Sequoia Financial Advisors 13F: Adds $945K to CL Stake
The firm increased its holdings by 19.2%, now holding 64,773 shares worth $5.87 million.
Reviewed by automated data checks against the source filing. How we make and check alerts
Sequoia Financial Advisors added 10,434 shares to its stake in Colgate-Palmolive Company ($CL), a 19.20% increase, according to a 13F filing with the SEC dated April 30, 2026. It reported 64,773 shares worth $5.87 million at the end of the quarter.
Since the filing, $CL is up 2.3% after 1 week, up 3.6% after 1 month and up 10.9% to date (from the $84.87 close on Apr 30, 2026).
Find the original: Sequoia Financial Advisors 13F filings on SEC EDGAR
CL
Colgate-Palmolive Company
Key Points
- Sequoia Financial Advisors increased its stake in Colgate-Palmolive by 19.2%, adding 10,434 shares to total 64,773 shares as of the latest 13F filing.
- Colgate-Palmolive, trading near $90.58, has a market cap of $72.48 billion and a forward P/E of 22.41, with a 52-week range between $74.55 and $99.33.
- Recent insider transactions include multiple buys and sells, while analysts from firms like Bernstein and JP Morgan have maintained ratings with price targets up to $102.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Colgate-Palmolive Company alert may contain errors. Disclosures
Sequoia Financial Advisors has boosted its stake in Colgate-Palmolive Company (NYSE: CL) by 19.2% according to its latest filing with the SEC. The firm added 10,434 shares during the reporting period, bringing its total to 64,773 shares valued at approximately $5.87 million as of April 30, 2026.
What Changed in Sequoia Financial Advisors' Colgate-Palmolive Position
Sequoia Financial Advisors significantly increased its holdings in Colgate-Palmolive, adding 10,434 shares to its portfolio. This change represents a 19.2% increase, bringing their total holdings to 64,773 shares valued at about $5.87 million. This move suggests a strengthened confidence in Colgate-Palmolive's future prospects.
Other Institutional Activity in Colgate-Palmolive
Several other major institutional investors also adjusted their positions in Colgate-Palmolive. BlackRock, Inc. increased its holdings by 2,171,094 shares, resulting in a total of 72,643,002 shares valued at $6.19 billion. Price T Rowe Associates Inc /MD/ added 2,541,888 shares, bringing their total to 33,729,165 shares worth roughly $2.87 billion. Meanwhile, State Street Corp reduced its stake by 755,303 shares, leaving it with 47,719,482 shares valued at $4.07 billion.
Colgate-Palmolive Company Stock Down 2.4%
Shares of Colgate-Palmolive (NYSE: CL) recently traded near $90.58. The company has a market capitalization of $72.48 billion, with a P/E ratio of 35.11 and a forward P/E of 22.41. The stock's 52-week range spans from $74.55 to $99.33, with a 50-day moving average of $87.16 and a 200-day moving average of $84.38. Colgate-Palmolive's beta is a low 0.322, indicating less volatility compared to the broader market.
Recent Earnings
Colgate-Palmolive reported revenue of $20.8 billion, reflecting a growth rate of 8.4%. The company achieved a net margin of 10.0% and a return on equity of 3.64%. Earnings per share stood at $2.58. The next earnings report is anticipated on July 31, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
4 analysts raised price targets.
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EPS & revenue
EPS met estimates. Revenue missed estimates by 0.9%.
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Profit surprise
EBITDA missed by 15 percent. Operating income missed by 17 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
4 target raises.
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Earnings quality
Positive free cash flow.
Earnings Call Summary
Colgate delivered a solid first quarter with accelerating volume growth, especially in emerging markets and the Hill's pet food business, which grew nearly 5 percent. However, North America oral care remains weak and the company faces significant pressure from rising costs in resins, petrochemicals, and oils, which are expected to be up more than 20 percent year over year. Management is confident in its ability to maintain earnings growth through pricing, innovation, and efficiency programs while continuing to invest in brands.
Guidance The company reaffirmed full year earnings growth in the low to mid single digits. They expect gross margins to decline due to about $300 million in additional raw material and logistics costs tied to oil prices around $110 per barrel. They plan to offset inflation through revenue growth management, innovation, and a $200 million to $300 million cost savings program.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Insider Buying and Selling at Colgate-Palmolive Company
Recently, several insiders have been active in trading Colgate-Palmolive shares. On June 16, 2026, COO Shane Grant sold 23,347 shares at an average price of $90.66. EVP and Controller Gregory Malcolm sold 2,300 shares on May 15, 2026, at $88.44. On May 11, 2026, insiders including Lisa Edwards and Kimberly Nelson each purchased 2,424 shares, while Brian Newman acquired 2,075 shares, all at no cost.
Analysts Set New Price Targets
Analysts have been updating their views on Colgate-Palmolive. On June 12, 2026, Bernstein initiated coverage with a 'hold' rating and a $96 price target. Barclays maintained a 'hold' rating with an $80 target on May 5, 2026. JP Morgan and UBS both maintained their 'buy' ratings on May 4, 2026, with price targets of $96 and $100, respectively. The consensus among 20 analysts is a 'buy' rating with a mean price target of $95.85.
About Colgate-Palmolive
Colgate-Palmolive Company, based in New York, NY, is a leading consumer products company operating globally. The company is known for its oral, personal, and home care products, as well as pet nutrition under brands like Colgate, Palmolive, and Hill's Science Diet. Led by CEO Noel R. Wallace, the company employs approximately 33,600 people worldwide.
Bottom Line
Sequoia Financial Advisors' increased stake in Colgate-Palmolive reflects a positive outlook on the company's potential. As a major player in the consumer products space, Colgate-Palmolive continues to attract attention from both institutional investors and analysts. It's important to note that 13F filings are historical and may not represent current positions.
Related Filing Alerts
Source: Sequoia Financial Advisors's 13F filing on $CL (Apr 30, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Sequoia Financial Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts