NYSE:PG

Procter & Gamble (PG)

149.31
-2.10 (1.39%)
as of Jul 6, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 6, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Procter & Gamble (PG) is currently facing a challenging economic landscape, with experts indicating that consumer products are experiencing difficulties. The company has been described as a defensive stock due to its strong brand portfolio and consistent dividend payments near 3%. Despite a decline in stock performance, with a noted drop of 14.4% over the past year, some analysts believe it is an opportune time to invest, albeit gradually, given its quality and dividend aristocrat status. However, there are concerns about low earnings growth, rising input costs, and a persistently cautious consumer sentiment. While PG maintains strong margins, its revenue growth has been slow, prompting mixed sentiments regarding its immediate future, especially as it approaches an earnings report amidst a weak economy.

consensus icon
Consensus
Cautious
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Valuation
Fair Value
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BUY
They delivered an amazing quarter today, but the market didn't care. They excelled despite higher costs. He's steamed! They have brand power even in a recession, have a strong R&D department and have sophisticated targeting advertising.
BUY
He bought it today. Why? The prices of the plastic and cardboard/paper of their products is going down, so overall raw costs will decline. This will still offset the revenues lost to the strong US dollar (vs. P&G's overseas sales in foreign currencies).
BUY
Best among consumer packaged goods companies. It's been hobbled by raw cost inflation, but those have now peaked and their price increases continue to stick. So, earnings will be fabulous. This is the perfect time in the business cycle when you need a stock like this that's slow and steady.
DON'T BUY
Staples are up YTD, but struggled in the past month. P&G's organic sales are slowing, 10% last quarter, 7% this, and guiding 3-5%. Shutdowns in China, high USD and reduced operations in Russia are reasons. 50% of sales are overseas so the strong dollar is headwind.
PARTIAL BUY
They report Friday. The street views this as a play on the weak USD, but the dollar is insanely strong now. Buy after the dollar peaks.
BUY
Their report today was panned by shareholders, because raw costs have jumped in the last quarter. But P&G has some of the finest brands in the world, so they were able to pass on price increases to customers. P&G is the classic stock for today: they make things that are profitable and trades at a reasonable valuation.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 25/21, Up 16.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PG has triggered its stop at $155. To remain disciplined, we recommend covering the position at this time.
HOLD
Recently outperforming. Current cost-reduction initiative, and he wonders what happens after that. 25x forward earnings for 6% growth. It's OK, but consumer staples names don't excite him, as we're mid-cycle. For defensive, try COST or healthcare. Not bad dividend at 2.2%.
DON'T BUY
Walmart vs. Procter & Gamble A difficult comparison. One is a consumer products company and the other is a pure retailer. 56% of Walmart's business is groceries, while P&G deals personal care products. Both are less growthy than in their early days. WM is trading around 22x PE and PG around 27x, both too high for him, based on their fundamentals and growth. Pass on both. Both produce a fair bit of cash. P&F pays a healthy dividend yield which attracts income investors. But there's a disconnect between valuations and growth prospects.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 25/21, Up 23.5%)Stockchase Research Editor: Michael O'Reilluy Our PAST TOP PICK with PG is progressing well. We now recommend trailing up the stop (from $139) to $155.
BUY
Russia fomenting a war with Ukraine will likely see oil prices explode higher, based on historic precedent. Industries and stocks that will rise if a war happens (and nobody wants one outside Russia) are oil, consumer staples, drug companies like Procter & Gamble or JNJ. Also defence stocks like Raytheon which reports tomorrow or Lockheed are buys.
BUY
It reported organic growth up 6% while market share and relative sales growth impressed in today's report. It faces $2.8 billion in commodity freight and currency headwinds, but can pass those costs onto consumers. Shares rallied $5 today.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 25/21, Up 14.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PG has achieved its $152 objective. To remain disciplined, we recommend covering half the position at this time. We recommend keeping the stop at $139.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 25/21, Up 11.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PG is progressing well. We now recommend trailing up the stop (from $100) to $139.
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