On January 30, 2026, Piper Sandler increased its price target for Colgate-Palmolive to $96, implying a potential upside of 7.32% from the prior valuation. The firm cited the company’s consistent earnings outperformance and resilient consumer demand for oral care and pet nutrition products. This upgrade follows four consecutive quarters in which Colgate-Palmolive beat consensus EPS estimates, reinforcing investor confidence in the company’s pricing power and margin stability.

In the fourth quarter of 2025, Colgate-Palmolive reported adjusted earnings per share of $0.95, surpassing the Zacks Consensus Estimate of $0.91. Net sales climbed by 5.8% year-over-year to $5.23 billion, topping the forecast of $5.12 billion. The revenue gain was driven by a 2.7% increase in pricing, which offset modest volume declines in certain markets. On a GAAP basis, the company recorded a net loss of $0.05 per share due to a $794 million impairment charge related to goodwill and intangibles in its skin health business.

Latin America delivered notable strength, with reported sales up 12.8% and organic growth of 6.5%, supported by favorable currency movements and volume increases. The Africa/Eurasia region also outperformed, posting a 15% rise in reported sales and 10.3% organic growth. For the full year 2025, Colgate-Palmolive achieved net sales of $20.38 billion, a 1.4% increase from 2024, and raised adjusted EPS to $3.69, up 3%. Looking ahead to fiscal 2026, management forecasts net sales growth of 2% to 6%, including a low-single-digit currency benefit, and expects organic sales to advance 1% to 4%, underpinned by continued pricing initiatives and incremental advertising investments.