CLOROX CO /DE/
boothcheck covers CLOROX CO /DE/ (CLX) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Most of the reported sales decline this fiscal year is mechanical rather than commercial: management attributes about 7.5 points of the roughly 9% organic decline to retailers drawing down inventory they had stocked ahead of the company's ERP transition a year earlier [Source: Q3 FY2026 results, April 30, 2026]. • Retail concentration is the structural exposure that does not go away: net sales to Walmart and its affiliates were 27% of consolidated net sales in fiscal 2025, 25% in 2024 and 26%
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1,051 institutional managers reported holding CLX in 13F filings for the quarter ended 2026-03-31. Together they hold about 81% of the company; the top 10 hold 43%. 139 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 11.5M shares were sold short as of the 2026-06-15 count, about 9% of shares outstanding (4.5 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.
CLX has cut its share count 1.3% over the past five years, spending $613.00M on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 17 years straight; the current rate is $4.88 a share annually. Cash returned over the past three years: $1.65B in dividends and $588.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CLX over the trailing three years: 2025: 2 buys totaling $963k. 14 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.
CLX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | +9.5% | -23.9% |
| 2023-11-02 | +4.5% | +15.9% |
| 2024-02-02 | +7.6% | -6.7% |
| 2024-05-01 | -6.1% | -5.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CLX's latest 8-K filings: 2026-08-03 (items 2.02, 7.01, 9.01); 2026-06-17 (items 5.02, 7.01, 9.01); 2026-05-28 (items 5.02, 7.01, 9.01); 2026-05-11 (items 8.01, 9.01); 2026-04-30 (items 2.02, 7.01, 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.