Dec 31, 2025 • MarketBeat
NEUTRAL
VIRGINIA RETIREMENT SYSTEMS ET Al Acquires 449,000 Shares of The Clorox Company $CLX
Virginia Retirement Systems increased its stake in The Clorox Company by buying an additional 449,000 shares, bringing its total to 450,800 shares valued at approximately $55.6 million. Other institutional investors like Invesco and Norges Bank also significantly increased their positions, leading to institutional investors owning about 78.53% of Clorox stock. Despite beating quarterly EPS estimates, Clorox reported an 18.9% year-over-year revenue decrease and has a "Reduce" consensus analyst rating.
Dec 31, 2025 • MarketBeat
NEUTRAL
Boston Trust Walden Corp Sells 304,102 Shares of The Clorox Company $CLX
Boston Trust Walden Corp significantly reduced its stake in The Clorox Company ($CLX) by selling 304,102 shares in Q3, retaining only 3,048 shares. This comes as Clorox reported a Q3 EPS of $0.85, beating estimates, but revenue decreased by 18.9% year-over-year. Insider activity includes Director Pierre R. Breber acquiring 4,000 shares, increasing his ownership to 13,000 shares.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BEARISH
Albion Financial Group UT Trims Stock Holdings in The Clorox Company $CLX
Albion Financial Group UT significantly reduced its stake in The Clorox Company ($CLX) by 99.1% in the third quarter, selling 34,585 shares and retaining only 304 shares. This divestment contrasts with major institutional investors like Vanguard, Invesco, and Norges Bank, which increased or initiated large positions in CLX. Analysts have a cautious outlook, with an average "Reduce" rating and several firms lowering price targets.
Dec 30, 2025 • 24/7 Wall St.
NEUTRAL
Clorox’s 5% Yield Looks Solid but One Metric Deserves Attention
Clorox's 5% dividend yield, while attractive, shows concerning trends in its free cash flow payout ratio and shareholder equity. Although the company improved its payout ratio to 79% in fiscal 2025 from 123% in fiscal 2024, its shareholder equity has significantly declined. Management expresses confidence in the balance sheet despite anticipated tariff headwinds, but the market's reaction and cash flow volatility suggest elevated risk for income investors.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Unilever plc: How a 100-Year Consumer Giant Is Rebuilding Its Flagship for a New Era
Unilever plc is transforming into a data-driven "flagship platform" by focusing on fewer, stronger brands, AI-powered marketing, and baked-in sustainability to maintain its competitive edge against agile rivals. This strategic shift involves streamlining its product portfolio, emphasizing health and wellness, and leveraging its immense scale and distribution to drive growth and improve shareholder returns. The company aims for its brands to be sharper, greener, and more premium without losing mass appeal, ensuring resilience in a volatile market.
Dec 29, 2025 • TradingView — Track All Markets
SOMEWHAT-BULLISH
Will PG's Focus Markets Offset Weakness in Baby Care and China?
Procter & Gamble (PG) is strategically focusing on high-growth international markets, particularly its "Focus Markets," which contribute significantly to its sales and profits. While these markets, including Greater China, show growth, the company faces challenges in its Baby Care segment and a difficult operating environment in China due to weak consumer sentiment and competition. PG is innovating in Baby Care and leveraging its Focus Markets strategy to drive overall growth and mitigate softness in other areas.