Church & Dwight Co., Inc. (CHD) Stock Price & Analysis
Church & Dwight Co., Inc. (CHD) closed at USD 108.86 on Thursday, October 22, 2026, up 3.68% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 105; the Oct 22, 2026 session ranged USD 105.67–108.93 on volume of 3,143,273 shares. Market capitalization is $25.82B, with a 52-week range of USD 81.33–108.93 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:23 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CHD.md
Key facts (CHD)
- Last four reported quarters (through Jun 30, 2026): revenue $6.23B, net income $745M (12.0% margin) (SEC filings).
- Valuation: P/E 34.7x (avg 34.3x at the last 3 fiscal year-ends), EV/EBITDA 21.4x, net debt $2.00B.
- 2 of 80 tracked superinvestors hold CHD (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Analysts: Hold (mean 2.57 on a 1–5 scale) (21 analysts), mean target USD 104.63 (range 78–115).
- Total return with dividends: 1Y +27.2% vs S&P 500 +14.9%; 5Y +36.5% vs S&P 500 +80.3%.
- Next earnings: 2026-10-30, EPS estimate USD 0.9, revenue estimate $1.58B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CHD)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.19B | $5.38B | $5.87B | $6.11B | $6.20B | $6.23B |
| Gross profit | $2.26B | $2.25B | $2.59B | $2.79B | $2.77B | — |
| Operating income | $1.08B | $598M | $1.06B | $807M | $1.08B | $1.09B |
| Net income | $828M | $414M | $756M | $585M | $737M | $745M |
| EPS (diluted) | $3.32 | $1.68 | $3.05 | $2.37 | $3.02 | — |
| Free cash flow | $875M | $706M | $807M | $976M | $1.09B | — |
| Gross margin | 43.6% | 41.9% | 44.1% | 45.7% | 44.7% | — |
| Operating margin | 20.8% | 11.1% | 18.0% | 13.2% | 17.4% | 17.5% |
| Net margin | 15.9% | 7.7% | 12.9% | 9.6% | 11.9% | 12.0% |
| Revenue growth | +6.0% | +3.6% | +9.2% | +4.1% | +1.6% | — |
| Cash + short-term investments | $241M | $270M | $345M | $964M | $409M | — |
| Total debt | $2.90B | $2.60B | $2.40B | $2.20B | $2.21B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (CHD)
P/E 34.7x · P/S 4.2x · EV/EBITDA 21.4x · EV/Sales 4.5x · P/B 5.9x · Earnings yield 2.88% · Dividend yield (paid, TTM) 1.12% · Net debt $2.00B · EV $27.8B
P/E at fiscal year-ends: Dec 2025 27.8x, Dec 2024 44.2x, Dec 2023 31.0x.
Superinvestors (SEC 13F-HR, Q2 2026) (CHD)
2 of 80 tracked investors hold CHD. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Terry Smith | Fundsmith | 4.58% | $626M | Reduced -2.8% |
| Jensen Investment Management | 0.07% | $3.1M | Reduced -8.1% |
Analysts (CHD)
Consensus Hold (mean 2.57 on a 1–5 scale), 21 analysts; mean target USD 104.63 (low 78, high 115).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | Barclays | Target lowered | Underweight | $86 → $83 |
| 2026-10-05 | Wells Fargo | Target lowered | Overweight | $110 → $105 |
| 2026-08-03 | UBS | Target raised | Neutral | $104 → $107 |
| 2026-08-03 | Citigroup | Target raised | Neutral | $100 → $105 |
| 2026-08-03 | TD Cowen | Target raised | Hold | $95 → $97 |
| 2026-08-03 | RBC Capital | Target raised | Outperform | $114 → $115 |
| 2026-07-21 | Barclays | Target raised | Underweight | $79 → $86 |
| 2026-07-16 | JP Morgan | Target raised | Neutral | $99 → $105 |
| 2026-07-16 | UBS | Target raised | Neutral | $100 → $104 |
| 2026-07-08 | Wells Fargo | Target raised | Overweight | $105 → $110 |
Total return (dividends reinvested) (CHD)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +27.2% | +36.5% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +27.3% | +6.4% |
| Volatility (annualized) | 22.9% | 19.7% |
| Max drawdown | -13.8% (Feb 2026→May 2026) | -31.6% (Jan 2022→Oct 2022) |
CHD revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Consumer Domestic | $1.16B | 75.5% | +0.1% |
| Consumer International | $297.5M | 19.4% | +7.2% |
| Specialty Products Division | $76.7M | 5.0% | +2.8% |
| Total revenue | $1.53B | 100% | — |
CHD revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Household Products | $662.0M | 43.3% | +1.8% |
| Personal Care Products | $493.8M | 32.3% | -2.0% |
| Total revenue | $1.53B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
CHD suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Walmart (WMT) | “In each of the years ended December 31, 2025, 2024 and 2023, net sales to our largest customer, Walmart Inc. and its affiliates ("Walmart"), were approximately 23% of our consolidated net sales.” |
| Customer | Visa (V) | “Our website ecommerce and customer relations businesses that store, process or transmit payment cardholder data are subject to be Payment Card Industry (PCI) compliance requirements as mandated by the credit card companies (Visa, Mastercard, and American Express) and the Payment Card Institute Data Security Standard (PCI-DSS).” |
| Customer | Mastercard (MA) | “Our website ecommerce and customer relations businesses that store, process or transmit payment cardholder data are subject to be Payment Card Industry (PCI) compliance requirements as mandated by the credit card companies (Visa, Mastercard, and American Express) and the Payment Card Institute Data Security Standard (PCI-DSS).” |
| Competitor | Procter & Gamble (PG) | “Our competitors in the Consumer Domestic and Consumer International segments include, among others, Procter & Gamble Company ("P&G"), The Clorox Company, Colgate-Palmolive Company, S.C.” |
Quoted from the company's 10-K filed Feb 12, 2026.
CHD customer concentration
In the period ended Dec 31, 2025, a single direct customer accounted for 23% of revenue, per the company's 10-K filed Feb 12, 2026. The company does not name it.
CHD company outlook (results filed Jul 31, 2026)
- “Full Year Outlook Net Sales +1.6% Reflecting Strategic Portfolio Actions Organic Sales +5.8%: Domestic +5.1% | Int'l +9.1% | SPD +2.8%¹ Gross Margin 45.4%;”
- “Net sales increased 1.6% to $1,530.0 million in the second quarter, exceeding the Company's outlook of a 1% decline and reflecting the benefits of its successful 2025 strategic portfolio actions.”
- “Organic sales growth accelerated to 5.8%, well above the Company's 3% outlook, with growth across all three divisions, driven primarily by volume growth of 4.3% and positive price and mix of 1.5%.”
Quoted word-for-word from the SEC 8-K results press release.
CHD analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.90 | $0.94 | -3.8% | $1.58B | 16 |
| Next quarter (ends Dec 2026) | $1.03 | $0.99 | +4.6% | $1.67B | 15 |
| Current fiscal year (ends Dec 2026) | $3.77 | $3.77 | +0.0% | $6.24B | 18 |
| Next fiscal year (ends Dec 2027) | $4.03 | $4.05 | -0.4% | $6.51B | 18 |
CHD options: expected move
Options price a move of about ±6.5% (±$7.07) by Nov 20, 2026, which includes earnings on Oct 30, 2026. Over the last 8 reports the stock moved ±3.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 25.5% | ±6.5% |
| Dec 18, 2026 | 56 | 23.5% | ±7.5% |
| Jan 15, 2027 | 84 | 21.3% | ±8.3% |
| Apr 16, 2027 | 175 | 21.4% | ±11.9% |
30-day implied volatility 25.2% vs 16.6% realized over the last 30 trading days. Put/call ratio (volume) 0.24. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:23 UTC)
| Price | USD 108.86 |
|---|---|
| Change | ▲ 3.68% (up) |
| Previous Close | USD 105 |
| Open | USD 106.16 |
| Day Range | USD 105.67 – 108.93 |
| 52-Week Range | USD 81.33 – 108.93 |
| Volume | 3,143,273 shares |
| Market Cap | $25.82B |
| Exchange | NYQ |
Technical Analysis (CHD)
Nexqual's technical model rates CHD "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:23 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 78.24 (overbought) |
| vs SMA50 | Above (USD 98.56) |
| MACD | 2.56 (positive) |
Analyst Ratings (CHD)
Wall Street analysts rate CHD "Hold" based on 21 analysts, with a mean price target of USD 104.63 (range USD 78–115), per Nexqual as of October 23, 2026 at 09:23 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 21 |
| Mean Target | USD 104.63 |
| High Target | USD 115 |
| Low Target | USD 78 |
| Buy / Hold / Sell | 10 / 9 / 2 |
Earnings (CHD)
| Next Earnings Date | 2026-10-30 |
|---|---|
| EPS Estimate | USD 0.9 |
| Revenue Estimate | $1.58B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.89 vs est 0.9 ▼ miss |
| 2026-03-31 | USD 0.95 vs est 0.93 ▲ beat |
| 2025-12-31 | USD 0.86 vs est 0.83 ▲ beat |
| 2025-09-30 | USD 0.81 vs est 0.74 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:23 UTC.
Financials & Fundamentals (CHD)
| Total Revenue | $6.23B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +1.60% |
| Gross Margin | +45.56% |
| Operating Margin | +18.07% |
| Profit Margin | +11.96% |
| ROE | +17.04% |
| Debt / Equity | 0.56 |
| Current Ratio | 1.15 |
| Total Cash | $254.80M |
| Total Debt | $2.43B |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | $1.09B (17.6% of revenue) |
Source: Nexqual, October 23, 2026 at 09:23 UTC.
Financial Health Score (CHD)
Nexqual rates Church & Dwight Co., Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:23 UTC.
| Growth | Mixed — Revenue +1.6% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 46%, operating 18% (last 12 months) |
| Balance Sheet | Solid — $255M cash and investments vs $2.26B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $1.09B (FY ended Dec 2025, 10-K), 18% margin |
| Efficiency | Solid — ROE 17%, ROA 7.9% |
Ownership (CHD)
| Insider Ownership | +0.20% |
|---|---|
| Institutional Ownership | +94.85% |
| Shares Outstanding | 237.20M |
| Float | 236.47M |
| Short % of Float | +5.88% |
Source: Nexqual, October 23, 2026 at 09:23 UTC.
Leadership (CHD)
Church & Dwight Co., Inc. is led by Richard A. Dierker, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:23 UTC.
| President, CEO & Director | Richard A. Dierker |
|---|---|
| CFO & Executive VP | Lee B. McChesney |
| Executive Vice President of International | Michael G. Read |
| Executive VP & President of US Domestic | Charles R. Raup |
| Executive VP, CTO & Global New Product Innovation | Carlos G. Linares |
Major Backers & Investors (CHD)
Notable institutional backers of Church & Dwight Co., Inc. include JPMorgan, Capital International Investors, Fundsmith LLP, according to Nexqual as of October 23, 2026 at 09:23 UTC.
Active Investors
| Investor | Stake |
|---|---|
| JPMorgan | 3.85% |
| Capital International Investors | 3.14% |
| Fundsmith LLP | 2.72% |
| Allspring Global Investments Holdings, LLC | 2.19% |
| Stifel Financial Corporation | 1.74% |
| ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund | 1.71% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 12.09% |
| BlackRock | 9.46% |
| State Street | 5.92% |
| Geode Capital | 2.69% |
Source: Nexqual, October 23, 2026 at 09:23 UTC.
From Church & Dwight Co., Inc.'s Latest SEC 10-K Filing (filed 2026-02-12)
Key Strengths & Strategy (as disclosed to the SEC)
- ARM & HAMMER Baking Soda remains the number one leading brand of baking soda in terms of consumer recognition of the brand name and reputation for quality and value.
- Since the ARM & HAMMER® Animal Nutrition business began in 1972, with its launch of ARM & HAMMER® baking soda as a feed additive to help dairy cows produce more milk, we have built a leading portfolio of nutritional supplements designed to help improve the health and productivity of dairy cows.
- The decision to reposition our portfolio with these business exits enables us to devote greater focus to our portfolio's faster growing value and premium product lines.
Partnerships
- We are a party to a partnership agreement with Tata Chemicals (Soda Ash) Partners, which mines and processes trona reserves in Wyoming.
Legal & Regulatory Risks (Item 1A, quoted)
- We may be subject to product liability claims, withdrawals or recalls or other legal proceedings and from time to time we are involved in litigation, arbitration or regulatory matters where the outcome is uncertain and which could entail significant expense.
- Litigation, arbitration or regulatory matters where the outcome is uncertain could entail significant expense.
- Any failure to achieve our sustainability goals or to effectively respond to new or current legal, regulatory or stakeholder sustainability requirements could adversely affect our business and reputation.
- Current and future laws and regulations in the countries in which we and our suppliers operate could expose us to increased costs and other adverse consequences.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| KMB | Kimberly-Clark Corporation | USD 112.32 | ▲ 5.32% |
| KVUE | Kenvue Inc. | USD 19.88 | ▲ 4.41% |
| EL | Estee Lauder Companies, Inc. (T | USD 107.72 | ▲ 3.92% |
| CLX | Clorox Company (The) | USD 88.66 | ▲ 4.59% |
| CL | Colgate-Palmolive Company | USD 97.39 | ▲ 4.27% |
| ELF | e.l.f. Beauty, Inc. | USD 114.99 | ▲ 1.06% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:23 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt