KLP Kapitalforvaltning AS Increases Holdings in Church & Dwight Co., Inc. $CHD

Key Points

• KLP Kapitalforvaltning AS increased its stake in Church & Dwight by 31.8% in Q4 to 191,800 shares (about $16.08 million), representing roughly 0.08% of the company.
• Church & Dwight beat Q4 EPS estimates ($0.86 vs. $0.84), provided FY2026 guidance of 3.71–3.81 EPS and raised its quarterly dividend to $0.3075 (annualized $1.23, yield ~1.3%).
• Analyst coverage is mixed with a MarketBeat consensus of "Hold" and a $101.59 average target, while insiders have recently sold shares and institutional ownership stands at about 86.6%.

KLP Kapitalforvaltning AS grew its holdings in Church & Dwight Co., Inc. (NYSE:CHD - Free Report) by 31.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 191,800 shares of the company's stock after acquiring an additional 46,300 shares during the period. KLP Kapitalforvaltning AS owned about 0.08% of Church & Dwight worth $16,082,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. True Wealth Design LLC lifted its position in shares of Church & Dwight by 935.5% in the third quarter. True Wealth Design LLC now owns 321 shares of the company's stock worth $28,000 after buying an additional 290 shares in the last quarter. Ameriflex Group Inc. lifted its position in shares of Church & Dwight by 101.3% in the third quarter. Ameriflex Group Inc. now owns 322 shares of the company's stock worth $28,000 after buying an additional 162 shares in the last quarter. CVA Family Office LLC lifted its position in shares of Church & Dwight by 58.1% in the third quarter. CVA Family Office LLC now owns 332 shares of the company's stock worth $29,000 after buying an additional 122 shares in the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in shares of Church & Dwight in the third quarter worth about $30,000. Finally, First Horizon Corp purchased a new stake in shares of Church & Dwight in the third quarter worth about $32,000. 86.60% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on CHD shares. Raymond James Financial upgraded Church & Dwight from a "market perform" rating to an "outperform" rating and set a $100.00 target price on the stock in a research report on Monday, January 5th. Wells Fargo & Company decreased their target price on Church & Dwight from $110.00 to $105.00 and set an "overweight" rating on the stock in a research report on Wednesday, April 8th. Royal Bank Of Canada set a $112.00 target price on Church & Dwight in a research report on Thursday, April 9th. TD Cowen boosted their target price on Church & Dwight from $99.00 to $112.00 and gave the stock a "hold" rating in a research report on Friday, February 20th. Finally, Citigroup reiterated a "neutral" rating and issued a $100.00 target price (up from $87.00) on shares of Church & Dwight in a research report on Monday, February 2nd. Nine analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $101.59.

Insider Activity at Church & Dwight

In other Church & Dwight news, Director Janet S. Vergis sold 12,960 shares of the business's stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $101.00, for a total transaction of $1,308,960.00. Following the sale, the director directly owned 17,102 shares of the company's stock, valued at $1,727,302. The trade was a 43.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Penry W. Price sold 7,000 shares of the business's stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $100.58, for a total value of $704,060.00. Following the sale, the director directly owned 30,070 shares in the company, valued at $3,024,440.60. The trade was a 18.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 2.00% of the company's stock.

Church & Dwight Trading Up 1.8%

Shares of NYSE CHD opened at $94.60 on Friday. The business's 50 day moving average is $97.72 and its two-hundred day moving average is $91.08. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.07 and a quick ratio of 0.71. Church & Dwight Co., Inc. has a 1-year low of $81.33 and a 1-year high of $106.04. The stock has a market capitalization of $22.41 billion, a P/E ratio of 31.33, a PEG ratio of 3.45 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 for the quarter, topping the consensus estimate of $0.84 by $0.02. Church & Dwight had a return on equity of 20.05% and a net margin of 11.88%.The company had revenue of $1.64 billion for the quarter, compared to analysts' expectations of $1.64 billion. During the same period in the previous year, the firm posted $0.76 earnings per share. The firm's revenue for the quarter was up 3.9% on a year-over-year basis. 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. As a group, research analysts expect that Church & Dwight Co., Inc. will post 3.75 EPS for the current year.

Church & Dwight Increases Dividend

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

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.

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