Church & Dwight Co
About: Church & Dwight is the leading global producer of baking soda. Its portfolio extends beyond its legacy category to include laundry products, cat litter, oral care, deodorant, and nasal care, all sold under the Arm & Hammer brand. Its mix also includes Batiste, OxiClean, Vitafusion, Hero, and TheraBreath, which together with Arm & Hammer constitute around 70% of its annual sales and profits. Most recently, the firm announced the addition of Touchland, and its hand santizer business, to its fold. Even as it works to grow the reach of its products, Church & Dwight still derives around 80% of its sales from its home market in the US.
Employees: 5,750
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
96% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 56
33% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 12 (+3) [Q1 2025]
32% more call options, than puts
Call options by funds: $24.8M | Put options by funds: $18.8M
3% more funds holding
Funds holding: 1,034 [Q4 2024] → 1,069 (+35) [Q1 2025]
0% less capital invested
Capital invested by funds: $23.1B [Q4 2024] → $23B (-$113M) [Q1 2025]
1.53% less ownership
Funds ownership: 86.47% [Q4 2024] → 84.95% (-1.53%) [Q1 2025]
20% less repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 429
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$84
13%
downside
Avg. target
$107
10%
upside
High target
$125
29%
upside
10 analyst ratings
5 positive
50%
3 neutral
30%
2 negative
20%
Truist Securities Bill Chappell | 13%upside $110 | Buy Maintained | 6 Jun 2025 |
RBC Capital Nik Modi | 17%upside $114 | Outperform Upgraded | 2 Jun 2025 |
Morgan Stanley Dara Mohsenian | 3%upside $100 | Equal-Weight Maintained | 5 May 2025 |
UBS Peter Grom | 5%upside $102 | Neutral Maintained | 2 May 2025 |
Barclays Lauren Lieberman | 13%downside $84 | Underweight Maintained | 2 May 2025 |
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
Best Dividend Aristocrats For June 2025
Dividend Aristocrats have slightly outperformed the S&P 500 year-to-date, despite underperforming in April and May. Dividend growth remains robust, with 41 of 69 Aristocrats announcing increases in 2025 and the average growth rate at 4.75%. 22 Aristocrats appear both undervalued and offer a projected long-term annualized return of at least 10%, based on dividend yield theory and earnings growth.
Neutral
Business Wire
3 weeks ago
Church & Dwight to Present at the dbAccess Global Consumer Conference
EWING, N.J.--(BUSINESS WIRE)--Church & Dwight Co., Inc. (NYSE: CHD) announced today that President and Chief Executive Officer Rick Dierker, Chief Financial Officer Lee McChesney, and Executive Vice President of International Michael Read will participate in a fireside chat at the dbAccess Global Consumer Conference on Tuesday, June 3, at 8:45 a.m. ET (2:45 p.m. CEST). A link to the broadcast will be provided through the Investors section of the Church & Dwight's website. Church & D.
Positive
Zacks Investment Research
1 month ago
Church & Dwight to Purchase Touchland, Boost Brand Portfolio
CHD to acquire Touchland for $700 million, plus earn-out, enhancing its personal care portfolio with a fast-growing, design-forward brand.
Positive
WSJ
1 month ago
Church & Dwight to Buy Touchland Hand-Sanitizer Brand
Church & Dwight has struck a deal to buy the Touchland hand-sanitizer brand for up to $880 million.
Neutral
Business Wire
1 month ago
Church & Dwight to Acquire the Touchland® Brand for $700 million Plus Earn-out
EWING, N.J.--(BUSINESS WIRE)--Church & Dwight Co., Inc. (NYSE:CHD) has signed a definitive agreement to acquire the Touchland® brand for $700 million at closing, consisting of cash and Church & Dwight restricted stock, and a payment up to $180 million contingent on the achievement of Touchland's 2025 net sales for a total purchase price of up to $880 million. Touchland is the fastest growing brand in the hand sanitizer category in the United States and is the #2 hand sanitizer in the ca.
Negative
Seeking Alpha
1 month ago
Church & Dwight Co.: Increasingly Difficult To Justify Valuation Premium
I maintain a hold rating on Church & Dwight Co. due to weak domestic performance, retailer destocking, and new tariff headwinds impacting growth prospects. CHD's 1Q25 results showed a 2.4% decline in net sales and a 1.2% decrease in organic sales, driven by a 1.4% volume drop. The deteriorating US consumer environment and retailer inventory reductions are significant headwinds, with no expected recovery in the near term.
Positive
Benzinga
1 month ago
Top 3 Risk Off Stocks You'll Regret Missing This Month
The most oversold stocks in the consumer staples sector presents an opportunity to buy into undervalued companies.
Neutral
Seeking Alpha
1 month ago
Church & Dwight Co., Inc. (CHD) Q1 2025 Earnings Call Transcript
Church & Dwight Co., Inc. (NYSE:CHD ) Q1 2025 Earnings Conference Call May 1, 2025 10:00 AM ET Company Participants Rick Dierker - President and Chief Executive Officer Lee McChesney - Chief Financial Officer Conference Call Participants Rupesh Parikh - Oppenheimer Anna Lizzul - Bank of America Chris Carey - Wells Fargo Andrea Teixeira - JPMorgan Steve Powers - Deutsche Bank Olivia Tong - Raymond James Peter Grom - UBS Lauren Lieberman - Barclays Korinne Wolfmeyer - Piper Sandler Kaumil Gajrawala - Jefferies Javier Escalante - Evercore Dara Mohsenian - Morgan Stanley Filippo Falorni - Citi Kevin Grundy - BNP Paribas Robert Moskow - TD Cowen Operator Good morning, ladies and gentlemen, and welcome to the Church & Dwight's First Quarter 2025 Earnings Conference Call. Before we begin, I have been asked to remind you that on this call, the company's management may make forward-looking statements regarding, among other things, the company's financial objectives and forecasts.
Positive
Zacks Investment Research
1 month ago
Church & Dwight Q1 Earnings Beat Estimates, Lower Organic Sales Hurt
CHD posts earnings beat in first-quarter 2025. Net sales dip 2.4% year over year on lower organic sales.
Positive
Zacks Investment Research
1 month ago
Church & Dwight (CHD) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Church & Dwight (CHD) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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