CL at a glance
Colgate-Palmolive (CL, SEC CIK 21665) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 31, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Colgate-Palmolive (CL) reported revenue of $20.4 billion (up 1.4% from FY2024) and net income of $2.1 billion. Diluted EPS was $2.63.
- As of June 30, 2026, 58 institutional investment managers tracked by SignalX reported holding Colgate-Palmolive (CL) shares worth $31.1 billion in 13F-HR filings.
- In the last 90 days, CL insiders reported 0 open-market purchases ($0) and 4 open-market sales ($31.0M) on Form 4, a net sale of $31.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $20.4B
- +1.4% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$31.0M
- 13F holders
- 58 funds
- $31.1B · +2 vs prior quarter
- Latest 8-K
- Jul 31, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Two-segment model: Oral/Personal/Home Care (77% combined net sales) and Pet Nutrition (23%), sold in 200+ countries
- New C-suite hires: Shane Grant (COO Americas, ex-Danone) and John Hazlin (Chief Growth Officer) added in 2025
- Explicit strategic emphasis on AI, social commerce, and omni-channel demand generation as growth drivers vs prior year
- ~33,600 employees across 100+ countries; 84% outside the US, with Asia Pacific (33%) and Latin America (31%) as largest regions
- Colgate owns "world's most penetrated brand": household penetration cited as a core KPI of 2030 business strategy
Management Discussion & Analysis
- Revenue $20,382 in 2025, up 1.4% YoY; organic sales +1.4% driven by 2.1% net pricing, offset by -0.4% volume and -0.3% FX
- GAAP operating margin 16.2% vs 21.2% (−500 bps) due to $919 pretax Filorga impairment; non-GAAP operating margin 21.3% vs 21.7% (−40 bps); gross margin 60.1% vs 60.5%
- Best segment: Hill's Pet Nutrition, operating margin 23.1% vs 21.5% (+160 bps), revenue +2.9% to $4,613; worst: North America, revenue −1.6% to $4,045, operating margin 19.4% vs 20.4% (−100 bps)
- Operating cash flow $4,198 (+2% YoY); capex $564; dividends $1,823 ($2.06/share); share buybacks $1,210 (13.7M shares); new $5B repurchase program authorized March 2025
- Management expects 2025 category softness to persist into 2026; key risks include tariff-driven cost inflation, FX volatility, China weakness, and private-label trade-down; new Strategic Growth and Productivity Program targets $200–$300 pretax charges through 2028
Risk Factors
- FDA and global regulators reviewing fluoride, titanium dioxide, synthetic colors, and PFAS in consumer products: reformulation or restriction could materially impact core product lines
- Eurasia operations ~1% of consolidated net sales and ~2% of consolidated operating profit; cash repatriation from Russia blocked and financial institution access constrained
- Single-source or limited-supplier dependencies for key raw/packaging materials; new supplier qualification requires significant time and capital investment
- eCommerce and AI enabling direct-to-consumer competitors; key retailers leveraging AI-aided pricing algorithms and first-party data to pressure Colgate's shelf access and margins
- Q4 2025 non-cash after-tax impairment charge of $794M on skin health business goodwill and intangible assets, signaling acquisition integration risk
AI summary of the CL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No risk factors section provided in the submitted text
- No disclosed changes from the most recent 10-K assessable
- Share repurchase authorization up to $5 billion under the 2025 Program
- $3.53 billion remaining repurchase capacity as of June 30, 2026
- No director or officer adopted, modified, or terminated trading arrangements during the quarter
AI summary of the CL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 earnings release covers the quarter ended June 30, 2026
- Exhibit 99 contains Colgate-Palmolive’s earnings results and financial details for investor review
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held May 8, 2026; all 10 nominated directors elected, preserving board continuity
- PwC ratified as independent auditor for year ending December 31, 2026, with 647,385,500 votes supporting
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 earnings announcement for quarter ended March 31, 2026
- Detailed financial results and management commentary contained in Exhibit 99
Item 2.05: Costs Associated with Exit or Disposal Activities
- Program charges increased to $350M–$550M from $200M–$300M, signaling a substantially larger restructuring effort
- Employee-related costs represent 70%–80% of charges, with 80%–90% expected to require cash expenditures
AI summaries of CL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CL
Don't miss the next CL filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Newman Brian | A | Oct 1, 2026 | 214 | $87.42 |
| NORRINGTON LORRIE M | A | Oct 1, 2026 | 300 | $87.42 |
| BILBREY JOHN P | A | Oct 1, 2026 | 271 | $87.42 |
| Wallace Noel R. | A | Sep 16, 2026 | 29,649 | - |
| Hazlin John | A | Sep 16, 2026 | 27,042 | - |
| Hazlin John | A | Sep 16, 2026 | 3,908 | - |
| GRANT SHANE | A | Sep 16, 2026 | 7,355 | - |
| Fishbone Betsy | A | Sep 16, 2026 | 15,271 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $19.5B | $20.1B | $20.4B |
| Gross Profit | - | $12.2B | $12.3B |
| Operating Income | $4.0B | $4.3B | $3.3B |
| Net Income | - | $2.9B | $2.1B |
| Gross Margin | - | 60.5% | 60.1% |
| Op. Margin | 20.5% | 21.2% | 16.2% |
| Net Margin | - | 14.4% | 10.5% |
| Balance Sheet | |||
| Total Assets | - | $16.0B | $16.3B |
| Equity | $609.0M | $212.0M | $54.0M |
| ROE | - | 1362.7% | 3948.1% |
| Per Share | |||
| EPS | $2.77 | $3.51 | $2.63 |
| Cash Flow | |||
| Operating CF | - | $4.1B | $4.2B |
Source: XBRL data in Colgate-Palmolive (CL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 58 | $31.07B |
| Q1 2026 | 56 | $29.44B |
| Q4 2025 | 56 | $26.20B |
| Q3 2025 | 58 | $26.95B |
| Q2 2025 | 57 | $30.57B |
| Q1 2025 | 53 | $21.65B |
| Q4 2024 | 49 | $17.91B |
| Q3 2024 | 46 | $11.07B |
- AQR Capital Management+2.89M (+162%)
- Citadel Advisors LLC+1.40M (+44%)
- Morgan Stanley+1.19M (+6%)
- BNY Mellon+1.01M (+8%)
- Millennium Management+535.3K (+72%)
- T. Rowe Price Group−5.82M (-17%)
- BlackRock−2.73M (-4%)
- Renaissance Technologies LLC−1.39M (-61%)
- Goldman Sachs Group−904.8K (-10%)
- Franklin Resources−770.9K (-13%)
- Blackstone Group+4.6K
- LCNB CORP+2.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 433 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 2, 2026 | - | - | - |
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CL SEC filings: frequently asked questions
Are CL insiders buying or selling?
In the last 90 days, Colgate-Palmolive (CL) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $31.0 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CL stock?
As of June 30, 2026, the largest Colgate-Palmolive (CL) holders among the 13F filers tracked by SignalX were BlackRock ($6.4 billion), Vanguard Capital Management LLC ($4.8 billion), State Street Corp ($4.3 billion), T. Rowe Price Group ($2.6 billion), Vanguard Portfolio Management LLC ($2.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Colgate-Palmolive (CL) reported revenue of $20.4 billion (up 1.4% from FY2024) and net income of $2.1 billion. Diluted EPS was $2.63. The figures come from the XBRL data in the 10-K.
What are the main risks in CL's latest 10-K?
In the 10-K filed February 23, 2026, Colgate-Palmolive (CL) flagged: FDA and global regulators reviewing fluoride, titanium dioxide, synthetic colors, and PFAS in consumer products: reformulation or restriction could materially impact core product lines. Eurasia operations ~1% of consolidated net sales and ~2% of consolidated operating profit; cash repatriation from Russia blocked and financial institution access constrained. (AI summary of the Risk Factors section.)
What did CL report in its latest 8-K?
Colgate-Palmolive (CL) filed an 8-K on July 31, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 earnings release covers the quarter ended June 30, 2026.
What are the latest CL SEC filings?
Colgate-Palmolive (CL) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 31, 2026 and a Form 4 insider filing on October 2, 2026.
What is CL's SEC CIK number?
Colgate-Palmolive (CL)'s SEC Central Index Key (CIK) is 21665. EDGAR lists every CL filing under that number.
Ask anything about CL
The research agent reads CL's filings, financials, insider trades and 13F holders, then answers with sources.