Colgate-Palmolive stock holds near consensus target as analysts stay Moderate Buy

Published on 09/16/2026 at 15:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Colgate-Palmolive stock traded around USD 87.00 on September 16, 2026, close to its USD 99.00 consensus target and backed by a Moderate Buy analyst rating. The consumer staples group offers a 2.46 percent dividend yield with a GF Value of USD 95.33 highlighting modest upside potential.

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Colgate-Palmolive stock (ISIN US1941621039) was recently quoted around USD 87.00 on the New York Stock Exchange as of September 16, 2026, leaving the shares roughly 12.1 percent below the USD 99.00 average analyst price target that currently anchors expectations for the consumer staples group.

Analysts keep a Moderate Buy stance

According to MarketBeat on September 16, 2026, Colgate-Palmolive currently carries a consensus analyst rating of Moderate Buy, based on 12 Buy recommendations and 7 Hold ratings.

The same overview from MarketBeat reports a consensus price target of USD 99.00 for Colgate-Palmolive stock, implying upside of about 13.8 percent from a recent USD 87.00 trading level.

For long-term oriented investors, this combination of a Moderate Buy rating and a double-digit implied upside suggests that analysts still expect Colgate-Palmolive to deliver steady growth and cash flows in its oral care and home care franchises, even if the valuation is no longer deeply discounted.

Valuation, dividend and insider activity

As GuruFocus reported on September 16, 2026, Colgate-Palmolive shares at USD 87.00 translate into a price-to-earnings ratio of 34.52 times, which is above the company’s five-year median multiple of 31.58 times.

This means the stock is trading roughly 9.3 percent richer than its own historical median valuation, even as the same analysis calculates a GF Value metric of USD 95.33 per share, indicating the stock is undervalued by about 8.7 percent relative to that intrinsic value estimate when compared with the USD 87.00 market price.

According to GuruFocus, Colgate-Palmolive offers a dividend yield of 2.46 percent at the current price level, underpinned by strong profitability and momentum reflected in a GF Score of 81 out of 100.

That yield level may not be high compared with some utilities or telecoms, but in the consumer defensive sector it offers a steady income stream aligned with Colgate-Palmolive’s track record of regular dividend payments and incremental increases.

The same GuruFocus analysis highlights insider selling of about USD 31 million over the last three months, which may temper sentiment for some investors who see significant insider dispositions as a warning sign that management and key employees are monetizing gains rather than adding to their holdings at current valuations.

Complementing that picture, a recent Form 4 filing summarized by StockTitan on September 15, 2026 shows that Colgate-Palmolive executive vice president and controller Malcolm Gregory had 543 shares withheld between September 11 and September 13, 2026 to cover tax liabilities arising from the vesting of restricted stock units, at a reference value of USD 86.80 per share.

Investors typically view these kinds of tax-withholding transactions as neutral, since they stem from equity compensation rather than discretionary open-market selling, but when combined with broader insider sale data they help complete the risk and governance picture around the stock.

Stock price near recent levels and targets

Several recent overviews confirm that Colgate-Palmolive stock has been trading in the high USD 80s during mid-September 2026, with MarketBeat citing a USD 87.00 share price in its September 16, 2026 alert about institutional positioning.

A comparative piece from Pluang notes that Colgate-Palmolive traded at USD 86.79 with a market capitalization of USD 69.35 billion, and in another snapshot traded at USD 86.99, up 0.22 percent on the day, close to the lower end of the consensus price target range around USD 87.00.

In practical terms, these figures place Colgate-Palmolive stock close to the level that some analysts consider the starting point of the target corridor, while still below the aggregate USD 99.00 price objective that reflects more optimistic assumptions about earnings growth, margin resilience and cash-flow generation in coming quarters.

For investors comparing Colgate-Palmolive with sector peers or diversified exchange-traded funds, the USD 69.35 billion market capitalization figure from Pluang provides a useful scale reference and underlines that the company remains one of the larger global consumer products players despite operating in relatively mature categories.

Risk factors around valuation and insider trends

One of the key risks mentioned by GuruFocus is that Colgate-Palmolive’s current price-to-earnings ratio of 34.52 times exceeds its five-year median of 31.58 times, which could limit further multiple expansion and make the stock vulnerable to de-rating if earnings growth slows or if bond yields rise and investors demand higher risk premiums.

The reported USD 31 million of insider sales over three months adds another layer of caution, as it may be interpreted by some market participants as a signal that key insiders consider the current valuation an opportunity to realize gains rather than a compelling entry point to increase exposure.

However, the presence of regular tax-withholding transactions such as the 543 shares withheld from Malcolm Gregory between September 11 and September 13, 2026 at USD 86.80 per share, as summarized by StockTitan, shows that not all insider share movements are discretionary sales, and investors need to distinguish between compensation-related disposals and opportunistic selling.

In the broader context, the combination of a reasonably attractive 2.46 percent dividend yield, an 81 out of 100 GF Score and a GF Value of USD 95.33 per share from GuruFocus suggests that Colgate-Palmolive’s fundamental profile remains robust enough to support the current valuation, even if short-term price swings are influenced by macro factors and insider activity.

Colgate-Palmolive stock price and trading context

Colgate-Palmolive stock most recently traded around USD 87.00 on the New York Stock Exchange, a level that sits below the GF Value estimate of USD 95.33 and the analyst consensus target of USD 99.00 as of September 16, 2026, while giving the company a market capitalization in the vicinity of USD 69.35 billion based on comparative data points.