Carmignac Gestion Takes $9.07 Million Position in Church & Dwight Co., Inc. $CHD

Carmignac Gestion acquired a new position in shares of Church & Dwight Co., Inc. (NYSE:CHD) in the first quarter, Holdings Channel reports. The fund acquired 97,086 shares of the company’s stock, valued at approximately $9,073,000.

Several other institutional investors have also made changes to their positions in the business. Walter Public Investments Inc. acquired a new position in Church & Dwight during the first quarter worth $5,721,000. Tandem Investment Advisors Inc. lifted its holdings in shares of Church & Dwight by 11.6% during the fourth quarter. Tandem Investment Advisors Inc. now owns 797,733 shares of the company’s stock valued at $66,890,000 after acquiring an additional 82,833 shares during the period. Swiss Life Asset Management Ltd boosted its stake in shares of Church & Dwight by 122.6% in the 4th quarter. Swiss Life Asset Management Ltd now owns 141,837 shares of the company’s stock valued at $11,893,000 after purchasing an additional 78,107 shares in the last quarter. Louisiana State Employees Retirement System bought a new stake in shares of Church & Dwight in the 1st quarter worth about $1,129,000. Finally, Y Intercept Hong Kong Ltd bought a new stake in shares of Church & Dwight in the 1st quarter worth about $2,382,000. 86.60% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on CHD. The Goldman Sachs Group reissued a “buy” rating and set a $111.00 price target on shares of Church & Dwight in a report on Friday, May 29th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $114.00 price objective on shares of Church & Dwight in a research note on Monday, June 1st. Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of Church & Dwight in a report on Wednesday, July 8th. Wall Street Zen upgraded shares of Church & Dwight from a “sell” rating to a “hold” rating in a research note on Saturday, June 13th. Finally, Evercore set a $105.00 target price on Church & Dwight in a report on Monday, May 4th. Nine research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Church & Dwight has a consensus rating of “Hold” and a consensus price target of $103.82.

Insider Activity at Church & Dwight

In related news, EVP Carlos G. Linares sold 10,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $99.71, for a total value of $997,100.00. Following the completion of the transaction, the executive vice president owned 4,668 shares in the company, valued at $465,446.28. The trade was a 68.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Ravichandra Krishnamu Saligram sold 12,960 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $98.00, for a total value of $1,270,080.00. Following the transaction, the director directly owned 13,653 shares in the company, valued at approximately $1,337,994. This represents a 48.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 47,680 shares of company stock valued at $4,672,190 in the last three months. 1.20% of the stock is currently owned by corporate insiders.

Church & Dwight Stock Performance

Church & Dwight stock opened at $99.32 on Monday. The stock has a 50-day simple moving average of $97.14 and a 200 day simple moving average of $96.67. The company has a quick ratio of 0.69, a current ratio of 1.15 and a debt-to-equity ratio of 0.51. Church & Dwight Co., Inc. has a 12-month low of $81.33 and a 12-month high of $106.04. The stock has a market capitalization of $23.53 billion, a price-to-earnings ratio of 31.94, a P/E/G ratio of 3.56 and a beta of 0.47.

Church & Dwight (NYSE:CHD) last issued its quarterly earnings results on Friday, July 31st. The company reported $0.89 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.01). Church & Dwight had a return on equity of 20.10% and a net margin of 11.96%.The company had revenue of $1.53 billion for the quarter, compared to analyst estimates of $1.50 billion. During the same quarter last year, the company earned $0.94 EPS. The firm’s quarterly revenue was up 1.6% on a year-over-year basis. Church & Dwight has set its Q3 2026 guidance at 0.890-0.890 EPS and its FY 2026 guidance at 3.740-3.810 EPS. On average, research analysts anticipate that Church & Dwight Co., Inc. will post 3.74 earnings per share for the current fiscal year.

Church & Dwight Announces Dividend

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

Key Church & Dwight News

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.

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.