Janus Henderson Group PLC Boosts Position in Church & Dwight Co., Inc. $CHD

Key Points

• Janus Henderson increased its Church & Dwight position by 47.8% in the first quarter, bringing its holdings to 35,737 shares valued at approximately $3.34 million. Institutional investors collectively own 86.6% of CHD.
• Church & Dwight reported quarterly revenue of $1.53 billion, up 1.6% year over year, while EPS of $0.89 slightly missed analysts’ $0.90 estimate. The company reaffirmed guidance of $3.74–$3.81 in fiscal 2026 EPS.
• The company declared a quarterly dividend of $0.3075 per share, equivalent to an annualized $1.23 payout and a 1.2% yield. Analysts’ average rating remains “Hold,” with a consensus price target of $104.41.

Janus Henderson Group PLC raised its holdings in shares of Church & Dwight Co., Inc. (NYSE:CHD - Free Report) by 47.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 35,737 shares of the company's stock after acquiring an additional 11,561 shares during the period. Janus Henderson Group PLC's holdings in Church & Dwight were worth $3,336,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Arkadios Wealth Advisors increased its stake in shares of Church & Dwight by 5.3% in the first quarter. Arkadios Wealth Advisors now owns 2,692 shares of the company's stock worth $251,000 after acquiring an additional 136 shares during the period. Amundi boosted its holdings in Church & Dwight by 13.4% in the first quarter. Amundi now owns 1,847,752 shares of the company's stock valued at $172,432,000 after purchasing an additional 218,852 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in Church & Dwight by 49.5% during the 1st quarter. EverSource Wealth Advisors LLC now owns 4,392 shares of the company's stock worth $410,000 after purchasing an additional 1,455 shares during the period. Royal Bank of Canada grew its position in Church & Dwight by 29.7% during the 1st quarter. Royal Bank of Canada now owns 667,823 shares of the company's stock worth $62,320,000 after purchasing an additional 152,894 shares during the period. Finally, Empowered Funds LLC raised its stake in shares of Church & Dwight by 241.2% during the 1st quarter. Empowered Funds LLC now owns 26,571 shares of the company's stock valued at $2,480,000 after buying an additional 18,784 shares during the last quarter. 86.60% of the stock is owned by hedge funds and other institutional investors.

Church & Dwight Stock Down 0.0%

Shares of NYSE CHD opened at $103.34 on Friday. The company has a market capitalization of $24.51 billion, a P/E ratio of 33.23, a P/E/G ratio of 3.78 and a beta of 0.47. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.15 and a quick ratio of 0.69. The company has a 50 day simple moving average of $97.71 and a 200-day simple moving average of $97.07. Church & Dwight Co., Inc. has a 1 year low of $81.33 and a 1 year high of $106.04.

Church & Dwight (NYSE:CHD - Get Free Report) last posted its earnings results on Friday, July 31st. The company reported $0.89 EPS for the quarter, missing analysts' consensus estimates of $0.90 by ($0.01). The business had revenue of $1.53 billion during 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%. Church & Dwight's revenue for the quarter was up 1.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.94 EPS. 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 research analysts predict that Church & Dwight Co., Inc. will post 3.77 earnings per share for the current year.

Church & Dwight Announces Dividend

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

Insider Transactions at Church & Dwight

In related news, EVP Brian D. Buchert sold 10,160 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $98.14, for a total transaction of $997,102.40. Following the completion of the transaction, the executive vice president owned 1,286 shares of the company's stock, valued at approximately $126,208.04. This trade represents a 88.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Ravichandra Krishnamu Saligram sold 12,960 shares of the company's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $98.00, for a total value of $1,270,080.00. Following the transaction, the director owned 13,653 shares in the company, valued at $1,337,994. This trade represents a 48.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 60,880 shares of company stock worth $6,029,546. 2.00% of the stock is owned by company insiders.

Analyst Ratings Changes

CHD has been the topic of a number of recent research reports. Royal Bank Of Canada upped their target price on Church & Dwight from $114.00 to $115.00 and gave the stock an "outperform" rating in a research note on Monday, August 3rd. Wall Street Zen lowered Church & Dwight from a "hold" rating to a "sell" rating in a research note on Saturday. Citigroup reiterated a "neutral" rating and set a $105.00 price target (up from $100.00) on shares of Church & Dwight in a research report on Monday. Weiss Ratings upgraded Church & Dwight from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, July 16th. Finally, TD Cowen set a $97.00 price target on shares of Church & Dwight and gave the company a "hold" rating in a research note on Monday. Nine analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $104.41.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source