Distillate Capital Partners LLC Makes New $14.41 Million Investment in Church & Dwight Co., Inc. $CHD

Distillate Capital Partners LLC bought a new position in shares of Church & Dwight Co., Inc. (NYSE:CHD) during the 3rd quarter, HoldingsChannel reports. The fund bought 164,469 shares of the company’s stock, valued at approximately $14,413,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in CHD. Vanguard Group Inc. lifted its position in Church & Dwight by 1.2% during the second quarter. Vanguard Group Inc. now owns 31,830,529 shares of the company’s stock worth $3,059,232,000 after buying an additional 388,890 shares in the last quarter. State Street Corp increased its stake in shares of Church & Dwight by 3.0% in the 2nd quarter. State Street Corp now owns 13,467,055 shares of the company’s stock worth $1,294,319,000 after acquiring an additional 387,667 shares during the last quarter. Capital International Investors raised its holdings in shares of Church & Dwight by 0.5% during the 3rd quarter. Capital International Investors now owns 9,568,128 shares of the company’s stock worth $838,252,000 after acquiring an additional 50,296 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of Church & Dwight by 3.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 6,136,330 shares of the company’s stock worth $537,736,000 after acquiring an additional 175,960 shares during the period. Finally, Invesco Ltd. boosted its position in shares of Church & Dwight by 4.1% during the 3rd quarter. Invesco Ltd. now owns 3,653,852 shares of the company’s stock valued at $320,187,000 after acquiring an additional 143,739 shares during the last quarter. Institutional investors and hedge funds own 86.60% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Evercore raised their price objective on shares of Church & Dwight from $101.00 to $103.00 and gave the stock an “in-line” rating in a research report on Monday, February 2nd. JPMorgan Chase & Co. upgraded shares of Church & Dwight from an “underweight” rating to a “neutral” rating and boosted their target price for the company from $92.00 to $100.00 in a report on Monday, February 2nd. Morgan Stanley set a $105.00 price target on shares of Church & Dwight and gave the company an “equal weight” rating in a research note on Monday, February 2nd. Jefferies Financial Group raised their price target on shares of Church & Dwight from $102.00 to $106.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Finally, Argus reduced their price target on shares of Church & Dwight from $110.00 to $102.00 and set a “buy” rating on the stock in a research report on Thursday, December 4th. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $101.88.

Church & Dwight Trading Down 1.5%

NYSE CHD opened at $97.71 on Monday. 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 has a market capitalization of $23.13 billion, a P/E ratio of 32.36, a PEG ratio of 3.60 and a beta of 0.45. The firm’s 50-day moving average is $96.69 and its two-hundred day moving average is $90.34. Church & Dwight Co., Inc. has a 12 month low of $81.33 and a 12 month high of $113.91.

Church & Dwight (NYSE:CHD) last announced its quarterly earnings results on Friday, January 30th. The company reported $0.86 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.02. The business had revenue of $1.64 billion during the quarter, compared to analysts’ expectations of $1.64 billion. Church & Dwight had a net margin of 11.88% and a return on equity of 20.05%. The business’s revenue for the quarter was up 3.9% on a year-over-year basis. During the same period last year, the business earned $0.76 earnings per share. 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. On average, sell-side analysts anticipate that Church & Dwight Co., Inc. will post 3.7 earnings per share for the current year.

Church & Dwight Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Shareholders 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 a positive change 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 is presently 40.73%.

Insiders Place Their Bets

In other news, Director Janet S. Vergis sold 12,960 shares of Church & Dwight stock in a transaction 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 directly owned 17,102 shares of the company’s stock, valued at approximately $1,727,302. The trade was a 43.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Penry W. Price sold 7,000 shares of the business’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $100.58, for a total value of $704,060.00. Following the completion of the sale, the director owned 30,070 shares in the company, valued at $3,024,440.60. This represents a 18.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is owned by corporate insiders.

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.