Applied Finance Capital Management LLC Acquires New Holdings in Church & Dwight Co., Inc. $CHD

Applied Finance Capital Management LLC bought a new position in Church & Dwight Co., Inc. (NYSE:CHD) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,082 shares of the company’s stock, valued at approximately $445,000.

Several other large investors also recently made changes to their positions in CHD. Advisory Services Network LLC grew its holdings in Church & Dwight by 0.8% in the 2nd quarter. Advisory Services Network LLC now owns 14,325 shares of the company’s stock worth $1,343,000 after buying an additional 116 shares in the last quarter. CVA Family Office LLC raised its stake 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 in the last quarter. Atria Investments Inc grew its position in Church & Dwight by 0.4% in the 2nd quarter. Atria Investments Inc now owns 33,030 shares of the company’s stock valued at $3,175,000 after buying an additional 133 shares in the last quarter. CW Advisors LLC increased its stake in Church & Dwight by 1.2% during the 2nd quarter. CW Advisors LLC now owns 11,582 shares of the company’s stock valued at $1,113,000 after buying an additional 141 shares during the period. Finally, Sovereign Financial Group Inc. raised its position in shares of Church & Dwight by 0.8% during the 3rd quarter. Sovereign Financial Group Inc. now owns 17,890 shares of the company’s stock worth $1,568,000 after buying an additional 150 shares in the last quarter. Institutional investors and hedge funds own 86.60% of the company’s stock.

Insider Buying and Selling at Church & Dwight

In related news, Director Janet S. Vergis sold 12,960 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $101.00, for a total value of $1,308,960.00. Following the completion of the sale, the director owned 17,102 shares of the company’s stock, valued at approximately $1,727,302. The trade was a 43.11% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 1.20% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

CHD has been the subject of several recent analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Church & Dwight in a research note on Monday, December 22nd. Oppenheimer set a $100.00 price target on Church & Dwight and gave the company an “outperform” rating in a research report on Tuesday, October 21st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $100.00 price objective (down previously from $102.00) on shares of Church & Dwight in a report on Wednesday, December 10th. Raymond James Financial raised Church & Dwight from a “market perform” rating to an “outperform” rating and set a $100.00 target price for the company in a research note on Monday, January 5th. Finally, JPMorgan Chase & Co. raised shares of Church & Dwight from an “underweight” rating to a “neutral” rating and upped their price target for the company from $92.00 to $100.00 in a report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $100.24.

Church & Dwight Stock Performance

Shares of CHD opened at $98.94 on Wednesday. The company has a market capitalization of $23.76 billion, a PE ratio of 32.76, a PEG ratio of 3.63 and a beta of 0.46. The company has a debt-to-equity ratio of 0.55, a quick ratio of 0.71 and a current ratio of 1.07. The company’s 50 day moving average price is $88.59 and its 200 day moving average price is $88.95. Church & Dwight Co., Inc. has a 52 week low of $81.33 and a 52 week high of $116.46.

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, beating analysts’ consensus estimates of $0.84 by $0.02. Church & Dwight had a net margin of 11.88% and a return on equity of 20.05%. The company had revenue of $1.64 billion during the quarter, compared to analyst estimates of $1.64 billion. During the same quarter last year, the business posted $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. Research analysts expect that Church & Dwight Co., Inc. will post 3.7 EPS for the current fiscal year.

Church & Dwight Increases Dividend

The company 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 $0.3075 dividend. This represents a $1.23 annualized dividend and a yield of 1.2%. 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. Church & Dwight’s payout ratio is currently 40.73%.

About Church & Dwight

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.