CHD – Church & Dwight Co., Inc.

Monthly Stock Report: Church & Dwight Co., Inc. (CHD) – November 27, 2025

Company Overview

Church & Dwight Co., Inc., headquartered in Ewing, New Jersey, operates as a leading entity in the Household & Personal Products industry, which is a segment of the broader Consumer Defensive sector. Founded in 1846, this well-established company prides itself on developing, manufacturing, and marketing a diverse array of products that cater to everyday consumer needs. Some of its flagship brands, including ARM & HAMMER, TROJAN, and OXICLEAN, are industry staples synonymous with quality.

Church & Dwight’s operations are segmented into three primary divisions: Consumer Domestic, Consumer International, and Specialty Products. Their portfolio not only emphasizes consumer goods but also includes specialized products for industries such as agriculture and livestock. These offerings are distributed through various channels, including supermarkets, drugstores, and e-commerce platforms, making them accessible to a wide audience. With total revenues reaching approximately $6.14 billion, Church & Dwight maintains a significant position within the consumer goods landscape, illustrating the strength and demand for its essential products.

52-Week Price Performance Analysis

Analyzing the 52-week price performance of Church & Dwight (Ticker: CHD) reveals a pronounced bearish trend. The stock has seen a consistent downward movement, dropping from approximately $110 in November of last year to about $84.55 currently, a significant decline of 22.25%. This trend is evidenced by a descending green trendline on the stock price chart, reflecting persistent selling pressure throughout the year.

Technical Insights

• Key Price Levels: The current price of $84.55 remains significantly below the fifty-two-week high of $116.46, indicating potential for recovery. Conversely, there is a notable support level at $81.33, which the stock has managed to hold above, showcasing some resilience.

• Moving Averages: The fifty-day moving average stands at approximately $86.45, serving as a crucial level of dynamic resistance. It is imperative for investors to observe the stock’s interactions with this moving average, as failing to breach it suggests a continued bearish sentiment.

• Buy/Sell Pressure: With 9,347,844 shares shorted (about 0.0446% of the total float), market sentiment leans positively, indicating that a relatively small percentage of shares are being bet against. The flattening stock price movement around $84.55 suggests the potential for stabilization. However, without a breakout above the moving average, this could signify a mere pause in the ongoing downward trend.

Overall, current traders should remain cautious and watch for reversal patterns or significant breakouts, as a failure to do so may result in continued bearish momentum.

Financial Performance and Metrics

Financially, Church & Dwight has shown resilience despite the challenges posed by the consumer products sector. In the third quarter of 2025, the company reported a return to profitability, with net income reaching $182.2 million, or $0.75 per share. While this marked a remarkable turnaround compared to losses in the same period last year, it fell short of analyst expectations of $0.89 per share.

Net sales for the quarter amounted to $1.59 billion, which was also below the projected $1.63 billion. Notably, the company’s EBITDA stands at approximately $1.33 billion, further underscoring its operational efficiency and a strong financial foundation. Key financial metrics to consider include:

• Total Revenue: Approximately $6.14 billion
• Net Income: $182.2 million
• Earnings Per Share (EPS): $0.75
• EBITDA: $1.33 billion

These figures indicate that while Church & Dwight is navigating a turbulent market, its financial health remains robust compared to competitors, creating an attractive investment proposition for those looking for stability and growth.

Recent News and Developments

Recent developments have had notable implications for Church & Dwight’s stock performance:

1. Stock Decline: The company hit a 52-week low of $84.98 on October 28, 2025, reflecting a 14.9% decline over the past year. This downturn mirrors broader challenges, including fluctuating demand and ongoing supply chain issues impacting the consumer products sector. (source)

2. Profitability and Earnings Report: Following a significant year-over-year loss, Church & Dwight’s return to profitability in Q3 of 2025 has sparked interest, though the underperformance relative to analyst expectations emphasizes the caution investors should exercise. (source)

3. Institutional Movements: Noteworthy is Seascape Capital Management’s divestment of all its shares in Church & Dwight, totaling 38,209 shares valued at approximately $3.67 million. This liquidity event may heighten investor anxiety regarding the stock, prompting further scrutiny of the firm’s current prospects. (source)

These developments underscore the unpredictable nature of the consumer goods market, reflecting both opportunities and risks.

Market Sentiment and Analyst Recommendations

The current consensus among analysts suggests that investors should adopt a “hold” strategy for Church & Dwight shares, reflecting a measured approach given the stock’s current performance trajectory. With a target high price set at $114.00, and a mean target price of $97.00, analysts believe there remains potential for upside, albeit paired with the recognition of prevailing market challenges.

Analyst Insights:

• Mean Recommendation Score: Approximately 2.57, indicating a cautious outlook overall.
• Investor Strategy: Holding shares is recommended, suggesting that while growth potential exists, immediate buying or selling could be premature.
• Target Prices: Analysts provided a range of price targets, with a conservative median target price around $100.00 and a low target price of $74.00.

Market Sentiment

The current sentiment reflects cautious optimism due to Church & Dwight’s resilience against market fluctuations. The low short interest relative to the company’s float indicates confidence among a significant portion of investors, counterbalancing recent performance challenges.

Conclusion

As of November 27, 2025, Church & Dwight Co., Inc. faces a complex landscape of market challenges amidst a foundation of solid financial health and brand recognition. While the company’s share price has experienced notable declines, its diversified product portfolio and steady revenue stream position it well within the Consumer Defensive sector.

Investors considering Church & Dwight should remain observant of market trends and analyst recommendations while leveraging technical insights from the 52-week price performance analysis. Balancing the opportunities for recovery against the risks inherent in broader market volatility will be crucial for retail investors navigating this sector. With a “hold” recommendation prevailing, Church & Dwight continues to be an investment to monitor closely.

Metric	Value
Market Cap	$20.6b
Total Debt	$2.4b
Total Cash	$305.3m
Shares Outstanding	240.1m
Float Shares	239.5m