Church & Dwight (NYSE:CHD) Issues Earnings Results

Church & Dwight (NYSE:CHD) issued its quarterly earnings results on Friday. The company reported $0.92 earnings per share for the quarter, topping analysts’ consensus estimates of $0.90 by $0.02, FiscalAI reports. The company had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.58 billion. Church & Dwight had a return on equity of 20.10% and a net margin of 11.96%. The business’s revenue for the quarter was up 1.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.81 EPS.

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

• Q3 results exceeded expectations: Organic sales grew 5.1%, driven by 4.6% volume growth, while adjusted EPS rose 13.6% to $0.92 versus the $0.89 outlook. Gross margin expanded 170 basis points to 46.8%.
• Growth was broad-based across the portfolio, with U.S. organic sales up 4.4%, international sales up 7.8%, and specialty products up 5%. ARM & HAMMER, THERABREATH, Waterpik, Batiste, OxiClean and other power brands gained momentum and market share.
• Management raised full-year 2026 organic sales growth expectations to approximately 5% and tightened adjusted EPS growth guidance to approximately 7%; fourth-quarter organic sales are expected to grow about 4%, with EPS up 17%–19% year over year.
• Inflation and transportation pressures remain significant, with approximately $150 million of 2026 inflation now assumed, including crude oil at roughly $100 per barrel. Management expects to rely on record productivity, revenue-growth management, promotions and potentially pricing to protect margins in 2027.
• Touchland’s U.S. growth has slowed and the business is expected to be roughly flat for 2026, although broader U.S. distribution and international launches are expected to support growth in 2027. The company also authorized a new $1 billion share-repurchase program, described as a renewal that preserves capital-allocation flexibility alongside potential acquisitions.

Church & Dwight Price Performance

Shares of NYSE:CHD traded up $2.10 during trading on Friday, reaching $108.10. The stock had a trading volume of 1,847,554 shares, compared to its average volume of 2,061,598. The business’s 50-day moving average price is $99.08 and its 200 day moving average price is $97.56. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.15 and a quick ratio of 0.69. The stock has a market capitalization of $25.64 billion, a PE ratio of 34.75, a P/E/G ratio of 3.73 and a beta of 0.49. Church & Dwight has a 52 week low of $81.49 and a 52 week high of $111.23.

Church & Dwight Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Friday, November 13th will be issued a dividend of $0.3075 per share. The ex-dividend date of this dividend is Friday, November 13th. This represents a $1.23 annualized dividend and a dividend yield of 1.1%. Church & Dwight’s dividend payout ratio (DPR) is presently 39.55%.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on CHD. Oppenheimer increased their price target on Church & Dwight from $115.00 to $120.00 and gave the company an “outperform” rating in a report on Wednesday. Wells Fargo & Company lowered their target price on Church & Dwight from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Monday, October 5th. JPMorgan Chase & Co. raised their target price on shares of Church & Dwight from $99.00 to $105.00 and gave the stock a “neutral” rating in a report on Thursday, July 16th. UBS Group reiterated a “neutral” rating and issued a $106.00 price objective on shares of Church & Dwight in a research note on Thursday, October 15th. Finally, Citigroup reiterated a “neutral” rating and issued a $105.00 price objective (up from $100.00) on shares of Church & Dwight in a report on Monday, August 3rd. Eight 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’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $105.06.

Key Headlines Impacting Church & Dwight

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

• Positive Sentiment: Q3 earnings and sales beat estimates. Adjusted EPS was $0.92 versus the $0.90 consensus, while revenue increased 1.0% year over year to $1.602 billion, ahead of the approximately $1.58 billion estimate. EPS also rose from $0.81 in the year-ago quarter. Church & Dwight Delivers Strong Third Quarter Results
• Positive Sentiment: Organic growth significantly exceeded expectations. Organic sales grew 5.1%, above management’s 3% outlook, with all three divisions contributing. The stronger sales performance helped drive margin improvement and reinforced the company’s 2026 outlook. CHD Q3 Earnings Top Estimates, Organic Growth Fuels Margin Gains
• Positive Sentiment: $1 billion stock-buyback authorized. The repurchase plan may support earnings per share and signals management’s confidence in cash generation, providing an additional catalyst for the stock. Church & Dwight Unveils $1 Billion Stock Buyback
• Positive Sentiment: Analyst sentiment remains supportive. Oppenheimer raised its price target, while RBC Capital maintained its Buy rating, adding to the favorable reaction to the earnings report. Church & Dwight Stock Gets Price Target Increase from Oppenheimer
• Neutral Sentiment: Forward sales growth remains modest. Church & Dwight firmed its full-year sales-growth target at 0.5%, within its prior 0% to 1% range. While this is an improvement over the company’s quarterly sales outlook, it indicates limited top-line growth and places greater importance on organic gains, margins and buybacks. Church & Dwight Firms Up Outlook as Profit, Revenue Rise

Insider Activity at Church & Dwight

In related news, EVP Carlos Linares sold 15,375 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $103.00, for a total value of $1,583,625.00. Following the completion of the sale, the executive vice president owned 4,668 shares of the company’s stock, valued at $480,804. This trade represents a 76.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Rene Hemsey sold 5,000 shares of the firm’s stock in a transaction dated Tuesday, August 25th. The shares were sold at an average price of $102.25, for a total value of $511,250.00. Following the completion of the transaction, the executive vice president owned 8,086 shares in the company, valued at approximately $826,793.50. This represents a 38.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 53,250 shares of company stock valued at $5,462,048 over the last three months. 2.00% of the stock is owned by company insiders.

About Church & Dwight

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.