Colgate-Palmolive Q4 EPS Beat and 5.8% Sales Growth Spur $96 Price Target

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Colgate-Palmolive’s Q4 2025 adjusted EPS of $0.95 topped estimates by $0.04 as net sales rose 5.8% to $5.23 billion, driven by 2.7% pricing increases and 6.5% organic growth in Latin America. Piper Sandler lifted its price target to $96, implying a 7.3% upside.

1. Piper Sandler Raises Price Target to $96

On January 30, 2026, Piper Sandler analysts lifted their 12-month price target for Colgate-Palmolive to $96, implying a potential 7.32% upside from current levels. The upward revision underscores the firm’s confidence in Colgate’s resilient core categories and pricing power, particularly in oral care and pet nutrition, where the company has maintained premium shelf positioning against competitors such as Procter & Gamble and Unilever.

2. Q4 2025 Earnings and Sales Beat Estimates

In the fourth quarter of fiscal 2025, Colgate-Palmolive reported adjusted earnings per share of $0.95, surpassing the Zacks Consensus Estimate of $0.91. Net sales climbed 5.8% year-over-year to $5.23 billion, exceeding analysts’ forecasts by approximately 2.8%. The sales increase was driven by a 2.7% price realization gain, which helped offset modest volume declines in developed markets.

3. Regional Performance and Non-Cash Charges

Latin America delivered standout growth, with organic sales up 6.5%, supported by higher pricing, volume gains and favorable currency movements. The Africa/Eurasia region recorded double-digit reported sales growth of 15% and organic growth of 10.3%. However, the quarter included a non-cash, after-tax impairment charge of $794 million related to goodwill and intangible assets in the skin-health business, resulting in a GAAP loss of $0.05 per share for the period.

4. Full-Year Results and 2026 Outlook

For the full year 2025, Colgate-Palmolive generated net sales of $20.38 billion, up 1.4% from the prior year, while adjusted earnings per share rose 3% to $3.69. Management guided 2026 net sales growth of 2% to 6%, including a low-single-digit tailwind from foreign exchange, and organic sales growth of 1% to 4%. On a non-GAAP basis, the company expects gross margin expansion, increased advertising investment and low- to mid-single-digit EPS growth.

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