AMI Asset Management Corp Sells 17,615 Shares of Church & Dwight Co., Inc. $CHD

Key Points

• AMI Asset Management trimmed its Church & Dwight stake by 3.1%, selling 17,615 shares and now holds 548,129 shares (about 2.6% of AMI’s portfolio), valued at roughly $45.96 million and representing ~0.23% of CHD.
• Company results and payout: CHD beat Q EPS estimates ($0.86 vs. $0.84) with revenue up 3.9% year‑over‑year, set FY2026 EPS guidance of $3.71–$3.81, and raised its quarterly dividend to $0.3075 ($1.23 annual, ~1.3% yield).

AMI Asset Management Corp decreased its holdings in Church & Dwight Co., Inc. (NYSE:CHD - Free Report) by 3.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 548,129 shares of the company's stock after selling 17,615 shares during the quarter. Church & Dwight makes up 2.6% of AMI Asset Management Corp's investment portfolio, making the stock its 14th biggest holding. AMI Asset Management Corp owned approximately 0.23% of Church & Dwight worth $45,961,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of CHD. True Wealth Design LLC lifted its holdings in Church & Dwight by 935.5% in the third quarter. True Wealth Design LLC now owns 321 shares of the company's stock valued at $28,000 after buying an additional 290 shares during the period. Ameriflex Group Inc. lifted its holdings in Church & Dwight by 101.3% in the third quarter. Ameriflex Group Inc. now owns 322 shares of the company's stock valued at $28,000 after buying an additional 162 shares during the period. CVA Family Office LLC lifted its holdings in Church & Dwight by 58.1% in the third quarter. CVA Family Office LLC now owns 332 shares of the company's stock valued at $29,000 after buying an additional 122 shares during the period. Caitong International Asset Management Co. Ltd acquired a new position in Church & Dwight in the third quarter valued at $30,000. Finally, First Horizon Corp acquired a new position in Church & Dwight in the third quarter valued at $32,000. Institutional investors own 86.60% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Wells Fargo & Company dropped their price objective on shares of Church & Dwight from $110.00 to $105.00 and set an "overweight" rating on the stock in a report on Wednesday, April 8th. TD Cowen upped their price objective on shares of Church & Dwight from $99.00 to $112.00 and gave the company a "hold" rating in a report on Friday, February 20th. UBS Group dropped their price objective on shares of Church & Dwight from $102.00 to $98.00 and set a "neutral" rating on the stock in a report on Tuesday, April 7th. Royal Bank Of Canada set a $112.00 price objective on shares of Church & Dwight in a report on Thursday. Finally, Morgan Stanley set a $105.00 price objective on shares of Church & Dwight and gave the company an "equal weight" rating in a report on Monday, February 2nd. Nine investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $101.82.

Church & Dwight Trading Down 0.5%

Shares of CHD stock opened at $94.96 on Tuesday. Church & Dwight Co., Inc. has a 52-week low of $81.33 and a 52-week high of $107.05. The company has a debt-to-equity ratio of 0.55, a quick ratio of 0.71 and a current ratio of 1.07. The company has a 50-day simple moving average of $98.51 and a two-hundred day simple moving average of $90.71. The company has a market capitalization of $22.49 billion, a price-to-earnings ratio of 31.44, a PEG ratio of 3.53 and a beta of 0.48.

Church & Dwight (NYSE:CHD - Get Free Report) last issued its quarterly earnings data on Friday, January 30th. The company reported $0.86 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.84 by $0.02. Church & Dwight had a net margin of 11.88% and a return on equity of 20.05%. The business had revenue of $1.64 billion during the quarter, compared to the consensus estimate of $1.64 billion. During the same period in the prior year, the firm posted $0.76 EPS. The firm's quarterly revenue was up 3.9% compared to the same quarter last year. 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. Research analysts anticipate that Church & Dwight Co., Inc. will post 3.7 EPS for the current fiscal year.

Church & Dwight Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 2nd. Stockholders of record on Friday, February 13th were given a dividend of $0.3075 per share. The ex-dividend date of this dividend was Friday, February 13th. This represents a $1.23 dividend on an annualized basis and a dividend yield of 1.3%. This is an increase from Church & Dwight's previous quarterly dividend of $0.30. Church & Dwight's payout ratio is currently 40.73%.

Insider Buying and Selling

In related news, Director Penry W. Price sold 7,000 shares of the company's stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $100.58, for a total transaction of $704,060.00. Following the sale, the director directly owned 30,070 shares in the company, valued at approximately $3,024,440.60. This represents a 18.88% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director Janet S. Vergis sold 12,960 shares of the company's stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $101.00, for a total transaction of $1,308,960.00. Following the sale, the director owned 17,102 shares in the company, valued at $1,727,302. The trade was a 43.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.20% of the stock is owned by corporate insiders.

Church & Dwight Profile

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.

Want to see what other hedge funds are holding CHD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Church & Dwight Co., Inc. (NYSE:CHD - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.