Colgate-Palmolive stock edges lower as brand divestment plans sharpen valuation debate
Published on 09/14/2026 at 14:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Colgate-Palmolive stock (ISIN US1941621039) closed at USD 86.68 on the New York Stock Exchange on September 11, 2026, down 1.4 percent from the prior session, a move that put the consumer staples group back into focus for valuation-conscious investors as brand divestment plans gained traction in recent days.
Brand divestment plans come into focus
According to Reuters in a report dated September 11, 2026, Colgate-Palmolive is exploring the disposal of a portfolio of personal care brands, including well-known labels such as Softsoap, Irish Spring and Speed Stick, with a potential transaction size of around USD 1 billion.
The Manila Times highlighted on September 13, 2026, that Colgate-Palmolive, which carries a market capitalization of roughly USD 70 billion, is considering these divestments as part of a broader portfolio streamlining effort aimed at sharpening its focus on core oral care and skin health categories, an initiative that could reshape future revenue mix and margin dynamics.The Manila Times
Recent price action and valuation metrics
Per exchange data summarized by MarketBeat, Colgate-Palmolive shares finished the session of September 11, 2026 at USD 86.68 on the NYSE, 1.4 percent below the prior close, with extended trading later that day seeing the price near USD 86.40, reflecting cautious sentiment as investors digested the brand sale headlines.MarketBeat
GuruFocus noted on September 14, 2026 that Colgate-Palmolive offers a dividend yield of about 2.42 percent with a payout ratio of 55 percent, supported by dividend growth of roughly 3.5 percent over the past three years, and that its proprietary GF Value metric places intrinsic value at USD 95.29 per share compared with a current price of around USD 86.80, implying the stock is approximately 8.9 percent undervalued on that basis.GuruFocus
Earnings backdrop and dividend support
The latest reported quarter for Colgate-Palmolive, covering the three months ended in mid-2026, showed mid-single-digit organic sales growth with resilient operating margins, providing the fundamental backdrop for the current valuation discussion and underpinning the company’s ability to sustain its dividend profile through steady cash generation.
GuruFocus data point to a trailing twelve-month price-earnings ratio of 34.44 times for Colgate-Palmolive, slightly above its five-year median multiple of 31.58 times, indicating that even after a roughly 11 percent year-to-date share price increase mentioned by The Manila Times, the market is still willing to assign a premium to the company’s defensive earnings and stable dividend stream.GuruFocusThe Manila Times
Stock level and investor perspective
At a closing price of USD 86.68 on September 11, 2026 on the NYSE, Colgate-Palmolive stock is trading below the GF Value estimate of USD 95.29 referenced by GuruFocus, a gap of 8.9 percent that frames the current debate between income-oriented investors attracted by the 2.42 percent dividend yield and those concerned about execution risks around the planned brand disposals and the company’s ability to maintain growth and margins as its portfolio evolves.
Colgate-Palmolive stock at a glance
- Company: Colgate-Palmolive Co.
- ISIN: US1941621039
- Ticker: CL
- Trading venue: NYSE
- Price (as of September 11, 2026, 03:58): 86.68 USD
- Market capitalization: 70,000,000,000 USD (as of September 13, 2026)
- Sector / Industry: Consumer Staples / Personal Care
- Index membership: S&P 500
