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 (EPS) for the quarter, beating analysts’ consensus estimates of $0.90 by $0.02, FiscalAI reports. Church & Dwight had a return on equity of 20.10% and a net margin of 11.96%. The firm had revenue of $1.60 billion during the quarter, compared to analyst estimates of $1.58 billion. During the same period last year, the company posted $0.81 EPS. The firm’s quarterly revenue was up 1.0% on a year-over-year basis.

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 Stock Up 1.2%

Shares of NYSE CHD traded up $1.32 during trading hours on Friday, hitting $107.32. The stock had a trading volume of 1,949,563 shares, compared to its average volume of 2,062,141. The firm’s 50-day moving average price is $99.08 and its two-hundred day moving average price is $97.56. Church & Dwight has a 52 week low of $81.49 and a 52 week high of $111.23. The company has a market capitalization of $25.46 billion, a P/E ratio of 34.68, a P/E/G ratio of 3.73 and a beta of 0.49. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.69 and a current ratio of 1.15.

Church & Dwight Announces Dividend

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 paid a $0.3075 dividend. 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 payout ratio is presently 39.55%.

Insider Buying and Selling at Church & Dwight

In other Church & Dwight news, EVP Rene Hemsey sold 5,000 shares of Church & Dwight stock in a transaction that occurred on 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 sale, the executive vice president directly owned 8,086 shares in the company, valued at $826,793.50. The trade was a 38.21% 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, Director Arthur Winkleblack sold 13,200 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $102.83, for a total transaction of $1,357,356.00. Following the completion of the sale, the director directly owned 7,129 shares of the company’s stock, valued at $733,075.07. This represents a 64.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 53,250 shares of company stock worth $5,462,048 in the last ninety days. Insiders own 2.00% of the company’s stock.

Key Stories 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

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on CHD shares. Wall Street Zen raised shares of Church & Dwight from a “sell” rating to a “hold” rating in a report on Saturday, October 10th. Oppenheimer lifted their price objective on shares of Church & Dwight from $115.00 to $120.00 and gave the stock an “outperform” rating in a research note on Wednesday. JPMorgan Chase & Co. boosted 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. Barclays reissued an “underweight” rating and set a $83.00 target price (down from $86.00) on shares of Church & Dwight in a research note on Friday, October 16th. Finally, UBS Group restated a “neutral” rating and issued a $106.00 price target on shares of Church & Dwight in a research report on Thursday, October 15th. Eight equities research 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 data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $105.06.

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.