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CHD · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is Church & Dwight Co., Inc. (CHD) stock moving?
Church & Dwight beat Q3 2026 expectations on Oct 30, with net sales up 1.0% to $1,602 million, organic sales up 5.1% (volume +4.6%), adjusted EPS of $0.92, and a raised FY2026 sales outlook alongside a $1 billion buyback. Analysts responded with a wave of price target increases from Nov 2 to Nov 3, including Morgan Stanley to $117, Wells Fargo to $115, TD Cowen to $115, Deutsche Bank to $116 (Buy), and several Neutral-rated firms moving to $109-$112. Barclays, at Underweight with a $89 target, is the main bearish voice. The market data shows the stock opened near $106 on Oct 29, spiked to an intraday high of $111.23 on earnings day with the period's largest volume (3.66M shares), then closed at $107.23. It recovered to $110.45 on Nov 2 and reached an intraday high of $114.64 on Nov 5. The stock has since held in a $109-$112 range, closing at $111.76 on Nov 10, which is close to the middle of the current analyst target range. Insider selling is a counterweight: the CEO sold about $9.1 million of stock on Nov 4, and an EVP and a director also sold shares. Recent volume has eased from the earnings-day peak. The Velotic AI efficiency gain is a minor operational item.
News behind the analysis
- Church & Dwight Raises FY2026 Sales Guidance and Authorizes $1 Billion Share BuybackAfter 5.1% organic sales growth in Q3, the company raised its full-year 2026 sales guidance to about +0.5% net sales and approximately +5% organic growth, and authorized a $1 billion share repurchase.
- Church & Dwight Unveils $1 Billion Stock BuybackShares reached new highs after Q3 2026 adjusted EPS of 92 cents beat estimates on $1.6B revenue and 5.1% organic growth.
- These Analysts Increase Their Forecasts On Church & Dwight After Better-Than-Expected Q3 ResultsAnalysts lifted price targets after Church & Dwight beat Q3 estimates, launched a $1B buyback, tightened 2026 EPS guidance and raised its sales outlook.
- Deutsche Bank Adjusts Church & Dwight Price Target to $116Deutsche Bank raised its price target to $116 from $112 while maintaining a Buy rating.
- Barclays Maintains Underweight on Church & Dwight Co, Raises Price Target to $89Barclays kept its Underweight rating and raised its price target to $89, the lowest target among the reported analyst updates.
- TD Cowen Maintains Hold on Church & Dwight Co, Raises Price Target to $115TD Cowen kept its Hold rating and raised its price target to $115 from $97.
- Church & Dwight President and CEO Richard A. Dierker Sells SharesCEO Richard A. Dierker sold 83,340 shares of common stock for approximately $9.1 million.
- Church & Dwight Executive Vice President Sells SharesMichael Read, Executive Vice President of International, sold 8,700 shares of company stock.
- Church & Dwight Reports Operational Efficiency Gains via Velotic AIChurch & Dwight reported a 6% improvement in overall equipment effectiveness through Velotic's industrial AI solutions.
About Church & Dwight Co., Inc.
Church & Dwight is a New Jersey-based consumer products company best known for ARM & HAMMER baking soda and laundry products, along with brands such as TheraBreath, Hero, Touchland, Trojan, OxiClean and Batiste. What sets it apart is its strategy of buying smaller, fast-growing niche brands and building them up. In 2025 it also sold or exited some weaker businesses to focus on its stronger brands.
How it makes money
It sells everyday household and personal care products, such as laundry detergent, cat litter, oral care, acne patches and sexual health products, through big retailers like Walmart and Target and through online channels. It reports three segments: Consumer Domestic (US), which is by far the largest, roughly three-quarters of sales; Consumer International; and a small Specialty Products division that makes animal nutrition and industrial products. Annual sales are roughly $6 billion. In Q3 2026, organic sales (which strip out acquisitions, sales of businesses and currency effects) grew about 5%.
What usually moves CHD
- Organic sales and volume growth
- Gross margins vs. commodity and transportation costs
- Acquisitions and brand portfolio changes
- Consumer spending and retailer shelf space
- Interest rates and defensive-stock sentiment