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The Earnings360 Team
Today's Bonus Story Why Procter & Gamble Remains a Buy-and-Hold FavoriteWritten by Thomas Hughes. Published 10/27/2025. 
Key Points - Procter & Gamble is well-positioned to deliver market-beating total returns over the next two to five years.
- A low valuation, high yield, and outlook for sustained revenue and earnings growth underpin the outlook.
- Analysts and institutional trends suggest PG stock bottomed in Q3 2025 and is poised to move higher from there.
Procter & Gamble (NYSE: PG) is a compelling choice for long-term total returns. Its stock is trading near the low end of its historical P/E range, its yield is close to the high end of its range, and its FQ1 2026 results support an outlook for growth, cash flow and continued capital returns. Total returns are an investor's net gain, including dividends and price appreciation. As of late October, PG yields roughly 2.75% and could appreciate by 25% or more over the coming years. Price appreciation should be supported by the company's high-quality business and steady growth, which underpin a healthy balance sheet and a robust program of capital returns, including share repurchases. Share repurchases are especially important to the stock's outlook because they reduce the share count at a semi-aggressive pace each year and are unlikely to be suspended soon. The dividend is attractive, with a yield above 2.5%, and the outlook for increases adds to the appeal. Procter & Gamble is a Dividend King with 70 consecutive years of annual increases and the capacity to continue raising the payout for the foreseeable future. Buybacks help offset the cost of dividend increases. The payout ratio is roughly 65%, in line with peers, while consensus forecasts on MarketBeat call for a mid-single-digit EPS CAGR — slightly ahead of revenue growth and roughly matching the company's dividend-growth rate. 
Procter & Gamble Rises After Posting Solid Results Procter & Gamble's FQ1 results were solid, with revenue up 3.0% and both the top and bottom lines beating expectations. Gains were driven primarily by FX translation and pricing, but all segments contributed, and some delivered organic growth. Beauty and Grooming both produced organic gains, helping drive a 2% organic increase for the business. Margins were another positive. While the company still faces margin pressure, it mitigated much of that impact, leaving margins in better-than-expected condition. The quarter produced $5.4 billion in operating cash flow, $4.8 billion in net earnings, and a 3% increase in adjusted EPS. Adjusted EPS of $1.99 came in well above expectations, suggesting management's guidance is conservative. Procter & Gamble reaffirmed its earnings guidance, with a midpoint slightly below the consensus estimate. Management anticipates some weakening in upcoming quarters to offset Q1 strength. That view, however, may understate the consumer resilience evident in its results and in other consumer-focused companies' reports. It is likely PG will outperform in the coming quarters, which could prompt upward guidance revisions later in the year. Institutional and Analyst Trends Align With a Bottom for PG Stock Price Analysts and institutional trends point to a potential bottom in PG's stock price. Analysts rate it a Moderate Buy and expect double-digit upside, while institutions have been net buyers. Institutions bought more than $2.50 for every $1.00 they sold this year and now own about 65% of the float, providing a solid base of support. A move toward the consensus target would position the stock to reach new highs, likely in 2026. Technical action is positive. PG jumped about 2.5% in premarket trading on Oct. 24, confirming a bottom near $147. If the market follows through, PG should continue to climb, reclaim support around the moving-average cluster and could reach roughly $170 in early 2026, with all-time highs possible by midyear. If follow-through fails, the stock may remain near late-October levels until a stronger catalyst emerges.
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