Pictet Asset Management Holding SA Acquires 12,821 Shares of Church & Dwight Co., Inc. $CHD

Key Points

• Pictet Asset Management boosted its stake in Church & Dwight by 8.4% in Q4, buying an additional 12,821 shares to hold 164,960 shares worth about $13.83 million (≈0.07% of the company).
• Church & Dwight beat Q1 estimates with $0.95 EPS (consensus $0.93) and slight revenue upside, but issued weaker Q2 guidance of $0.88 EPS (below the ~ $0.97 Street view) while setting FY 2026 guidance at $3.71–$3.81; management noted organic growth and margin expansion but flagged cost and inflation pressures.
• Analysts are mixed with a MarketBeat consensus rating of "Hold" and an average price target of $101.59, and the company announced a quarterly dividend of $0.3075 (annualized yield ~1.3%, ex-dividend May 15).

Pictet Asset Management Holding SA boosted its holdings in shares of Church & Dwight Co., Inc. (NYSE:CHD - Free Report) by 8.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 164,960 shares of the company's stock after purchasing an additional 12,821 shares during the period. Pictet Asset Management Holding SA owned about 0.07% of Church & Dwight worth $13,832,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CHD. True Wealth Design LLC increased its holdings in shares of Church & Dwight by 935.5% during 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. increased its holdings in shares of Church & Dwight by 101.3% during 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 increased its holdings in shares of Church & Dwight by 58.1% during 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 acquired a new position in shares of Church & Dwight during the third quarter worth $30,000. Finally, Field & Main Bank acquired a new position in shares of Church & Dwight during the fourth quarter worth $29,000. 86.60% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently issued reports on CHD shares. Evercore upped their price target on shares of Church & Dwight from $101.00 to $103.00 and gave the stock an "in-line" rating in a report on Monday, February 2nd. TD Cowen upped their price target on shares of Church & Dwight from $99.00 to $112.00 and gave the stock a "hold" rating in a report on Friday, February 20th. Wells Fargo & Company lowered their price target on shares of Church & Dwight from $110.00 to $105.00 and set an "overweight" rating for the company in a report on Wednesday, April 8th. Rothschild & Co Redburn set a $91.00 price target on shares of Church & Dwight and gave the stock a "neutral" rating in a report on Friday, February 13th. Finally, Raymond James Financial upgraded shares of Church & Dwight from a "market perform" rating to an "outperform" rating and set a $100.00 price target for the company in a report on Monday, January 5th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $101.59.

Church & Dwight Stock Performance

Shares of Church & Dwight stock opened at $95.94 on Friday. The company has a quick ratio of 0.71, a current ratio of 1.07 and a debt-to-equity ratio of 0.55. Church & Dwight Co., Inc. has a twelve month low of $81.33 and a twelve month high of $106.04. The stock has a market cap of $22.73 billion, a price-to-earnings ratio of 31.77, a P/E/G ratio of 3.60 and a beta of 0.48. The company's fifty day moving average is $97.16 and its 200 day moving average is $91.34.

Church & Dwight (NYSE:CHD - Get Free Report) last issued its quarterly earnings data on Friday, May 1st. The company reported $0.95 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.02. Church & Dwight had a net margin of 11.88% and a return on equity of 20.05%. The company had revenue of $1.47 billion for the quarter, compared to analysts' expectations of $1.46 billion. During the same quarter in the previous year, the firm posted $0.91 earnings per share. Church & Dwight's revenue for the quarter was up .1% on a year-over-year basis. Church & Dwight has set its Q2 2026 guidance at 0.880-0.880 EPS and its FY 2026 guidance at 3.710-3.810 EPS. Sell-side analysts forecast that Church & Dwight Co., Inc. will post 3.75 EPS for the current year.

Church & Dwight Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Friday, May 15th will be issued a $0.3075 dividend. The ex-dividend date is Friday, May 15th. This represents a $1.23 annualized dividend and a yield of 1.3%. Church & Dwight's payout ratio is presently 40.73%.

Insider Buying and Selling at Church & Dwight

In related news, Director Penry W. Price sold 7,000 shares of the business's stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $100.58, for a total value of $704,060.00. Following the transaction, the director 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Janet S. Vergis sold 12,960 shares of the business's stock in a transaction 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 completion of the transaction, the director owned 17,102 shares in the company, valued at approximately $1,727,302. The trade was a 43.11% decrease in their position. The disclosure for this sale is available in the SEC filing. 2.00% of the stock is owned by insiders.

More Church & Dwight News

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

• Positive Sentiment: Q1 beat estimates — EPS of $0.95 topped the $0.93 consensus and revenue of $1.469B slightly exceeded expectations; management said results exceeded the company's own outlook. Church & Dwight Reports Q1 2026 Results
• Positive Sentiment: Healthy organic growth and margin expansion — organic sales rose ~5% and gross margins widened, driven by resilient demand for staple brands and market-share gains, supporting near-term profit resilience. Church & Dwight beats estimates on strong organic sales growth
• Neutral Sentiment: Management flagged inflation risk tied to Middle East developments but characterized the impact as likely transitory — this highlights cost uncertainty without an immediate change to the recovery narrative. Church & Dwight CEO Warns Of Middle East-Driven Inflation, But Calls It 'Transitory'
• Neutral Sentiment: Full‑year guidance set to $3.71–$3.81 EPS (vs. roughly $3.75 consensus) and revenue roughly $6.1–$6.2B — FY range is close to Street estimates, leaving mid‑year expectations dependent on upcoming quarters. Church & Dwight Reports Q1 2026 Results
• Negative Sentiment: Q2 guidance missed — management issued Q2 EPS guidance of $0.88 versus the ~ $0.97 Street view, creating near-term disappointment and a reason for shares to pull back. Listen to Conference Call / Earnings Transcript
• Negative Sentiment: Costs pressured profit — coverage notes that profit was hit by higher input costs and tariffs despite top-line strength, underscoring margin risk if inflation persists. Church & Dwight Profit Slips on Costs

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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