Church & Dwight Co., Inc. $CHD Stock: Sumitomo Mitsui Trust Group Inc. Cuts Position

Key Points

• Sumitomo Mitsui Trust Group cut its Church & Dwight stake by 4.5% in the third quarter, selling 28,057 shares. It retained 592,259 shares, valued at about $55.8 million.
• Church & Dwight beat quarterly estimates, posting EPS of $0.92 versus the $0.90 consensus and revenue of $1.60 billion versus $1.58 billion. Revenue rose 1% year over year.
• Analysts’ consensus rating is Hold, with an average price target of $108.44; eight analysts rate the stock Buy, eight Hold, and one Sell.

Sumitomo Mitsui Trust Group Inc. lessened its stake in shares of Church & Dwight Co., Inc. (NYSE:CHD - Free Report) by 4.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 592,259 shares of the company's stock after selling 28,057 shares during the period. Sumitomo Mitsui Trust Group Inc. owned approximately 0.25% of Church & Dwight worth $55,803,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. bought a new position in Church & Dwight in the 3rd quarter worth about $7,775,000. Renaissance Investment Group LLC grew its position in Church & Dwight by 8.1% during the 3rd quarter. Renaissance Investment Group LLC now owns 87,006 shares of the company's stock valued at $8,198,000 after purchasing an additional 6,529 shares during the last quarter. United Asset Strategies Inc. increased its stake in Church & Dwight by 3.5% during the 3rd quarter. United Asset Strategies Inc. now owns 4,701 shares of the company's stock valued at $443,000 after purchasing an additional 160 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC increased its stake in Church & Dwight by 5.1% during the 3rd quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 3,738 shares of the company's stock valued at $352,000 after purchasing an additional 181 shares in the last quarter. Finally, North Dakota State Investment Board increased its stake in Church & Dwight by 1.5% during the 3rd quarter. North Dakota State Investment Board now owns 7,254 shares of the company's stock valued at $683,000 after purchasing an additional 109 shares in the last quarter. Institutional investors own 86.60% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CHD. Wall Street Zen upgraded shares of Church & Dwight from a "sell" rating to a "hold" rating in a research note on Saturday, October 10th. Royal Bank Of Canada raised their price target on shares of Church & Dwight from $114.00 to $115.00 and gave the company an "outperform" rating in a research report on Monday, August 3rd. TD Cowen restated a "hold" rating and issued a $115.00 price objective (up from $97.00) on shares of Church & Dwight in a report on Tuesday. JPMorgan Chase & Co. upped their price objective on Church & Dwight from $105.00 to $109.00 and gave the company a "neutral" rating in a research report on Monday. Finally, Wells Fargo & Company reiterated an "overweight" rating and set a $115.00 target price (up from $105.00) on shares of Church & Dwight in a research note on Monday. Eight analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $108.44.

Church & Dwight Price Performance

Shares of NYSE:CHD opened at $109.15 on Wednesday. Church & Dwight Co., Inc. has a fifty-two week low of $81.49 and a fifty-two week high of $111.23. The business has a 50-day simple moving average of $99.63 and a two-hundred day simple moving average of $97.87. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.62 and a current ratio of 0.96. The firm has a market cap of $25.76 billion, a price-to-earnings ratio of 30.51, a price-to-earnings-growth ratio of 3.94 and a beta of 0.45.

Church & Dwight (NYSE:CHD - Get Free Report) last announced its quarterly earnings results on Friday, October 30th. The company reported $0.92 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.90 by $0.02. Church & Dwight had a net margin of 12.41% and a return on equity of 20.28%. The firm had revenue of $1.60 billion for the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter last year, the firm posted $0.81 EPS. The business's quarterly revenue was up 1.0% compared to the same quarter last year. On average, analysts expect that Church & Dwight Co., Inc. will post 3.77 earnings per share for the current year.

Church & Dwight Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Investors of record on Friday, November 13th will be issued a $0.3075 dividend. The ex-dividend date is Friday, November 13th. This represents a $1.23 annualized dividend and a yield of 1.1%. Church & Dwight's dividend payout ratio (DPR) is currently 37.85%.

Key Church & Dwight News

Here are the key news stories impacting Church & Dwight this week:

• Positive Sentiment: Church & Dwight beat third-quarter expectations, reported 5.1% organic sales growth, raised its sales outlook and announced a $1 billion share buyback. The company also tightened its 2026 EPS guidance. These updates could support investor confidence in growth and capital returns. Analyst forecasts after Q3 results
• Positive Sentiment: Several firms lifted their price targets following the results, including Morgan Stanley to $117, UBS to $112, Citigroup to $110 and JPMorgan to $109. Most maintained neutral or equal-weight ratings, so the increases signal improved expectations but not broad conviction in further gains. Analyst forecasts after Q3 results
• Negative Sentiment: Barclays raised its target to $89 but kept an underweight rating, implying substantial downside from the cited share price. This is a notably cautious counterpoint to the other target increases. Barclays rating and price target
• Negative Sentiment: Director Bradley Irwin sold 4,300 shares for about $475,000, reducing his direct holdings by 10.76%. He still owns 35,674 shares; the filing does not state the reason for the sale. SEC insider transaction filing

Insider Buying and Selling

In other Church & Dwight news, Director Bradley Irwin sold 4,300 shares of Church & Dwight stock in a transaction that occurred on Monday, November 2nd. The shares were sold at an average price of $110.36, for a total value of $474,548.00. Following the completion of the sale, the director owned 35,674 shares of the company's stock, valued at approximately $3,936,982.64. The trade was a 10.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Carlos Linares sold 15,375 shares of the business's stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $103.00, for a total transaction of $1,583,625.00. Following the sale, the executive vice president owned 4,668 shares of the company's stock, valued at approximately $480,804. This represents a 76.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 44,350 shares of company stock worth $4,579,240. 1.20% of the stock is owned by insiders.

About Church & Dwight

Church & Dwight Co, Inc is a consumer packaged goods company that develops, manufactures and markets household, personal care and specialty products. Its portfolio is anchored by the ARM & HAMMER brand, which is used across products such as baking soda, laundry detergent, cat litter, household cleaners, oral care products and personal care items.

The company also markets a broad range of branded products, including OxiClean laundry and cleaning products, Trojan sexual wellness products, Waterpik oral health devices, First Response pregnancy and fertility tests, Nair hair-removal products, Orajel oral pain relief, TheraBreath oral care products, and vitamins and supplements sold under the Vitafusion and L'il Critters brands.

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