Kensington Investment Counsel LLC Sells 5,924 Shares of Church & Dwight Co., Inc. $CHD

Kensington Investment Counsel LLC cut its holdings in Church & Dwight Co., Inc. (NYSE:CHD) by 23.5% in the first quarter, Holdings Channel reports. The fund owned 19,249 shares of the company’s stock after selling 5,924 shares during the quarter. Kensington Investment Counsel LLC’s holdings in Church & Dwight were worth $1,796,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Norges Bank bought a new stake in shares of Church & Dwight in the 4th quarter valued at about $269,789,000. Capital International Investors boosted its stake in shares of Church & Dwight by 18.1% during the fourth quarter. Capital International Investors now owns 11,302,929 shares of the company’s stock valued at $947,820,000 after purchasing an additional 1,734,801 shares in the last quarter. Allspring Global Investments Holdings LLC increased its holdings in Church & Dwight by 51.2% during the first quarter. Allspring Global Investments Holdings LLC now owns 5,050,105 shares of the company’s stock valued at $468,902,000 after buying an additional 1,709,090 shares during the period. JPMorgan Chase & Co. increased its holdings in Church & Dwight by 24.0% during the fourth quarter. JPMorgan Chase & Co. now owns 7,610,224 shares of the company’s stock valued at $638,117,000 after buying an additional 1,473,894 shares during the period. Finally, FIL Ltd raised its stake in Church & Dwight by 707.4% in the fourth quarter. FIL Ltd now owns 1,220,172 shares of the company’s stock worth $102,311,000 after buying an additional 1,069,051 shares in the last quarter. 86.60% of the stock is currently owned by institutional investors.

Insider Activity at Church & Dwight

In related news, Director Ravichandra Krishnamu Saligram sold 12,960 shares of the company’s stock in a transaction that occurred 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 sale, the director owned 13,653 shares in the company, valued at $1,337,994. This represents a 48.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Brian D. Buchert sold 10,160 shares of the firm’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $98.14, for a total transaction of $997,102.40. Following the transaction, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 47,680 shares of company stock worth $4,672,190 in the last quarter. 2.00% of the stock is owned by insiders.

Church & Dwight Price Performance

Shares of CHD stock opened at $99.88 on Thursday. Church & Dwight Co., Inc. has a fifty-two week low of $81.33 and a fifty-two week high of $106.04. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.81 and a current ratio of 1.22. The firm has a market capitalization of $23.67 billion, a price-to-earnings ratio of 32.86, a PEG ratio of 3.60 and a beta of 0.47. The stock’s 50-day simple moving average is $97.04 and its 200-day simple moving average is $96.50.

Church & Dwight (NYSE:CHD) last released its earnings results 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 11.81% and a return on equity of 20.51%. The company had revenue of $1.47 billion for the quarter, compared to the consensus estimate of $1.46 billion. During the same quarter in the previous year, the firm earned $0.91 EPS. Church & Dwight’s revenue was up .1% compared to the same quarter last year. 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. As a group, equities analysts forecast that Church & Dwight Co., Inc. will post 3.74 earnings per share for the current fiscal year.

Church & Dwight Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 14th will be paid a $0.3075 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.23 dividend on an annualized basis and a yield of 1.2%. Church & Dwight’s dividend payout ratio (DPR) is 40.46%.

Analysts Set New Price Targets

Several research analysts have recently commented on CHD shares. Evercore set a $105.00 price target on Church & Dwight in a research report on Monday, May 4th. Weiss Ratings upgraded Church & Dwight from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, July 16th. Barclays increased their price target on shares of Church & Dwight from $79.00 to $86.00 and gave the company an “underweight” rating in a research report on Tuesday, July 21st. UBS Group raised their price target on shares of Church & Dwight from $100.00 to $104.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of Church & Dwight in a research report on Wednesday, July 8th. Nine equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $103.82.

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.