Insider Trading January 26, 2026

P&G Chief Brand Officer Sells $14.5M in Stock, Exercises Options in Same Day Move

Marc S. Pritchard’s January transactions coincide with mixed fiscal Q2 results and a wave of analyst target increases

By Sofia Navarro PG
P&G Chief Brand Officer Sells $14.5M in Stock, Exercises Options in Same Day Move
PG

Procter & Gamble Chief Brand Officer Marc S. Pritchard sold 95,903 shares on January 23, 2026, realizing about $14.5 million, and simultaneously exercised options to acquire the same number of shares at $80.29 each. The moves leave him with 182,606.5502 shares held directly, while additional holdings are held indirectly through family trusts and retirement-plan trustees. The transactions arrive alongside P&G's fiscal second-quarter results, which beat EPS expectations but missed revenue estimates, prompting several analysts to raise price targets.

Key Points

  • Marc S. Pritchard sold 95,903 shares on January 23, 2026, for approximately $14.5 million and exercised options for 95,903 shares at $80.29 each, costing about $7.7 million.
  • Following the transactions, Pritchard directly owns 182,606.5502 shares and holds additional indirect stakes through family trusts and retirement plan trustees; these moves occurred alongside P&G’s fiscal Q2 results that beat EPS estimates but missed revenue expectations.
  • Several major sell-side firms raised price targets or upgraded P&G—UBS to $170, Wells Fargo to $165, BofA Securities to $171, and JPMorgan upgraded to Overweight—citing factors such as favorable SG&A and below-the-line items, reiterated guidance, and potential for improved margins and organic growth.

Procter & Gamble's (NYSE: PG) Chief Brand Officer Marc S. Pritchard completed a set of linked equity transactions on January 23, 2026, selling 95,903 shares of common stock and exercising options to acquire an identical number of shares the same day.

The disposition produced approximately $14.5 million in proceeds, with the sale executed at a weighted average price of $151.1495 per share. Individual sale prices reported for the transactions ranged from $150.36 to $151.60.

Concurrently, Pritchard exercised options to purchase 95,903 shares of P&G common stock at an exercise price of $80.29 per share, representing an aggregate cost of roughly $7.7 million for those option exercises.

After settling these transactions, Pritchard’s directly held position in Procter & Gamble stands at 182,606.5502 shares. In addition to his direct holdings, he retains indirect interests through a series of trusts established for his daughters and his wife, as well as shares maintained by retirement plan trustees.


These insider transactions come in the context of P&G’s fiscal second-quarter results for 2026. The company reported earnings per share of $1.88, marginally above the consensus estimate of $1.86. Revenue, however, came in at $22.2 billion versus the anticipated $22.34 billion, falling short of analyst expectations.

Investor reaction among sell-side analysts was largely constructive. UBS lifted its price target to $170 while retaining a Buy rating, attributing the EPS outperformance in part to favorable selling, general and administrative expenses and other below-the-line items. Wells Fargo moved its target to $165 and characterized the quarter as meeting a low bar while keeping hopes for a stronger second half of the fiscal year alive.

BofA Securities modestly increased its target to $171 and reiterated a Buy rating, noting that P&G’s reaffirmation of full-year guidance contributed to a relief-driven rally. Meanwhile, JPMorgan upgraded the stock from Neutral to Overweight, citing a positive growth outlook and scope for margin improvement. Andrea Teixeira, the JPMorgan analyst, signaled confidence in the company’s path toward accelerated organic sales growth.

Taken together, the analyst moves reflect a generally optimistic sentiment among several coverage teams, even as the company navigates a quarter that featured an EPS beat alongside a revenue shortfall.


Below is a concise recapitulation of the transaction details and the corporate results that framed analyst responses.

  • Insider sale - 95,903 shares sold on January 23, 2026; weighted average sale price of $151.1495; price range $150.36 to $151.60.
  • Option exercise - 95,903 options exercised at $80.29 per share, costing about $7.7 million.
  • Post-transaction ownership - 182,606.5502 shares owned directly; additional indirect holdings through family trusts and retirement plan trustees.
  • Quarterly results - Fiscal Q2 EPS $1.88 versus consensus $1.86; revenue $22.2 billion versus expected $22.34 billion.
  • Analyst reactions - UBS, Wells Fargo, BofA Securities, and JPMorgan all pushed price targets higher or upgraded ratings based on the quarter and company guidance.

Risks

  • Revenue shortfall risk - P&G’s fiscal Q2 revenue of $22.2 billion missed the consensus $22.34 billion estimate, signaling potential top-line pressure that could affect consumer staples sector valuations.
  • Earnings reliance on non-operating items - The quarter’s EPS beat was attributed in part to favorable SG&A and below-the-line items, suggesting that future EPS could be sensitive to those controllable and non-operating factors, which has implications for equities and analyst forecasts.
  • Perception risk from insider transactions - The sizable sale by a senior executive, even when paired with option exercises and continued direct ownership, may prompt investor scrutiny and influence sentiment in the stock and broader consumer equities.

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