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Union Bancaire Privee UBP SA and Briaud Financial Planning Inc each acquired new stakes in Colgate-Palmolive worth $32,000 in the fourth quarter, contributing to institutional investors holding 80.41% of the company's stock. Analysts have mixed ratings on the stock, with a current average price target of $102.06, while Barclays recently raised its target from $83.00 to $89.00. Colgate-Palmolive reported a quarterly EPS of $0.91, exceeding estimates, and announced a $5 billion share repurchase plan, indicating confidence in its valuation.
Goldman Sachs has reaffirmed "buy" ratings for Colgate and General Mills, citing growth potential in the pet food sector despite consumer caution due to inflation and geopolitical issues. Colgate's Hill’s Pet Nutrition is expected to drive mid-single-digit organic sales growth, while General Mills aims for 2-3% growth by fiscal year 2027, bolstered by its recent acquisition of Whitebridge to enhance distribution in the pet specialty and e-commerce markets. Both companies are projected to achieve robust revenue growth and margin expansion in the long term.
BNP Paribas Exane has raised its price target for Colgate-Palmolive to $102 from $100 while maintaining an outperform rating. Colgate-Palmolive is a global leader in cleaning and hygiene products, with 77.7% of net sales from hygiene and cleaning items and 22.3% from pet food. The company's sales are distributed across various regions, including North America, Latin America, Asia/Pacific, Europe, and Africa.
Colgate-Palmolive's stock is currently 0.37% owned by insiders, with institutional investors and hedge funds holding 80.41%. Recent hedge fund activity includes significant increases in holdings by Forte Capital LLC ADV and Hussman Strategic Advisors Inc. Analysts have adjusted price targets, with UBS Group lowering its target to $100, suggesting a potential upside. The stock has a market cap of $70.74 billion and reported earnings of $0.91 per share, exceeding estimates. CFO Stanley J. Sutula III sold 45,410 shares, reducing his position by 55.29%.
Barclays PLC increased its stake in Colgate-Palmolive to 7,644,189 shares valued at $793.5 million, while State Street Corp and Nordea Investment Management also expanded their holdings. Analysts have adjusted price targets for the stock, with UBS Group setting a new target of $104, indicating a potential upside of 17.93%. Colgate-Palmolive's shares traded at $88.19, with a market cap of $72.05 billion and a P/E ratio of 25.26.
Colgate-Palmolive Company, a global leader in cleaning and hygiene products, has received a Buy recommendation from UBS. The company generates 78% of its net sales from hygiene and cleaning products, including oral care and personal care items, while 22% comes from pet food, primarily under the Hill's brand. Geographically, sales are distributed across North America (25.9%), Latin America (30.6%), Asia-Pacific (18.3%), Europe (18.1%), and Africa and Eurasia (7.1%).
The S&P BSE Sensex plummeted nearly 1,000 points, hitting an intra-day low of 80,941.61, amid investor caution ahead of the US Federal Reserve's upcoming meeting. Key factors included a widening trade deficit of $37.8 billion and poor performance from heavyweight stocks like Reliance Industries and HDFC Bank. Despite the overall decline, midcap and smallcap stocks showed slightly better resilience, with only minor losses.
Motilal Oswal maintains a Neutral rating on Colgate with a target price of Rs 3,250, highlighting the company's strong strategic pillars for growth in oral care. While urban toothpaste volume growth has decelerated, rural markets are showing positive trends, with expectations of 9% to 11% CAGR in sales and profits from FY24 to FY27.
Emkay Global Financial has maintained a 'REDUCE' rating on Colgate-Palmolive, setting a target price of Rs 3,000. The company is focusing on enhancing its toothpaste and brush portfolios while aiming for balanced volume and price growth amid slowing urban growth and plateauing rural recovery. Management plans to keep margins within historical ranges, with non-oral care initiatives still pending.
Colgate Palmolive's recent analyst meet revealed a cautious outlook due to urban demand slowdown, plateauing rural demand, and peaked margins amid rising promotional intensity. The company aims for growth through key strategies in toothpaste, premiumization, toothbrushes, and personal care, expecting mid-single-digit volume growth and a 9.1% EPS CAGR from FY25-27. With a target price of Rs 2973, the stock is rated as a Hold following a 23% price correction from its peak.
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