On Oct 28, major Wall Street analysts update their ratings for $Colgate-Palmolive (CL.US)$, with price targets ranging from $92 to $112.
Morgan Stanley analyst Dara Mohsenian maintains with a buy rating, and maintains the target price at $111.
Barclays analyst Lauren Lieberman maintains with a hold rating, and adjusts the target price from $84 to $96.
Wells Fargo analyst Christopher Carey maintains with a sell rating, and maintains the target price at $92.
Evercore analyst Robert Ottenstein maintains with a buy rating, and maintains the target price at $112.
TD Cowen analyst Robert Moskow maintains with a buy rating, and adjusts the target price from $115 to $110.
Furthermore, according to the comprehensive report, the opinions of $Colgate-Palmolive (CL.US)$'s main analysts recently are as follows:
Colgate-Palmolive's shares experienced a sell-off even though third-quarter estimates were surpassed, which is attributed more to profit-taking than underlying fundamental issues. Despite North American sales not meeting expectations, which was probably a key factor in the stock's underperformance, the anticipated positive turn in the North America division in the fourth quarter is likely due to a mix of shipment timing, innovative efforts, and overcoming previous allocation challenges.
The recent decline in Colgate-Palmolive's stock, despite surpassing third-quarter expectations and raising future projections, is believed to be due to market worries over peak valuations and doubts regarding the enduring nature of their current performance. The adjustment of the target reflects a broader trend of lower multiples throughout the sector. Nevertheless, this is seen as a favorable opportunity for investors seeking stable consumer packaged goods companies with a view through 2025.
Colgate-Palmolive's third quarter showed solid performance, yet the company's stock has witnessed a decline. The expectation is for market trends to continue normalizing, which contrasts with a valuation that remains somewhat elevated, particularly when considering a slight adjustment to earnings per share projections for 2025.
Colgate-Palmolive's fundamentals remain robust, demonstrated by a 4% increase in volume in the third quarter, following a 3% rise in the first half of 2024, positioning it as one of the top performers among large-cap consumer staples entities. Despite this, there is an expectation for a deceleration in Colgate's organic sales growth, transitioning from the high single-digits of recent years to a forecasted 4%-5% over the upcoming four quarters. This projected slowdown suggests that the stock's current valuation may not experience an upward re-rating.
Here are the latest investment ratings and price targets for $Colgate-Palmolive (CL.US)$ from 7 analysts:
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美东时间10月28日，多家华尔街大行更新了$高露洁 (CL.US)$的评级，目标价介于92美元至112美元。
摩根士丹利分析师Dara Mohsenian维持买入评级，维持目标价111美元。
巴克莱银行分析师Lauren Lieberman维持持有评级，并将目标价从84美元上调至96美元。
富国集团分析师Christopher Carey维持卖出评级，维持目标价92美元。
Evercore分析师Robert Ottenstein维持买入评级，维持目标价112美元。
TD Cowen分析师Robert Moskow维持买入评级，并将目标价从115美元下调至110美元。
此外，综合报道，$高露洁 (CL.US)$近期主要分析师观点如下：
高露洁的股票经历了抛售，尽管第三季度的预期超过了，但更多地归因于获利了结，而不是基本面问题。尽管北美销售没有达到预期，这可能是股价表现不佳的关键因素，但预计第四季度北美区域的积极转变很可能是由于出货时机、创新努力以及克服以往的分配挑战的结合。
尽管超过第三季度预期并提高未来预期，高露洁股票近期出现下跌，据信是由于市场担心股价达到顶峰和对当前业绩持久性的怀疑。目标调整反映了整个行业低倍数的更广泛趋势。然而，这被视为寻求2025年稳定的消费品公司的投资者的有利时机。
高露洁第三季度表现稳健，但公司股票出现下跌。预期市场趋势将继续正常化，这与稍高的估值形成对比，尤其是考虑到2025年每股收益预测的轻微调整。
高露洁的基本面保持强劲，第三季度成交量增长4%，继2024年上半年增长3%后，使其成为大型消费类股份中表现出色的之一。尽管如此，预计高露洁的有机销售增长将放缓，从近年来的高一位数转变为未来四个季度预期的4%-5%。这种预计的放缓意味着股价当前的估值可能不会出现上升的再评级。
以下为今日7位分析师对$高露洁 (CL.US)$的最新投资评级及目标价：
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