Clorox (NYSE:CLX) Updates FY 2026 Earnings Guidance

Clorox (NYSE:CLX) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 5.950-6.300 for the period, compared to the consensus EPS estimate of 5.910. The company issued revenue guidance of $6.4 billion-$6.7 billion, compared to the consensus revenue estimate of $6.5 billion.

Clorox Stock Up 1.5%

Shares of NYSE CLX opened at $112.18 on Friday. Clorox has a 52-week low of $96.66 and a 52-week high of $164.22. The company has a debt-to-equity ratio of 18.01, a quick ratio of 0.50 and a current ratio of 0.76. The stock has a market cap of $13.68 billion, a P/E ratio of 17.61, a P/E/G ratio of 0.55 and a beta of 0.58. The firm has a 50 day moving average price of $103.60 and a 200 day moving average price of $114.94.

Clorox (NYSE:CLX) last announced its quarterly earnings results on Monday, November 3rd. The company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.78 by $0.07. The company had revenue of $1.43 billion for the quarter, compared to analysts’ expectations of $1.41 billion. Clorox had a net margin of 11.68% and a return on equity of 358.39%. The business’s quarterly revenue was down 18.9% compared to the same quarter last year. During the same period last year, the firm posted $1.86 earnings per share. Clorox has set its FY 2026 guidance at 5.950-6.300 EPS. Analysts expect that Clorox will post 7.15 EPS for the current year.

Clorox Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Wednesday, January 28th will be issued a dividend of $1.24 per share. This represents a $4.96 annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Wednesday, January 28th. Clorox’s payout ratio is 77.86%.

Analysts Set New Price Targets

CLX has been the topic of a number of research reports. Bank of America cut their price target on shares of Clorox from $135.00 to $125.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 8th. The Goldman Sachs Group cut their price objective on shares of Clorox from $110.00 to $94.00 and set a “sell” rating on the stock in a research report on Wednesday, January 7th. Rothschild & Co Redburn reduced their target price on shares of Clorox from $120.00 to $115.00 and set a “neutral” rating for the company in a research note on Wednesday, November 5th. Deutsche Bank Aktiengesellschaft dropped their price target on Clorox from $128.00 to $121.00 and set a “hold” rating on the stock in a research note on Tuesday, November 4th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Clorox in a research report on Friday, January 9th. One research analyst has rated the stock with a Buy rating, thirteen have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Clorox presently has an average rating of “Reduce” and a consensus target price of $122.19.

Insider Buying and Selling

In related news, Director Pierre R. Breber purchased 4,000 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was purchased at an average cost of $104.13 per share, for a total transaction of $416,520.00. Following the completion of the purchase, the director directly owned 13,000 shares in the company, valued at $1,353,690. This trade represents a 44.44% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.63% of the company’s stock.

Key Stories Impacting Clorox

Here are the key news stories impacting Clorox this week:

• Positive Sentiment: Clorox agreed to buy GOJO Industries (maker of Purell) for $2.25 billion in cash (net purchase price ~ $1.92B after ~$330M tax benefit). Management says the deal expands Clorox’s skin‑health and professional hygiene footprint, is growth‑accretive, and supports its IGNITE strategy to build more consistent, profitable growth. Clorox Announces Acquisition of GOJO Industries
• Positive Sentiment: Management raised FY‑2026 EPS guidance to $5.95–$6.30 (vs. street ~$5.91) and provided revenue guidance roughly in line with consensus, signaling confidence the business (and the GOJO deal) will support near‑term earnings expectations.
• Neutral Sentiment: Clorox hosted an M&A call (slides and transcript available) to walk through strategic rationale, integration plans and expected synergies—useful detail for assessing timeline and accretion but not yet financial proof. M&A Call Transcript M&A Call Slideshow
• Neutral Sentiment: Broad media coverage (WSJ, CNBC, MarketWatch, TipRanks) has amplified visibility for the deal; that tends to support a short‑term positive price reaction but doesn’t change fundamentals by itself. WSJ: Clorox to Buy Gojo
• Negative Sentiment: Deal is being funded with debt, which will raise leverage and could pressure the balance sheet and credit metrics in the near term—investors who focus on fundamentals may view the acquisition as execution and financing risk. MarketWatch: Clorox to buy Purell maker
• Negative Sentiment: Some analysts remain cautious: Barclays kept an Underweight rating (even after a small target raise to $109), and prior commentary highlighted private‑label pressure in certain categories—reminding investors that core business headwinds still exist. Barclays Remains a Sell on Clorox Clorox Q2 Preview: Private‑label Pressure

Hedge Funds Weigh In On Clorox

A number of institutional investors have recently added to or reduced their stakes in the company. Johnson Financial Group Inc. lifted its stake in Clorox by 3.1% in the third quarter. Johnson Financial Group Inc. now owns 3,659 shares of the company’s stock valued at $451,000 after acquiring an additional 109 shares during the last quarter. State of Wyoming lifted its stake in Clorox by 4.7% in the 2nd quarter. State of Wyoming now owns 2,540 shares of the company’s stock valued at $305,000 after purchasing an additional 113 shares during the last quarter. Centaurus Financial Inc. lifted its stake in Clorox by 8.5% in the 3rd quarter. Centaurus Financial Inc. now owns 1,906 shares of the company’s stock valued at $235,000 after purchasing an additional 150 shares during the last quarter. Mendel Capital Management LLC grew its holdings in Clorox by 4.7% during the second quarter. Mendel Capital Management LLC now owns 3,900 shares of the company’s stock worth $468,000 after purchasing an additional 176 shares during the period. Finally, Public Employees Retirement System of Ohio increased its position in Clorox by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 38,499 shares of the company’s stock worth $4,747,000 after buying an additional 238 shares during the last quarter. 78.53% of the stock is currently owned by institutional investors and hedge funds.

About Clorox

The Clorox Company is a leading manufacturer and marketer of consumer and professional products designed to help people care for their homes and live healthy, sustainable lives. Its portfolio spans cleaning and household products, food and beverages, water filtration systems and cat litter, serving both retail and institutional customers. The company’s flagship bleach and disinfecting products are well known in the United States and many international markets, where they help prevent the spread of germs in homes, hospitals, schools and businesses.

Clorox’s diverse brand lineup includes liquid bleach and surface cleaners, eco-friendly cleaning tools, food preservation and preparation items, charcoal grills and briquettes, specialty foods and beverages, pet care products and personal care lines.