Carderock Capital Management Inc. Trims Holdings in Church & Dwight Co., Inc. $CHD

Carderock Capital Management Inc. reduced its position in shares of Church & Dwight Co., Inc. (NYSE:CHD) by 62.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 17,418 shares of the company’s stock after selling 29,195 shares during the period. Carderock Capital Management Inc.’s holdings in Church & Dwight were worth $1,460,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank purchased a new stake in shares of Church & Dwight in the second quarter valued at $303,907,000. Thrivent Financial for Lutherans lifted its position in Church & Dwight by 3,269.4% during the second quarter. Thrivent Financial for Lutherans now owns 896,306 shares of the company’s stock worth $86,134,000 after buying an additional 869,705 shares during the period. Candlestick Capital Management LP acquired a new stake in Church & Dwight in the 3rd quarter worth about $75,506,000. Invesco Ltd. boosted its stake in Church & Dwight by 25.1% in the 2nd quarter. Invesco Ltd. now owns 3,510,113 shares of the company’s stock worth $337,357,000 after buying an additional 703,171 shares during the last quarter. Finally, Scopus Asset Management L.P. purchased a new stake in Church & Dwight in the 2nd quarter valued at about $52,050,000. 86.60% of the stock is currently owned by hedge funds and other institutional investors.

Church & Dwight Stock Performance

Church & Dwight stock opened at $94.54 on Tuesday. The company has a market cap of $22.39 billion, a price-to-earnings ratio of 31.30, a price-to-earnings-growth ratio of 3.50 and a beta of 0.45. Church & Dwight Co., Inc. has a 12 month low of $81.33 and a 12 month high of $113.91. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.07 and a quick ratio of 0.71. The stock’s 50-day moving average is $97.96 and its 200-day moving average is $90.44.

Church & Dwight (NYSE:CHD) last issued its earnings results on Friday, January 30th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.84 by $0.02. Church & Dwight had a return on equity of 20.05% and a net margin of 11.88%.The business had revenue of $1.64 billion during the quarter, compared to analysts’ expectations of $1.64 billion. During the same quarter in the previous year, the business earned $0.76 EPS. The company’s revenue for the quarter was up 3.9% on a year-over-year basis. Church & Dwight has set its FY 2026 guidance at 3.710-3.810 EPS and its Q1 2026 guidance at 0.920-0.920 EPS. Equities analysts anticipate that Church & Dwight Co., Inc. will post 3.7 earnings per share for the current year.

Church & Dwight Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Friday, February 13th were given a $0.3075 dividend. The ex-dividend date of this dividend was Friday, February 13th. This is an increase from Church & Dwight’s previous quarterly dividend of $0.30. This represents a $1.23 annualized dividend and a dividend yield of 1.3%. Church & Dwight’s dividend payout ratio (DPR) is currently 40.73%.

Insiders Place Their Bets

In other news, Director Janet S. Vergis sold 12,960 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $101.00, for a total value of $1,308,960.00. Following the transaction, the director owned 17,102 shares of the company’s stock, valued at approximately $1,727,302. This trade represents a 43.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Penry W. Price sold 7,000 shares of the company’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $100.58, for a total transaction of $704,060.00. Following the sale, the director directly owned 30,070 shares of the company’s stock, valued at approximately $3,024,440.60. This trade represents a 18.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.20% of the company’s stock.

Analysts Set New Price Targets

CHD has been the subject of a number of research analyst reports. TD Cowen upped their price objective on shares of Church & Dwight from $99.00 to $112.00 and gave the company a “hold” rating in a research note on Friday, February 20th. UBS Group set a $92.00 target price on shares of Church & Dwight and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Raymond James Financial raised shares of Church & Dwight from a “market perform” rating to an “outperform” rating and set a $100.00 price target for the company in a research report on Monday, January 5th. Jefferies Financial Group increased their price target on shares of Church & Dwight from $102.00 to $106.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. upgraded shares of Church & Dwight from an “underweight” rating to a “neutral” rating and lifted their price target for the company from $92.00 to $100.00 in a report on Monday, February 2nd. Nine 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 stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $101.88.

Church & Dwight Profile

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.