Church & Dwight (NYSE:CHD) Posts Earnings Results, Beats Expectations By $0.02 EPS

Church & Dwight (NYSE:CHD) released its earnings results on Friday. The company reported $0.95 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.02, Briefing.com reports. Church & Dwight had a net margin of 11.88% and a return on equity of 20.05%. The business had revenue of $1.47 billion for the quarter, compared to the consensus estimate of $1.46 billion. During the same period in the previous year, the firm earned $0.91 EPS. The business’s revenue for the quarter was up .1% on a year-over-year basis. Church & Dwight updated its Q2 2026 guidance to 0.880-0.880 EPS and its FY 2026 guidance to 3.710-3.810 EPS.

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

• Positive Sentiment: Church & Dwight beat Q1 expectations — organic sales +5%, adjusted EPS of $0.95 (+4.4% YoY), and adjusted gross margin expanded 130 bps to 46.4%.
• Positive Sentiment: Growth was largely volume-driven and supported by major distribution gains — management says the company was #1 in CPG for total distribution points gained and expects new product launches to account for ~50% of organic growth.
• Positive Sentiment: Several core brands showed strength: Arm & Hammer laundry hit record shares and grew consumption 4.1%, TheraBreath mouthwash share rose 3.5 pts to 24.1, and Hero remains the market leader; Touchland is mixed quarter-to-quarter but management expects full-year double-digit growth.
• Negative Sentiment: The Middle East conflict is a material near-term headwind — management estimates $25–$30M of incremental commodity and transportation inflation for 2026, which it plans to offset primarily via productivity and RGM measures (pricing as a last resort).
• Neutral Sentiment: Management reiterated 2026 guidance: organic growth ~3–4%, reported sales down ~1.5–0.5% due to portfolio actions, ~100 bps gross margin expansion, and adjusted EPS growth of 5–8% (Q2 EPS guided to $0.88).

Church & Dwight Stock Down 1.2%

CHD traded down $1.12 on Friday, reaching $95.94. 3,604,107 shares of the company traded hands, compared to its average volume of 1,814,894. The stock’s 50 day moving average price is $97.16 and its 200-day moving average price is $91.34. Church & Dwight has a 52-week low of $81.33 and a 52-week high of $106.04. The company has a market cap of $22.73 billion, a price-to-earnings ratio of 31.77, a PEG ratio of 3.60 and a beta of 0.48. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.07 and a quick ratio of 0.71.

Church & Dwight Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 15th will be given a dividend of $0.3075 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $1.23 dividend on an annualized basis and a yield of 1.3%. Church & Dwight’s payout ratio is presently 40.73%.

Insider Buying and Selling

In related news, Director Penry W. Price sold 7,000 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $100.58, for a total transaction of $704,060.00. Following the transaction, the director directly owned 30,070 shares of the company’s stock, valued at approximately $3,024,440.60. The trade was a 18.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Janet S. Vergis sold 12,960 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $101.00, for a total transaction of $1,308,960.00. Following the transaction, the director directly owned 17,102 shares in the company, valued at $1,727,302. The trade was a 43.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 2.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in CHD. FIL Ltd grew its position in Church & Dwight by 707.4% during the fourth quarter. FIL Ltd now owns 1,220,172 shares of the company’s stock valued at $102,311,000 after purchasing an additional 1,069,051 shares in the last quarter. Scopus Asset Management L.P. purchased a new position in Church & Dwight during the second quarter valued at approximately $52,050,000. Qube Research & Technologies Ltd grew its position in Church & Dwight by 486.4% during the third quarter. Qube Research & Technologies Ltd now owns 586,939 shares of the company’s stock valued at $51,433,000 after purchasing an additional 486,850 shares in the last quarter. Millennium Management LLC grew its position in Church & Dwight by 55.9% during the fourth quarter. Millennium Management LLC now owns 1,210,464 shares of the company’s stock valued at $101,497,000 after purchasing an additional 433,959 shares in the last quarter. Finally, Ensign Peak Advisors Inc grew its position in Church & Dwight by 46.3% during the fourth quarter. Ensign Peak Advisors Inc now owns 1,140,712 shares of the company’s stock valued at $95,649,000 after purchasing an additional 360,866 shares in the last quarter. 86.60% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Rothschild & Co Redburn set a $91.00 price target on shares of Church & Dwight and gave the company a “neutral” rating in a report on Friday, February 13th. UBS Group cut their price target on shares of Church & Dwight from $102.00 to $98.00 and set a “neutral” rating on the stock in a report on Tuesday, April 7th. Royal Bank Of Canada set a $112.00 price target on shares of Church & Dwight in a report on Thursday, April 9th. Evercore boosted their price target on shares of Church & Dwight from $101.00 to $103.00 and gave the company an “in-line” rating in a report on Monday, February 2nd. Finally, Raymond James Financial upgraded shares of Church & Dwight from a “market perform” rating to an “outperform” rating and set a $100.00 price target on the stock in a report on Monday, January 5th. Nine investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $101.59.

Trending Headlines about Church & Dwight

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

• Positive Sentiment: Q1 beat estimates — EPS of $0.95 topped the $0.93 consensus and revenue of $1.469B slightly exceeded expectations; management said results exceeded the company’s own outlook. Church & Dwight Reports Q1 2026 Results
• Positive Sentiment: Healthy organic growth and margin expansion — organic sales rose ~5% and gross margins widened, driven by resilient demand for staple brands and market-share gains, supporting near-term profit resilience. Church & Dwight beats estimates on strong organic sales growth
• Neutral Sentiment: Management flagged inflation risk tied to Middle East developments but characterized the impact as likely transitory — this highlights cost uncertainty without an immediate change to the recovery narrative. Church & Dwight CEO Warns Of Middle East-Driven Inflation, But Calls It ‘Transitory’
• Neutral Sentiment: Full‑year guidance set to $3.71–$3.81 EPS (vs. roughly $3.75 consensus) and revenue roughly $6.1–$6.2B — FY range is close to Street estimates, leaving mid‑year expectations dependent on upcoming quarters. Church & Dwight Reports Q1 2026 Results
• Negative Sentiment: Q2 guidance missed — management issued Q2 EPS guidance of $0.88 versus the ~ $0.97 Street view, creating near-term disappointment and a reason for shares to pull back. Listen to Conference Call / Earnings Transcript
• Negative Sentiment: Costs pressured profit — coverage notes that profit was hit by higher input costs and tariffs despite top-line strength, underscoring margin risk if inflation persists. Church & Dwight Profit Slips on Costs

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.