Colgate-Palmolive (NYSE:CL) Posts Earnings Results, Beats Estimates By $0.04 EPS

Colgate-Palmolive (NYSE:CL) released its earnings results on Friday. The company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.91 by $0.04, FiscalAI reports. The firm had revenue of $5.23 billion for the quarter, compared to analyst estimates of $5.13 billion. Colgate-Palmolive had a net margin of 14.47% and a return on equity of 333.39%. The business’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.91 earnings per share.

Here are the key takeaways from Colgate-Palmolive’s conference call:

• Colgate delivered stronger‑than‑expected Q4 and full‑year 2025 results, with organic sales, net sales, gross profit, base business EPS and free cash flow all growing despite raw material inflation and higher tariffs.
• Management launched a new 2030 Strategy and a Strategic Growth and Productivity Program to accelerate brand investment, science‑based innovation, omni‑channel demand generation, and digital/data/AI capabilities.
• 2026 guidance is a wide 1%–4% organic sales range due to macro and category uncertainty; foreign exchange is expected to provide a low single‑digit revenue tailwind (mainly H1) that will be used flexibly for reinvestment and margin support.
• Key portfolio strengths drove outperformance — emerging markets grew ~4.5% in Q4 (Latin America led by Mexico and Brazil), Hill’s delivered strong underlying volume and share gains, and the Prime100 acquisition is performing ahead of plan.
• North America remains the main headwind with sluggish category growth, pantry destocking and promotional pressure (notably in home care), meaning management must rely on stronger innovation and revenue growth management to restore volumes.

Colgate-Palmolive Stock Up 5.9%

Shares of NYSE CL opened at $90.28 on Friday. The business has a 50-day moving average price of $80.77 and a 200 day moving average price of $81.38. The stock has a market cap of $72.77 billion, a PE ratio of 25.29, a price-to-earnings-growth ratio of 5.74 and a beta of 0.30. The company has a quick ratio of 0.60, a current ratio of 0.93 and a debt-to-equity ratio of 5.90. Colgate-Palmolive has a 52-week low of $74.54 and a 52-week high of $100.18.

Colgate-Palmolive Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Wednesday, January 21st will be issued a $0.52 dividend. This represents a $2.08 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Wednesday, January 21st. Colgate-Palmolive’s payout ratio is presently 58.26%.

Analysts Set New Price Targets

A number of brokerages have commented on CL. Deutsche Bank Aktiengesellschaft set a $86.00 price objective on shares of Colgate-Palmolive in a research report on Friday, October 10th. Morgan Stanley dropped their target price on Colgate-Palmolive from $96.00 to $87.00 and set an “overweight” rating on the stock in a report on Monday, November 3rd. Wells Fargo & Company set a $86.00 price target on Colgate-Palmolive and gave the company an “equal weight” rating in a research note on Tuesday, January 13th. Evercore ISI lowered their price objective on Colgate-Palmolive from $100.00 to $94.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Finally, Barclays set a $83.00 target price on Colgate-Palmolive in a research report on Friday, January 16th. Eleven analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $90.13.

Key Colgate-Palmolive News

Here are the key news stories impacting Colgate-Palmolive this week:

• Positive Sentiment: Q4 results beat Street estimates — EPS of $0.95 vs. $0.91 expected and revenue above consensus; management cited strong pricing and brand leadership as drivers of performance. Colgate Q4 Earnings Top Estimates, Strong Pricing Drives Results
• Positive Sentiment: Management issued FY‑2026 revenue guidance that’s above consensus (guidance range provided), signaling confidence in sustained demand for essentials across key regions — a primary catalyst for the stock rally. Colgate-Palmolive forecasts upbeat annual sales as essentials spending holds firm
• Positive Sentiment: Core categories showed resilience — oral care and pet nutrition strength plus a Latin America rebound helped sales growth; Market commentary highlights this operating improvement as a near-term positive for margins and top-line momentum. Colgate-Palmolive’s Core Strength Lifts Q4 Results
• Positive Sentiment: Strong cash generation and shareholder returns: record operating cash flow and ~$2.9B returned to shareholders in the year — supports buyback/dividend expectations and investor confidence. Colgate-Palmolive Company Announces 4th Quarter and Full Year 2025 Results
• Neutral Sentiment: Analysts and models are being updated after the print — some price‑target revisions were posted ahead/after the call; watch analyst notes for guidance sensitivity and margin assumptions. Colgate-Palmolive Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Negative Sentiment: Company recorded a large goodwill/intangible impairment tied to its skin‑health business that drove a GAAP loss for the quarter — this one‑time charge reduced headline EPS and highlights ongoing challenges in that segment. Colgate-Palmolive Swings to a Loss on Charges
• Negative Sentiment: Softer trends in China and margin pressure in parts of the portfolio were noted on the call — a reminder the recovery is uneven and could limit upside if those regions don’t stabilize. Colgate-Palmolive’s Core Strength Lifts Q4 Results

Institutional Investors Weigh In On Colgate-Palmolive

Large investors have recently modified their holdings of the company. Main Street Financial Solutions LLC increased its holdings in shares of Colgate-Palmolive by 3.7% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,233 shares of the company’s stock valued at $385,000 after acquiring an additional 151 shares during the period. L2 Asset Management LLC grew its position in Colgate-Palmolive by 4.4% during the 3rd quarter. L2 Asset Management LLC now owns 3,800 shares of the company’s stock worth $304,000 after purchasing an additional 159 shares during the last quarter. Evergreen Capital Management LLC grew its position in Colgate-Palmolive by 3.9% during the 2nd quarter. Evergreen Capital Management LLC now owns 4,569 shares of the company’s stock worth $415,000 after purchasing an additional 171 shares during the last quarter. Keel Point LLC increased its stake in Colgate-Palmolive by 4.4% in the second quarter. Keel Point LLC now owns 4,616 shares of the company’s stock valued at $420,000 after purchasing an additional 193 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Colgate-Palmolive by 2.0% in the second quarter. Schnieders Capital Management LLC. now owns 12,494 shares of the company’s stock valued at $1,136,000 after buying an additional 245 shares during the last quarter. 80.41% of the stock is owned by institutional investors and hedge funds.

About Colgate-Palmolive

Colgate-Palmolive Company is a global consumer products company with a long history in household and personal care categories. The business traces its roots to the early 19th century and has evolved into a multinational manufacturer and marketer of everyday consumer goods focused on health, hygiene and home care.

The company’s core activities center on oral care, personal care, home care and pet nutrition. Its product portfolio includes toothpaste, toothbrushes and mouthwash in oral care; soaps, body washes and deodorants in personal care; dishwashing liquids, surface cleaners and other household products in home care; and scientifically formulated pet foods under its pet nutrition business.