Church & Dwight Reports Q4 Profit Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy CHD?
Source: NASDAQ.COM
- Profit Decline: Church & Dwight reported a fourth-quarter net profit of $143.5 million, or $0.60 per share, down from $189.2 million and $0.76 per share last year, indicating a weakening in profitability.
- Adjusted Earnings: Excluding items, the company reported adjusted earnings of $205.7 million, or $0.86 per share, which, while lower than previous periods, still reflects some resilience in earnings performance.
- Revenue Growth: The company's revenue for the fourth quarter rose by 3.9% to $1.644 billion from $1.582 billion last year, suggesting a positive sales performance despite the profit decline.
- Market Reaction: Despite revenue growth, the decline in profit may negatively impact investor confidence, particularly as the company faces rising cost pressures and intensified market competition.
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Analyst Views on CHD
Wall Street analysts forecast CHD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CHD is 98.71 USD with a low forecast of 82.00 USD and a high forecast of 114.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
10 Buy
4 Hold
2 Sell
Moderate Buy
Current: 100.600
Low
82.00
Averages
98.71
High
114.00
Current: 100.600
Low
82.00
Averages
98.71
High
114.00
About CHD
Church & Dwight Co., Inc. develops, manufactures and markets a range of consumer household and personal care products and specialty products focused on animal and food production, chemicals and cleaners. The Company’s segments include Consumer Domestic, Consumer International, and Specialty Products Division (SPD). The Consumer Domestic segment includes each of its seven power brands, as well as other brands and household and personal care products. The Consumer International segment markets a variety of personal care, household and over-the-counter products in international subsidiary markets, including Australia, Canada, France, Germany, Japan, Mexico, China and the United Kingdom. Its SPD segment focuses on sales to businesses and participates in three product areas: animal nutrition, specialty chemicals and commercial and professional. The Company’s brands include ARM & HAMMER; OXICLEAN; VITAFUSION and L’IL CRITTERS; BATISTE; WATERPIK; THERABREATH; and HERO.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these stocks.
- Market Reaction Insight: While specific stocks are not mentioned, changes in analyst ratings typically influence investor confidence, thereby impacting the market performance of the related stocks.
- Investor Decision Guidance: For investors considering purchasing MCD stock, analysts' opinions serve as a crucial reference point, aiding them in making more informed investment decisions.
- Rating Change Transparency: Comprehensive information on analyst rating changes can be found on Benzinga's analyst ratings page, ensuring investors have access to the latest market dynamics and professional insights.
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- Dividend Increase: Church & Dwight has declared a quarterly dividend of $0.3075 per share, representing a 4.2% increase from the previous dividend of $0.2950, indicating robust performance in profitability and cash flow management.
- Stable Yield: The forward yield of 1.28% not only attracts investors seeking stable returns but also reflects the company's confidence in its future financial health and sustainability.
- Payment Schedule: The dividend will be payable on March 2, with a record date of February 13 and an ex-dividend date also on February 13, ensuring shareholders receive timely returns and enhancing investor confidence.
- Positive Market Reaction: Following J.P. Morgan's removal of its bearish rating, Church & Dwight's stock price has risen, demonstrating market optimism regarding the company's future performance and further solidifying its position in the consumer products sector.
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- Rating Upgrade: J.P. Morgan upgraded Church & Dwight (CHD) from Underweight to Neutral, with analyst Andrea Teixeira highlighting a cleaner portfolio following the divestitures of Spinbrush and Vitamins, which is expected to facilitate faster growth.
- Growth Potential: The company plans to enhance growth strategies for A&H into 'good, better, best' categories and pursue M&A opportunities both domestically and internationally, which are anticipated to provide new growth momentum and strengthen market competitiveness.
- Improved Financial Outlook: Teixeira noted that the portfolio's adjustment to a 64% premium (compared to a typical 60%/40% premium/value) should positively impact future financial performance, thereby boosting investor confidence.
- Price Target Setting: J.P. Morgan set a price target of $100 for Church & Dwight based on a 50-50 blend of a 25.5X P/E multiple and a 16.8X EV/EBITDA multiple off 2027 estimates, reflecting optimistic market expectations for its future growth.
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- Stock Performance: Church & Dwight Co. (NYSE:CHD) saw its stock price rise by 4.67% on Friday, closing at $96.25 per share, as investors were encouraged by strong earnings and an optimistic outlook.
- Net Income Growth: The company reported a 26% increase in net income for 2025, reaching $736.8 million compared to $585.3 million the previous year, demonstrating the strength of its brand portfolio.
- Quarterly Performance Fluctuation: Despite a 24% drop in net profit to $143.5 million in the fourth quarter, net sales increased by 1.26% to $1.6 billion, exceeding company expectations and reflecting market resilience.
- Dividend Increase: Church & Dwight raised its quarterly dividend by 4.2% for the 30th consecutive year, from $0.295 to $0.3075 per share, bringing the annual dividend payout to $1.23, underscoring the company's commitment to shareholder returns.
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- Strong Quarterly Performance: Church & Dwight reported adjusted earnings per share of 86 cents for Q4, surpassing the analyst consensus of 84 cents, with sales reaching $1.644 billion, exceeding the expected $1.639 billion, indicating robust performance in international markets.
- International Sales Growth: The company achieved a net sales growth of 3.9%, significantly driven by international markets, with consumer international net sales at $299.8 million, reflecting a 5.2% increase, showcasing the effectiveness of its global expansion strategy.
- Margin Improvement: Adjusted gross margin improved to 45.5%, up 90 basis points year-over-year, primarily due to productivity enhancements and an optimized business mix, despite facing inflation and tariff cost pressures, demonstrating effective cost management.
- Dividend Increase and Outlook: The company raised its quarterly dividend from $0.295 to $0.3075 per share, increasing the annual payout from $287 million to approximately $291 million; however, the first-quarter profit outlook is below analyst expectations, although new product launches are expected to drive future organic growth.
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Company Performance: Church & Dwight shares increased by 6% following a strong performance in the fourth quarter.
Profit Beat: The company's earnings exceeded expectations, contributing to the rise in stock value.
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