UBS Trims Church & Dwight Price Target Amid Rising Input Cost Concerns

UBS has lowered its price target for Church & Dwight (CHD) to $98 from $102, while maintaining a Neutral rating on the stock. The revision follows analyst expectations that inflation and oil-related input costs will weigh more heavily on earnings during the second half of the year. Geopolitical tensions are cited as a primary driver for rising production costs, creating significant headwinds for the consumer staples sector. This move aligns with a broader cautious sentiment, as TD Cowen previously reduced its price target for the company to $93. Analysts at TD Cowen pointed to weakening pricing power within the household and personal care categories as a key reason for their downgrade. Collectively, these adjustments highlight growing concerns over margin compression and the impact of persistent cost pressures on CHD's financial performance.