Colgate-Palmolive stays a Buy with strong Q1 sales, solid cash flow, and steady dividends despite margin pressures.

Colgate-Palmolive reported strong Q1 results with 8.4% net sales growth and robust free cash flow, reaffirming its 2026 sales and EPS growth targets. Despite margin pressures from rising input and logistics costs linked to the Iran conflict, the company maintains a sustainable dividend yield and Dividend King status. Its intrinsic value remains slightly above current levels, offering a margin of safety for long-term, income-focused investors amid macro and geopolitical challenges. The stock is viewed as a stable addition to portfolios seeking resilience and steady returns.