New York, Feb 12, 2026, 15:11 (EST) — Regular session
The Procter & Gamble Company climbed $2.59 to $162.59 in afternoon trading Thursday, picking up 1.6% after yesterday’s $160.00 close. Session moves so far: a low of $159.47, a high at $163.13.
Investors shifted into defensive mode before Friday’s U.S. consumer price index data, their hopes for quick Federal Reserve rate cuts shaken after a robust jobs report. “The bull case on the Fed cutting was pretty much centered around the weak employment picture, so that case was challenged,” said Jay Hatfield, CEO and CIO at Infrastructure Capital Advisors in New York. 1
Consumer-staples stocks managed to stay in the green even as most shares lost ground. The Consumer Staples Select Sector SPDR ETF climbed 1.7%. Colgate-Palmolive and Kimberly-Clark each tacked on roughly 2%.
P&G plans to have CEO Shailesh Jejurikar and CFO Andre Schulten present at the Consumer Analyst Group of New York conference on Feb. 19, with a live webcast kicking off at 9:00 a.m. ET. A replay will be posted later on the company’s investor site. 2
P&G’s latest quarter brought in net sales of $22.2 billion, with organic sales coming in flat—that figure strips out currency moves, acquisitions, and divestitures. The company left its fiscal 2026 core earnings forecast unchanged at $6.83 to $7.09 per share and pegged tariff costs at roughly $400 million after tax. “Our results in the second quarter keep us on track to deliver within our fiscal year guidance ranges,” Jejurikar said. 3
Next week, investors will be tuning in for updates on pricing and volumes, looking to see if shoppers are still moving toward lower-cost private-label options. P&G has relied on raising prices to support its revenue. That works—until volumes start to slip, and then it’s a harder pitch.
Even so, the buying in staples Thursday could evaporate in a hurry if inflation data beats expectations and Treasury yields jump. P&G still faces risk: higher input costs and trade tensions become a bigger problem if the company can’t push those costs through quickly enough.
The market’s immediate focus turns to Friday’s CPI report on Feb. 13. For those holding P&G, eyes are on the Feb. 19 CAGNY webcast—any signals from management about the second half could sway sentiment.
