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Research Alert: CFRA Maintains Hold Opinion On Shares Of The Clorox Company

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-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

Our 12-month target price is $112 (down from $121 on May 7), 20x our FY 26 view of $5.60. Our multiple is a discount to the 22.2x three-year average forward P/E, reflecting CLX's recent dynamic performance such as disruptions and portfolio restructuring amid a softening demand environment. We lower our FY 26 EPS estimate by $0.30 to $5.60 and FY 27 by $0.52 to $6.25. CLX reported Q3 fiscal 2026 results that reflected a mixed operating environment, with net sales of $1.67B (in line with estimates) flat vs. the prior year. EPS grew 13% to $1.64 from $1.45, $0.10 above consensus. Household and International segments delivered solid growth of 3% and 8%, respectively, while the Lifestyle segment contracted 9% on lower consumption and retail inventory adjustments. Health and Wellness sales held steady with volume gains being offset by unfavorable price/mix dynamics. Gross margin compressed 140 bps to 43.2% from 44.6% in the prior year due to elevated manufacturing and logistics costs.

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