Pritchard Marc S. sold $579K of PG

Procter & Gamble (PG) raised its dividend for 70 consecutive years, with fiscal 2026 free cash flow of $15.835B. Coca-Cola (KO) reported 5% unit case volume growth, its strongest in 17 years. Colgate-Palmolive (CL) saw 16.12% YTD stock growth and raised its dividend. All three companies demonstrated recession-resilient cash flows and dividend increases.

Canada imposed 25-50% tariffs on U.S. paper products, including toilet paper, in response to U.S. tariffs on Canadian goods. Procter & Gamble (P&G) expects a $0.25-per-share earnings hit and plans price increases. Canada supplied $328M of toilet paper to the U.S. in 2024, with Canadian pulp crucial for U.S. production. U.S. consumers bear 96% of tariff costs, per Fed research.

Moody’s affirmed Procter & Gamble’s (PG) ratings and changed the outlook to positive, citing strong cash flow, earnings growth, and stable credit metrics. The upgrade reflects P&G’s ability to generate positive free cash flow and earnings growth through pricing, innovation, and cost savings. Moody’s expects leverage to rise slightly due to the Thorne acquisition but return to low levels through optimization. The ratings could be upgraded if P&G maintains its strong operating profile and profitab

Procter & Gamble (PG) and Colgate-Palmolive (CL) recently paid dividends. PG offers a higher yield (2.93%) and better coverage, while CL has stronger recent price performance. PG plans to return $15B to shareholders in fiscal 2027, including $10B in dividends. CL trades at a higher P/E (35x) with a smaller yield (2.33%).

The Dow fell 419 points as bond yields rose, driven by Middle East tensions and rising oil prices. Energy stocks like Chevron (CVX) gained, while tech stocks declined. Apple (AAPL) rose 2.6% under new leadership. Palo Alto Networks (PANW) dropped 5.2% ahead of earnings. Novartis (NVS) surged 6.0% on positive drug trial results. The 10-year Treasury yield hit 4.792%.

Procter & Gamble (P&G) will acquire private supplements maker Thorne for $3.8 billion in cash. The deal, expected to close by year-end, targets the growing wellness industry. P&G aims to scale Thorne's $650M sales, citing its strong growth potential and strategic fit with its existing health brands.