Procter & Gamble’s Strategic Restructuring and Tariff Management Underpin Buy Rating

Analyst Filippo Falorni from Citi maintained a Buy rating on Procter & Gamble (PG – Research Report) and keeping the price target at $181.00.

Filippo Falorni’s rating is based on Procter & Gamble’s strategic initiatives and financial outlook. The company has announced a two-year restructuring program aimed at optimizing its portfolio, supply chain, and organizational structure. This includes exiting certain brands and product forms, which, although expected to be a slight headwind to organic sales growth, will result in significant cost savings beyond existing plans.
Additionally, Procter & Gamble has updated its expectations regarding tariff impacts, significantly lowering the anticipated financial headwinds. The company has expressed confidence in managing these challenges while maintaining its long-term growth objectives. These strategic moves, combined with the company’s ability to navigate tariff-related challenges, underpin Falorni’s Buy rating for the stock.

In another report released on June 3, Evercore ISI also maintained a Buy rating on the stock with a $190.00 price target.

Based on the recent corporate insider activity of 127 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of PG in relation to earlier this year.