on CL. Rothschild & Co Redburn set a $100.00 price target on shares of Colgate-Palmolive and gave the company a “buy” rating in a research report on Tuesday, April 21st. Morgan Stanley restated an “overweight” rating on shares of Colgate-Palmolive in a report on Monday, May 4th. Weiss Ratings raised shares of Colgate-Palmolive from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, May 4th. The Goldman Sachs Group reiterated a “buy” rating on shares of Colgate-Palmolive in a report on Friday, May 1st. Finally, Citigroup upped their price target on Colgate-Palmolive from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Twelve analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Colgate-Palmolive has a consensus rating of “Moderate Buy” and a consensus target price of $97.82.

Key Colgate-Palmolive News

Here are the key news stories impacting Colgate-Palmolive this week:

• Positive Sentiment: Base-business EPS rose 8% year over year to $0.99, exceeding the $0.95 analyst consensus, while revenue increased 4.9% to $5.36 billion, in line with expectations. Colgate-Palmolive Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Gross margin expanded 140 basis points to 61.5%, supported by pricing and productivity efforts. International markets, particularly Latin America and Asia-Pacific, posted stronger performance, while the company maintained its leadership in toothpaste. Colgate Announces Second Quarter 2026 Results
• Neutral Sentiment: Colgate-Palmolive reaffirmed its full-year sales outlook, with projected revenue of approximately $20.8 billion to $21.6 billion versus consensus expectations of $21.4 billion. Maintaining guidance reduces the risk of a major forecast cut, but the range implies limited upside relative to expectations. Colgate-Palmolive Reaffirms Annual Sales Forecast
• Negative Sentiment: Muted consumer demand in North America remains a key concern, creating a weaker regional backdrop despite global sales growth. Management also warned that new tariffs are likely to outweigh a recent refund benefit, raising the risk of pressure on future earnings and margins. Colgate Warns New Tariffs Will Outweigh Recent Refund Windfall

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Moneta Group Investment Advisors LLC increased its position in Colgate-Palmolive by 0.7% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 15,506 shares of the company’s stock valued at $1,225,000 after acquiring an additional 114 shares during the last quarter. Triumph Capital Management lifted its stake in shares of Colgate-Palmolive by 62.9% in the 4th quarter. Triumph Capital Management now owns 329 shares of the company’s stock worth $26,000 after purchasing an additional 127 shares during the period. Main Street Financial Solutions LLC boosted its holdings in shares of Colgate-Palmolive by 3.7% in the second quarter. Main Street Financial Solutions LLC now owns 4,233 shares of the company’s stock worth $385,000 after buying an additional 151 shares during the last quarter. Regal Investment Advisors LLC increased its holdings in Colgate-Palmolive by 4.9% during the fourth quarter. Regal Investment Advisors LLC now owns 3,307 shares of the company’s stock valued at $261,000 after buying an additional 155 shares during the last quarter. Finally, L2 Asset Management LLC raised its position in Colgate-Palmolive by 4.4% in the third quarter. L2 Asset Management LLC now owns 3,800 shares of the company’s stock worth $304,000 after acquiring an additional 159 shares during the period. Institutional investors own 80.41% of the company’s stock.

Colgate-Palmolive Company Profile

Colgate-Palmolive Company is a global consumer products company with a long history in household and personal care categories. The business traces its roots to the early 19th century and has evolved into a multinational manufacturer and marketer of everyday consumer goods focused on health, hygiene and home care.

The company’s core activities center on oral care, personal care, home care and pet nutrition. Its product portfolio includes toothpaste, toothbrushes and mouthwash in oral care; soaps, body washes and deodorants in personal care; dishwashing liquids, surface cleaners and other household products in home care; and scientifically formulated pet foods under its pet nutrition business.