Generali Asset Management Raises Church & Dwight Stake by 97.1% to 34,811 Shares

CHDCHD

Generali Asset Management SPA SGR grew its Church & Dwight holdings by 97.1% to 34,811 shares ($3.05 M) in Q3, buying 17,145 additional shares. Boston Trust Walden Corp also lifted its stake 7.8% to 201,620 shares valued at $19.38 M.

1. Church & Dwight Schedules 2026 Analyst Day Webcast

Church & Dwight Co., Inc. will host its 2026 Analyst Day on January 30, 2026, at 12:00 p.m. Eastern Time. During the live webcast, management will present fourth-quarter and full-year 2025 results, review operational highlights and strategic initiatives, and outline priorities for 2026. Investors and media can access the event at the investor relations website, with a replay available following the presentation.

2. Institutional Investors Increase Stakes in CHD

In the third quarter, Generali Asset Management SPA SGR grew its position in Church & Dwight by 97.1%, purchasing an additional 17,145 shares to reach 34,811 shares valued at approximately $3.05 million. Other major institutional moves during the second quarter included Boston Trust Walden Corp increasing its stake by 7.8% to 201,620 shares and Mitsubishi UFJ Asset Management Co. Ltd. adding 28,201 shares, bringing its total to 521,963. Prudential Financial Inc. and Norges Bank also notably expanded their positions, underscoring continued confidence in CHD’s long-term growth prospects.

3. Recent Financial Performance and Guidance

On October 31, 2025, Church & Dwight reported third-quarter revenue of $1.59 billion, up 5.0% year-over-year, and non-GAAP earnings per share of $0.81, surpassing consensus by $0.08. Return on equity stood at 19.3%, with a net margin of 12.7%. For the fourth quarter of 2025, management set EPS guidance at $0.83, while full-year EPS was guided to $3.49. Analysts currently project EPS of approximately $3.70 for the current year, reflecting steady demand across the company’s household, personal care and specialty brands.

4. Church & Dwight’s Brand Portfolio and History

Founded in 1846 and headquartered in Ewing, New Jersey, Church & Dwight is the leading U.S. producer of sodium bicarbonate, marketed under ARM & HAMMER®. The company’s diversified portfolio includes OXICLEAN®, TROJAN®, FIRST RESPONSE®, NAIR®, ORAJEL® and WATERPIK®, among others. These brands span household cleaning, oral care, sexual wellness and personal care categories, driving organic growth through innovation in premium and value segments.

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