Church & Dwight Co (CHD)

• Market cap: $26.3B
• 1 day: -1.79%
• 5 days: -3.31%
• 1 month: 3.88%
• 3 months: 1.93%
• 6 months: -0.65%
• Year to date: 13.37%
• 1 year: 14.63%
• 5 years: 52.61%
• 10 years: 176.89%
• Sector: Materials
• Industry: Soap, Detergents, Cleaning Preparations, Perfumes, Cosmetics

About: Church & Dwight is the leading global producer of baking soda. Beyond baking soda, the products in its portfolio have vast category reach, including laundry products, cat litter, oral care, deodorant, and nasal care, all sold under the Arm & Hammer brand. Its mix also includes Batiste, OxiClean, Vitafusion, WaterPik, Hero, and TheraBreath, which together with Arm & Hammer constitute around 70% of its annual sales and profits. Even as it works to extend the reach of its products, Church & Dwight still derives more than 80% of its sales from its home market in the US.

Employees: 5,550

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% less funds holding

Funds holding: 1,006 [Q2] → 1,005 (-1) [Q3]

1% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 86

1% less capital invested

Capital invested by funds: $22.4B [Q2] → $22B (-$334M) [Q3]

2.31% less ownership

Funds ownership: 88.31% [Q2] → 86.0% (-2.31%) [Q3]

19% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 394

29% less funds holding in top 10

Funds holding in top 10: 14 [Q2] → 10 (-4) [Q3]

56% less call options, than puts

Call options by funds: $33.8M | Put options by funds: $77.5M

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $85 21% downside
• Avg. target: $105 2% downside
• High target: $120 12% upside

9 analyst ratings

• positive: 4 44%
• neutral: 1 11%
• negative: 4 44%

Barclays Lauren Lieberman 35% 1-year accuracy 26 / 74 met price target	21% downside $85	Underweight Maintained	5 Nov 2024
Deutsche Bank Steve Powers 89% 1-year accuracy 8 / 9 met price target	7% upside $115	Buy Maintained	4 Nov 2024
TD Cowen Robert Moskow 61% 1-year accuracy 11 / 18 met price target	9% upside $117	Buy Maintained	4 Nov 2024
JP Morgan Andrea Teixeira 51% 1-year accuracy 19 / 37 met price target	8% downside $99	Underweight Maintained	4 Nov 2024
Wells Fargo Chris Carey 45% 1-year accuracy 14 / 31 met price target	7% upside $115	Overweight Maintained	4 Nov 2024