Ag2R la Mondiale Gestion D'Actifs 13F: Cuts CL Stake by $6.8M
Key Points
- Ag2R la Mondiale reduced its Colgate-Palmolive position by 79,448 shares, a 63.0% decrease, now holding 46,566 shares worth approximately $3.97 million.
- The recent share price for Colgate-Palmolive is about $93.11, which is around equal to its closing price of $93.10 on October 26, 2026.
- Colgate-Palmolive has a market cap of about $74.97 billion and a P/E ratio of 37.0, with a recent dividend yield of 2.25%.
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Ag2R la Mondiale Gestion D'Actifs cut its stake in Colgate-Palmolive Company (CL) by 79,448 shares, bringing its total to 46,566 shares valued at approximately $3.97 million. This change was noted in a filing on October 26, 2026.
CL
Colgate-Palmolive Company
Where Colgate-Palmolive Fits in Ag2R la Mondiale's Portfolio
This stake now represents 0.26% of Ag2R la Mondiale's total reported 13F value of about $1.52 billion. The position ranks 54 out of 425 in the fund's holdings, reflecting a significant reduction of 63.0% in their investment.
Other Institutional Activity in Colgate-Palmolive
Bank Of New York Mellon Corporation grew its holdings by 1,010,517 shares, totaling 13,532,417 shares worth about $1.26 billion. Conversely, Deutsche Bank AG decreased its stake by 176,542 shares, ending with 11,751,973 shares valued at approximately $1.09 billion.
Colgate-Palmolive Company Stock Down 1.0%
Colgate-Palmolive shares recently traded around $93.11, which is about equal to its closing price of $93.10 on October 26, 2026. The stock is currently above its 50-day and 200-day moving averages by about 4.2% and 4.1%, respectively, but is about 6.3% below its 52-week high of $99.33.
Recent Earnings
Colgate-Palmolive reported trailing twelve-month revenue of approximately $21.05 billion with an EPS of $2.54. The next earnings report is scheduled for October 30, 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.
Dividend
Colgate-Palmolive pays an annual dividend of $2.12 per share, which translates to a dividend yield of 2.25%.
Insider Buying and Selling at Colgate-Palmolive Company
Several insiders sold shares recently, including Officer Gregory Malcolm, who sold 2,300 shares at an average price of $88.44 on May 15, 2026, totaling about $203,412. CEO Noel R. Wallace sold 322,042 shares on August 5, 2026, valued at approximately $29.7 million.
Analysts Set New Price Targets
On October 19, 2026, JP Morgan maintained its Overweight rating on Colgate-Palmolive with a price target of $104.00. The consensus among analysts is a Buy rating with a mean price target of $98.15 from 20 analysts.
About Colgate-Palmolive
Colgate-Palmolive Company manufactures and sells consumer products, including oral care, personal care, and home care items. The company operates globally, which plays a crucial role in its overall growth and market presence.
Bottom Line
Investors should keep an eye on Colgate-Palmolive's upcoming earnings report on October 30, 2026, and any further filings from Ag2R la Mondiale regarding their investment strategies.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $CL (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts