Procter & Gamble posts 2026 earnings growth and projects modest 2027 sales rise
Procter & Gamble reported fiscal 2026 net sales up 3% to $87 billion, with adjusted earnings per share of $6.62. The fourth quarter posted adjusted EPS of $1.43, narrowly beating the $1.41 consensus, and net sales rose 1.5% to $21.20 billion. The company's core operating margin fell 130 basis points, marking a third consecutive quarterly decline.
For fiscal 2027, P&G forecast total net‑sales growth of 1%–3% and adjusted earnings per share of $6.89–$7.11, while anticipating roughly a $1 billion profit impact from higher raw‑material, energy and transportation costs. Chief financial officer Andre Schulten said rising gas prices are prompting consumers to shift toward smaller pack sizes and seek promotions. The stock’s dividend yield climbed above 3% as the share price slipped to about $140, drawing investor attention.
Analysts maintain a moderate‑buy consensus, with several brokerages adjusting price targets upward. Institutional investor Strategic Investment Advisors MI increased its stake by 52.5% to 30,237 shares.
Entities: Andre Schulten · Kentucky Retirement Systems · LSEG · Procter & Gamble · Procter & Gamble Co. · Shailesh Jejurikar · Strategic Investment Advisors MI · The Procter & Gamble Company · Unilever
Claims
What the coverage asserts, and how well corroborated each claim is across sources.
- [○ 1 SOURCE] Procter & Gamble's dividend yield exceeded 3% as the stock fell to about $140. (new)
- [● 2 SOURCES] Procter & Gamble expects roughly a $1 billion profit impact in fiscal 2027 from higher raw material, energy and transportation costs. (Profit impact $1 B from higher costs)
- [● 2 SOURCES] Procter & Gamble forecasts fiscal 2027 net sales growth of 1% to 3%. (2027 net sales growth forecast 1‑3%)
- [● 3 SOURCES] Procter & Gamble's fourth‑quarter adjusted earnings per share were $1.43, narrowly beating the $1.41 consensus. (66f7afef-66c1-4e39-aba0-0496fce1f118,05d52be4-657d-43c3-976a-b12620bdfcf9)
- [● 3 SOURCES] Procter & Gamble's fourth-quarter net sales rose 1.5% to $21.20 billion. (66f7afef-66c1-4e39-aba0-0496fce1f118,05d52be4-657d-43c3-976a-b12620bdfcf9)
- [○ 1 SOURCE] CFO Andre Schulten said rising gas prices are prompting consumers to shift to smaller pack sizes and seek promotions. (Gas prices driving smaller pack sizes)
- [● 2 SOURCES] The company's core operating margin fell by 130 basis points, marking the third consecutive quarter of decline. (new)
- [● 2 SOURCES] Procter & Gamble forecasts fiscal 2027 adjusted earnings per share between $6.89 and $7.11. (new)
- [○ 1 SOURCE] CFO Andre Schulten said higher gas prices are driving consumers toward smaller pack sizes and promotions. (2c05ca22-dd1d-44c0-9c7d-d859979e85b5)
- [○ 1 SOURCE] Strategic Investment Advisors MI increased its stake in Procter & Gamble by 52.5% to 30,237 shares. (f59cd9e4-cfe7-415c-a2fa-628c5a4b75cf)
- [● 2 SOURCES] Procter & Gamble projects adjusted earnings per share for fiscal 2027 between $6.89 and $7.11. (66f7afef-66c1-4e39-aba0-0496fce1f118,05d52be4-657d-43c3-976a-b12620bdfcf9)
- [● 2 SOURCES] Procter & Gamble's core operating margin fell 130 basis points, marking a third consecutive quarter decline. (66f7afef-66c1-4e39-aba0-0496fce1f118,05d52be4-657d-43c3-976a-b12620bdfcf9)