Reik & CO. LLC Reduces Stock Holdings in Church & Dwight Co., Inc. $CHD

Reik & CO. LLC reduced its position in shares of Church & Dwight Co., Inc. (NYSE:CHD) by 0.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,195,603 shares of the company’s stock after selling 9,947 shares during the quarter. Church & Dwight accounts for 26.9% of Reik & CO. LLC’s investment portfolio, making the stock its biggest holding. Reik & CO. LLC’s holdings in Church & Dwight were worth $104,771,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in CHD. Generali Asset Management SPA SGR lifted its stake in Church & Dwight by 97.1% in the third quarter. Generali Asset Management SPA SGR now owns 34,811 shares of the company’s stock valued at $3,050,000 after buying an additional 17,145 shares during the period. Boston Trust Walden Corp lifted its position in shares of Church & Dwight by 7.8% during the 2nd quarter. Boston Trust Walden Corp now owns 201,620 shares of the company’s stock valued at $19,378,000 after acquiring an additional 14,523 shares during the period. Vest Financial LLC boosted its stake in Church & Dwight by 7.8% during the third quarter. Vest Financial LLC now owns 563,653 shares of the company’s stock worth $49,393,000 after acquiring an additional 40,634 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Church & Dwight by 5.7% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 521,963 shares of the company’s stock worth $50,166,000 after purchasing an additional 28,201 shares during the period. Finally, Savoir Faire Capital Management L.P. increased its stake in Church & Dwight by 61.5% in the third quarter. Savoir Faire Capital Management L.P. now owns 108,298 shares of the company’s stock valued at $9,490,000 after purchasing an additional 41,246 shares in the last quarter. Institutional investors and hedge funds own 86.60% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Raymond James Financial upgraded Church & Dwight from a “market perform” rating to an “outperform” rating and set a $100.00 target price for the company in a research note on Monday, January 5th. Wells Fargo & Company set a $92.00 price objective on Church & Dwight and gave the company an “overweight” rating in a research note on Monday, January 5th. Jefferies Financial Group upped their target price on Church & Dwight from $102.00 to $106.00 and gave the stock a “buy” rating in a research report on Wednesday. UBS Group set a $92.00 target price on Church & Dwight and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Finally, Argus decreased their price target on shares of Church & Dwight from $110.00 to $102.00 and set a “buy” rating for the company in a research note on Thursday, December 4th. Ten research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $98.85.

Church & Dwight News Summary

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

• Positive Sentiment: Q4 results: non-GAAP EPS of $0.86 beat consensus ($0.84); revenue roughly in line at $1.64B and full‑year 2025 net sales modestly ahead of company outlook — core profitability improved, supporting investor confidence. Church & Dwight tops quarterly profit estimates on stable demand for household staples
• Positive Sentiment: International growth and margin expansion helped drive the beat; management highlighted market‑share gains across the global portfolio and raised the dividend — these operational positives support upside despite tougher consumer categories. Church & Dwight Rides International Growth To Q4 Beat
• Positive Sentiment: Market reaction also reflected commentary on steady organic sales and an upbeat long‑term outlook from investors/analysts; at least one sell‑side firm reaffirmed a Buy rating after the results. Reaffirming a Buy on Church & Dwight: Solid Q4 Beat, Upbeat 2026 Outlook, and Attractive Valuation Support Continued Upside
• Neutral Sentiment: Company materials and investor‑day slides were posted for analysts and investors, providing finer detail on product strategy and margin initiatives — useful for longer‑term thesis but less likely to drive immediate price moves. Church & Dwight Co., Inc. (CHD) Analyst/Investor Day – Slideshow
• Neutral Sentiment: Full press release and conference‑call materials are available for review, offering management’s narrative on 2025 performance and the 2026 outlook. Church & Dwight Reports Q4 2025 and 2025 Results and Provides 2026 Outlook
• Negative Sentiment: Softer near‑term profit guide: Q1 EPS was guided to $0.92 (below the ~$0.96 consensus) and FY‑2026 EPS was set at $3.71–3.81 (around or slightly below consensus), which introduces near‑term downside risk if consumer softness persists.

Church & Dwight Stock Up 4.7%

CHD opened at $96.30 on Friday. Church & Dwight Co., Inc. has a fifty-two week low of $81.33 and a fifty-two week high of $116.46. The firm has a market capitalization of $23.12 billion, a P/E ratio of 30.28, a PEG ratio of 4.30 and a beta of 0.46. The company’s 50-day moving average is $86.47 and its 200 day moving average is $88.89. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.09 and a quick ratio of 0.66.

Church & Dwight (NYSE:CHD) last posted its quarterly earnings data on Friday, January 30th. The company reported $0.86 EPS for the quarter, beating the consensus estimate of $0.84 by $0.02. Church & Dwight had a net margin of 12.74% and a return on equity of 19.32%. The firm had revenue of $1.64 billion during the quarter, compared to analyst estimates of $1.64 billion. During the same quarter last year, the business posted $0.76 EPS. The company’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. Research analysts expect that Church & Dwight Co., Inc. will post 3.7 earnings per share for the current fiscal year.

Church & Dwight Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 2nd. Investors of record on Friday, February 13th will be issued a dividend of $0.3075 per share. This represents a $1.23 dividend on an annualized basis and a yield of 1.3%. This is an increase from Church & Dwight’s previous quarterly dividend of $0.30. The ex-dividend date is Friday, February 13th. Church & Dwight’s dividend payout ratio is 37.11%.

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.