I rate Reckitt Benckiser a buy with a 12–24 month horizon and medium confidence, citing a 21% discount to peer multiples despite litigation overhang. Core Reckitt delivers high-margin, volume-led growth, with FY2025 organic growth of +5.2% and a 26.7% adjusted operating margin, supporting quality business status. Mead Johnson litigation risk remains the key discount driver; recent favorable legal outcomes improve sentiment but do not resolve federal MDL exposure.
Reckitt delivered solid H1 results, with top line growth in both Core Reckitt and Mead Johnson Nutrition, despite regional disparities. RBGLY's operating profit, margin, and cash flow fell, mainly due to the Essential Home divestment, but management remains confident about forward momentum. The interim dividend grew 5% to 88.6p, yielding 4.2%, and a new £500m buyback was announced, signaling ongoing capital returns.
Reckitt Benckiser Group LON: RKT reported accelerating sales growth in the second quarter of 2026, supported by innovation, emerging-market demand and a return to growth in North America, while maintaining its full-year outlook despite commodity and supply-chain volatility.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JEF James E. Francis PARADIGM ASSET MANAGEMENT Co. LLC | 3,200 | $59,607.41 | $46,048 | -$13,559.41 | -22.75% |
Michelle Dubey Yousif Capital Management LLC | 33,746 | $458,945.6 | $474,131.3 | $15,185.7 | 3.31% |
Anu Prabhu Altrius Capital Management Inc. | 773,498 | $10.45M | $10.87M | $420,886.6 | 4.03% |
Peter Sigismondi Ramirez Asset Management, Inc. | 86 | $1,152.23 | $1,208.3 | $56.07 | 4.87% |
| Household Products Industry | Consumer Staples Sector | Kris Licht CEO | OTC PINK Exchange | 756255303 CUSIP |
| GB Country | 38,100 Employees | 10 Aug 2026 Last Dividend | 31 Dec 2014 Last Split | - IPO Date |
Reckitt Benckiser Group plc, a distinguished global company, specializes in the manufacture and sale of a wide range of health, hygiene, and nutrition products. Operating extensively across key markets such as the United Kingdom, the United States, China, India, and other international territories, the company has built a reputation for its diverse portfolio of brands and products that cater to the everyday needs of consumers around the world. Founded in 1819 and with headquarters in Slough, the United Kingdom, Reckitt Benckiser continues to innovate and expand its product offerings to meet the evolving needs of its global customer base.
The product portfolio of Reckitt Benckiser Group plc is vast and varied, encompassing several categories, including health, hygiene, personal care, and nutrition. Below is a detailed breakdown of their key products and services: