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

Church & Dwight (NYSE:CHD) posted its quarterly earnings data on Friday. The company reported $0.89 EPS for the quarter, missing analysts’ consensus estimates 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 business had revenue of $1.53 billion during the quarter, compared to the consensus estimate of $1.50 billion. During the same quarter in the previous year, the firm posted $0.94 earnings per share. The company’s revenue for the quarter was up 1.6% on a year-over-year basis. 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

NYSE CHD traded up $1.64 on Friday, reaching $99.32. The company’s stock had a trading volume of 2,574,853 shares, compared to its average volume of 2,151,550. The firm has a market cap of $23.53 billion, a PE ratio of 32.67, a price-to-earnings-growth ratio of 3.59 and a beta of 0.47. The business has a 50-day moving average price of $97.08 and a 200 day moving average price of $96.58. Church & Dwight has a 52 week low of $81.33 and a 52 week high of $106.04. 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 Announces Dividend

The firm 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 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Friday, August 14th. Church & Dwight’s payout ratio is 40.46%.

Insider Activity

In other Church & Dwight news, Director Penry W. Price sold 5,960 shares of Church & Dwight stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $94.86, for a total transaction of $565,365.60. Following the sale, the director directly owned 30,070 shares of the company’s stock, valued at approximately $2,852,440.20. The trade was a 16.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Robert K. Shearer sold 8,600 shares of the company’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total value of $842,542.00. Following the completion of the sale, the director owned 30,678 shares in the company, valued at approximately $3,005,523.66. This represents a 21.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 47,680 shares of company stock valued at $4,672,190. 2.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the stock. State Street Corp boosted its stake in shares of Church & Dwight by 0.6% in the 4th quarter. State Street Corp now owns 13,875,412 shares of the company’s stock valued at $1,163,453,000 after purchasing an additional 88,594 shares in the last quarter. Invesco Ltd. increased its position in shares of Church & Dwight by 5.5% during the 4th quarter. Invesco Ltd. now owns 3,854,060 shares of the company’s stock worth $323,163,000 after purchasing an additional 200,208 shares in the last quarter. Dimensional Fund Advisors LP lifted its holdings in Church & Dwight by 5.6% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,106,087 shares of the company’s stock valued at $176,604,000 after purchasing an additional 111,740 shares during the last quarter. Amundi lifted its holdings in Church & Dwight by 16.9% during the 4th quarter. Amundi now owns 1,628,900 shares of the company’s stock valued at $136,583,000 after purchasing an additional 235,911 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in Church & Dwight by 1.2% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,518,381 shares of the company’s stock valued at $127,316,000 after purchasing an additional 17,492 shares during the last quarter. 86.60% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have commented on CHD. UBS Group lifted their price target on Church & Dwight from $100.00 to $104.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. Evercore set a $105.00 price objective on shares of Church & Dwight in a research note on Monday, May 4th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $111.00 target price on shares of Church & Dwight in a research report on Friday, May 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $109.00 target price on shares of Church & Dwight in a research note on Monday, May 4th. Finally, Wall Street Zen upgraded shares of Church & Dwight from a “sell” rating to a “hold” rating in a research report on Saturday, June 13th. Nine 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 company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $103.82.

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.