Colgate-Palmolive (NYSE:CL) Releases Earnings Results, Beats Expectations By $0.04 EPS

Colgate-Palmolive (NYSE:CL) posted its quarterly earnings results on Friday. The company reported $0.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.91 by $0.04, FiscalAI reports. Colgate-Palmolive had a net margin of 14.47% and a return on equity of 333.39%. The business had revenue of $5.23 billion for the quarter, compared to analyst estimates of $5.13 billion. During the same quarter last year, the business posted $0.91 EPS. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis.

Here are the key takeaways from Colgate-Palmolive’s conference call:

• Colgate delivered stronger‑than‑expected Q4 and full‑year 2025 results, with organic sales, net sales, gross profit, base business EPS and free cash flow all growing despite raw material inflation and higher tariffs.
• Management launched a new 2030 Strategy and a Strategic Growth and Productivity Program to accelerate brand investment, science‑based innovation, omni‑channel demand generation, and digital/data/AI capabilities.
• 2026 guidance is a wide 1%–4% organic sales range due to macro and category uncertainty; foreign exchange is expected to provide a low single‑digit revenue tailwind (mainly H1) that will be used flexibly for reinvestment and margin support.
• Key portfolio strengths drove outperformance — emerging markets grew ~4.5% in Q4 (Latin America led by Mexico and Brazil), Hill’s delivered strong underlying volume and share gains, and the Prime100 acquisition is performing ahead of plan.
• North America remains the main headwind with sluggish category growth, pantry destocking and promotional pressure (notably in home care), meaning management must rely on stronger innovation and revenue growth management to restore volumes.

Colgate-Palmolive Trading Up 5.9%

NYSE:CL opened at $90.28 on Friday. The firm has a market capitalization of $72.77 billion, a P/E ratio of 25.29, a P/E/G ratio of 5.74 and a beta of 0.30. Colgate-Palmolive has a 52 week low of $74.54 and a 52 week high of $100.18. The company has a quick ratio of 0.60, a current ratio of 0.93 and a debt-to-equity ratio of 5.90. The company has a fifty day moving average of $80.77 and a 200 day moving average of $81.43.

Colgate-Palmolive Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Wednesday, January 21st will be paid a dividend of $0.52 per share. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Wednesday, January 21st. Colgate-Palmolive’s dividend payout ratio is 58.26%.

Analysts Set New Price Targets

CL has been the topic of a number of recent research reports. Jefferies Financial Group set a $85.00 target price on Colgate-Palmolive in a report on Tuesday, December 16th. UBS Group boosted their price target on shares of Colgate-Palmolive from $90.00 to $93.00 and gave the company a “buy” rating in a research report on Wednesday, January 14th. Royal Bank Of Canada raised shares of Colgate-Palmolive from a “sector perform” rating to an “outperform” rating and set a $88.00 price objective for the company in a research note on Tuesday, December 9th. TD Cowen dropped their price target on Colgate-Palmolive from $90.00 to $86.00 and set a “buy” rating for the company in a research report on Thursday, January 8th. Finally, Piper Sandler reissued an “overweight” rating and issued a $96.00 price target on shares of Colgate-Palmolive in a research note on Friday. Eleven investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Colgate-Palmolive has an average rating of “Moderate Buy” and an average target price of $90.13.

Colgate-Palmolive News Roundup

Here are the key news stories impacting Colgate-Palmolive this week:

• Positive Sentiment: Q4 results beat Street estimates — EPS of $0.95 vs. $0.91 expected and revenue above consensus; management cited strong pricing and brand leadership as drivers of performance. Colgate Q4 Earnings Top Estimates, Strong Pricing Drives Results
• Positive Sentiment: Management issued FY‑2026 revenue guidance that’s above consensus (guidance range provided), signaling confidence in sustained demand for essentials across key regions — a primary catalyst for the stock rally. Colgate-Palmolive forecasts upbeat annual sales as essentials spending holds firm
• Positive Sentiment: Core categories showed resilience — oral care and pet nutrition strength plus a Latin America rebound helped sales growth; Market commentary highlights this operating improvement as a near-term positive for margins and top-line momentum. Colgate-Palmolive’s Core Strength Lifts Q4 Results
• Positive Sentiment: Strong cash generation and shareholder returns: record operating cash flow and ~$2.9B returned to shareholders in the year — supports buyback/dividend expectations and investor confidence. Colgate-Palmolive Company Announces 4th Quarter and Full Year 2025 Results
• Neutral Sentiment: Analysts and models are being updated after the print — some price‑target revisions were posted ahead/after the call; watch analyst notes for guidance sensitivity and margin assumptions. Colgate-Palmolive Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Negative Sentiment: Company recorded a large goodwill/intangible impairment tied to its skin‑health business that drove a GAAP loss for the quarter — this one‑time charge reduced headline EPS and highlights ongoing challenges in that segment. Colgate-Palmolive Swings to a Loss on Charges
• Negative Sentiment: Softer trends in China and margin pressure in parts of the portfolio were noted on the call — a reminder the recovery is uneven and could limit upside if those regions don’t stabilize. Colgate-Palmolive’s Core Strength Lifts Q4 Results

Institutional Trading of Colgate-Palmolive

Several large investors have recently modified their holdings of the business. Kelleher Financial Advisors bought a new stake in shares of Colgate-Palmolive in the 3rd quarter worth approximately $35,000. JPL Wealth Management LLC purchased a new position in shares of Colgate-Palmolive in the 3rd quarter valued at approximately $38,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Colgate-Palmolive during the third quarter valued at approximately $39,000. Quarry LP grew its stake in Colgate-Palmolive by 153.1% in the third quarter. Quarry LP now owns 701 shares of the company’s stock worth $56,000 after purchasing an additional 424 shares during the period. Finally, Advocacy Wealth Management LLC bought a new stake in shares of Colgate-Palmolive during the 3rd quarter valued at $204,000. 80.41% of the stock is owned by institutional investors.

Colgate-Palmolive Company Profile

Colgate-Palmolive Company is a global consumer products company with a long history in household and personal care categories. The business traces its roots to the early 19th century and has evolved into a multinational manufacturer and marketer of everyday consumer goods focused on health, hygiene and home care.

The company’s core activities center on oral care, personal care, home care and pet nutrition. Its product portfolio includes toothpaste, toothbrushes and mouthwash in oral care; soaps, body washes and deodorants in personal care; dishwashing liquids, surface cleaners and other household products in home care; and scientifically formulated pet foods under its pet nutrition business.