Renaissance Investment Group LLC Acquires 6,529 Shares of Church & Dwight Co., Inc. $CHD

Renaissance Investment Group LLC grew its holdings in Church & Dwight Co., Inc. (NYSE:CHD) by 8.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 87,006 shares of the company’s stock after buying an additional 6,529 shares during the period. Church & Dwight makes up 1.7% of Renaissance Investment Group LLC’s portfolio, making the stock its 27th largest holding. Renaissance Investment Group LLC’s holdings in Church & Dwight were worth $8,198,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Walter Public Investments Inc. purchased a new stake in Church & Dwight during the first quarter valued at approximately $5,721,000. National Pension Service boosted its holdings in shares of Church & Dwight by 67.6% in the 2nd quarter. National Pension Service now owns 30,911 shares of the company’s stock worth $2,995,000 after purchasing an additional 12,463 shares during the period. Louisiana State Employees Retirement System bought a new position in shares of Church & Dwight during the 1st quarter valued at approximately $1,129,000. Y Intercept Hong Kong Ltd purchased a new stake in Church & Dwight during the 1st quarter valued at $2,382,000. Finally, Public Employees Retirement System of Ohio purchased a new stake in Church & Dwight during the 2nd quarter valued at $6,541,000. 86.60% of the stock is currently owned by institutional investors.

Church & Dwight Trading Up 0.9%

Shares of CHD opened at $106.94 on Friday. Church & Dwight Co., Inc. has a 1-year low of $81.49 and a 1-year high of $111.23. The company has a 50-day moving average of $99.27 and a 200 day moving average of $97.66. The firm has a market capitalization of $25.37 billion, a price-to-earnings ratio of 30.20, a PEG ratio of 3.78 and a beta of 0.49. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.15 and a quick ratio of 0.69.

Church & Dwight (NYSE:CHD) last issued its earnings results on Friday, October 30th. The company reported $0.92 EPS for the quarter, topping analysts’ consensus estimates of $0.90 by $0.02. The business had revenue of $1.60 billion for the quarter, compared to the consensus estimate of $1.58 billion. Church & Dwight had a net margin of 11.96% and a return on equity of 20.10%. The company’s revenue for the quarter was up 1.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.81 EPS. On average, research analysts expect that Church & Dwight Co., Inc. will post 3.78 EPS for the current year.

Church & Dwight Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Friday, November 13th will be issued a $0.3075 dividend. The ex-dividend date is Friday, November 13th. This represents a $1.23 dividend on an annualized basis and a dividend yield of 1.2%. Church & Dwight’s payout ratio is presently 39.55%.

Analyst Upgrades and Downgrades

Several research firms have commented on CHD. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Church & Dwight in a research note on Wednesday, October 14th. Jefferies Financial Group reiterated a “buy” rating and set a $115.00 price objective on shares of Church & Dwight in a research report on Monday, August 3rd. Oppenheimer increased their target price on shares of Church & Dwight from $115.00 to $120.00 and gave the company an “outperform” rating in a research note on Wednesday. Morgan Stanley set a $112.00 target price on shares of Church & Dwight in a report on Monday, August 3rd. Finally, Barclays reiterated an “underweight” rating and set a $83.00 price target (down from $86.00) on shares of Church & Dwight in a report on Friday, October 16th. Eight equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $105.06.

Insider Transactions at Church & Dwight

In related news, Director Bradley C. Irwin sold 4,300 shares of the company’s stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $102.69, for a total value of $441,567.00. Following the completion of the sale, the director directly owned 35,674 shares of the company’s stock, valued at $3,663,363.06. This represents a 10.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Carlos G. Linares sold 15,375 shares of the stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $102.00, for a total transaction of $1,568,250.00. Following the transaction, the executive vice president owned 4,668 shares in the company, valued at approximately $476,136. The trade was a 76.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 53,250 shares of company stock worth $5,462,048 in the last ninety days. 2.00% of the stock is owned by company insiders.

Trending Headlines about Church & Dwight

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

• Positive Sentiment: Q3 earnings and sales beat estimates: Adjusted earnings were $0.92 per share versus the $0.90 consensus, while revenue rose 1.0% year over year to $1.602 billion, ahead of the $1.58 billion estimate. EPS increased from $0.81 a year earlier. Church & Dwight Delivers Strong Third Quarter Results
• Positive Sentiment: Organic growth substantially exceeded guidance: Organic sales increased 5.1%, well above the company’s 3% outlook, with growth across all three divisions. The stronger mix and sales performance also supported margin gains and reinforced confidence in the company’s brands and 2026 outlook. CHD Q3 Earnings Top Estimates, Organic Growth Fuels Margin Gains
• Positive Sentiment: $1 billion buyback announced: The authorization gives Church & Dwight an additional way to return capital to shareholders and could support per-share earnings by reducing the share count. Church & Dwight Unveils $1 Billion Stock Buyback
• Positive Sentiment: Analyst sentiment improved: Oppenheimer raised its price target, while RBC Capital maintained its Buy rating, adding support to the bullish reaction.
• Neutral Sentiment: Revenue outlook remains modest: Management firmed up its 2026 sales-growth target at 0.5%, although this is within the previous range of flat to 1% growth and reflects better-than-feared performance.
• Negative Sentiment: Valuation remains a consideration: With the stock trading near its yearly high and at a relatively elevated earnings multiple, investors may require continued organic growth and margin improvement to justify further gains.

Church & Dwight Profile

Church & Dwight Co, Inc is a consumer packaged goods company that develops, manufactures and markets household, personal care and specialty products. Its portfolio is anchored by the ARM & HAMMER brand, which is used across products such as baking soda, laundry detergent, cat litter, household cleaners, oral care products and personal care items.

The company also markets a broad range of branded products, including OxiClean laundry and cleaning products, Trojan sexual wellness products, Waterpik oral health devices, First Response pregnancy and fertility tests, Nair hair-removal products, Orajel oral pain relief, TheraBreath oral care products, and vitamins and supplements sold under the Vitafusion and L’il Critters brands.