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fool.comSEP 236 min read$CL

This Dividend King Was Removed From the S&P 100. Here's Why It's a Great Buy for Long-Term Investors Anyway.

Colgate-Palmolive (CL) was removed from the S&P 100 due to its $69B market cap being too small, but remains in the S&P 500. The company has raised dividends for 63 years and analysts expect 17% EPS growth from 2025-2028, with a current yield of 2.4%.

Original reporting
fool.com
Published Sep 23, 2026, 7:45 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 23, 2026, 8:27 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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This Dividend King Was Removed From the S&P 100. Here's Why It's a Great Buy for Long-Term Investors Anyway. — source image
Source · fool.com
Decision brief

The 30-second read

$CLNeutralLow
01

Why it matters

For traders, the key is whether index-tracking demand changes meaningfully. The article suggests the impact is mostly confined to smaller S&P 100 ETFs (e.g., OEF) rather than the broader S&P 500 passive complex.

02

Market read

This is an index-constituent and passive-flow story, not a new earnings or guidance catalyst.

03

What to watch

The article does not quantify expected fund-flow changes, and it leans on analyst EPS/dividend projections that may not materialize.

Relevance 4/10Novelty 3/10Timing: post Sept. 21 S&P 100 rebalancing

Background

The piece explains that S&P Global removed CL from the S&P 100 during quarterly rebalancing because its market cap was too small, while CL remains in the S&P 500.

Company-level read

Ticker impact

$CLNeutralMedium confidence
Context

Colgate-Palmolive (CL) was removed from the S&P 100 in S&P Global’s Sept. 21 quarterly rebalancing due to market-cap size.

Expected impact

Low near-term impact; any effect should be limited to ETF/index-tracking flow mechanics rather than earnings power.

Evidence & confidence

The article states CL remains in the S&P 500, implying continued broad passive ownership, with only reduced exposure to smaller S&P 100-focused ETFs.

Market effects

Sector

Consumer staples names may see periodic index-constituent churn, but this specific event is framed as valuation-driven versus fundamentals.

Regional

Primarily US passive-flow mechanics tied to S&P index products.

Global

Limited; the story is about US index construction and passive investing rather than global demand or regulation.

Counterpoint

What could challenge this read

Removal from the S&P 100 could still matter for liquidity and marginal demand from S&P 100-tracking funds, even if CL stays in the S&P 500.

Key entities

  • equity
    Colgate-Palmolive

    Removed from the S&P 100 on Sept. 21 but remains in the S&P 500; article argues dividend growth outlook remains intact.

  • index_provider
    S&P Global

    Conducted the quarterly rebalancing that removed CL from the S&P 100.

  • etf
    iShares S&P 100 ETF (OEF)

    Example of an S&P 100-linked ETF that would lose CL exposure after the rebalancing.

Read at source← All news

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