Church & Dwight (NYSE:CHD) Shares Gap Up Following Better-Than-Expected Earnings

Shares of Church & Dwight Co., Inc. (NYSE:CHD) gapped up before the market opened on Friday after the company announced better than expected quarterly earnings. The stock had previously closed at $91.96, but opened at $96.46. Church & Dwight shares last traded at $95.2420, with a volume of 217,915 shares trading hands.

The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.02. Church & Dwight had a net margin of 12.74% and a return on equity of 19.32%. The business had revenue of $1.64 billion for the quarter, compared to the consensus estimate of $1.64 billion. During the same quarter last year, the firm earned $0.76 EPS. Church & Dwight’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.

Church & Dwight Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Friday, February 13th will be given a dividend of $0.3075 per share. The ex-dividend date of this dividend is Friday, February 13th. This is an increase from Church & Dwight’s previous quarterly dividend of $0.30. This represents a $1.23 dividend on an annualized basis and a yield of 1.3%. Church & Dwight’s dividend payout ratio (DPR) is currently 37.11%.

More Church & Dwight News

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

• Positive Sentiment: Q4 results: non-GAAP EPS of $0.86 beat consensus ($0.84); revenue roughly in line at $1.64B and full‑year 2025 net sales modestly ahead of company outlook — core profitability improved, supporting investor confidence. Church & Dwight tops quarterly profit estimates on stable demand for household staples
• Positive Sentiment: International growth and margin expansion helped drive the beat; management highlighted market‑share gains across the global portfolio and raised the dividend — these operational positives support upside despite tougher consumer categories. Church & Dwight Rides International Growth To Q4 Beat
• Positive Sentiment: Market reaction also reflected commentary on steady organic sales and an upbeat long‑term outlook from investors/analysts; at least one sell‑side firm reaffirmed a Buy rating after the results. Reaffirming a Buy on Church & Dwight: Solid Q4 Beat, Upbeat 2026 Outlook, and Attractive Valuation Support Continued Upside
• Neutral Sentiment: Company materials and investor‑day slides were posted for analysts and investors, providing finer detail on product strategy and margin initiatives — useful for longer‑term thesis but less likely to drive immediate price moves. Church & Dwight Co., Inc. (CHD) Analyst/Investor Day – Slideshow
• Neutral Sentiment: Full press release and conference‑call materials are available for review, offering management’s narrative on 2025 performance and the 2026 outlook. Church & Dwight Reports Q4 2025 and 2025 Results and Provides 2026 Outlook
• Negative Sentiment: Softer near‑term profit guide: Q1 EPS was guided to $0.92 (below the ~$0.96 consensus) and FY‑2026 EPS was set at $3.71–3.81 (around or slightly below consensus), which introduces near‑term downside risk if consumer softness persists.

Wall Street Analyst Weigh In

Several analysts recently issued reports on CHD shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Church & Dwight in a report on Monday, December 22nd. Barclays set a $82.00 target price on shares of Church & Dwight and gave the stock an “underweight” rating in a report on Tuesday, November 4th. Raymond James Financial upgraded 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 report on Monday, January 5th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $100.00 price target (down from $102.00) on shares of Church & Dwight in a research report on Wednesday, December 10th. Finally, Oppenheimer set a $100.00 price objective on Church & Dwight and gave the stock an “outperform” rating in a research note on Tuesday, October 21st. Ten research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $98.85.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. True Wealth Design LLC increased its stake in Church & Dwight by 935.5% during the third quarter. True Wealth Design LLC now owns 321 shares of the company’s stock valued at $28,000 after acquiring an additional 290 shares during the period. Ameriflex Group Inc. grew its holdings in shares of Church & Dwight by 101.3% during the 3rd quarter. Ameriflex Group Inc. now owns 322 shares of the company’s stock worth $28,000 after purchasing an additional 162 shares in the last quarter. CVA Family Office LLC increased its position in shares of Church & Dwight by 58.1% during the third quarter. CVA Family Office LLC now owns 332 shares of the company’s stock valued at $29,000 after purchasing an additional 122 shares during the period. Field & Main Bank bought a new stake in shares of Church & Dwight during the fourth quarter valued at approximately $29,000. Finally, Caitong International Asset Management Co. Ltd acquired a new position in shares of Church & Dwight in the third quarter valued at $30,000. Institutional investors and hedge funds own 86.60% of the company’s stock.

Church & Dwight Stock Performance

The stock has a market capitalization of $23.12 billion, a P/E ratio of 30.28, a PEG ratio of 4.30 and a beta of 0.46. The firm has a 50-day moving average of $86.47 and a 200 day moving average of $88.94. The company has a quick ratio of 0.66, a current ratio of 1.09 and a debt-to-equity ratio of 0.52.

Church & Dwight Company 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.