Nuance Investments LLC Cuts Stake in The Clorox Company $CLX

Nuance Investments LLC cut its stake in The Clorox Company (NYSE:CLX) by 18.1% in the third quarter, Holdings Channel.com reports. The firm owned 694,817 shares of the company’s stock after selling 153,289 shares during the quarter. Clorox makes up approximately 8.7% of Nuance Investments LLC’s investment portfolio, making the stock its largest position. Nuance Investments LLC’s holdings in Clorox were worth $85,671,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Invesco Ltd. lifted its stake in Clorox by 138.3% in the 2nd quarter. Invesco Ltd. now owns 3,245,175 shares of the company’s stock valued at $389,648,000 after acquiring an additional 1,883,465 shares in the last quarter. Norges Bank acquired a new stake in shares of Clorox in the second quarter valued at approximately $190,429,000. Arrowstreet Capital Limited Partnership lifted its position in shares of Clorox by 218.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 1,249,127 shares of the company’s stock worth $149,983,000 after purchasing an additional 856,873 shares in the last quarter. Worldquant Millennium Advisors LLC acquired a new position in Clorox during the second quarter worth $71,856,000. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in Clorox by 24,944.4% in the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 450,800 shares of the company’s stock valued at $55,584,000 after purchasing an additional 449,000 shares in the last quarter. 78.53% of the stock is currently owned by institutional investors.

Insider Activity

In related news, Director Pierre R. Breber bought 4,000 shares of Clorox stock in a transaction that occurred on Friday, November 21st. The stock was acquired at an average price of $104.13 per share, with a total value of $416,520.00. Following the acquisition, the director owned 13,000 shares of the company’s stock, valued at approximately $1,353,690. This represents a 44.44% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.63% of the company’s stock.

Clorox News Summary

Here are the key news stories impacting Clorox this week:

• Positive Sentiment: Morgan Stanley raised its price target on CLX to $136 (maintained equal-weight), citing valuation/earnings dynamics — a catalyst supporting the stock’s rally. Clorox (NYSE:CLX) Price Target Raised to $136.00 at Morgan Stanley
• Positive Sentiment: Investor write-ups are bullish: a Seeking Alpha piece frames CLX as a defensive, dividend-rich value after “solid” Q2 results and attractive valuation — supporting buy interest from income-focused investors. Clorox: Solid Q2 Results And Cheap Valuation MakesThis Defensive Dividend Stock A Strong Buy
• Neutral Sentiment: TD Cowen nudged its price target to $111 and kept a Hold rating — a modest recalibration that tempers upside expectations despite the recent positive headlines. TD Cowen Adjusts Clorox Price Target
• Neutral Sentiment: Company reported mixed Q2 results and reaffirmed its 2026 outlook — revenue roughly flat year-over-year and an EPS miss by a few cents; reassurances on the outlook limit downside but leave questions on near-term margin recovery. Clorox Posts Mixed Q2 Results, Reaffirms 2026 Outlook
• Neutral Sentiment: Management is weighing a potential GOJO acquisition and finishing an ERP implementation; strategic moves could boost long-term growth but add execution risk in the near term. Clorox Weighs GOJO Deal And ERP Finish Against Softer Earnings
• Neutral Sentiment: Q2 earnings call transcript is available for deeper read on management commentary around pricing, cost savings and margin plans — useful for gauging execution risk. Clorox (CLX) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Some brokerages have a consensus “Reduce” rating on CLX, which may cap upside as institutional flows react to conservative guidance and margin concerns. The Clorox Company Given Consensus Rating of “Reduce” by Brokerages
• Negative Sentiment: BofA flagged margin uncertainty after the Q2 EPS miss — a reminder that cost and margin recovery, not just revenue, will drive forecast revisions and investor sentiment. BofA Flags Margin Uncertainty for Clorox After Q2 Earnings Miss
• Neutral Sentiment: A Zacks piece highlights using its Earnings ESP tool to find staples stocks that might beat — general market research, not CLX-specific guidance, but could affect short-term trading interest. Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now

Clorox Price Performance

NYSE:CLX opened at $119.52 on Monday. The Clorox Company has a 12-month low of $96.66 and a 12-month high of $159.04. The firm has a market capitalization of $14.45 billion, a price-to-earnings ratio of 19.53, a P/E/G ratio of 0.59 and a beta of 0.59. The stock’s 50 day moving average price is $105.83 and its two-hundred day moving average price is $113.73. The company has a quick ratio of 0.48, a current ratio of 0.74 and a debt-to-equity ratio of 71.03.

Clorox (NYSE:CLX) last posted its earnings results on Tuesday, February 3rd. The company reported $1.39 earnings per share for the quarter, missing analysts’ consensus estimates of $1.43 by ($0.04). Clorox had a return on equity of 383.01% and a net margin of 11.17%.The business had revenue of $1.67 billion for the quarter, compared to analyst estimates of $1.64 billion. During the same period in the previous year, the firm posted $1.55 earnings per share. The firm’s revenue was down .8% compared to the same quarter last year. On average, analysts anticipate that The Clorox Company will post 7.15 earnings per share for the current year.

Clorox Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Wednesday, January 28th will be paid a dividend of $1.24 per share. This represents a $4.96 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date is Wednesday, January 28th. Clorox’s dividend payout ratio (DPR) is currently 81.05%.

Analysts Set New Price Targets

CLX has been the topic of several analyst reports. Citigroup boosted their price target on shares of Clorox from $109.00 to $115.00 and gave the stock a “neutral” rating in a research report on Wednesday. The Goldman Sachs Group dropped their target price on Clorox from $110.00 to $94.00 and set a “sell” rating on the stock in a report on Wednesday, January 7th. Wall Street Zen upgraded Clorox from a “sell” rating to a “hold” rating in a research note on Saturday. Weiss Ratings lowered Clorox from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday. Finally, Morgan Stanley increased their price objective on Clorox from $125.00 to $136.00 and gave the company an “equal weight” rating in a report on Thursday. One research analyst has rated the stock with a Buy rating, ten have given a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $117.93.

About Clorox

The Clorox Company is a leading manufacturer and marketer of consumer and professional products designed to help people care for their homes and live healthy, sustainable lives. Its portfolio spans cleaning and household products, food and beverages, water filtration systems and cat litter, serving both retail and institutional customers. The company’s flagship bleach and disinfecting products are well known in the United States and many international markets, where they help prevent the spread of germs in homes, hospitals, schools and businesses.

Clorox’s diverse brand lineup includes liquid bleach and surface cleaners, eco-friendly cleaning tools, food preservation and preparation items, charcoal grills and briquettes, specialty foods and beverages, pet care products and personal care lines.