Insider Trading February 7, 2026

Colgate-Palmolive CEO Noel Wallace Sells $4.28 Million in Stock; Analysts Maintain Positive Views

Wallace trimmed his stake while the company posts a modest EPS beat and multiple firms raise price targets

By Nina Shah CL
Colgate-Palmolive CEO Noel Wallace Sells $4.28 Million in Stock; Analysts Maintain Positive Views
CL

Colgate-Palmolive CEO Noel R. Wallace disposed of 45,568 shares on February 4, 2026, generating $4,279,495 at a weighted average price of $93.9145. The company posted fourth-quarter EPS of $0.95, beating a $0.91 estimate, and a swath of analysts left or raised ratings and price targets on the stock.

Key Points

  • CEO Noel R. Wallace sold 45,568 shares on February 4, 2026, at a weighted average price of $93.9145, totaling $4,279,495.
  • After the sale Wallace directly owns 293,188 shares and indirectly holds additional shares through a 401(k) Plan Trustee, a Spouse Trust, and another trust.
  • Colgate-Palmolive reported fourth-quarter EPS of $0.95 versus expectations of $0.91, prompting several analysts to reiterate or raise price targets.

Noel R. Wallace, Chairman, President and CEO of Colgate-Palmolive (NYSE:CL), reported a sale of 45,568 shares of company common stock on February 4, 2026, according to a Form 4 filing with the Securities and Exchange Commission.

The transaction carried a weighted average sale price of $93.9145 per share and produced total proceeds of $4,279,495. Reported trade prices in the filing ranged between $93.74 and $94.17.

Following the disposition, Wallace retains direct ownership of 293,188 shares of Colgate-Palmolive common stock. The filing also details indirect holdings: 54,281 shares held through the issuer's 401(k) Plan Trustee, 52,000 shares held via a Spouse Trust, and 335 shares held through another trust.


Separately, Colgate-Palmolive reported fourth-quarter earnings per share of $0.95, exceeding expectations of $0.91. The company’s reported EPS beat has coincided with a series of analyst reactions and price-target adjustments.

UBS reiterated a Buy rating with a price target of $93. Morgan Stanley increased its price target to $100 while maintaining an Overweight rating, citing 3.1% organic sales growth driven by emerging markets. Evercore ISI also raised its target to $100, pointing to momentum in oral care and Hill's pet nutrition and favorable currency conditions in Latin America and Europe.

Wells Fargo adjusted its price target to $94 based on a revised earnings-per-share estimate for 2027. TD Cowen lifted its target to $96, maintained a Buy rating, and noted Colgate's slight earnings beat and its encouraging guidance for 2026.


The SEC filing provides a clear record of the insider sale and the post-transaction ownership breakdown, while the company’s quarterly results and the subsequent analyst responses document current market and analyst sentiment toward Colgate-Palmolive.

Because the filing and the analyst notes are straightforward disclosures of transactions, ownership and published estimates, the available information is confined to those specifics without additional commentary on motivation or future changes in ownership.

Risks

  • Insider transaction details do not include motivation or future plans, leaving uncertainty about whether the sale reflects personal liquidity needs or a change in outlook - impacts corporate governance and investor perception.
  • Analyst price-target changes are based on firm estimates and assumptions such as revised EPS forecasts and organic sales figures; these projections could change and affect investor expectations.
  • The information provided is limited to the filing and reported results; absent additional disclosures, market participants have incomplete insight into longer-term insider intentions and operational drivers.

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