Evercore ISI on Church & Dwight Co. Inc. (CHD): 'A portfolio clean-up also helping the core'

Evercore ISI analyst Javier Escalante reiterated an In Line rating and $101.00 price target on Church & Dwight Co. Inc. (NYSE: CHD).

The analyst comments "Correlations point to an in-line 4Q, a transitory quarter given port strike comps and portfolio interventions, with domestic OSG trending ~1%, page 5. But the shares have started to discount a Church returning to its evergreen growth algorithm of 3%-plus sales and 8% EPS growth, which is possible considering that the firm’s market share momentum stands as one of the broadest in HPC, led by core franchises Arm & Hammer, OxiClean and TheraBreath, page 9. Our EPS estimates match consensus for 4Q at $0.83, but are fractionally below for 2026 at $3.70, or 6% growth, to account for persistently weak end-market volumes that keep 2026 cadence tricky: Church exited 2025 with solid and broad volume momentum against a flat market, page 10-11. Noise from portfolio changes might extend beyond 4Q, granted easy shipment comps. We estimate a 2-point weight on tracked retail sales growth in 4Q, adjusting for: 1) Pruning, as the Waterpik exits would hurt organic sales until 2Q ’26, and 2) Transactions, including vitamins, Touchland, and the potential Spinbrush divestiture..."

For an analyst ratings summary and ratings history on Church & Dwight Co. Inc. click here. For more ratings news on Church & Dwight Co. Inc. click here.

Shares of Church & Dwight Co. Inc. closed at $90.16 yesterday.

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