On January 30, Piper Sandler increased its price target for Colgate-Palmolive to $96, implying a potential upside of 7.3% from recent trading levels. This revision reflects analysts’ confidence in the company’s ability to sustain its margin improvement and pricing discipline, particularly after four consecutive quarters of outperformance versus consensus earnings estimates.

Colgate-Palmolive reported adjusted earnings per share of $0.95 for Q4 2025, topping the Zacks Consensus Estimate of $0.91. Net sales climbed 5.8% year-over-year to $5.23 billion, driven by a 2.7% increase in pricing that more than offset modest volume declines in some mature markets. Organic sales growth, excluding currency and acquisition effects, was 2.2%, underscoring the resilience of the company’s core oral care and pet nutrition segments.

Latin America delivered a standout performance with reported sales up 12.8% and organic growth of 6.5%, supported by favorable currency movements and higher volume. The Africa/Eurasia region posted 15% reported sales growth and 10.3% organic expansion. For full-year 2025, Colgate-Palmolive achieved net sales of $20.38 billion (+1.4%) and adjusted EPS of $3.69 (+3%). Looking into 2026, management forecasts net sales growth of 2%–6% (including a low-single-digit foreign exchange tailwind), organic sales up 1%–4%, continued gross margin expansion on a non-GAAP basis, and low- to mid-single-digit EPS growth.