US Bancorp DE Decreases Holdings in Colgate-Palmolive Company $CL

Key Points

• US Bancorp DE cut its holding in Colgate‑Palmolive by 4.2% in Q4, selling 14,187 shares and leaving 322,606 shares worth about $25.5 million.
• Colgate beat Q1 estimates (EPS $0.97 vs. $0.94; revenue $5.32B, +8.4% YoY) driven by pricing and volume, but reported GAAP margin pressure from one‑time and restructuring/SGPP charges as management expands a multi‑year cost‑savings program.
• The company raised the quarterly dividend to $0.53 (annualized $2.12, ~2.4% yield), and analysts maintain a "Moderate Buy" consensus with an average price target of $95.56.

US Bancorp DE cut its holdings in shares of Colgate-Palmolive Company (NYSE:CL - Free Report) by 4.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 322,606 shares of the company's stock after selling 14,187 shares during the quarter. US Bancorp DE's holdings in Colgate-Palmolive were worth $25,492,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Simplicity Wealth LLC raised its stake in shares of Colgate-Palmolive by 35.0% during the fourth quarter. Simplicity Wealth LLC now owns 18,233 shares of the company's stock worth $1,441,000 after acquiring an additional 4,730 shares in the last quarter. Joel Isaacson & Co. LLC increased its stake in shares of Colgate-Palmolive by 70.4% in the fourth quarter. Joel Isaacson & Co. LLC now owns 17,792 shares of the company's stock worth $1,406,000 after buying an additional 7,353 shares during the period. Interchange Capital Partners LLC increased its stake in shares of Colgate-Palmolive by 67.4% in the fourth quarter. Interchange Capital Partners LLC now owns 5,529 shares of the company's stock worth $437,000 after buying an additional 2,227 shares during the period. Flossbach Von Storch SE increased its stake in shares of Colgate-Palmolive by 38.6% in the fourth quarter. Flossbach Von Storch SE now owns 418,589 shares of the company's stock worth $33,077,000 after buying an additional 116,683 shares during the period. Finally, Wealthfront Advisers LLC increased its stake in shares of Colgate-Palmolive by 16.3% in the fourth quarter. Wealthfront Advisers LLC now owns 241,222 shares of the company's stock worth $19,061,000 after buying an additional 33,805 shares during the period. 80.41% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Colgate-Palmolive

Here are the key news stories impacting Colgate-Palmolive this week:

• Positive Sentiment: Q1 top‑ and bottom‑line beat — Colgate reported EPS of $0.97 vs. $0.95 consensus and revenue of $5.32B (up 8.4% YoY), driven by pricing and volume growth; organic sales rose and base business EPS increased. Colgate Q1 Earnings & Sales Beat Estimates on Pricing & Volume Growth
• Positive Sentiment: Strong international demand for core oral and personal care boosted results and topline momentum, a cited driver behind the beat. Colgate‑Palmolive beats Q1 estimates on strong international demand
• Positive Sentiment: Board expands strategic growth & restructuring program — management is accelerating a multi‑year program (approved July 2025) intended to drive growth and cost savings, which supports margin recovery expectations. Colgate‑Palmolive Expands Strategic Growth and Restructuring Program
• Neutral Sentiment: Management commentary and slides — the earnings call and slide deck provide detail on region‑level trends, pricing versus volume dynamics, and the timing of savings from the restructuring program. Review the transcript/slides for forward commentary. Colgate‑Palmolive Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Analysts updated forecasts ahead of and after the print — some revisions were already in place heading into the quarter; keep an eye on any further changes to price targets or model assumptions. Colgate‑Palmolive Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Negative Sentiment: Margin pressure and one‑time/SGPP charges — GAAP EPS fell YoY (to $0.80) and gross profit margin slipped ~20 bps; management flagged costs and restructuring/SGPP charges that weighed on margins this quarter. These items are a watch point for near‑term profitability until savings materialize. Colgate Announces 1st Quarter 2026 Results

Analyst Ratings Changes

Several brokerages recently commented on CL. Morgan Stanley decreased their target price on shares of Colgate-Palmolive from $100.00 to $95.00 and set an "overweight" rating on the stock in a research note on Thursday, April 23rd. Citigroup lifted their target price on shares of Colgate-Palmolive from $95.00 to $105.00 and gave the stock a "buy" rating in a research note on Monday, February 2nd. Royal Bank Of Canada set a $102.00 target price on shares of Colgate-Palmolive in a research note on Thursday, April 9th. Bank of America decreased their target price on shares of Colgate-Palmolive from $105.00 to $102.00 and set a "buy" rating on the stock in a research note on Friday, April 10th. Finally, JPMorgan Chase & Co. decreased their target price on shares of Colgate-Palmolive from $97.00 to $95.00 and set an "overweight" rating on the stock in a research note on Friday, April 17th. Twelve analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Colgate-Palmolive currently has an average rating of "Moderate Buy" and an average price target of $95.56.

Colgate-Palmolive Stock Up 2.1%

Shares of Colgate-Palmolive stock opened at $87.15 on Friday. The company has a current ratio of 0.83, a quick ratio of 0.54 and a debt-to-equity ratio of 18.82. The company's fifty day simple moving average is $87.95 and its two-hundred day simple moving average is $84.06. The company has a market cap of $69.92 billion, a P/E ratio of 33.26, a PEG ratio of 4.37 and a beta of 0.31. Colgate-Palmolive Company has a 12-month low of $74.54 and a 12-month high of $99.33.

Colgate-Palmolive (NYSE:CL - Get Free Report) last issued its quarterly earnings data on Friday, May 1st. The company reported $0.97 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.94 by $0.03. The business had revenue of $5.32 billion for the quarter, compared to the consensus estimate of $5.22 billion. Colgate-Palmolive had a net margin of 10.45% and a return on equity of 353.72%. The company's quarterly revenue was up 8.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.91 EPS. Research analysts anticipate that Colgate-Palmolive Company will post 3.85 EPS for the current year.

Colgate-Palmolive Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Monday, April 20th will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Monday, April 20th. This is an increase from Colgate-Palmolive's previous quarterly dividend of $0.52. Colgate-Palmolive's payout ratio is presently 80.92%.

Insider Activity at Colgate-Palmolive

In other Colgate-Palmolive news, COO Panagiotis Tsourapas sold 35,000 shares of the business's stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $94.61, for a total transaction of $3,311,350.00. Following the transaction, the chief operating officer directly owned 10,415 shares of the company's stock, valued at approximately $985,363.15. The trade was a 77.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Sally Massey sold 15,851 shares of the business's stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $95.03, for a total transaction of $1,506,320.53. Following the transaction, the insider directly owned 13,751 shares in the company, valued at approximately $1,306,757.53. The trade was a 53.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 184,683 shares of company stock valued at $17,486,693 in the last 90 days. 0.43% of the stock is owned by company insiders.

About Colgate-Palmolive

Colgate-Palmolive Company is a global consumer products company with a long history in household and personal care categories. The business traces its roots to the early 19th century and has evolved into a multinational manufacturer and marketer of everyday consumer goods focused on health, hygiene and home care.

The company's core activities center on oral care, personal care, home care and pet nutrition. Its product portfolio includes toothpaste, toothbrushes and mouthwash in oral care; soaps, body washes and deodorants in personal care; dishwashing liquids, surface cleaners and other household products in home care; and scientifically formulated pet foods under its pet nutrition business.

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.