Colgate-Palmolive: Reaccelerating Growth from Pet Nutrition, Emerging Markets, and Innovation Makes CL a Preferred Buy

Morgan Stanley analyst Dara Mohsenian maintained a Buy rating on Colgate-Palmolive yesterday and set a price target of $100.00.

Dara Mohsenian has given his Buy rating due to a combination of factors, including his expectation that Colgate-Palmolive’s organic sales growth will rebound in 2026 and beyond as comparisons ease and structural growth drivers reassert themselves, particularly in pet nutrition, oral care, and faster-growing emerging markets. He also anticipates upside to earnings versus what he views as cautious management guidance, helped by foreign-exchange flexibility and improved marketing efficiency as spending is shifted toward higher‑return growth areas.

In addition, he highlights strengthening fundamentals across key segments, with Hill’s Pet Nutrition positioned as a core growth engine, a strong innovation slate for 2026 across premium oral care, nutrition, skincare, and home care, and a more data- and AI-driven approach to innovation and execution. While North America remains pressured by promotions and share losses, Mohsenian believes the broader portfolio, emerging-market exposure, and scaling innovation support a path to faster growth than peers, making CL his preferred name in the household and personal care space.

In another report released on February 20, Goldman Sachs also maintained a Buy rating on the stock with a $100.00 price target.

Based on the recent corporate insider activity of 49 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CL in relation to earlier this year.