COLGATE-PALMOLIVE COMPANY
In the published model solve dated 2026-Q2, anchored at $90.75, COLGATE-PALMOLIVE COMPANY (CL) is priced for +2.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Toothpaste is the franchise: the 10-K reports the company's ⟦"share of the global toothpaste market was 41.3% for the full year 2025, down 0.4 share points from full year"⟧ 2024, and Oral Care alone accounted for 44% of worldwide net sales. • The growth is coming from price rather than from selling more: in North America, 2025 volumes fell 1.4% and selling prices fell 0.2%, leaving regional organic sales 1.6% lower on the year. • Second-quarter results are due July 31, 2026, and the line that
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1,894 institutional managers reported holding CL in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 41%. 166 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 20.5M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CL has cut its share count 5.1% over the past five years, spending $6.30B on repurchases. It pays a dividend, and has for 16 years running, raised 15 years straight; the current rate is $2.08 a share annually. Cash returned over the past three years: $4.93B in dividends and $3.83B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at CL over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | -1.9% | -6.0% |
| 2023-10-28 | -1.8% | +11.0% |
| 2024-02-16 | -0.3% | +4.4% |
| 2024-04-27 | +1.9% | +6.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CL's latest 8-K filings: 2026-07-31 (items 2.02, 9.01); 2026-05-13 (items 5.07); 2026-05-01 (items 2.02, 2.05, 9.01); 2026-04-09 (items 5.02); 2026-03-17 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.