Procter & Gamble čeká ve fiskálním roce 2027 kombinovaný zásah do čistého zisku po zdanění ve výši 1,4 miliardy USD, tedy asi 8 % core EPS za fiskální rok 2026. Firma zároveň varuje, že EPS v 1. čtvrtletí fiskálního roku 2027 klesne o 5 % nebo více.
Key Takeaways PG expects a $1.4 billion after-tax earnings headwind in fiscal 2027, equal to about 8% of 2026 core EPS.Procter & Gamble sees fiscal Q1 EPS falling 5% or more as cost pressures peak in the first half.PG delivered $2.8 billion in pretax productivity gains in fiscal 2026 to help offset rising cost pressures. The Procter & Gamble Company (PG - Free Report) continues to benefit from its well-established portfolio of consumer brands, extensive global presence and strong productivity and pricing initiatives. However, margin pressure remains a concern as the company contends with elevated raw material, energy and transportation costs.
PG expects an approximately $1 billion after-tax cost headwind in fiscal 2027, primarily due to higher raw material, energy and transportation costs, as well as other premiums stemming from the conflict in the Middle East. The estimate assumes an effective Brent crude oil price of around $90 per barrel, based on actual prices since March 2026 and futures contracts through February 2027. This assumption is intended to reflect the average oil price likely to flow through the company’s income statement during fiscal 2027 and is broadly in line with current spot prices.
Including foreign-exchange pressure, higher interest expense and lower non-operating income, the company anticipates a combined $1.4 billion after-tax earnings headwind in fiscal 2027, equivalent to about 8% of fiscal 2026 core earnings per share (EPS). The pressure was already visible in fiscal 2026. PG’s core gross margin declined 40 basis points, while core operating margin fell 70 basis points in fiscal 2026.
Although PG is taking decisive steps to offset these pressures through robust productivity initiatives, including $2.8 billion in pretax productivity improvements in fiscal 2026, the near-term outlook remains challenging. Management expects fiscal 2027 first-quarter EPS to decline 5% or more, with cost pressures likely to be most pronounced in the first half of the fiscal year. While profitability is expected to improve sequentially as the year progresses, persistent cost inflation, cautious consumer spending and geopolitical uncertainties could continue to weigh on margins.
Hence, despite PG’s solid long-term fundamentals, investors may prefer to remain cautious until productivity gains and business interventions begin to drive more meaningful improvements in profitability.
PG’s CompetitionColgate-Palmolive Company (CL - Free Report) is enhancing its operations to become more connected, efficient and resilient by leveraging digital technologies, data analytics, automation and stronger supplier collaboration. CL’s productivity initiatives are increasingly playing a critical role in supporting margins as it navigates persistent cost inflation and uneven category demand. With a diversified portfolio of everyday consumer essentials spanning multiple price points and a strong presence in faster-growing emerging markets, Colgate is well-positioned to drive sustainable growth and strengthen its competitive position.
The Clorox Company (CLX - Free Report) is implementing a streamlined operating model designed to simplify processes, lower costs and create a faster, more focused organization. CLX is optimizing its portfolio, increasing investments in innovation and brand building, and expanding its presence in the health and hygiene categories. These initiatives, supported by greater sourcing flexibility and adaptable business models, are helping Clorox manage cost inflation while advancing its strategic priorities and strengthening operational efficiency.
PG’s Price Performance, Valuation and EstimatesProcter & Gamble’s shares have gained 1.7% in the past three months compared with the industry’s 5% growth.
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From a valuation standpoint, PG is trading at a forward price-to-earnings ratio of 20.72X compared with the industry’s average of 18.66X.
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The Zacks Consensus Estimate for PG’s fiscal 2027 and fiscal 2028 earnings per share (EPS) indicates year-over-year growth of 1.5% and 6.2%, respectively. The company’s EPS estimate for fiscal 2027 has moved south while that of fiscal 2028 has increased in the past seven days.
Procter & Gamble se obchoduje asi 19 % pod maximy a nabízí se dividendový výnos 2,95 %. Firma má za sebou 136 let nepřetržité výplaty dividend a 70 let v řadě je zvyšuje.
Procter & Gamble (PG -0.33%) is one of the largest consumer staples, and investors can currently buy it at a discount, trading about 19% off its highs.
Even as the S&P 500 is up about 12% year to date, investors are not getting much income from index funds these days, with the S&P offering just a 1% yield. P&G yields close to 3%, and that dividend is backed by household brands people buy in any economy, which is why I'd feel comfortable buying the stock this month.
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A quality dividend stock P&G's quarterly dividend is $1.0885 per share, or $4.35 annualized. At today's $147.50 share price, the forward yield is 2.95% -- nearly three times the average stock in the S&P 500 index.
This is one of the most reliable dividend payers in the entire market. P&G has paid a dividend for 136 consecutive years and increased it for 70 straight years -- a track record few companies can match and one that has earned it the title Dividend King. It reflects steady sales and free cash flow from everyday essentials like Tide, Pampers, Crest, Gillette, and Olay.
The dividend has grown at a 5.6% annualized rate over the past five years. Over the last year, it paid just over $10 billion in dividends from about $15 billion in free cash flow -- a manageable payout ratio of around 67%.
Management plans to return about $15 billion in fiscal 2027 (ending in June): roughly $10 billion in dividends and $5 billion in buybacks. Those repurchases also steadily reduce the share count, helping support growth in earnings per share and dividends per share.
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Why P&G will keep growing About half of sales come from North America and 23% from Europe, but that leaves ample expansion opportunities in the rest of the world. In fiscal 2026, organic sales and adjusted earnings rose 1% year over year, which looks solid against the weak consumer spending trends in the U.S. due to inflation and higher fuel prices.
Over time, its brand strength, global distribution, and ongoing cost improvements should support more growth. The company continues to invest in product innovation and marketing while trimming weaker categories -- all of which is part of a long-term strategy to maintain excellent financial performance that can support a growing dividend.
P&G uses local consumer insights to win share in specific markets. For example, it found most U.K. households soak dishes before washing, so it introduced Fairy Skip the Soak Power Spray, lifting total brand household penetration by five points to 61%. This is how it can successfully expand into international markets over time.
Wall Street expects P&G's earnings to grow about 5% annually over the next few years, a pace that can support continued dividend growth. With high yields and recession-resistant brands, Procter & Gamble stock looks like a smart buy on the dip.
Procter & Gamble hlásí smíšený vývoj v segmentu Fabric & Home Care: Fabric Care drží krok, zatímco Home Care klesá a Evropa zůstává pod tlakem konkurence. Nové verze Tide a expanze Tide evo pomáhají růstu, stejně jako inovace Mr. Clean v oblasti domácího úklidu.
Key Takeaways Procter & Gamble's Fabric & Home Care trends are mixed, as Fabric Care held up while Home Care declined.PG sees improving U.S. Fabric Care momentum, while competition in Europe remains a key pressure.Tide upgrades and Tide evo expansion are boosting Fabric Care, while Mr. Clean supports home cleaning growth. The Procter & Gamble Company’s (PG - Free Report) Fabric & Home Care business is showing mixed trends, suggesting that the segment is not a broad growth drag, though parts of the portfolio remain under pressure. In the fourth quarter of fiscal 2026, Fabric Care was among the categories that were in line to grow in the low-single digit, while Home Care declined. This divergence limited the segment’s contribution at a time when P&G’s overall organic sales were flat year over year.
The pressure is evident in Europe, where management said competition in Fabric Care has increased and restoring competitiveness remains a priority. At the same time, there are signs of improvement. Management highlighted an inflection in U.S. Fabric Care and said that momentum is continuing to build. China also returned to share growth in Fabric Care, supporting a more constructive outlook across markets.
Innovation could play a role in improving the segment’s growth profile. P&G’s upgrade of Tide original liquid, its largest in more than two decades, has shifted the product from decline to high-single-digit growth. The company is also expanding Tide evo nationally, while Mr. Clean innovations are helping drive growth in home cleaning.
Management remains confident in Fabric Care’s potential in the longer term, noting that the category has delivered growth above 5% over a decade, supported partly by faster-growing adjacencies such as fabric enhancers. Thus, softness in Home Care and competitive pressure in Europe remain concerning, but improving U.S. momentum and innovation suggest Fabric & Home Care could become a stronger growth contributor.
Growth Drivers of PG’s Peers: CL & CHDProcter & Gamble’s peers, Colgate-Palmolive Company (CL - Free Report) and Church & Dwight Co., Inc. (CHD - Free Report) , are pursuing growth through a mix of innovation, premiumization, productivity initiatives and expansion across key categories and markets.
Colgate’s growth is being supported by broad-based gains across emerging markets, Europe and Hill’s Pet Nutrition. Emerging markets advanced in the mid-single digits, led by India, Brazil, Mexico and China, while Europe benefited from innovation, premiumization and market-share gains. Hill’s Pet Nutrition continued to outperform its category through science-led premium offerings. Colgate is also stepping up advertising, digital capabilities, revenue growth management and new product support to sustain momentum and improve U.S. performance going forward.
Church & Dwight’s growth is being fueled by strong volume gains, innovation and distribution expansion across its portfolio. Second-quarter organic sales rose 5.8%, driven by 4.3% volume growth and a 1.5% positive price/mix. THERABREATH, HERO, ARM & HAMMER cat litter, and ZICAM remained key contributors. International organic sales rose 9.1%, while global e-commerce sales advanced 22.7%, further supporting momentum.
PG’s Price Performance, Valuation & EstimatesProcter & Gamble’s shares have lost 8.4% in the past six months compared with the industry’s 7.2% decline.
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From a valuation standpoint, PG trades at a forward price-to-earnings ratio of 20.72X compared with the industry’s average of 18.75X.
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The Zacks Consensus Estimate for PG’s fiscal 2027 and 2028 EPS indicates year-over-year growth of 1.6% and 5.9%, respectively. The company’s EPS estimates for fiscal 2027 have declined 0.4% in the past 30 days, whereas for 2028, EPS estimates have moved down by a penny in the past seven days.
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Procter & Gamble currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Beacon Pointe Advisors LLC bought a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 214,501 shares of the company’s stock, valued at approximately $31,454,000.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Procter & Gamble by 1,000.0% during the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company’s stock worth $25,000 after buying an additional 150 shares during the last quarter. Mowery & Schoenfeld Wealth Management LLC acquired a new stake in Procter & Gamble during the second quarter worth approximately $26,000. Litman Gregory Wealth Management LLC bought a new stake in shares of Procter & Gamble during the fourth quarter worth approximately $26,000. Park Square Financial Group LLC boosted its holdings in shares of Procter & Gamble by 65.1% during the fourth quarter. Park Square Financial Group LLC now owns 180 shares of the company’s stock worth $26,000 after acquiring an additional 71 shares during the period. Finally, Evolution Wealth Management Inc. grew its position in shares of Procter & Gamble by 1,315.4% in the fourth quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock valued at $26,000 after purchasing an additional 171 shares during the last quarter. Institutional investors own 65.77% of the company’s stock.
Analyst Ratings Changes Several research firms recently weighed in on PG. Argus cut Procter & Gamble from a “buy” rating to a “hold” rating in a report on Friday, August 7th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Procter & Gamble in a report on Wednesday, June 24th. BMO Capital Markets increased their price objective on Procter & Gamble from $169.00 to $170.00 and gave the stock an “outperform” rating in a research report on Monday, June 29th. Jefferies Financial Group lifted their target price on Procter & Gamble from $177.00 to $179.00 and gave the stock a “buy” rating in a report on Friday, June 26th. Finally, HSBC reissued a “hold” rating and issued a $149.00 target price (down from $182.00) on shares of Procter & Gamble in a research report on Thursday, July 30th. Thirteen equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $161.19.
Check Out Our Latest Research Report on Procter & Gamble Insider Buying and Selling at Procter & Gamble In other news, insider Marc S. Pritchard sold 4,030 shares of the company’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $143.79, for a total transaction of $579,473.70. Following the completion of the sale, the insider owned 187,001 shares of the company’s stock, valued at approximately $26,888,873.79. This represents a 2.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Susan Street Whaley sold 2,238 shares of the stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $143.79, for a total transaction of $321,802.02. Following the sale, the insider owned 26,989 shares in the company, valued at $3,880,748.31. This represents a 7.66% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 6,627 shares of company stock valued at $953,417 in the last ninety days. 0.20% of the stock is currently owned by company insiders.
Procter & Gamble Price Performance Shares of NYSE PG opened at $143.71 on Monday. The business has a fifty day moving average price of $147.11 and a two-hundred day moving average price of $148.21. The stock has a market capitalization of $334.04 billion, a PE ratio of 21.71, a P/E/G ratio of 4.43 and a beta of 0.39. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.68 and a quick ratio of 0.47. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $167.25.
Procter & Gamble (NYSE:PG – Get Free Report) last released its earnings results on Wednesday, July 29th. The company reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.02. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The company had revenue of $21.20 billion for the quarter, compared to analyst estimates of $21.38 billion. During the same period in the prior year, the firm posted $1.48 EPS. Procter & Gamble’s quarterly revenue was up 1.5% on a year-over-year basis. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, equities analysts predict that Procter & Gamble Company will post 6.98 earnings per share for the current fiscal year.
Procter & Gamble Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were paid a dividend of $1.0885 per share. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date was Friday, July 24th. Procter & Gamble’s dividend payout ratio is presently 65.71%.
About Procter & Gamble (Free Report)
Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.
P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.
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P&G čeká ve fiskálním roce 2027 zhruba 1,4 miliardy USD po zdanění jako negativní dopad na zisk, tedy 56 centů na akcii. Core EPS má být beze změny až +3 %, tržby porostou o 1 % až 3 %.
Key Takeaways Procter & Gamble faces a $1.4B after-tax fiscal 2027 earnings headwind, equal to 56 cents per share.PG expects about $1B after tax in higher raw-material, energy, transportation and related costs.Procter & Gamble expects fiscal 2027 organic and all-in sales growth of 1-3%, with core EPS flat to up 3%. The Procter & Gamble Company (PG - Free Report) , also referred to as P&G, enters fiscal 2027 with a sizable earnings hurdle. Management expects 1% to 3% organic sales growth, but higher costs, financing expense, lower non-operating income and currency are set to weigh on profit growth.
Those pressures total about $1.4 billion after tax, or 56 cents per share, equal to an 8% drag on fiscal 2026 core EPS. Productivity and brand investment will determine how much of that burden P&G can absorb.
P&G Faces $1 Billion in Higher Input CostsThe largest headwind is an estimated $1 billion after tax from higher raw-material, energy, transportation and related costs. Much of the pressure is expected in the first half of fiscal 2027.
Management expects this cost dynamic to contribute to a decline of at least 5% in first-quarter fiscal 2027 EPS. The outlook assumes an effective Brent crude oil price of about $90 per barrel and reflects higher freight, supplier inflation and other supply-chain premiums.
PG Financing and Currency Add More PressureP&G expects higher net interest expense to reduce fiscal 2027 earnings by about $150 million after tax. Lower non-operating income is expected to create another $150 million drag.
Unfavorable foreign exchange is projected to reduce earnings by roughly $50 million after tax. Together with input costs, these items produce the estimated $1.4 billion after-tax headwind.
P&G Productivity Is the Main OffsetP&G generated about $2.8 billion of before-tax productivity improvement across cost of goods sold and selling, general and administrative expenses in fiscal 2026. Those savings equaled roughly 340 basis points and helped fund investment.
The company is also scaling Supply Chain 3.0, AI-enabled brand-building tools and automated workflows. Colgate-Palmolive Company (CL - Free Report) is using productivity while maintaining elevated advertising investment, while Kimberly-Clark Corporation (KMB - Free Report) has cited productivity gains as an offset to pricing, cost inflation and supply-chain investment. Efficiency remains a key lever across consumer staples.
PG Guidance Still Calls for Modest Sales GrowthP&G expects fiscal 2027 all-in and organic sales to rise 1% to 3%. The organic sales outlook includes a 30-50-basis-point drag from brand, product-form and go-to-market discontinuations.
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Zacks estimates call for sales growth of 1.8% in fiscal 2027. Management is targeting organic growth modestly ahead of the markets in which it competes, though slower conditions in North America and Europe limit the cushion for execution shortfalls.
P&G Reinvestment Could Keep Margins TightP&G plans to maintain spending behind product superiority, packaging and brand communication even as costs rise. That approach supports its growth model but can restrain near-term margin expansion.
The fiscal fourth quarter showed that trade-off. Core operating margin declined 130 basis points as 410 basis points of reinvestment, primarily in marketing, more than offset 300 basis points of selling, general and administrative productivity savings. Total productivity savings reached 460 basis points.
PG's Scores Reflect Near-Term Earnings RiskP&G's fiscal 2027 outlook leaves productivity, pricing and execution carrying much of the burden against a meaningful earnings headwind. Core EPS is still expected to range from unchanged to up 3% from fiscal 2026, implying $6.89 to $7.11 per share.
PG currently carries a Zacks Rank #4 (Sell), alongside a Growth Score of C, Value Score of D, Momentum Score of D and VGM Score of D. The Zacks Rank points to weaker near-term earnings-estimate trends, while the Style Scores indicate limited support from growth, value and momentum characteristics. Together, they favor a cautious near-term view without determining the stock's longer-term outcome.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
P&G čeká ve fiskálním roce 2027 růst organických i celkových výnosů jen o 1–3 % a core EPS má být beze změny až +3 %. Akcie se přitom obchodují za 20,3násobek forwardového zisku, nad sektorem.
Key Takeaways PG expects fiscal 2027 organic and all-in sales growth of 1-3%, with core EPS flat to up 3%.PG trades at 20.3X forward earnings, above its sub-industry's 18.4X and Consumer Staples sector's 17.3X.PG expects about $10B in dividends and roughly $5B in share repurchases in fiscal 2027. The Procter & Gamble Company (PG - Free Report) , also referred to as P&G, enters fiscal 2027 with leading brands, high cash generation and a productivity program that continues to fund reinvestment. Those strengths matter, but the growth profile remains subdued.
The investment debate is therefore less about business quality than price. PG trades above key Zacks industry benchmarks even as earnings expectations point to low-single-digit progress.
P&G's Growth Outlook Remains ModestP&G expects fiscal 2027 organic and all-in sales to rise 1-3%, while core earnings per share are projected to be flat to up 3% from $6.89. Management's midpoint for core EPS is $7.00.
The current Zacks Consensus Estimates call for 1.8% sales growth and 1.6% core EPS growth to $7.00. Colgate-Palmolive Company (CL - Free Report) reported 2.4% organic sales growth and 8% base-business EPS growth in second-quarter 2026.
Kimberly-Clark Corporation (KMB - Free Report) posted 1.2% organic sales growth for the first half of 2026. Those peer results also show how restrained top-line growth remains across major consumer staples companies.
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PG's Valuation Leaves Little Room for ErrorPG trades at 20.3X forward 12-month earnings versus 18.4X for the Zacks sub-industry and 17.3X for the Zacks Consumer Staples sector. The stock remains below its five-year median of 23.4X but still carries a clear relative premium.
That premium looks demanding alongside expected sales and earnings growth near 2% or less. With growth modest, consistent execution on volume, pricing and productivity becomes increasingly important.
P&G Productivity Helps Offset Margin PressureFiscal 2026 delivered about $2.8 billion of before-tax productivity improvement, equal to roughly 340 basis points. Those savings helped fund product, packaging and brand investment.
Even so, core gross margin fell 40 basis points and core operating margin declined 70 basis points. Fiscal 2027 also carries about $1 billion of after-tax pressure from raw materials, energy, transportation and related costs, much of it expected in the first half.
PG Innovation Supports Selective GrowthThe upgraded Tide original liquid formula moved from declining sales to high-single-digit growth by the fiscal fourth quarter after P&G improved product performance without raising the price.
Tide evo is moving toward broader national expansion in fiscal 2027. SK-II has delivered double-digit organic sales growth for six consecutive quarters, showing that targeted innovation can still produce stronger growth in selected franchises.
P&G Cash Returns Add Shareholder SupportFiscal 2026 operating cash flow reached $19.56 billion, while adjusted free cash flow was $15.84 billion. P&G returned more than $15 billion to shareholders through $10.2 billion of dividends and $5.0 billion of share repurchases.
For fiscal 2027, management expects about $10 billion of dividends and roughly $5 billion of repurchases. That return profile offers support while earnings growth remains restrained, though it does not remove valuation and margin risks.
PG's Scores Point to Near-Term CautionBottom line, P&G retains durable operating strengths, but fiscal 2027 growth looks modest relative to its valuation premium. Productivity, innovation and cash returns help the case, yet near-term execution risk remains.
PG currently carries a Zacks Rank #4 (Sell). Its Value Score of D, Momentum Score of D and VGM Score of D are weak, while its Growth Score of C is middling.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Zacks Style Scores are designed to complement the Zacks Rank over a similar 1-3 month horizon. The current combination supports a cautious near-term stance rather than a more aggressive entry at today's valuation.
Foster & Motley Inc. purchased a new position in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 57,877 shares of the company’s stock, valued at approximately $8,487,000.
Other institutional investors have also made changes to their positions in the company. BlackRock Inc. purchased a new stake in Procter & Gamble in the 2nd quarter worth approximately $27,862,105,000. Norges Bank purchased a new position in shares of Procter & Gamble during the 4th quarter valued at $4,664,783,000. Bank of New York Mellon Corp purchased a new position in shares of Procter & Gamble during the 2nd quarter valued at $2,281,505,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Procter & Gamble in the second quarter worth $1,480,650,000. Finally, Cardano Risk Management B.V. raised its holdings in shares of Procter & Gamble by 1,104.8% during the fourth quarter. Cardano Risk Management B.V. now owns 9,521,440 shares of the company’s stock worth $1,364,518,000 after acquiring an additional 8,731,126 shares in the last quarter. 65.77% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes PG has been the subject of a number of research reports. BMO Capital Markets lifted their price objective on Procter & Gamble from $169.00 to $170.00 and gave the company an “outperform” rating in a research report on Monday, June 29th. JPMorgan Chase & Co. dropped their target price on Procter & Gamble from $164.00 to $162.00 and set an “overweight” rating on the stock in a research report on Thursday, July 16th. Barclays raised their price target on Procter & Gamble from $146.00 to $152.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 21st. Weiss Ratings reissued a “hold (c)” rating on shares of Procter & Gamble in a research note on Wednesday, June 24th. Finally, Citigroup dropped their price objective on Procter & Gamble from $181.00 to $170.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Thirteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $161.52.
View Our Latest Analysis on Procter & Gamble Procter & Gamble Trading Up 0.1% Shares of NYSE:PG opened at $144.77 on Monday. The stock has a market capitalization of $336.51 billion, a PE ratio of 21.87, a P/E/G ratio of 4.46 and a beta of 0.39. Procter & Gamble Company has a 1 year low of $137.62 and a 1 year high of $167.25. The firm has a fifty day moving average price of $147.73 and a 200 day moving average price of $148.66. The company has a current ratio of 0.68, a quick ratio of 0.47 and a debt-to-equity ratio of 0.43.
Procter & Gamble (NYSE:PG – Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.02. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The company had revenue of $21.20 billion for the quarter, compared to analyst estimates of $21.38 billion. During the same period last year, the company earned $1.48 earnings per share. The business’s revenue was up 1.5% compared to the same quarter last year. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Analysts expect that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.
Procter & Gamble Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Stockholders of record on Friday, July 24th were issued a dividend of $1.0885 per share. The ex-dividend date of this dividend was Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a dividend yield of 3.0%. Procter & Gamble’s dividend payout ratio is currently 65.71%.
About Procter & Gamble (Free Report)
Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.
P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.
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Danica Pension Livsforsikringsaktieselskab ve 2. čtvrtletí snížila podíl v Procter & Gamble o 23,3 % na 148 161 akcií. Hodnota pozice činila 21,726 milionu USD.
Danica Pension Livsforsikringsaktieselskab decreased its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 23.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 148,161 shares of the company’s stock after selling 44,979 shares during the quarter. Danica Pension Livsforsikringsaktieselskab’s holdings in Procter & Gamble were worth $21,726,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also recently modified their holdings of PG. Vanguard Group Inc. raised its position in Procter & Gamble by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 237,459,756 shares of the company’s stock valued at $34,030,358,000 after purchasing an additional 2,829,151 shares during the last quarter. BlackRock Inc. bought a new stake in shares of Procter & Gamble in the 2nd quarter worth approximately $27,862,105,000. State Street Corp grew its position in shares of Procter & Gamble by 1.0% in the 4th quarter. State Street Corp now owns 101,618,926 shares of the company’s stock worth $14,563,008,000 after buying an additional 984,102 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Procter & Gamble by 3.3% during the fourth quarter. Geode Capital Management LLC now owns 62,647,882 shares of the company’s stock valued at $8,962,689,000 after buying an additional 1,974,556 shares during the period. Finally, Norges Bank purchased a new position in shares of Procter & Gamble during the fourth quarter valued at approximately $4,664,783,000. 65.77% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In PG has been the subject of a number of research analyst reports. Citigroup dropped their price target on Procter & Gamble from $181.00 to $170.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. Argus downgraded shares of Procter & Gamble from a “buy” rating to a “hold” rating in a research report on Friday, August 7th. BMO Capital Markets upped their price objective on shares of Procter & Gamble from $169.00 to $170.00 and gave the stock an “outperform” rating in a report on Monday, June 29th. Jefferies Financial Group raised their target price on shares of Procter & Gamble from $177.00 to $179.00 and gave the stock a “buy” rating in a research report on Friday, June 26th. Finally, TD Cowen lifted their target price on shares of Procter & Gamble from $142.00 to $150.00 and gave the company a “hold” rating in a research note on Monday, April 27th. Thirteen equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, Procter & Gamble currently has an average rating of “Moderate Buy” and a consensus price target of $161.52.
Get Our Latest Stock Report on PG Shares of NYSE:PG opened at $144.77 on Monday. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $167.25. The firm has a market capitalization of $336.51 billion, a P/E ratio of 21.87, a P/E/G ratio of 4.46 and a beta of 0.39. The stock has a 50 day moving average price of $147.73 and a 200-day moving average price of $148.66. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.47 and a current ratio of 0.68.
Procter & Gamble (NYSE:PG – Get Free Report) last released its earnings results on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.02. The company had revenue of $21.20 billion during the quarter, compared to analysts’ expectations of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The firm’s revenue for the quarter was up 1.5% compared to the same quarter last year. During the same quarter last year, the business posted $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, equities research analysts anticipate that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.
Procter & Gamble Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were given a dividend of $1.0885 per share. The ex-dividend date of this dividend was Friday, July 24th. This represents a $4.35 annualized dividend and a yield of 3.0%. Procter & Gamble’s dividend payout ratio (DPR) is currently 65.71%.
About Procter & Gamble (Free Report)
Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.
P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.
See Also Five stocks we like better than Procter & Gamble VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding PG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Procter & Gamble Company (The) (NYSE:PG – Free Report).
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Fidelity National Financial koupila nový podíl v Procter & Gamble za zhruba 15,397 milionu USD, což představuje 105 000 akcií. Akcie PG po otevření rostly o 1,3 %.
Fidelity National Financial Inc. purchased a new stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 105,000 shares of the company’s stock, valued at approximately $15,397,000. Procter & Gamble makes up 0.5% of Fidelity National Financial Inc.’s investment portfolio, making the stock its 24th biggest holding.
A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Baxter Bros Inc. purchased a new position in shares of Procter & Gamble during the second quarter worth $12,381,000. Cibc World Market Inc. boosted its holdings in Procter & Gamble by 40.6% in the fourth quarter. Cibc World Market Inc. now owns 511,833 shares of the company’s stock valued at $73,351,000 after purchasing an additional 147,701 shares during the last quarter. World Investment Advisors boosted its holdings in Procter & Gamble by 15.9% in the fourth quarter. World Investment Advisors now owns 105,915 shares of the company’s stock valued at $15,179,000 after purchasing an additional 14,492 shares during the last quarter. Resources Management Corp CT ADV grew its position in Procter & Gamble by 41.8% during the 4th quarter. Resources Management Corp CT ADV now owns 81,511 shares of the company’s stock worth $11,681,000 after purchasing an additional 24,010 shares during the period. Finally, Indivisible Partners purchased a new position in shares of Procter & Gamble during the 4th quarter valued at about $2,120,000. Hedge funds and other institutional investors own 65.77% of the company’s stock.
Analyst Upgrades and Downgrades Several equities analysts have recently issued reports on PG shares. HSBC reissued a “hold” rating and issued a $149.00 price objective (down from $182.00) on shares of Procter & Gamble in a report on Thursday, July 30th. Wells Fargo & Company raised their target price on Procter & Gamble from $158.00 to $164.00 and gave the stock an “overweight” rating in a report on Monday, April 27th. Weiss Ratings reiterated a “hold (c)” rating on shares of Procter & Gamble in a research report on Wednesday, June 24th. Barclays boosted their price target on Procter & Gamble from $146.00 to $152.00 and gave the company an “equal weight” rating in a report on Tuesday, July 21st. Finally, Evercore set a $162.00 price objective on Procter & Gamble in a research report on Monday, April 27th. Thirteen investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $161.52.
Get Our Latest Analysis on PG Procter & Gamble Trading Up 1.3% Shares of Procter & Gamble stock opened at $144.77 on Friday. The firm has a 50-day simple moving average of $147.73 and a two-hundred day simple moving average of $148.69. The company has a market cap of $336.51 billion, a P/E ratio of 21.87, a price-to-earnings-growth ratio of 4.46 and a beta of 0.39. Procter & Gamble Company has a fifty-two week low of $137.62 and a fifty-two week high of $167.25. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.47 and a current ratio of 0.68.
Procter & Gamble (NYSE:PG – Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.02. Procter & Gamble had a net margin of 18.44% and a return on equity of 31.36%. The business had revenue of $21.20 billion for the quarter, compared to analyst estimates of $21.38 billion. During the same period in the prior year, the company posted $1.48 EPS. The company’s revenue for the quarter was up 1.5% on a year-over-year basis. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. As a group, equities analysts predict that Procter & Gamble Company will post 6.98 earnings per share for the current fiscal year.
Procter & Gamble Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were given a dividend of $1.0885 per share. The ex-dividend date was Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. Procter & Gamble’s dividend payout ratio is currently 65.71%.
Procter & Gamble Profile (Free Report)
Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.
P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.
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Baxter Bros Inc. acquired a new position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 84,429 shares of the company’s stock, valued at approximately $12,381,000. Procter & Gamble makes up 1.4% of Baxter Bros Inc.’s holdings, making the stock its 21st largest position.
A number of other hedge funds have also made changes to their positions in the company. E Fund Management Hong Kong Co. Ltd. lifted its stake in shares of Procter & Gamble by 1,000.0% in the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 165 shares of the company’s stock worth $25,000 after buying an additional 150 shares in the last quarter. Litman Gregory Wealth Management LLC purchased a new stake in Procter & Gamble during the 4th quarter valued at about $26,000. Park Square Financial Group LLC raised its holdings in Procter & Gamble by 65.1% in the 4th quarter. Park Square Financial Group LLC now owns 180 shares of the company’s stock valued at $26,000 after acquiring an additional 71 shares during the last quarter. Evolution Wealth Management Inc. lifted its stake in Procter & Gamble by 1,315.4% in the 4th quarter. Evolution Wealth Management Inc. now owns 184 shares of the company’s stock worth $26,000 after purchasing an additional 171 shares in the last quarter. Finally, Basso Capital Management L.P. acquired a new position in shares of Procter & Gamble during the 4th quarter worth approximately $28,000. Institutional investors and hedge funds own 65.77% of the company’s stock.
Wall Street Analysts Forecast Growth Several research firms recently commented on PG. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $163.00 price target on shares of Procter & Gamble in a report on Monday, April 27th. Jefferies Financial Group upped their target price on Procter & Gamble from $177.00 to $179.00 and gave the company a “buy” rating in a report on Friday, June 26th. Weiss Ratings reiterated a “hold (c)” rating on shares of Procter & Gamble in a report on Wednesday, June 24th. Royal Bank Of Canada reissued an “outperform” rating on shares of Procter & Gamble in a research report on Wednesday. Finally, Argus lowered shares of Procter & Gamble from a “buy” rating to a “hold” rating in a report on Friday, August 7th. Thirteen research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Procter & Gamble has a consensus rating of “Moderate Buy” and a consensus target price of $161.52.
Read Our Latest Research Report on Procter & Gamble Procter & Gamble Stock Up 1.3% Procter & Gamble stock opened at $144.77 on Friday. The stock has a market cap of $336.51 billion, a PE ratio of 21.87, a P/E/G ratio of 4.40 and a beta of 0.39. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.68 and a quick ratio of 0.47. The stock’s fifty day moving average is $147.73 and its two-hundred day moving average is $148.69. Procter & Gamble Company has a 1-year low of $137.62 and a 1-year high of $167.25.
Procter & Gamble (NYSE:PG – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The company reported $1.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.02. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The business had revenue of $21.20 billion during the quarter, compared to analysts’ expectations of $21.38 billion. During the same period in the prior year, the firm posted $1.48 EPS. The business’s quarterly revenue was up 1.5% compared to the same quarter last year. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. On average, sell-side analysts expect that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.
Procter & Gamble Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were paid a $1.0885 dividend. This represents a $4.35 annualized dividend and a yield of 3.0%. The ex-dividend date was Friday, July 24th. Procter & Gamble’s dividend payout ratio is currently 65.71%.
(Free Report)
Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.
P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.
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Procter & Gamble zvýšila dividendu 70 let po sobě a nabízí výnos 3 %. Ve fiskálním roce 2026 vyplatila na dividendách 10,2 miliardy USD z provozního cash flow ve výši 19,6 miliardy USD.
Procter & Gamble Co.'s (PG -0.98%) annual dividend growth rate of 4% to 6% over the last two decades, coupled with its 3% dividend yield, gives income-seeking investors an unusually solid combination of current income and long-term growth, in my view, for 2027 and beyond. Home to globally well-known household brands, the consumer-defensive giant has increased dividends for 70 consecutive years, backed by its ever-growing recurring cash flows.
A growing dividend supported by a business that generates billions of dollars in cash every year is extremely important to income-seeking investors. For context, in fiscal 2026, which ended June 30, P&G paid out $10.2 billion in dividends on operating cash flow of $19.6 billion and net income of $16 billion.
P&G's in-built inflation-fighting mechanism What I see in P&G, one of the best income-generating stocks to own today, is its built-in inflation-defense mechanism. In a more volatile stock market, expected absolute stock returns decline. And as global bond yields rise, markets will be choppier in the foreseeable future.
Over the past decade, Procter & Gamble's annual dividend growth has consistently kept up (and sometimes even outpaced) the U.S. inflation rate, which has risen considerably since COVID-19. For income-seeking investors, this means there is no erosion of purchasing power, and, I think, that makes P&G the best dividend stock to own over the next few years.
PG Dividend Growth (Annual) data by YCharts.
Rising yields pressure valuations The U.S economy remains strong, but that's not necessarily great for future stock returns. As the above chart shows, inflation has been sticky. Additionally, tech stocks -- the best performers over the last few years -- saw a broader sell-off in July, led by semiconductor stocks. The bigger problem may be that stocks that have generated above-average returns in the recent past may be running too hot and could be overvalued. Investors may not get higher returns without a valuation pullback, and rising bond yields are evidence of that.
The mathematics behind this is simple: As bond yields go up, investors usually demand higher earnings yields from stocks as well. Breaking it down further, the earnings yield of a stock is just the inverse of its price-to-earnings (P/E) ratio. So as the earnings yield goes up, the P/E ratio falls, pushing down the share price.
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The uncertain environment does not make P&G's business less attractive P&G may not have been the stock market's darling over the past few years, but its globally recognized brands give it scale and pricing power -- the most important qualities of a business with growing recurring cash flows. It sells necessities and household products, things that people need irrespective of an economic downturn or a stock market drawdown. Brands such as Tide, Dawn, Pampers, Gillette, Crest, and Oral-B, among others, don't simply lose pricing power or see demand fall.
Management still expects fiscal 2027 organic sales growth to clock between 1% to 3%, and net earnings per share (EPS) growth in the range of 1% to 5%. This growth is despite expectations of an additional $1 billion in cost pressures due to higher raw material, transportation, and energy prices.
Additionally, the company expects adjusted free cash flow (FCF) productivity (calculated as the ratio of adjusted FCF to core net earnings) to remain above 85%. In layperson's terms, this means management expects at least 85% of its core net income to be converted to free cash flow. In short, P&G's revenue and cash flow growth are persistent, leading to a persistent increase in capital returned to shareholders.
Shouldn't buying Treasury bonds suffice then? Investors looking for safety could, in theory, buy Treasury bonds as their yields rise. But holding bonds has a disadvantage: there's no income growth. That's where I'd argue that P&G stock is better suited to tackle an inflationary environment and ensure income growth through rising dividends.
What about owning higher-yielding stocks? Again, a great idea, but future income growth is usually unreliable when dividend yields are high.
Image source: Getty Images.
A 3% dividend yield may not seem much. However, it is the starting point for a dividend that has historically outpaced inflation, thus preserving purchasing power over a five- or 10-year period. If P&G's dividend grows annually by 5% on average over a 10-year period, the dividend would have grown by nearly 63%. If you bought the stock today, your yield on the original investment would be substantially higher a decade later, at nearly 4.9%.
The stock isn't overvalued Defensive stocks, such as Procter & Gamble, don't get much credit in a bull market. But slow growers shine in volatile markets, or simply when investors don't want to take on too much risk. At 21.6 times trailing earnings and four times trailing sales, the stock isn't overvalued. At the same time, these numbers don't suggest the market has been ignoring the stock. I think that's the sweet spot -- a stock that is poised to perform well in the future without any fears of overvaluation.
If you are worried about uncertainty in the U.S. stock market as valuations stretch to historic highs and long-term interest rates remain elevated, P&G's dividend appeal lies in stable income generation and the ability to grow your purchasing power over longer time horizons.
Everett Harris & Co. CA ve 2. čtvrtletí koupila nový podíl ve společnosti Procter & Gamble za zhruba 8,089 milionu USD. Firma zároveň oznámila čtvrtletní EPS ve výši 1,43 USD, nad odhadem 1,41 USD.
Everett Harris & Co. CA purchased a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 55,164 shares of the company’s stock, valued at approximately $8,089,000.
Other hedge funds have also modified their holdings of the company. Carson Advisory Inc. lifted its stake in Procter & Gamble by 0.5% in the 4th quarter. Carson Advisory Inc. now owns 12,124 shares of the company’s stock valued at $1,738,000 after buying an additional 65 shares in the last quarter. Cary Street Partners Investment Advisory LLC increased its position in Procter & Gamble by 1.8% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 3,829 shares of the company’s stock worth $549,000 after buying an additional 67 shares in the last quarter. Grant Street Asset Management Inc. increased its position in Procter & Gamble by 2.7% during the fourth quarter. Grant Street Asset Management Inc. now owns 2,627 shares of the company’s stock worth $376,000 after buying an additional 69 shares in the last quarter. Cowa LLC raised its holdings in shares of Procter & Gamble by 2.4% in the fourth quarter. Cowa LLC now owns 2,985 shares of the company’s stock worth $428,000 after acquiring an additional 70 shares during the last quarter. Finally, KLCM Advisors Inc. raised its holdings in shares of Procter & Gamble by 0.9% in the first quarter. KLCM Advisors Inc. now owns 7,890 shares of the company’s stock worth $1,140,000 after acquiring an additional 70 shares during the last quarter. 65.77% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth A number of research firms recently commented on PG. Jefferies Financial Group increased their price objective on Procter & Gamble from $177.00 to $179.00 and gave the company a “buy” rating in a research note on Friday, June 26th. Barclays boosted their target price on shares of Procter & Gamble from $146.00 to $152.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 21st. Morgan Stanley decreased their price target on shares of Procter & Gamble from $175.00 to $166.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Argus downgraded shares of Procter & Gamble from a “buy” rating to a “hold” rating in a report on Friday, August 7th. Finally, HSBC reissued a “hold” rating and issued a $149.00 price objective (down from $182.00) on shares of Procter & Gamble in a research report on Thursday, July 30th. Thirteen equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, Procter & Gamble currently has a consensus rating of “Moderate Buy” and an average target price of $161.52.
Check Out Our Latest Stock Report on Procter & Gamble Procter & Gamble Stock Performance Procter & Gamble stock opened at $144.47 on Thursday. The stock has a fifty day moving average price of $147.94 and a 200 day moving average price of $148.78. Procter & Gamble Company has a 52 week low of $137.62 and a 52 week high of $167.25. The firm has a market capitalization of $335.82 billion, a P/E ratio of 21.82, a PEG ratio of 4.42 and a beta of 0.39. The company has a current ratio of 0.68, a quick ratio of 0.47 and a debt-to-equity ratio of 0.43.
Procter & Gamble (NYSE:PG – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.02. The company had revenue of $21.20 billion during the quarter, compared to the consensus estimate of $21.38 billion. Procter & Gamble had a net margin of 18.44% and a return on equity of 31.36%. The company’s quarterly revenue was up 1.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.48 EPS. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Equities research analysts anticipate that Procter & Gamble Company will post 6.98 earnings per share for the current year.
Procter & Gamble Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Friday, July 24th were paid a dividend of $1.0885 per share. The ex-dividend date of this dividend was Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. Procter & Gamble’s dividend payout ratio (DPR) is currently 65.71%.
About Procter & Gamble (Free Report)
Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.
P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.
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Procter & Gamble v dubnu zvýšila čtvrtletní dividendu na 1,0885 USD, tedy 4,354 USD ročně, a letos čeká jen 1% až 3% růst organických tržeb. Při výnosu 3 % by investice 17 000 USD mohla nést asi 510 USD ročně.
With major indexes like the S&P 500 (^GSPC +0.26%) and Nasdaq Composite (^IXIC +0.54%) hovering around all-time highs, collecting a 3% dividend yield may not seem like much. But generating passive income from reliable dividend-paying stocks provides an excellent way to participate in the market and book a return without needing to sell stock.
A red-hot stock market can overshadow the value of dividends. But when stock prices are falling, or the market enters a multiyear slowdown, dividends can provide crucial dry powder that can be reinvested or used to supplement income.
In April, Procter & Gamble (PG -0.78%) raised its quarterly dividend to $1.0885 or $4.354 per year, marking the company's 70th consecutive annual increase. That makes P&G one of the longest-tenured Dividend Kings -- which are companies with at least 50 consecutive years of boosting their payouts.
With a 3% yield, you can expect a $17,000 investment in P&G to produce about $510 in annual dividend income. Here's why P&G stands out as one of the best blue chip dividend stocks to buy now.
Image source: Getty Images.
A consumer products powerhouse P&G is the largest consumer packaged-goods company in the world -- with a portfolio of category-leading brands across beauty, grooming, healthcare, fabric and home care, and baby, feminine, and family care.
P&G's size gives it pricing power with consumers and crucial retail partners, which have incentive to carry its products on their shelves or online to attract customers. P&G products such as Pampers diapers, Charmin toilet paper, Bounty paper towels, Dawn dish soap, Tide detergent, Crest toothpaste, Gillette razor blades, and Olay skin care are known as destination products. These are the kinds of everyday-use products that can instigate a trip to a store like Walmart, Costco Wholesale, or Target. So these retailers want to carry P&G's products and, ideally, offer specialized versions through exclusive stock-keeping units (SKUs) to influence buyer behavior.
But goods manufacturers like P&G are also competing amid a surge in value-focused buying behavior toward private-label brands such as Walmart's Great Value, Sam's Club's Member's Mark, and Costco's Kirkland. P&G's size has allowed it to be fairly resilient even in the face of inflationary and consumer spending pressures. But there's no denying P&G is in a multiyear slowdown.
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P&G's results and guidance have been disappointing On July 29, P&G reported full-year fiscal 2026 year-over-year net sales growth of just 3%, organic sales growth of 1%, diluted earnings per share (EPS) growth of 2%, and core EPS growth of 1%.
For fiscal 2027, P&G is guiding for just 1% to 3% organic sales growth, a 1% to 5% increase in diluted net EPS, and flat to 3% growth in core EPS, with a midpoint of $7 per share.
PG Revenue (TTM) data by YCharts
P&G's margins have held up well, but its revenue growth has slowed dramatically. However, P&G continues to generate ample earnings and free cash flow to cover its dividend, although its dividend increases have been fairly small in recent years.
Despite the industrywide challenges, P&G continues to focus on what it can control. It is generating $2.8 billion in before-tax savings in fiscal 2026 across cost of goods, sales, general, and administrative expenses. On Aug. 4, P&G announced the $3.8 billion acquisition of personalized health and supplements solutions company Thorne, which will be added to its healthcare segment. The acquisition shows that P&G can continue to take market share and grow its brand portfolio even during a slowdown, which is more challenging for smaller, less diversified companies.
A high-quality stock at a discounted valuation P&G's stock price has gone practically nowhere for five years, which has compressed its valuation to multiyear lows and pole-vaulted its dividend yield to multiyear highs.
P&G now trades at just 22.2 times earnings and a 20.9 forward price-to-earnings (P/E) ratio, compared with a 10-year median P/E of 25.3. And because P&G has already guided for weak results in fiscal 2027, even mediocre results will look relatively good given the context of the current operating environment.
Add it all up, and P&G stands out as an excellent high-yield value stock for income investors to scoop up now.
Procter & Gamble ve fiskálním roce 2026 zvýšil čisté tržby o 3 %, organické tržby o 1 % a core EPS o 1 %, přesně v souladu s výhledem. Firma zároveň dál posiluje svou dividendovou historii a plánuje vrátit akcionářům zhruba 10 miliard USD na dividendách a asi 5 miliard USD na zpětných odkupech.
I've been writing about Procter & Gamble (PG -0.80%) for years, and my conviction has never been higher, because the company keeps doing the boring, hard things that compound over time: It protects its brands, invests in innovation, and quietly returns a lot of cash to shareholders even when the environment is rough.
Fiscal 2026 was not a blowout year for Procter & Gamble. Net sales grew 3%, organic sales rose 1%, and core earnings per share increased 1%. That's the kind of result many investors would shrug at. What matters to me is that those numbers landed right inside the company's guidance in a year that featured currency swings, higher energy and transportation costs, and uneven demand across regions.
P&G's strategy is deliberately simple. It focuses on daily use categories where performance drives brand choice and seeks to deliver superiority in product, packaging, communication, retail execution, and value. It pairs that with what it calls "constructive disruption" and a heavy dose of productivity, meaning it constantly looks for ways to do the same work with fewer resources. The result is a business that rarely looks spectacular quarter to quarter but, over many years, keeps nudging growth and margins in the right direction.
Image source: Getty Images.
Innovation that actually shows up in products This is not a sleepy soap company. In April, Procter & Gamble was named the top household products company on Fortune's America's Most Innovative Companies list for the third year in a row, with product innovation singled out as its biggest strength.
What makes me more confident today than a few years ago is how P&G is marrying that science with data. The company talks openly about using AI-led tools to optimize brand-building and go-to-market strategies, and about using digital platforms to sharpen where and how its brands show up in stores and online. E-commerce now accounts for about 20% of total sales, growing 6% in fiscal 2026, which shows its brands are not stuck on the old shelf-only model.
A dividend story with real substance Income investors already know the headline numbers, but they still matter. Procter & Gamble has paid a dividend for 136 straight years and has raised that dividend for 70 consecutive years. The company is a strong Dividend King -- which is a company that's grown its dividend payment for at least 50 consecutive years. In April, the board raised the quarterly payout 3% to $1.0885 per share, and the company expects to return about $10 billion in dividends and roughly $5 billion in share repurchases in fiscal 2026.
To me, the streak is not impressive on its own. What impresses me is that P&G keeps raising the dividend while still funding innovation and absorbing cost shocks. The payout ratio sits in the mid-60 % range, leaving room to invest in brands, supply chain upgrades, and digital tools. When a company can do all of that and still return more than $15 billion a year to shareholders, it says something about the durability of its cash engine.
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Why conviction is higher, not lower The past few years have thrown almost everything at consumer goods companies: inflation, currency swings, shifting channel mix, and pressure from private labels. Procter & Gamble pushed through that with modest but consistent organic growth, disciplined pricing, and a willingness to take on trade and cost headwinds without chasing unsustainable volume.
There are still risks. Input costs can spike again, currencies can move against it, and competitors can narrow the gap in product performance. The stock isn't cheap relative to the market, and achieving single-digit organic growth will require patience.
Even so, I see a company that has proved it can navigate choppy waters without losing sight of the basics: Make better products than rivals, watch costs closely, keep learning from data, and share the rewards with its owners. That's why, after years of following Procter & Gamble, my conviction is higher now. For long-term investors who want a consumer goods anchor that actually earns its premium, I still think this stock belongs near the core of a portfolio.
P&G zvýšila čtvrtletní dividendu o 3 % a volný peněžní tok za Q3 FY2026 vzrostl na 3,026 mld. USD, meziročně o 6 %. To podle peněžního toku podporuje další růst dividendy.
When Procter & Gamble (NYSE:PG | PG Price Prediction) cut its 70th consecutive annual dividend increase check to shareholders this past May, it sent out $1.08 per share. The market shrugged. With shares down around 5% over the past year and the stock changing hands at $145.79, sentiment around this Dividend King has soured on tariff fears and a guidance bias toward the lower end of the range. The cash flow statement tells a different story.
The Payment That Wall Street Underestimated P&G announced the most recent quarterly dividend at a 3% increase, marking the 136th consecutive year P&G has paid a dividend since incorporation in 1890. The forward annualized payout sits at $4.227 per share, translating to a current yield of 3%. That yield doesn’t scream opportunity, but the durability behind it does.
Here’s the disconnect. P&G beat Q3 FY2026 earnings on both lines: core EPS of $1.59 against $1.5552 expected (+2%) and net sales of $21.235 billion versus $20.517 billion expected (+4%). Yet management signaled FY2026 results toward the lower end of the $6.83 to $7.09 core EPS range, citing ~$400 million in after-tax tariff costs, ~$150 million in commodity headwinds, and ~$250 million from higher interest expense and tax rate. Investors heard “headwinds” and stopped listening.
Reading the Cash Flow Statement The dividend skepticism collapses against the actual numbers. In Q3 FY2026, P&G generated operating cash flow of $4.045 billion, up 9% year over year, and free cash flow of $3.026 billion, up 6%. Cash and equivalents on the balance sheet swelled to $12.306 billion, a 35% jump year over year.
Step back to the full-year view and the cushion gets wider. FY2025 delivered $17.818 billion in operating cash flow against $9.872 billion in dividends paid, a coverage ratio of 1.80x. Free cash flow of $14.045 billion covered the dividend with $4 billion to spare, and the company still funded $6.5 billion in share repurchases. Management guides FY2026 adjusted free cash flow productivity to 85% to 90%, with about $10 billion expected in dividend payouts and ~$5 billion in buybacks.
The Dividend Growth Track Record The historical record is what separates this dividend from speculative income plays. The Alpha Vantage payment history walks all the way back:
Year Q1 Dividend Subsequent Quarters 2026 $1.0568 $1.0885 2025 $1.0065 $1.0568 2024 $0.9407 $1.0065 2021 $0.7907 $0.8698 2016 $0.6629 $0.6695 2009 $0.40 $0.44 1999 $0.285 $0.32 P&G raised its dividend through the 2008-2009 Financial Crisis and through the 2020 COVID-19 pandemic. The annual payout growth rate has averaged +6.0% in FY2025, +3.5% in FY2024 and +2.6% in FY2023. The current 3% increase falls right inside that recent range.
What the Bears Are Missing Wall Street’s hesitation is logical on the surface. Core gross margin compressed 100 basis points in Q3, currency-neutral core EPS was flat year over year, and the geopolitical math is ugly. CFO Andre Schulten quantified the Brent crude exposure plainly: at roughly $100 a barrel, the annual cost impact climbs to ~$1.3 billion before tax (~$1 billion after tax) compared with pre-conflict oil in the mid-60s. Analyst skepticism centers on whether P&G can price through this without ceding share.
The growth side keeps answering that question. Organic sales rose more than 3% in Q3 with all 10 product categories and all 7 regions growing organic sales. Beauty led with 11% revenue growth. SK-II grew 18% globally with China up 13%, and Greater China Baby Care expanded 19%. Schulten’s framing on pricing strategy was direct: “I don’t think we’ve lost pricing power. Pricing power has to be earned, and the way to earn it is to combine pricing with a truly delightful experience for the consumer.”
The Dividend Scorecard Stack the metrics that matter for dividend sustainability:
Yield: 3%, modest but reliable Consecutive annual increases: 70 years Cash flow coverage: 1.80x operating cash flow in FY2025 FCF payout ratio: 70% of free cash flow in FY2025 YoY dividend growth: +6% in FY2025 FY2026 capital return commitment: ~$15 billion combined dividends and buybacks This earns a solid B+ on the scorecard. The yield is modest and the payout ratio against free cash flow has crept higher as buybacks compete for capital, yet the cash generation engine and the 70-year history make a dividend cut a remote scenario. Coverage at 1.80x leaves room for the FY2026 cost headwinds to land hard and the dividend still gets paid.
What to Watch Next The forward signal sits on Brent crude and tariff resolution. The current FY2026 guidance assumes commodity prices and FX rates hold at current levels, and the CFO flagged that almost all of the increased Middle East-related costs are expected in Q4 FY2026. If oil normalizes, the lower-end guidance bias flips toward the upper end and the cash flow cushion gets even thicker. If oil holds elevated into FY2027, productivity offsets and selective innovation pricing have to do more work. Schulten was explicit: “The one thing we will not compromise on is the investment in the parts of the business that are showing momentum.”
Wall Street’s analyst tally lands at five Strong Buy ratings, nine Buy ratings, 10 Hold ratings and zero Sell ratings alongside a $163.52 average target. Retail investors on the dividend-focused side of Reddit have stayed bullish, with sentiment readings of 72 in early June and 70 in late May. The crowd that focuses on dividends has read the same cash flow statement and reached the same conclusion: the streak isn’t ending here.
Contact [email protected] for any questions or corrections.
Procter & Gamble is buying supplement brand Thorne for $3.8 billion, CEO Shailesh Jejurikar said on CNBC's "Squawk on the Street."
The acquisition, which is set to be announced Tuesday, is a bid for P&G to grow its health and wellness division. The consumer goods giant already owns several other supplements brands, like Metamucil, Align Probiotic and New Chapter vitamins, which are housed within a broader healthcare division that includes Oral-B and Vicks.
"We are really happy with the asset itself," Jejurikar told CNBC's Sara Eisen. "It's a really well-run operation, and it's been around for a long time."
Thorne was founded in 1984 and went public in late 2021 at a valuation of $525 million. L Catterton then took the company private in 2023 in a deal valued at $680 million. Its annual revenue surpassed $500 million in 2025, according to Thorne.
Thorne CEO Colin Watts told CNBC earlier this year that it had the potential to become a billion dollar brand within the next few years.
The majority of Thorne's revenue comes from shoppers under the age of 40. The supplement brand has also seen a surge in direct-to-consumer sales.
In recent years, vitamins and supplements have grown in popularity as consumers look to them to improve every aspect of their health, for everything from sleep to energy levels. The "Make America Healthy Again" movement, led by Health and Human Services Secretary Robert F. Kennedy Jr., has also leaned into supplements. Kennedy himself has said he takes so many vitamins that he can't remember them all.
P&G is the latest consumer giant to buy a buzzy upstart in a bid to profit from the trend. Earlier this year, Unilever bought Grüns, a gummy supplement brand.
Thorne will be a small piece of P&G's broader portfolio, but the deal demonstrates the company's broader aim of owning relevant, premium brands that appeal to younger consumers. In P&G's latest quarter, its volume was flat, leading to worse-than-expected revenue. Its healthcare segment was the worst performer, based on volume.
Shares of P&G were trading up less than 1% in morning trading on Tuesday.
watch now
— CNBC's Gabrielle Fonrouge contributed to this report
P&G pro fiskální rok 2026 čeká organický růst tržeb o 1 % až 3 % a core EPS 6,89 až 7,11 USD, tedy pod konsensem trhu. Management zároveň varuje před zhruba 1 miliardou USD nákladových tlaků.
Procter & Gamble (PG +0.37%) shares trade near $144 as of this writing, only about 5% above their 52-week low of $137.62. At that price, the consumer staples giant behind Tide detergent and Pampers diapers yields a little over 3%.
A beaten-down blue chip with a yield like that would usually have me interested. But the guidance P&G issued alongside its fiscal 2026 fourth-quarter report last week explains why I'm not buying yet.
Image source: Procter & Gamble.
A $1 billion cost problem For fiscal 2027 (the 12 months ending next June), management expects organic sales growth of 1% to 3% and core earnings per share of $6.89 to $7.11. The midpoint of that range, $7.00, implies growth of less than 2%.
Even the high end implies just 3%.
And the guide came in slightly below what analysts were expecting. That small gap isn't what bothers me, though. What bothers me is the reason for the soft outlook, which management quantified in unusual detail.
P&G expects about $1 billion in after-tax headwinds from higher raw-material, energy, and transportation costs in fiscal 2027. Higher net interest expense adds another $150 million, lower non-operating income another $150 million, and unfavorable currency about $50 million. Altogether, management says, that's a $0.56-per-share drag -- about 8 percentage points of core earnings-per-share growth wiped out before the year begins.
Of course, a drag that size also says something positive about the business underneath. Strip out those headwinds, and P&G would be growing core earnings per share at about 10%.
But investors don't get to strip them out. Those are real costs, and management expects to absorb them all year.
The recent results show the strain already. In the fiscal fourth quarter (the period ended June 30), net sales rose 2% year over year to $21.2 billion, but organic sales, which exclude the effects of currency and acquisitions, were flat. Core earnings per share of $1.43 declined 3% year over year. The full fiscal year showed the same pattern in slower motion. Net sales rose 3% to $87.0 billion, while organic sales grew just 1% -- and all of that growth came from pricing, with volume and mix unchanged.
The cadence worked the wrong way, too, decelerating from 1% organic growth for the year to flat in the fiscal fourth quarter.
That last detail matters most to me. A consumer products company that grows only by raising prices, while unit volumes sit flat, is arguably testing the limits of its pricing power.
CEO Shailesh Jejurikar called fiscal 2026 "a year of foundation building" in the earnings release. The fiscal 2027 outlook suggests the payoff from that foundation is still a year or more away.
What would get me to buy To be fair, P&G pays investors well to wait. The company returned $10.2 billion in dividends and $5.0 billion in share repurchases during fiscal 2026, and it plans roughly the same combination (about $10 billion of dividends and $5 billion of buybacks) for fiscal 2027. The payout looks thoroughly affordable against the company's earnings.
The valuation, however, is only average. Shares trade at about 21 times P&G's fiscal 2026 core earnings of $6.89 per share, and about 20.5 times the midpoint of the new guidance.
That's not an expensive multiple. But it's not a bargain for a business guiding to low-single-digit growth, either. Plenty of companies growing earnings faster can be had in the same valuation neighborhood.
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So here's what would change my mind. First, evidence that volumes are growing again: A quarter where organic sales growth comes from consumers buying more products, not just paying more for them, would tell me the foundation building is working.
Second, a better price. At about $130 per share, the stock would yield close to 3.4% at the current payout, enough compensation, in my view, to wait out the cost cycle comfortably.
The wait could end up being short. Commodity costs could ease faster than management expects, and pricing pressure on consumers can fade as quickly as it arrived. P&G could simply out-earn its own cautious guide.
Ultimately, though, neither of my conditions is met today. The dividend looks safe, the business is durable, and P&G may well emerge from this stretch leaner. I'm comfortable being patient here, waiting for one of those two signals.
Procter & Gamble uvedla, že ceny benzínu omezují spotřebu a tlačí zákazníky k menším balením a akcím. V USA byl prodej konečným zákazníkům o 2 % vyšší, zatímco objednávky maloobchodníků klesly o 1 %.
Procter & Gamble says economic pressures have consumers focused on smaller pack sizes and promotions.
The consumer packaged goods company released earnings Wednesday (July 29) showing sales up 3% for its most recent quarter and 1% for the year.
Speaking to analysts during an earnings call, Chief Financial Officer Andre Schulten pointed to the price of gas having a “specific impact” on consumer spending.
“I think it’s a general impact where you see the consumers that are well off, continue to behave as they’ve behaved before, [choosing] larger pack sizes to find value,” he said.
“The more pressured consumer that will be more impacted by gas prices or incremental $100 of gas cost per week, they continue to look for smaller pack sizes. They continue to be very affected by promotion patterns. None of that has changed.”
Despite these pressures, CEO Shailesh Jejurikar noted the company’s user base skews toward households earning over $100,000, describing current trends as a “discernment by consumers” rather than an “inability to buy.”
In the U.S., a notable disconnect appeared between “sell out” (actual consumer consumption) and “sell in” (retailer orders), with sell out or consumption up 2% and sell in down 1%. This was driven by retailer inventory reductions and the shift of major events like the earlier Amazon Prime Day, which impacted the timing of merchandising spending.
Meanwhile, eCommerce sales ticked up 6%, and now account for 20% of Procter & Gamble’s (P&G) total sales. This digital growth is especially pronounced in Greater China, where P&G is winning across both traditional eCommerce pure-plays and social commerce platforms.
“Coming out of COVID, it was a depressed market, it was a tough competitive environment, and the results were not great,” Jejurikar said. “We are now growing in China for the first time in 15 quarters, driven by fundamental changes we made similar to what we’re doing in the company.”
Other consumer-focused companies have reported similar pressures this month. For example, grocery chain Albertsons forecast slightly weaker sales amid more cautious lower-income consumer spending.
The company lowered its guidance for the fiscal year, projecting decreases of 1.5% to 0.5%, as shoppers switch to private label products.
“We’re seeing a shift to value packaging, trade-downs,” CEO Susan Morris said during an earnings call. “I think we’ve talked about this before in certain commodities, and again, it’s a very bifurcated situation. Lower-income customers are shifting more to cheaper proteins, as an example.”
Procter & Gamble ve 4Q překonal odhad v core EPS na 1,43 USD, ale čisté tržby zaostaly na 21,20 mld. USD při konsensu 21,34 mld. USD a organické tržby zůstaly beze změny. Ve FY 2027 čeká organický růst tržeb 1 až 3 %.
Spotřebitelský koncern Procter & Gamble zveřejnil hospodářské výsledky za čtvrté čtvrtletí fiskálního roku 2026, které skončilo 30. června 2026. Jádrový zisk na akcii mírně překonal odhad analytiků, čisté tržby však očekávání nenaplnily a organický růst tržeb byl nulový. Pro fiskální rok 2027 společnost očekává organický růst tržeb v rozmezí 1 až 3 % (konsensus: 2,44 %).
Výsledky společnosti Procter & Gamble (PG) za 4Q FY 2026 4Q FY 2026 Konsensus 4Q FY 2026 4Q FY 2025 Čisté tržby (mld. USD) 21,20 21,34 20,89 Čistý zisk (mld. USD) 3,04 -- 3,62 Jádrový zisk na akcii (Core EPS, USD/akcie) 1,43 1,41 1,48 Výsledky za 4Q Čisté tržby meziročně vzrostly o 2 % na 21,20 mld. USD, pod odhadem 21,34 mld. USD. Organické tržby zůstaly meziročně beze změny (odhad: +1,85 %), organický objem prodejů rovněž stagnoval (odhad: +0,61 %). Dopad měnových kurzů na tržby činil -1 % (odhad: +0,48 %).
Čisté tržby Procter & Gamble ve 4Q FY 2026 dle segmentů
(mld. USD) Segment Čisté tržby Konsenzus Meziroční organická změna Beauty
3,98 3,92 +4 % Grooming
1,70 1,72 0 % Health Care
2,76 2,80 -1 % Fabric & Home Care
7,43 7,55 0 % Baby, Feminine & Family Care
5,05 5,15 -2 % Hrubá marže dosáhla 48,5 %.
Očištěný volný hotovostní tok činil 4,11 mld. USD.
Výhled na FY 2027 Společnost pro celý fiskální rok 2027 očekává:
Organický růst tržeb 1 až 3 % (konsensus: 2,44 %). Růst jádrového zisku na akcii 0 až 3 %. Jádrový zisk na akcii 6,89–7,11 USD (konsensus: 7,02 USD). Společnost zároveň uvedla, že v roce 2027 očekává dopad vyšších nákladů na suroviny, energie a dopravu ve výši přibližně 1 mld. USD po zdanění. Celoroční výhled organického růstu tržeb zahrnuje také negativní dopad 30 až 50 bazických bodů plynoucí z ukončování vybraných značek, produktových variant a distribučních kanálů.
Komentář vedení Shailesh Jejurikar, prezident a generální ředitel společnosti Procter & Gamble, uvedl: „Fiskální rok 2026 byl rokem budování základů, během něhož jsme zároveň pokračovali v růstu tržeb a zisku a vraceli akcionářům vysokou úroveň hotovosti, a to i přes velmi náročné geopolitické a ekonomické prostředí. Ve fiskálním roce 2027 očekáváme pokrok ve všech těchto klíčových ukazatelích, a to navzdory přetrvávající volatilitě. Věříme, že nejlepší cestou k udržitelnému a vyváženému růstu je posílit naši strategii a stavět spotřebitele do středu všeho, co děláme.“
Návrat kapitálu akcionářům Společnost za fiskální rok 2026 vrátila akcionářům více než 15 mld. USD, z toho 10,2 mld. USD formou dividend a 5,0 mld. USD prostřednictvím zpětných odkupů akcií. Dubnovým zvýšením dividendy společnost zaznamenala 70. po sobě jdoucí rok růstu dividendy a 136. po sobě jdoucí rok jejího vyplácení od založení firmy v roce 1890.
Akcie Procter & Gamble Akcie Procter & Gamble (PG) v předburzovní fázi obchodování klesají o 3,34 % na 143,90 USD.
Akcie Procter & Gamble Co/The (PG) před výsledky uzavřely na 148,88 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 346,7 P/E 22,9 Vývoj za letošní rok (%) +3,9 Očekávané P/E 21,2 52týdenní minimum (USD) 137,6 Prům. cílová cena (USD) 161,7 52týdenní maximum (USD) 167,3 Dividendový výnos (%) 2,9 Zdroj: Procter & Gamble, Bloomberg
Wall Street expects a year-over-year decline in earnings on higher revenues when Procter & Gamble (PG - Free Report) reports results for the quarter ended June 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 29. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis world's largest consumer products maker is expected to post quarterly earnings of $1.41 per share in its upcoming report, which represents a year-over-year change of -4.7%.
Revenues are expected to be $21.36 billion, up 2.3% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.85% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for P&G?For P&G, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.23%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that P&G will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that P&G would post earnings of $1.56 per share when it actually produced earnings of $1.59, delivering a surprise of +1.92%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
P&G doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Procter & Gamble zvýšil čtvrtletní dividendu o 3 % na 1,0885 USD na akcii a prodloužil sérii růstu dividend na 70 let v řadě. Firma zároveň potvrdila celoroční výhled.
Procter & Gamble (PG 0.12%) raised its quarterly dividend 3% in April to $1.0885 per share, marking its 70th consecutive year of dividend increases. Only five other publicly traded companies have raised their payouts for that many years in a row.
The streak is even more remarkable when you zoom out. P&G has paid a dividend every year since its incorporation in 1890 -- 136 straight years. And the payments are enormous in absolute terms, too. The company behind Tide, Pampers, and Gillette expects to pay around $10 billion in dividends in fiscal 2026, plus roughly $5 billion in share repurchases on top of it.
A streak like this is only possible because of what P&G sells. Detergent, diapers, razors, and paper towels get bought in good economies and bad ones, and the company's latest results show that durability at work. In its fiscal 2026 third quarter (the period ended March 31), P&G's organic sales, which exclude currency moves, acquisitions, and divestitures, grew 3% year over year, and core earnings per share rose 3% to $1.59. Management also maintained its full-year outlook even while absorbing tariff-related costs.
Image source: Procter & Gamble
Is the stock a buy for income? With shares trading near $148, P&G stock yields about 2.9% as of this writing. The payout consumes about 63% of the company's earnings over the past 12 months, a level that leaves room for the increases to continue. And the valuation looks arguably reasonable, too. Shares trade at about 21 times earnings -- not a bargain, but hardly a demanding price for a business this durable.
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Income investors should like that trade-off. This is a slow-growth business, with organic sales rising at a low single-digit rate, so nobody should expect the stock to keep up with the market's fastest growers. But the dividend is well covered by earnings, the raises keep coming, and 70 years of history suggest the payout can survive whatever the economy does next.
For investors looking for dependable income, P&G remains one of the simplest options in the market: a nearly 3% yield, backed by one of the longest dividend-growth streaks any company has ever put together.
Daniel Sparks and his clients do not have positions in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Procter & Gamble schválila čtvrtletní dividendu 1,0885 USD na jednu akcii, splatnou na nebo po 17. srpnu 2026 akcionářům k 24. červenci 2026. Dividendu vyplácí už 136 let v řadě a 70 let ji každoročně zvyšuje.
CINCINNATI--(BUSINESS WIRE)--The Board of Directors of The Procter & Gamble Company (NYSE:PG) declared a quarterly dividend of $1.0885 per share on the Common Stock and on the Series A and Series B ESOP Convertible Class A Preferred Stock of the Company, payable on or after August 17, 2026 to Common Stock shareowners of record at the close of business on July 24, 2026, and to Series A and Series B ESOP Convertible Class A Preferred Stock shareowners of record at the start of business on July 24, 2026.
P&G has been paying a dividend for 136 consecutive years since its incorporation in 1890 and has increased its dividend for 70 consecutive years. This reinforces our commitment to return cash to shareowners, many of whom rely on the steady, reliable income earned with their investment in P&G.
About Procter & Gamble
P&G serves consumers around the world with one of the strongest portfolios of trusted, quality, leadership brands, including Always®, Ambi Pur®, Ariel®, Bounty®, Charmin®, Crest®, Dawn®, Downy®, Fairy®, Febreze®, Gain®, Gillette®, Head & Shoulders®, Lenor®, Olay®, Oral-B®, Pampers®, Pantene®, SK-II®, Tide®, Vicks®, and Whisper®. The P&G community includes operations in approximately 70 countries worldwide. Please visit https://www.pg.com for the latest news and information about P&G and its brands. For other P&G news, visit us at https://www.pg.com/news.
