Sumitomo Mitsui Trust Group Inc. Sells 37,468 Shares of Church & Dwight Co., Inc. $CHD

Key Points

• Sumitomo Mitsui Trust Group cut its position in Church & Dwight by 5.4%—selling 37,468 shares—and now holds 650,908 shares (~0.27% of the company) valued at about $54.58 million; institutional investors own 86.6% of the stock.
• Q4 results: Church & Dwight reported $0.86 EPS (beat by $0.02) with revenue up 3.9% year‑over‑year, and issued FY2026 guidance of 3.710–3.810 EPS and Q1 guidance of 0.920.
• Analyst sentiment is mixed — the consensus rating is "Hold" with an average target of $101.71 (9 Buys, 8 Holds, 1 Sell) and recent price targets up to $112.

Sumitomo Mitsui Trust Group Inc. lessened its stake in Church & Dwight Co., Inc. (NYSE:CHD - Free Report) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 650,908 shares of the company's stock after selling 37,468 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.27% of Church & Dwight worth $54,579,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. True Wealth Design LLC lifted its holdings 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 valued at $28,000 after purchasing an additional 290 shares in the last quarter. Ameriflex Group Inc. lifted its holdings in shares of Church & Dwight by 101.3% in the third quarter. Ameriflex Group Inc. now owns 322 shares of the company's stock valued at $28,000 after purchasing an additional 162 shares in the last quarter. CVA Family Office LLC lifted its holdings 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 valued at $29,000 after purchasing an additional 122 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new position in shares of Church & Dwight in the third quarter valued at approximately $30,000. Finally, First Horizon Corp bought a new position in shares of Church & Dwight in the third quarter valued at approximately $32,000. Institutional investors own 86.60% of the company's stock.

Analyst Ratings Changes

A number of analysts recently commented on CHD shares. Jefferies Financial Group lifted their price target on Church & Dwight from $102.00 to $106.00 and gave the stock a "buy" rating in a report on Wednesday, January 28th. Morgan Stanley set a $105.00 price target on Church & Dwight and gave the stock an "equal weight" rating in a report on Monday, February 2nd. Royal Bank Of Canada set a $112.00 price target on Church & Dwight in a report on Thursday, April 9th. JPMorgan Chase & Co. upgraded Church & Dwight from an "underweight" rating to a "neutral" rating and lifted their price target for the stock from $92.00 to $100.00 in a report on Monday, February 2nd. Finally, TD Cowen lifted their price target on Church & Dwight from $99.00 to $112.00 and gave the stock a "hold" rating in a report on Friday, February 20th. Nine analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Church & Dwight currently has an average rating of "Hold" and a consensus target price of $101.71.

Church & Dwight Stock Performance

Shares of Church & Dwight stock opened at $94.53 on Thursday. The business's fifty day simple moving average is $98.33 and its 200 day simple moving average is $90.80. The firm has a market capitalization of $22.39 billion, a P/E ratio of 31.30, a price-to-earnings-growth ratio of 3.54 and a beta of 0.48. Church & Dwight Co., Inc. has a 12 month low of $81.33 and a 12 month high of $106.12. The company has a current ratio of 1.07, a quick ratio of 0.71 and a debt-to-equity ratio of 0.55.

Church & Dwight (NYSE:CHD - Get Free Report) last issued its quarterly earnings results on Friday, January 30th. The company reported $0.86 EPS for the quarter, topping analysts' consensus estimates of $0.84 by $0.02. The business had revenue of $1.64 billion for the quarter, compared to analyst estimates of $1.64 billion. Church & Dwight had a return on equity of 20.05% and a net margin of 11.88%.Church & Dwight's quarterly revenue was up 3.9% compared to the same quarter last year. During the same period last year, the company posted $0.76 earnings per share. 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, analysts anticipate that Church & Dwight Co., Inc. will post 3.7 EPS for the current year.

Church & Dwight Increases Dividend

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

Insider Buying and Selling at Church & Dwight

In other Church & Dwight news, Director Penry W. Price sold 7,000 shares of the business's stock in a transaction 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 value of $1,308,960.00. Following the completion of the sale, the director owned 17,102 shares in the company, valued at approximately $1,727,302. The trade was a 43.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 2.00% of the company's stock.

About Church & Dwight

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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