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CLCL

Colgate-Palmolive Company

$CL·$71B·Household & Personal Products·Consumer Defensive
$94.11+1.6%YTD+17.4%1Y+20.5%
Price updated 6h ago·X counts updated 5d ago
CLCL
$CLColgate-Palmolive Company
$94.11+1.55%746 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

746X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-09-16

$CL is being traded as WTI crude in this window, not Colgate. Posters cheer a 1,200-pip rally in 20 days, a whale opening a $40.6M long at 20x leverage now +45% on ROE, and price threatening $100 with $110+ targets keyed off Hormuz and Kharg Island risk from US strikes on Iranian tankers. One trader is short $95.77 tiny, and even they call the pullback conditional. Trend is up, sentiment matches.

Read what X is saying about $CL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

A quiet staples compounder quietly re-accelerating — the X $CL chatter is about WTI crude, not toothpaste.

Colgate-Palmolive is the global oral-care and household-products franchise — Colgate, Palmolive, Hill's Pet Nutrition — one of the most defensive dividend compounders in the index. The stock has been digesting a 2025 run.

  • Growth is quietly re-accelerating: Q1 2026 revenue of $5.32B at +8.4% YoY after +5.8% in Q4 and only +1.9% in Q3 — the pricing-plus-innovation playbook is landing again.
  • 34x trailing earnings is rich for a staple: on 60% gross margins and 21% operating margins with a 30% ROIC, the premium is partly earned, but there's not much multiple expansion room from here.
  • The X $CL feed is being traded as WTI crude oil, not Colgate — a $40.6M whale 20x long at +45%, Hormuz and Iran tanker risk. Zero overlap with the toothpaste franchise.

Oct 30 Q3 earnings with Latin-America and India organic growth holding above 8% keeps the quiet compounding; a volume miss and the 34x multiple compresses toward long-term peer averages near 25x.

What to watch: Oct 30 Q3 earnings — organic sales growth above 6%, Latin-America and India growth holding, and gross-margin expansion holding above 60%. A guide cut or volume miss compresses the premium; a clean beat extends the move.

On the calendar: 2026-10-30 — Q3 2026 earnings

sentiment mismatched asset

Read the AI verdict on $CL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes Colgate toothpaste, Palmolive soap, and Hill's pet nutrition sold in 200+ countries; consumer staples with strong emerging market exposure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $CL.

Household & Personal Products · Consumer Defensive

No material change from last week — Mass beauty is outperforming prestige as China travel-retail headwinds persist for Estee Lauder.

What this means for $CL

Neutral — Makes Colgate toothpaste, Palmolive soap, and Hill's pet nutrition sold in 200+ countries; consumer staples with strong emerging market exposure.

Industry benchmark

12-name peer basket
+15.0%YTD
-3.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
34.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
30.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
475%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
55.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 31, 2026$0.99$0.95+4.5%
Q1 2026May 1, 2026$0.97$0.94+2.9%
Q4 2025Jan 30, 2026$0.95$0.91+4.2%
Q3 2025Oct 31, 2025$0.91$0.89+2.4%
Next earningsFri, Oct 30·consensus EPS $0.93

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.3B+8.4%60.6%21.7%$0.81$609.0M
Q4 FY25$5.2B+5.8%60.2%20.6%$-0.05$1.3B
Q3 FY25$5.1B+1.9%59.4%21.4%$0.91$1.1B
Q2 FY25$5.1B+1.0%60.1%21.1%$0.92$776.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.4B$21.1B – $21.6B$3.86$3.82 – $4.0114
FY27$22.1B$21.7B – $22.4B$4.09$4.02 – $4.1815
FY28$22.9B$22.4B – $23.5B$4.40$3.62 – $4.7113
FY29$23.5B$23.1B – $23.8B$4.61$4.50 – $4.6811
FY30$24.2B$23.7B – $24.5B$4.79$4.68 – $4.876

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.79%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+5.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 748.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.325-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 24Panagiotis TsourapasCOO10.0K sh$920KSellAug 6John T CahillDirector4.2K sh$389KSellAug 5Noel R. WallaceCEO161.0K sh$14.9MSellAug 4Noel R. WallaceCEO161.0K sh$14.8MSellMay 15Gregory MalcolmEVP and Controller2.3K sh$203KSellMay 7Sally MasseyChief People Officer8.6K sh$752K
+ 49 other (23 awards · 23 inkinds · 3 exempts) in window

See when $CL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of CL securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at CL.

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote
AI summary

Colgate-Palmolive Company (CL) held its Annual Meeting of Stockholders on May 8, 2026, at which all ten nominated directors were elected, though with notably elevated opposition for John T. Cahill (55.6M against vs. ~5-17M for peers) and CEO Noel Wallace (39.3M against). PricewaterhouseCoopers LLP was ratified as auditor (647M for, 53M against), and executive compensation received advisory approval. The elevated against-votes for Cahill and Wallace are notable but did not prevent their election. This is a routine governance filing; the higher dissent on select directors may reflect shareholder concerns over past performance.

8-KRestructuring / exit costsMay 18-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

Colgate-Palmolive Company (CL) reported Q1 2026 earnings on May 1, 2026 via press release (Exhibit 99.1) and disclosed an expansion of its Strategic Growth and Productivity Program, with the Board approving an expansion on April 30, 2026 to the three-year program originally launched July 31, 2025. The expanded program continues initiatives across organizational rightsizing, supply chain optimization, and overhead reduction to support Colgate's 2030 strategy; the specific revised charge range for the expansion is not disclosed in the excerpt. The combined Items 2.02 and 2.05 disclosure signals ongoing restructuring alongside the earnings release. The restructuring expansion is material as it indicates continued margin improvement investment at Colgate.

+ 7 other (2 10-Qs · 2 11-Ks · 1 earnings 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Dividend Champion, Contender, And Challenger Highlights: Week Of October 18seekingalpha.com·8h agoColgate-Palmolive Webcasts 2026 Third Quarter Earnings Conference Call October 30, 2026 – 8:30 a.m. ETbusinesswire.com·18h ago5 Dividend Stocks That Turn Everyday Shopping Habits Into Retirement Income247wallst.com·2d agoOwn Colgate-Palmolive By Oct. 20 to Qualify for Its Nov. 13 Dividend. Here's How Many Shares You'd Need for $1,000 in Yearly Dividends.fool.com·2d agoWant to Retire on Dividends? Here Are 4 Stocks to Buy Now and Never Sell.fool.com·7d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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