Compass Capital Management Inc. Buys New Shares in Church & Dwight Co., Inc. $CHD

Key Points

• Compass Capital Management initiated a Church & Dwight position by purchasing 554,514 shares valued at approximately $53.7 million, representing 3.2% of its portfolio and about 0.23% of CHD. Institutional investors and hedge funds collectively own 86.6% of the company.
• Church & Dwight reported quarterly EPS of $0.89, slightly below the $0.90 consensus estimate, while revenue of $1.53 billion exceeded expectations and rose 1.6% year over year. The company issued fiscal 2026 EPS guidance of $3.74–$3.81.
• The company declared a quarterly dividend of $0.3075 per share, equivalent to an annualized $1.23 payout and a 1.2% yield. Analysts maintain a consensus “Hold” rating with an average price target of $104.41, while insiders have sold approximately $5.9 million of stock over the past three months.

Compass Capital Management Inc. bought a new position in shares of Church & Dwight Co., Inc. (NYSE:CHD - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 554,514 shares of the company's stock, valued at approximately $53,721,000. Church & Dwight accounts for 3.2% of Compass Capital Management Inc.'s holdings, making the stock its 12th biggest holding. Compass Capital Management Inc. owned about 0.23% of Church & Dwight as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the business. Walter Public Investments Inc. acquired a new position in shares of Church & Dwight in the 1st quarter valued at $5,721,000. Tandem Investment Advisors Inc. increased its holdings in shares of Church & Dwight by 11.6% during the 4th quarter. Tandem Investment Advisors Inc. now owns 797,733 shares of the company's stock worth $66,890,000 after buying an additional 82,833 shares during the last quarter. Swiss Life Asset Management Ltd increased its holdings in shares of Church & Dwight by 122.6% during the 4th quarter. Swiss Life Asset Management Ltd now owns 141,837 shares of the company's stock worth $11,893,000 after buying an additional 78,107 shares during the last quarter. Louisiana State Employees Retirement System purchased a new position in shares of Church & Dwight in the 1st quarter worth $1,129,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Church & Dwight by 27.0% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 415,898 shares of the company's stock worth $37,964,000 after buying an additional 88,316 shares during the period. 86.60% of the stock is owned by institutional investors and hedge funds.

Church & Dwight Price Performance

Shares of NYSE CHD opened at $101.25 on Monday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.15 and a quick ratio of 0.69. Church & Dwight Co., Inc. has a 1-year low of $81.33 and a 1-year high of $106.04. The company has a market capitalization of $24.02 billion, a price-to-earnings ratio of 32.56, a PEG ratio of 3.70 and a beta of 0.47. The business has a 50-day moving average of $98.40 and a 200-day moving average of $97.46.

Church & Dwight (NYSE:CHD - Get Free Report) last announced its earnings results on Friday, July 31st. The company reported $0.89 EPS for the quarter, missing the consensus estimate of $0.90 by ($0.01). The company had revenue of $1.53 billion for the quarter, compared to analysts' expectations of $1.50 billion. Church & Dwight had a net margin of 11.96% and a return on equity of 20.10%. The business's quarterly revenue was up 1.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.94 earnings per share. Church & Dwight has set its Q3 2026 guidance at 0.890-0.890 EPS and its FY 2026 guidance at 3.740-3.810 EPS. On average, equities analysts anticipate that Church & Dwight Co., Inc. will post 3.78 EPS for the current fiscal year.

Church & Dwight Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 14th will be paid a dividend of $0.3075 per share. The ex-dividend date is Friday, August 14th. This represents a $1.23 dividend on an annualized basis and a dividend yield of 1.2%. Church & Dwight's dividend payout ratio (DPR) is currently 39.55%.

Analyst Ratings Changes

A number of brokerages recently weighed in on CHD. Citigroup reiterated a "neutral" rating and issued a $105.00 target price (up from $100.00) on shares of Church & Dwight in a report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $109.00 price target on shares of Church & Dwight in a research note on Monday, May 4th. Royal Bank Of Canada raised their price objective on Church & Dwight from $114.00 to $115.00 and gave the stock an "outperform" rating in a report on Monday, August 3rd. Jefferies Financial Group reaffirmed a "buy" rating and issued a $115.00 price objective on shares of Church & Dwight in a research note on Monday, August 3rd. Finally, JPMorgan Chase & Co. boosted their target price on Church & Dwight from $99.00 to $105.00 and gave the stock a "neutral" rating in a report on Thursday, July 16th. Nine analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Church & Dwight has a consensus rating of "Hold" and an average price target of $104.41.

Insider Activity at Church & Dwight

In other news, Director Robert K. Shearer sold 8,600 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total transaction of $842,542.00. Following the transaction, the director directly owned 30,678 shares of the company's stock, valued at approximately $3,005,523.66. The trade was a 21.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Carlos G. Linares sold 10,000 shares of the company's stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $99.71, for a total transaction of $997,100.00. Following the completion of the transaction, the executive vice president owned 4,668 shares of the company's stock, valued at $465,446.28. This trade represents a 68.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 59,220 shares of company stock valued at $5,905,747. 1.20% of the stock is currently owned by corporate insiders.

Church & Dwight Company 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.

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