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The Earnings360 Team
Sunday's Featured 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 option for long-term total returns: its stock price sits near the low end of its historical P/E range, its yield is near the high end of its range, and its FQ1 2026 results support continued growth, cash flow generation, and capital returns. Total returns measure an investor's net gain, including dividends and share-price appreciation. As of late October, PG yields roughly 2.75% and has the potential to appreciate by 25% or more over the coming years. That price appreciation should be supported by the company's high-quality business and steady growth, which underpin a healthy balance sheet and robust capital-return program, including share repurchases. Share buybacks are particularly important to the stock's outlook because they reduce the share count at a semi-aggressive pace each year and are unlikely to be curtailed any time soon. The dividend is appealing, with a yield above 2.5%, and the outlook for continued increases further supports the stock. Procter & Gamble is a Dividend King with 70 consecutive years of annual increases and appears positioned to keep raising the payout for the foreseeable future (see analysis). Buybacks help offset the cost of distribution increases. The payout ratio is modestly conservative at about 65%, consistent with peers, and earnings growth is forecast. MarketBeat consensus estimates imply a mid-single-digit EPS CAGR that slightly outpaces revenue growth and aligns with the company's dividend growth expectations. 
Procter & Gamble Rises After Posting Solid Results Procter & Gamble's FQ1 results were solid, outperforming on both the top and bottom lines, with revenue growth of 3.0%. Much of the gain reflected FX translation and pricing, but all segments contributed, and several delivered organic growth. Beauty and Grooming both posted organic gains, helping produce a 2% organic increase for the company. Margins are another area of strength. While the company faced margin pressures, management mitigated those headwinds better than expected. The quarter produced $5.4 billion in operating cash flow, $4.8 billion in net earnings, and a 3% increase in adjusted EPS that meaningfully beat expectations. Adjusted EPS of $1.99 significantly exceeded consensus, which suggests management's guidance may be conservative. Procter & Gamble reaffirmed its earnings guidance, with a midpoint slightly below consensus. Management expects some softening in upcoming quarters to offset Q1 strength, though this outlook may understate the pockets of consumer resilience noted in PG's report and in other consumer-focused companies' results. A likely outcome is that Procter & Gamble will outperform in the coming quarters and later revise guidance upward. Institutional and Analyst Trends Point Toward a Bottom for PG Stock Analyst and institutional trends suggest PG may have found a bottom. Analysts rate it a Moderate Buy and project double-digit upside to the consensus target, while institutions continue to accumulate. Institutions bought stock at a ratio of more than $2.50 acquired for every $1 sold this year and now own about 65% of the shares outstanding—providing a solid support base. Hitting the consensus target would put the market on a path toward new highs, potentially in 2026. The technical picture is constructive. PG jumped about 2.5% in premarket trading on Oct. 24, confirming a bottom near $147. If the market follows through, PG should continue higher, reclaim the moving-average cluster as support, and could reach roughly $170 in early 2026 and new all-time highs by midyear. If that momentum stalls, the stock may consolidate near late-October levels until a stronger catalyst emerges.
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