Why investors are backing Henkel shares
August 2026
By Chad Padowitz, Talaria Co-CIO
Talaria Co-CIO Chad Padowitz’s latest stock in focus for Money Magazine looks at Henkel, the German multinational behind brands including Schwarzkopf, Dynamo and Sard.
Beyond its consumer brands, Henkel is the global leader in adhesives, sealants and functional coatings, with exposure to structural growth areas including electronics, electric vehicles and industrial applications.
With strong free cash flow, a growing dividend and shares trading towards the cheaper end of their historical range, Chad looks at why Henkel offers the potential for solid shareholder returns.
Chad Padowitz is the Co-Chief Investment Officer of Talaria Asset Management. He has more than 25 years’ experience in the financial services industry in the UK, South Africa and Australia.
His experience includes working as an analyst in the treasury department at HSBC Bank in London, in derivative reporting and analysis, and as an equities research analyst at First National Bank in South Africa.
Chad holds a Bachelor of Commerce from University of the Witwatersrand (South Africa), is a Fellow of the Financial Services Institute of Australasia and is a Chartered Financial Analyst charterholder. Chad co-founded Talaria Asset Management in 2018.
