Investment Analysis of Church & Dwight Co., Inc. (CHD) - December 2025

Company Overview

Founded in 1846, Church & Dwight Co., Inc. (CHD), based in Ewing, New Jersey, is a leader in the Household & Personal Products industry, part of the broader Consumer Defensive sector. The company develops, manufactures, and markets a diverse range of well-known household and personal care products, including beloved brands like ARM & HAMMER, TROJAN, and OXICLEAN. Catering to a wide array of consumers, Church & Dwight serves retail channels, including supermarkets, drugstores, and e-commerce platforms, while also providing specialty products for industrial customers and livestock producers. Given its strong market position, robust revenue streams, and strategic management decisions, Church & Dwight is gaining traction as a buy recommendation for potential investors, reflecting a positive outlook on future growth, with a target high price set at $114.00.

52-Week Price Performance Analysis

52-Week Price Performance Chart

The 52-week stock chart for Church & Dwight unveils a predominantly bearish trend. The peak price was reached at $116.46 in March 2025, followed by a steady decline to the current price of $84.44, marking a downturn of approximately 17.65%. The price has hovered around this current level, which also aligns closely with key moving averages and support lines, indicating critical trends and potential trading strategies.

Key Price Levels and Trends

• Current Price: $84.44
• 52-Week High: $116.46
• 52-Week Low: $81.33
• Support Level: $85 (current trading level)
• Resistance Level: $100 (significant selling pressure noticed here)
• Fifty-Day Moving Average: $84.88, suggesting the stock is slightly below average momentum.

The support level at $85 remains crucial, as the price has consistently bounced off this threshold in the past. However, a break below this level would indicate further potential for downside risk. On the contrary, the $100 mark has shown to be a significant resistance point, with multiple failed attempts to breach it since May. The recent trading action exhibits lower highs and lower lows, and without substantial catalysts, the bearish momentum appears likely to persist.

Financial Performance and Metrics

Church & Dwight has demonstrated strong financial performance, underscored by its total revenue of $6.14 billion, indicating a resilient operational capability to meet its expense obligations and invest in further expansion. The company reports an EBITDA of approximately $1.33 billion, signifying healthy operational efficiency. Here are other key metrics:

• Shares Outstanding: 240,130,071
• Shares Shorted: 9,492,934 (short interest of approximately 0.0453%)
• Price-to-Earnings (P/E) Ratio: Not currently specified, but a crucial performance measure for investors.

The relatively low short percentage suggests a confidence among investors about maintaining the stock's value, as many are anticipating stability or growth in its stock price.

Recent News and Developments

This December, Church & Dwight has experienced pivotal news that impacts its performance trajectory. Analyst activity from Jefferies upgraded CHD from 'Hold' to 'Buy', increasing the price target to $102.00, emphasizing an attractive valuation reset. Citigroup also shifted its position from 'Sell' to 'Neutral' with a target of $99.71, indicating a potential upside of 15.25% based on the current pricing.

Despite these positive signs, CHD encountered a setback hitting a 52-week low of $90.50 on September 19, 2025, reflecting a 12.41% year-over-year decline. This decline corresponds to market pressures and evolving consumer spending behaviors. In response to these challenges, Church & Dwight has announced a strategic realignment which includes exiting non-core business areas to enhance overall portfolio strength.

Leadership dynamics are also noteworthy, as CFO Richard Dierker is set to take over as CEO on March 31, 2025, ensuring that the company's strategic initiatives align with market expectations. The recent $1.25 million stock purchase by Dierker further underscores confidence in the company's long-term outlook.

Market Sentiment and Analyst Recommendations

Analysts currently demonstrate a bullish sentiment toward Church & Dwight, with a consensus recommendation score of 2.36, where lower scores indicate stronger buy suggestions. The mean target price is estimated at $97.06, with a median target price slightly higher at $100.00.

• Target High Price: $114.00
• Target Low Price: $74.00

The range between the low and high target prices illustrates expectations of volatility, although the consensus leans significantly towards growth potential.

Given the ups and downs highlighted, investors should keep a close eye on market conditions, including the potential implications of emerging consumer trends and the company's tactical shifts to maintain competitiveness. For retail investors, this provides an opportunity to potentially engage a company that appears to be fundamentally sound, while navigating through current market dynamics.

Conclusion

In summary, Church & Dwight Co., Inc. stands as a resilient player in the household and personal products landscape, supported by strong revenue figures, strategic initiatives, and a predominantly bullish analyst outlook. As the stock trades near key support levels, retail investors should weigh both the risks and potential upsides, particularly in light of anticipated leadership changes and industry pressures. Monitoring market sentiment and price movements in the coming months will be critical for gauging entry points for investment decisions.

Overall, with a structured and disciplined approach, Church & Dwight certainly remains a potential value proposition for investors looking to capitalize on stable consumer product trends.