Insider transaction
Moses Victor Javier Aguilar, who serves as Chief Research, Development & Innovation Officer at Procter & Gamble (NYSE:PG), sold 15,169 shares of the company’s common stock on February 13, 2026. The shares were sold at a weighted average price of $162.2789, producing a total transaction value of $2.46 million. The individual trade prices ranged from $162.26 to $162.311.
Concurrent option exercise
On the same day as the sale, Aguilar exercised stock options to acquire 15,169 shares of Procter & Gamble common stock at an exercise price of $91.07 per share. The exercise transaction had a total nominal cost of $1.38 million.
Quarterly results snapshot
Procter & Gamble reported fiscal second-quarter results for 2026 showing earnings per share of $1.88, narrowly outpacing the consensus estimate of $1.86. Revenue for the period was $22.2 billion, which fell short of the consensus expectation of $22.34 billion.
Analyst responses
Following the earnings release, a number of financial institutions adjusted their views and price targets for Procter & Gamble:
- UBS raised its price target to $170 while maintaining a Buy rating, noting that favorable SG&A and below-the-line items helped drive the earnings beat.
- Wells Fargo increased its price target to $165, characterizing the results as meeting expectations and suggesting potential for a stronger second half of the fiscal year.
- BofA Securities adjusted its price target to $171, highlighting the company’s flat organic sales and the reaffirmation of full-year guidance.
- JPMorgan upgraded Procter & Gamble to Overweight, emphasizing the potential for improved organic sales growth and margin enhancement.
Overall market takeaway
These analyst moves collectively point to a cautiously optimistic stance among major firms following the quarter: price targets were lifted in several cases and one major bank upgraded its rating. At the same time, the company reported a revenue shortfall versus consensus and flat organic sales were noted by at least one institution.
Summary of facts
- Insider sale: 15,169 shares sold on February 13, 2026 at a weighted average price of $162.2789; total proceeds $2.46 million; price range $162.26 to $162.311.
- Option exercise: 15,169 shares acquired at $91.07 per share for a total of $1.38 million on the same date.
- Financials: Q2 fiscal 2026 EPS of $1.88 versus $1.86 consensus; revenue $22.2 billion versus $22.34 billion expected.
- Analyst actions: UBS, Wells Fargo, BofA Securities and JPMorgan adjusted price targets and/or ratings following the results.