Analysts Adjust Colgate-Palmolive Targets to $80–$88 Range After Mixed Ratings

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Abacus FCF Advisors LLC increased its Colgate-Palmolive stake by 11% to 223,175 shares worth $17.84M in Q3 as its 12th largest holding. Morgan Stanley cut target from $96 to $87 and Barclays from $82 to $80, while JPMorgan raised its target to $88, setting an $88.81 average among 16 analysts.

1. Institutional Investor Activity

In the third quarter, Abacus FCF Advisors LLC increased its position in Colgate-Palmolive by 11.0%, acquiring an additional 22,105 shares to bring its total holding to 223,175 shares. This stake represents approximately 2.4% of Abacus FCF’s overall portfolio and ranks as its 12th largest position, with a reported value of $17,841,000 at quarter end. Other notable institutional moves included Diversified Trust Co adding 10,892 shares (up 12.8% to 96,003 shares, valued at $7,674,000) and Mirova US LLC boosting its stake by 50.9% with an extra 9,614 shares (total 28,494 shares, valued at $2,278,000). Overall, hedge funds and institutional investors collectively control 80.41% of Colgate-Palmolive’s outstanding shares, underscoring continued confidence among large-scale holders.

2. Analyst Rating Revisions

Over the past quarter, five major brokerages adjusted their views on Colgate-Palmolive. Morgan Stanley maintained an overweight rating while trimming its target from $96.00 to $87.00, Barclays upheld an equal weight stance but cut its target from $82.00 to $80.00, and Deutsche Bank set an $86.00 objective. Conversely, JPMorgan Chase raised its target from $87.00 to $88.00 and reiterated an overweight rating, while Bank of America reduced its objective from $98.00 to $88.00 but retained a buy recommendation. Among the 16 analysts covering the stock, ten rate it a buy, five a hold and one a sell, resulting in a consensus “Moderate Buy” rating with an average target of $88.81.

3. Recent Financial Results and Dividend Update

For the quarter ended October 31, Colgate-Palmolive reported revenue of $5.13 billion, a 1.9% year-over-year increase, and earnings per share of $0.91, beating consensus estimates by $0.02. The company achieved a net margin of 14.47% and an exceptional return on equity of 333.39%. Management announced a quarterly dividend of $0.52 per share, payable February 13 to holders of record on January 21, representing a $2.08 annualized payout and a yield of 2.6%, with a dividend payout ratio of 58.26%.

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