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Colgate-Palmolive Slips as Investors Reassess Defensive Rally Ahead of Earnings

Investivoq PriceTracker

Colgate-Palmolive (CL) is down 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a pullback after a sharp defensive-stock rally, rather than a single new company-specific headline. This could also reflect caution ahead of Colgate-Palmolive’s October 30, 2026 earnings report, with investors still focused on cost inflation, tariffs, and category competition that the company has already flagged as ongoing risks.

Details:

  • Colgate-Palmolive’s investor site lists its next earnings release for October 30, 2026, which can keep trading sensitive as investors trim positions ahead of results.
  • In its latest quarterly results, the company reported second-quarter 2026 net sales up 4.9%, while diluted GAAP earnings per share fell 5% to $0.86; base business EPS rose 8% to $0.99.
  • Management said volatile market conditions were expected to continue through the rest of 2026, and the company updated full-year gross profit margin and base business EPS guidance while maintaining sales and GAAP EPS guidance.
  • Its latest SEC filing said higher raw and packaging material costs, including tariff effects, were still a headwind, and also warned that competition and pressure on consumer spending could affect future demand and mix.

    • Sources:

    Colgate-Palmolive, SEC, AP News, MarketBeat

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $CL Insider Trading Activity

    CL Insider Trades

    $CL insiders have traded $CL stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

    Here’s a breakdown of recent trading of $CL stock by insiders over the last 6 months:

    • NOEL R. WALLACE (Chairman, President & CEO) has made 0 purchases and 2 sales selling 322,042 shares for an estimated $29,698,616.
    • PANAGIOTIS TSOURAPAS (COO, CD, EMEA, APac, Skin) sold 10,000 shares for an estimated $920,477
    • JOHN T CAHILL sold 4,170 shares for an estimated $389,357
    • GREGORY MALCOLM (EVP and Controller) sold 2,300 shares for an estimated $203,412

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $CL Hedge Fund Activity

    We have seen 851 institutional investors add shares of $CL stock to their portfolio, and 853 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • PRICE T ROWE ASSOCIATES INC /MD/ removed 5,819,640 shares (-17.3%) from their portfolio in Q2 2026, for an estimated $533,544,595
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 5,148,163 shares (+inf%) to their portfolio in Q2 2026, for an estimated $471,983,583
    • JPMORGAN CHASE & CO added 3,395,281 shares (+inf%) to their portfolio in Q2 2026, for an estimated $311,279,362
    • AQR CAPITAL MANAGEMENT LLC added 2,886,409 shares (+162.3%) to their portfolio in Q2 2026, for an estimated $264,625,977
    • BLACKROCK, INC. removed 2,727,530 shares (-3.8%) from their portfolio in Q2 2026, for an estimated $250,059,950
    • PACER ADVISORS, INC. added 2,476,625 shares (+inf%) to their portfolio in Q2 2026, for an estimated $227,056,980
    • DIAMANT ASSET MANAGEMENT, INC. removed 2,331,614 shares (-98.8%) from their portfolio in Q2 2026, for an estimated $213,762,371

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $CL Congressional Stock Trading

    Members of Congress have traded $CL stock 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

    Here’s a breakdown of recent trading of $CL stock by members of Congress over the last 6 months:

    • REPRESENTATIVE KEVIN HERN has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 09/02, 08/31, 08/27, 08/19.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $CL Price Targets

    Multiple analysts have issued price targets for $CL recently. We have seen 7 analysts offer price targets for $CL in the last 6 months, with a median target of $96.0.

    Here are some recent targets:

    • Michael Lavery from Piper Sandler set a target price of $96.0 on 07/09/2026
    • Chris Carey from Wells Fargo set a target price of $95.0 on 07/08/2026
    • Cristian Rios from Bernstein set a target price of $96.0 on 06/11/2026
    • Lauren Lieberman from Barclays set a target price of $80.0 on 05/05/2026
    • Nik Modi from RBC Capital set a target price of $102.0 on 05/04/2026
    • Peter Grom from UBS set a target price of $100.0 on 05/04/2026
    • Andrea Teixeira from JP Morgan set a target price of $96.0 on 05/04/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.