Colgate-Palmolive Company

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +72

What You Need to Know Ahead of Colgate-Palmolive Earnings Release

Dividend Earnings report AI-generated analysis

Colgate-Palmolive Company (CL), a global consumer staples leader with a $71.7 billion market cap, is preparing to release its fiscal Q3 2026 earnings results. The company maintains strong positions in oral care, personal care, home care, and pet nutrition across over 200 countries, characterized by...

Bullish Signals

  • Shares surged 18.3% over past 52 weeks.
  • Beat earnings estimates for four consecutive quarters.
  • Projected adjusted EPS reaches $4.07 by 2027.
  • Declared quarterly dividend of $0.53 per share.
2
Bullish +52

Colgate-Palmolive Company (NYSE:CL) Given Consensus Recommendation of "Moderate Buy" by Brokerages - marketbeat.com

AI-generated analysis

Colgate-Palmolive (NYSE:CL) recently reported quarterly earnings that exceeded analyst expectations, with EPS of $0.99 beating the consensus estimate of $0.95. Revenue reached $5.36 billion, representing a 4.9% year-over-year increase. The company maintains a consensus recommendation of 'Moderate Buy' from nineteen brokerages, with twelve issuing buy...

Bullish Signals

  • EPS beat estimates at $0.99 vs $0.95 consensus.
  • Revenue grew 4.9% YoY to $5.36 billion.
  • Nineteen brokerages rate stock as 'Moderate Buy'.
  • Average 12-month price target is $99.
  • Strong institutional ownership stands at 80.41%.

Bearish Signals

  • Dividend payout ratio high at 84.13%, limiting flexibility.
  • Insiders significantly reduced shareholdings recently.
  • JPMorgan lowered price target from $104 to $103.
  • PE ratio of 35.67 is elevated.
3
Bullish +60

Colgate-Palmolive Q1 Results: Strong volumes aid topline growth; Higher ad-spends impact margins

AI-generated analysis

Colgate-Palmolive India reported strong first-quarter financial results, with revenue growing 11.8% year-on-year to ₹1,603 crore, driven by high-single-digit volume growth in the toothpaste segment which exceeded market expectations. While top-line performance was robust, profitability faced headwinds from a significant increase in advertising expenditures. Ad spends...

Bullish Signals

  • Revenue grew 11.8% YoY to ₹1,603 crore.
  • Gross margins expanded 110 bps to 69.7%.
  • Net profit rose 6.9% to ₹343 crore.
  • Shares up over 8% in the last month.

Bearish Signals

  • EBITDA margins narrowed to 30.1% due to 33% ad spend rise.
  • Ad spend-to-sales ratio increased to 15.7%, impacting profitability.
4
Somewhat Bullish +50

Colgate-Palmolive Co (CL) Q1 2026 Earnings Call Highlights: Strong Growth Amidst Cost Challenges

AI-generated analysis

Colgate-Palmolive Co (NYSE:CL) reported strong top and bottom line growth for its first quarter of 2026, with organic sales growth accelerating from the previous quarter driven primarily by improved volume performance in emerging markets, particularly the Asia Pacific region. The company achieved volume and pricing...

Bullish Signals

  • Organic sales growth accelerated from the fourth quarter, driven by improved volume performance particularly in Asia Pacific.
  • Volume and pricing growth were achieved across all four categories and four of five divisions.
  • Emerging markets led sales growth with strong contributions from high market share regions like Asia Pacific and Latin America.
  • The Hill's Pet Nutrition segment demonstrated impressive performance with solid organic growth and strong execution in innovation and market share gains.
  • Gross profit, operating profit, EPS, and free cash flow all experienced growth for the quarter.
  • Management maintains its top and bottom line guidance despite facing gross margin pressures from cost inflation.
  • Colgate-Palmolive is implementing a strategic growth program targeting annualized savings of $200 million to $300 million, focused on 2027 and 2028.
  • The company is investing in innovation, data, analytics, digital, and AI to enhance capabilities and drive market share improvement.
  • Asia Pacific growth was driven by strong execution in China, India, Philippines, and Thailand across omnichannel platforms.

Bearish Signals

  • Significant increases in raw material and packaging costs, including an additional $300 million impact from oil byproducts and logistics, have reduced gross margin expectations for the year.
  • North America continues to lag in volume and mix despite interventions being in place, requiring time to show improvement.
  • The company faces heightened competitive pressure with increased couponing and promotional activities from rivals, threatening market share stability.
  • Gross margins are expected to be further pressured by higher raw material costs and new tariffs, particularly impacting operations in North America.
  • Cost inflation is described as a 'challenging' environment where the company must rely on productivity initiatives to offset pressures while maintaining guidance.
5
Somewhat Bearish -25

Colgate must face lawsuits over safety of mouth rinse for young children

AI-generated analysis

Federal Judge Andrea Wood in Chicago has ruled that Colgate-Palmolive must face two lawsuits alleging its mouth rinse packaging misleads parents into believing children under six can use these products safely. The court dismissed a separate lawsuit concerning Colgate toothpaste, distinguishing the two cases by...

Bullish Signals

  • Judge Shah dismissed Mondelez class action with prejudice.
  • Court upheld Clif Kid Zbar protein label claims.
  • PepsiCo dismissed Gatorade lawsuit involving dozens of brands.
  • Procter & Gamble resolved Crest labeling investigation.

Bearish Signals

  • A federal judge ruled in favor of Colgate-Palmolive on toothpaste claims but maintained the company must face two lawsuits alleging misleading packaging for mouth rinse products intended for children under 6.
  • Judges rejected Colgate's defense that consumers would recognize rinses as drugs requiring label checks, citing prominent 'kids' or 'children's' labeling and bright, candy-like flavors such as Bubble Fruit and Silly Strawberry.
  • Class action plaintiffs allege the misleading packaging could lead young children to consume unsafe amounts of fluoride, which is harmful if swallowed, disregarding health authority warnings against rinses for children under 6.
  • Procter & Gamble and other competitors like Perrigo and Sanofi face similar lawsuits regarding their fluoride product packaging, indicating a broader industry vulnerability to deceptive labeling claims.
  • A Texas judge rejected Kenvue's request to dismiss an Attorney General lawsuit accusing the company of falsely marketing Tylenol as safe for pregnant women despite unproven links to autism risks.
  • Kenvue faces allegations of violating the Texas Deceptive Trade Practices Act by concealing potential risks to children when pregnant mothers use the painkiller, challenging its reliance on FDA labeling standards.
  • Although PepsiCo secured dismissal of a lawsuit regarding Gatorade protein bars, the case revealed concerns about 'fortified junk food' containing 28 grams of added sugar against a 25-gram daily limit for women.
  • The dismissal in Mondelez International's climate neutral certification case suggests that some labeling claims may be scrutinized, yet the specific outcome here was favorable to Mondelez, unlike the Colgate and Kenvue situations.
6
Bullish +70

Colgate-Palmolive’s Q1 Earnings Call: Our Top 5 Analyst Questions

AI-generated analysis

Colgate-Palmolive reported Q1 2026 results that surpassed Wall Street expectations for revenue and non-GAAP profit, driven by accelerated sales volumes and robust performance in emerging markets, particularly within the Asia Pacific region. Revenue reached $5.32 billion, an 8.4% year-on-year increase that beat analyst estimates of...

Bullish Signals

  • Revenue beat expectations with $5.32 billion.
  • Adjusted EPS rose to $0.97 versus $0.94.
  • Emerging markets acceleration drives broad growth.
  • Hawley & Hazel interventions fuel momentum.
  • Sales volumes increased 1.1% year-on-year.
  • Organic revenue grew by 2.9%.
  • Asian markets supported by innovation and digital.

Bearish Signals

  • Margins contracted from 21.9% to 18.1% amid inflation.
  • $300M cost rise requires productivity offsets and pricing action.
  • Gross margin guidance lowered despite mitigation efforts.
  • North American volume growth lags emerging markets significantly.
  • U.S. Oral Care segment faces sustained competition pressure.
  • Emerging market volume sustainability remains under analyst scrutiny.
7
Bullish +65

Colgate-Palmolive India stock set for INR 24 interim dividend

Dividend AI-generated analysis

Colgate-Palmolive India reported robust financial performance for the quarter ended September 30, 2026, driven by double-digit sales growth and a strong profit beat. Net profit rose 4.2% year over year to INR 342 crore, while revenue from operations increased 12.2% to INR 1,705.7 crore. The...

Bullish Signals

  • India net profit rose 4.2% YoY to INR 342 crore.

Bearish Signals

  • EBITDA margin fell to 28% as spending outpaced earnings.
  • Costs rose faster than earnings, hurting profitability.
8
Bullish +65

Prediction: Colgate-Palmolive Will Jump 20% This Year

AI-generated analysis

24/7 Wall St. predicts Colgate-Palmolive (NYSE:CL) shares could jump 20% this year, setting a price target of $103.17 with a buy rating and 90% confidence. The stock has already gained 12.04% year-to-date as investors favor its low beta and defensive characteristics amidst macroeconomic uncertainty. With...

Bullish Signals

  • Adjusted EPS of $0.97 beat consensus.
  • Revenue grew 8.4% to $5.324 billion.
  • Free cash flow surged 27.94% to $609 million.
  • Quarterly dividend increased to $0.53, the 63rd consecutive rise.
  • Organic sales growth accelerated from 0.4% to 2.9%.
  • Stock gained 12.04% year-to-date.

Bearish Signals

  • Management revised 2026 GAAP gross margin guidance down due to tariffs.
  • North America organic sales declined 1.8% Q1 and 2.2% overall.
  • $919 million goodwill impairment triggered by Filorga China weakness in Q4 2025.
  • Trailing P/E of 34 leaves little room for execution slippage.
  • Tariff escalation risks broadening beyond consumer staples.
9
Somewhat Bullish +45

ME conflict: Colgate-Palmolive warns of USD300m cost hit

AI-generated analysis

Colgate-Palmolive announced on Friday it expects approximately USD300 million in additional raw material and logistics expenses for the year due to Middle East conflict disruptions, joining rivals like Unilever and Procter & Gamble citing supply chain issues. Despite these warnings, shares rose 3 percent after...

Bullish Signals

  • Shares rose 3% after beating Q1 sales and profit expectations.
  • Net sales hit $5.32B, exceeding analyst estimates of $5.22B.
  • Adjusted EPS of 97 cents beat estimates by 2 cents.
  • Demand for products remained steady despite price hikes.
  • Colgate reaffirmed annual sales and profit forecasts.

Bearish Signals

  • Colgate faces $300M in extra raw material and logistics costs.
  • Rising commodity prices may suppress global consumer spending.
  • Price hikes could limit growth among value-conscious shoppers.
  • North America volume fell 3.2% as buyers seek cheaper options.
  • Volatile macro conditions and slow category growth persist through 2026.
10
Slightly Bullish +25

Colgate-Palmolive Company Q1 2026 Earnings Call Summary

AI-generated analysis

Colgate-Palmolive Company reported its Q1 2026 earnings, with performance primarily driven by accelerated volume growth in emerging markets, particularly the Asia Pacific region, where strong global brands are leveraging scale advantages. Management attributed this broad-based growth to sustained high advertising investment and an omnichannel demand...

Bullish Signals

  • Accelerated volume growth was anchored in emerging markets, particularly Asia Pacific, where strong global brands provide significant scale advantages.
  • The Hill's Pet Nutrition business significantly outperformed a flat market, driven by double-digit growth in the Prescription Diet segment and improved supply chain flexibility.
  • The Strategic Growth and Productivity Program (SGPP) scope expanded to $550 million as teams identified new opportunities to simplify operations, with savings expected to fund 2030 strategic initiatives.
  • The negative impact from the private label pet food exit is projected to taper off to 20 to 30 basis points in Q2 and vanish by the second half of the year.
  • North America is undergoing a 'strategy reset' involving brand interventions and better execution with key retailers, with management expecting sequential improvement in volume performance.
  • The super-premium and Prescription Diet segments remain resilient because pet owners prioritize health efficacy even during inflationary periods, allowing for premium value propositions.
  • While dry dog food faces headwinds, Hill's is gaining share in wet food, cat food, and small paws segments, demonstrating segment diversification strength.

Bearish Signals

  • North America performance remained sluggish due to delayed shelf resets and late-quarter innovation launches, indicating ongoing execution challenges despite expected sequential improvement.
  • The company lowered its gross margin expectations for the year from 'up' to 'down', reflecting significant headwinds from resin and petrochemical inflation.
  • Guidance assumes approximately $300 million in incremental raw material and logistics costs driven by oil prices projected at $110 per barrel, which will pressure operating margins.
  • Logistics costs are projected to rise nearly 10%, impacting both ocean and land freight, further adding to SG&A pressures rather than being absorbed by gross margins.
  • North America gross margins face ongoing pressure from a lack of tariff relief compared to the prior year, although management expects this to normalize over time.
  • Management flagged potential consumer sensitivity to compounded inflation and high energy prices over the next 6 to 9 months as a key variable that could negatively impact demand.
  • Strategic interventions in the Hawley & Hazel business in China are still paying dividends but require continued investment, and North America volumes remain sluggish until execution improves.
11
Bullish +65

Colgate-Palmolive Stock Outlook: Is Wall Street Bullish or Bearish?

Earnings report AI-generated analysis

Colgate-Palmolive Company (CL) has significantly outperformed the broader market and its sector peers over the past year, with shares surging 30.1% compared to the S&P 500's 13.5% gain. This strong momentum continued into 2026, where CL rose nearly 26.6% against the index's 12.3% increase, while...

Bullish Signals

  • Shares surged 30.1% over the past year, outperforming S&P 500.
  • Stock grew 26.6% in 2026 vs broader market index.
  • Q3 2026 revenue rose 4.6% YoY to $5.4B, beating estimates.
  • Adjusted EPS hit $0.97, topping market expectations.
  • Analysts project full-year 2026 EPS up 6% to $3.91.
  • Consensus rating is 'Moderate Buy' with ten 'Strong Buys'.
  • Street price target of $112 implies 11.4% upside.

Bearish Signals

  • Barclays holds CL at $95, below current price.
  • Mean analyst target of $100.52 is below market.
12
Somewhat Bullish +45

Hedge Funds Think Colgate-Palmolive Is One of the Best Dividend King Stocks To Buy

Dividend AI-generated analysis

Colgate-Palmolive (NYSE:CL) is highlighted as a top-tier 'Dividend King' stock, having increased its dividend for 63 consecutive years since 1962. The company maintains dominant market positions in oral care and pet nutrition, holding a 41.3% share of the toothpaste market and a strong presence in...

Bullish Signals

  • Dividends increased for 63 consecutive years since 1895.
  • Holds 41.3% toothpaste market share with strong brands.
  • Hill's Science Diet is a profitable premium pet food asset.
  • Operating cash flow of $1.742 billion supports dividends.
  • Hedge funds rank CL top 10 'Dividend King' stock.

Bearish Signals

  • Trades at premium 21x forward P/E with limited downside buffer.
13
Somewhat Bearish -25

Is This Safe-Haven Stock Overvalued? The Hidden Risk Facing Colgate-Palmolive on Oct. 30

Earnings report AI-generated analysis

Colgate-Palmolive (CL) faces a critical valuation test ahead of its third-quarter earnings report on October 30, having surged 21.87% year-to-date despite underlying weakness in its core North American market. The stock currently trades at approximately 24x forward 2026 EPS, a demanding multiple for a company...

Bullish Signals

  • Beat EPS six quarters; Base EPS $0.99 vs $0.95 consensus.

Bearish Signals

  • North America sales declined 3.0% for four consecutive quarters.
  • Oil prices at $107.89/barrel create significant margin pressure.
  • Analyst sentiment deteriorated with three downward EPS revisions.
  • Private label exits in U.S. pet category drag volume.
  • Management warns operational improvements will not be linear.
14
Bullish +60

Clorox vs. Colgate: One Pays Nearly 6%, but Is It a Dividend Trap?

Dividend AI-generated analysis

This article compares Clorox (CLX) and Colgate-Palmolive (CL) as income stocks, concluding that while Clorox offers a higher yield of 5.89%, its financial health is deteriorating. The stock has fallen 22% over the past year, and management admits the current dividend payout is 'elevated' relative...

Bullish Signals

  • Generated $3.6B free cash flow in fiscal 2025.
  • Raised dividend for 63 consecutive years as Aristocrat.
  • Raised EPS outlook on 13.7% Latin America sales growth.
  • Lower beta of 0.322 reduces price volatility.

Bearish Signals

  • Yield of 5.89% may be less attractive than Colgate-Palmolive's 2.27%.
  • Higher 21x valuation vs 15x limits upside potential compared to alternatives.
15
Slightly Bullish +25

Colgate-Palmolive (CL): Can Hill’s Turn Premium Pricing Into Better Profits?

Company update Premium pricing AI-generated analysis

Colgate-Palmolive (CL) is evaluated as fairly valued with a forward P/E of 22x, supported by durable franchises in oral care and pet nutrition which accounted for roughly two-thirds of 2025 revenue. The company reported a 41.3% global toothpaste market share by value through Q2 2026,...

Bullish Signals

  • 41.3% global toothpaste market share by value through Q2 2026.
  • Hill's delivered pricing and volume growth in the second quarter.
  • Management expects mid-single-digit Base Business EPS growth in 2026.
  • Second-quarter adjusted net income increased 6%, while EPS rose 8%.

Bearish Signals

  • $919M impairment recorded in 2025 due to weakened China prospects.
16
Somewhat Bullish +35

Bank of America cuts target for Colgate-Palmolive stock

Analyst downgrade Dividend AI-generated analysis

Colgate-Palmolive reported strong second-quarter financial results, with revenue rising 4.90% year-over-year to USD 5.36 billion. The company beat earnings per share consensus, reporting USD 0.99 versus the expected USD 0.95, driven by solid operational execution in its consumer staples business. Despite the positive quarterly performance,...

Bullish Signals

  • Revenue grew 4.90% year-over-year in Q2.
  • EPS beat expectations at USD 0.99.
  • Holds USD 1.4 billion cash.

Bearish Signals

  • Bank of America cut price target from $102 to $100.
17
Somewhat Bullish +40

Colgate-Palmolive stock trades at USD 86.06 after dividend update

Dividend Earnings report AI-generated analysis

Colgate-Palmolive reported second-quarter 2026 results with net sales of USD 5.361 billion, representing a 4.9% year-over-year increase. GAAP earnings per share declined 5% to USD 0.86, while Base Business EPS rose 8% to USD 0.99. The company achieved a gross margin of 61.5%, reflecting a...

Bullish Signals

  • Gross margin hit 61.5%, up 140 bps.
  • Base EPS rose 8% to USD 0.99.
  • Net sales grew 4.9% to USD 5.36B.
  • Raised full-year gross-margin guidance to flat.
  • Paid uninterrupted dividends since 1895.

Bearish Signals

  • GAAP EPS declined 5% due to non-base factors and currency impacts.
18
Slightly Bearish -20

Colgate-Palmolive stock falls 1.24 percent as costs rise

Analyst downgrade Dividend Earnings report AI-generated analysis

Colgate-Palmolive shares declined 1.24% to $85.97 on September 23, 2026, trading 13.46% below its 52-week high of $99.33. The company reported second-quarter net sales of $5.36 billion, representing a 4.9% increase from the prior-year quarter, with organic sales growth of 2.4% indicating top-line expansion driven...

Bullish Signals

  • Q2 net sales rose 4.9% to $5.36 billion.

Bearish Signals

  • Piper Sandler cut target to $95 citing cost risks.
  • Rising oil costs may pressure margins in H1 2027.
  • US category momentum is pressured with softer demand.
  • Stock trades 13.46% below 52-week high.
19
Bullish +62

Colgate-Palmolive stock gains on fresh dividend and steady valuation

AI-generated analysis

Colgate-Palmolive shares recently gained value supported by a newly declared quarterly dividend of $0.53 per share, announced on September 17, 2026. This payout establishes a forward dividend yield of 2.42 percent based on the stock's trading price near $87.73. The company maintains an impressive track...

Bullish Signals

  • Quarterly dividend declared at $0.53/share with 2.42% yield.

Bearish Signals

  • Stock trades at 34.7x P/E vs 31.58x five-year median.
20
Slightly Bullish +25

Colgate-Palmolive Seeks Value Through Portfolio Reshaping

AI-generated analysis

Colgate-Palmolive (CL) is exploring the sale of several mass-market personal care brands, including Softsoap, Irish Spring, and Speed Stick, in a strategic effort to streamline its portfolio. The company is reportedly working with Goldman Sachs on this potential divestiture, which could generate proceeds exceeding $1...

Bullish Signals

  • Sale generates >$1B for debt reduction or buybacks.
  • Focus capital on higher-growth oral care and pet nutrition.
  • Strategy aligns with industry trend to simplify portfolios.

Bearish Signals

  • North American organic sales declined 3% amid competitive pressure.
  • Brands may underperform, risking future cash flows from non-core assets.
  • Low valuation could force asset sales at reduced prices.
  • High costs and price-sensitive consumers hinder divestiture execution.