Church & Dwight (NYSE:CHD) Announces Quarterly Earnings Results, Misses Expectations By $0.01 EPS

Church & Dwight (NYSE:CHD) issued its quarterly earnings results on Friday. The company reported $0.89 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.90 by ($0.01), Briefing.com reports. The business had revenue of $1.53 billion for the quarter, compared to analysts’ expectations of $1.50 billion. Church & Dwight had a return on equity of 20.51% and a net margin of 11.81%.The business’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.94 EPS. Church & Dwight updated its Q3 2026 guidance to 0.890-0.890 EPS and its FY 2026 guidance to 3.740-3.810 EPS.

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

• Strong Q2 performance led to raised 2026 guidance. Organic sales grew 5.8%, ahead of the 3% outlook, while adjusted EPS of $0.89 exceeded expectations; the company raised its full-year organic sales, EPS growth, and operating cash flow forecasts.
• Growth was broad-based, with U.S. organic sales up 5.1%, international organic sales up 9.1%, and specialty products up 2.8%. Key brands including TheraBreath, ARM & HAMMER Cat Litter, Hero, and ZICAM gained momentum and market share.
• Innovation and distribution remain major growth drivers. New products are expected to generate about half of organic growth, while TheraBreath toothpaste reached a 1% share early in its rollout and TheraBreath mouthwash gained 4.5 share points.
• The newly acquired Miss Mouth stain-remover brand showed strong early traction, with consumption up more than 50% and household penetration of only 2.5%, suggesting substantial room for distribution and penetration gains.
• Inflation, transportation expenses, tariffs, and Middle East-related costs created approximately 400 basis points of gross-margin pressure in the quarter. The company expects about $30 million of related 2026 cost headwinds, although productivity initiatives and an anticipated $15 million tariff refund are expected to offset them.

Church & Dwight Price Performance

Shares of NYSE:CHD opened at $99.32 on Friday. The company has a market cap of $23.53 billion, a P/E ratio of 32.67, a P/E/G ratio of 3.52 and a beta of 0.47. The business has a fifty day simple moving average of $97.14 and a 200-day simple moving average of $96.60. Church & Dwight has a 52 week low of $81.33 and a 52 week high of $106.04. The company has a quick ratio of 0.81, a current ratio of 1.22 and a debt-to-equity ratio of 0.53.

Church & Dwight Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 14th will be issued a dividend of $0.3075 per share. The ex-dividend date is Friday, August 14th. This represents a $1.23 dividend on an annualized basis and a dividend yield of 1.2%. Church & Dwight’s payout ratio is 40.46%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $114.00 price objective on shares of Church & Dwight in a research report on Monday, June 1st. Weiss Ratings raised shares of Church & Dwight from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, July 16th. The Goldman Sachs Group reiterated a “buy” rating and set a $111.00 target price on shares of Church & Dwight in a research note on Friday, May 29th. UBS Group increased their target price on Church & Dwight from $100.00 to $104.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Finally, JPMorgan Chase & Co. lifted their price target on Church & Dwight from $99.00 to $105.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. Nine equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $103.82.

Insiders Place Their Bets

In related news, EVP Brian D. Buchert sold 10,160 shares of Church & Dwight stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $98.14, for a total value of $997,102.40. Following the transaction, the executive vice president owned 1,286 shares in the company, valued at approximately $126,208.04. This trade represents a 88.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert K. Shearer sold 8,600 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $97.97, for a total value of $842,542.00. Following the sale, the director owned 30,678 shares of the company’s stock, valued at $3,005,523.66. This represents a 21.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 47,680 shares of company stock worth $4,672,190. Corporate insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Mcguire Capital Advisors Inc. acquired a new position in Church & Dwight in the 4th quarter worth $41,000. T. Rowe Price Investment Management Inc. grew its stake in shares of Church & Dwight by 10.4% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 24,420 shares of the company’s stock valued at $2,048,000 after acquiring an additional 2,300 shares in the last quarter. Invesco Ltd. increased its position in shares of Church & Dwight by 5.5% during the fourth quarter. Invesco Ltd. now owns 3,854,060 shares of the company’s stock worth $323,163,000 after acquiring an additional 200,208 shares during the last quarter. Strive Financial Group LLC purchased a new stake in shares of Church & Dwight during the fourth quarter worth about $1,558,000. Finally, Mercer Global Advisors Inc. ADV lifted its stake in shares of Church & Dwight by 56.2% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 120,726 shares of the company’s stock worth $10,146,000 after acquiring an additional 43,455 shares in the last quarter. 86.60% of the stock is currently owned by hedge funds and other institutional investors.

Church & Dwight News Summary

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

• Positive Sentiment: Second-quarter net sales increased 1.6% year over year to $1.53 billion, exceeding the $1.50 billion analyst consensus and the company’s expectation of a decline. Organic sales growth accelerated to 5.8%, well above the 3% outlook, with growth across all three business segments. Church & Dwight Delivers Strong Second Quarter Results
• Positive Sentiment: Church & Dwight raised its 2026 outlook for reported sales, earnings and operating cash flow. Full-year sales are now expected to be flat to up 1%, compared with the previous forecast for a 0.5% to 1.5% decline, while cash from operations is projected at approximately $1.175 billion. Church & Dwight Lifts Outlook After 2Q Organic Sales Jump
• Positive Sentiment: International sales rose 7.2%, with organic growth of 9.1%, while domestic organic sales increased 5.1%. Six-month operating cash flow reached $461.6 million, and the company also acquired the Miss Mouth’s Messy Eater brand. Church & Dwight Q2 Net Sales Rise
• Positive Sentiment: William Blair analyst Jon Andersen maintained a Buy rating, citing the organic-sales momentum, raised guidance and potential for long-term outperformance. Church & Dwight Earns Buy Rating
• Neutral Sentiment: Adjusted second-quarter EPS was $0.89, roughly in line with consensus in some reports but slightly below the broader $0.90 estimate; reported diluted EPS declined from $0.94 a year ago. Church & Dwight Stock Rises
• Negative Sentiment: Third-quarter EPS guidance of $0.89 is below the $0.93 consensus estimate, signaling near-term earnings pressure despite full-year guidance improvements.

About Church & Dwight

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.