Church & Dwight (NYSE:CHD) Announces Earnings Results

Church & Dwight (NYSE:CHD) released its quarterly earnings results on Friday. The company reported $0.89 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.90 by ($0.01), Briefing.com reports. Church & Dwight had a return on equity of 20.51% and a net margin of 11.81%.The firm had revenue of $1.53 billion for the quarter, compared to analyst estimates of $1.50 billion. During the same period last year, the firm earned $0.94 EPS. The company’s quarterly revenue was up 1.6% compared to the same quarter last year. 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 Stock Up 1.7%

Shares of NYSE CHD opened at $99.32 on Friday. The stock has a fifty day moving average price of $97.14 and a 200 day moving average price of $96.60. The company has a current ratio of 1.22, a quick ratio of 0.81 and a debt-to-equity ratio of 0.53. Church & Dwight has a 12-month low of $81.33 and a 12-month high of $106.04. The company has a market cap of $23.53 billion, a P/E ratio of 31.94, a P/E/G ratio of 3.56 and a beta of 0.47.

Church & Dwight Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 1st. Investors 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 yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. Church & Dwight’s dividend payout ratio is 40.46%.

Insider Activity at Church & Dwight

In other news, EVP Carlos G. Linares sold 10,000 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $99.71, for a total value of $997,100.00. Following the completion of the sale, the executive vice president owned 4,668 shares of the company’s stock, valued at $465,446.28. This represents a 68.18% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Penry W. Price sold 5,960 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $94.86, for a total value of $565,365.60. Following the transaction, the director directly owned 30,070 shares in the company, valued at $2,852,440.20. This trade represents a 16.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 47,680 shares of company stock valued at $4,672,190 over the last 90 days. Corporate insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Church & Dwight

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

Church & Dwight News Roundup

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.

Wall Street Analyst Weigh In

A number of analysts recently commented on CHD shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $109.00 price objective on shares of Church & Dwight in a research report on Monday, May 4th. UBS Group increased their price objective on shares of Church & Dwight from $100.00 to $104.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of Church & Dwight in a research note on Wednesday, July 8th. The Goldman Sachs Group reissued a “buy” rating and set a $111.00 price objective on shares of Church & Dwight in a research note on Friday, May 29th. Finally, Wall Street Zen upgraded Church & Dwight from a “sell” rating to a “hold” rating in a report on Saturday, June 13th. Nine equities 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. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $103.82.

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.