Strategies for Capitalizing on Current Tax-Loss Selling to Acquire Quality Stocks at a Discount
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy PG?
Source: CNBC
Tax-Loss Harvesting: The annual tax-loss harvesting is underway, with advisors selling stocks at a loss to offset gains from earlier in the year, leading to significant market activity and potential distortions in stock valuations.
Opportunities in Quality Stocks: Despite the trend of selling off underperforming stocks, there may be opportunities to acquire quality companies at lower prices, particularly those with strong fundamentals and dividends, such as IBM and other "Dogs of the Dow."
Market Dynamics: The current market environment is characterized by forced selling due to tax reasons, which can create inefficiencies and present buying opportunities for disciplined investors looking for undervalued stocks.
Focus on Long-Term Value: Investors are encouraged to look beyond short-term market fluctuations and consider long-term potential in companies that are experiencing temporary setbacks, particularly those with solid financials and growth prospects in emerging sectors like AI.
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Analyst Views on PG
Wall Street analysts forecast PG stock price to rise
17 Analyst Rating
10 Buy
7 Hold
0 Sell
Moderate Buy
Current: 143.380
Low
150.00
Averages
164.50
High
180.00
Current: 143.380
Low
150.00
Averages
164.50
High
180.00
About PG
The Procter & Gamble Company is focused on providing branded consumer packaged goods to consumers across the world. The Company’s segments include Beauty, Grooming, Health Care, Fabric & Home Care and Baby, Feminine & Family Care. The Company’s products are sold in approximately 180 countries and territories primarily through mass merchandisers, e-commerce, including social commerce channels, grocery stores, membership club stores, drug stores, department stores, distributors, wholesalers, specialty beauty stores, including airport duty-free stores), high-frequency stores, pharmacies, electronics stores and professional channels. It also sells direct to individual consumers. It has operations in approximately 70 countries. It offers products under brands, such as Head & Shoulders, Herbal Essences, Pantene, Rejoice, Olay, Old Spice, Safeguard, Secret, SK-II, Braun, Gillette, Venus, Crest, Oral-B, Ariel, Downy, Gain, Tide, Always, Always Discreet, Tampax, Bounty and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Procter & Gamble Responds to Potemkin's Tender Offer
- Unsolicited Tender Offer: Potemkin Limited has made an unsolicited offer to purchase up to 100,000 shares of Procter & Gamble at $100.00 per share, which represents a 30% discount from the last closing price of $142.77 on April 6, 2026, potentially leading shareholders to sell at below-market prices and negatively impacting their investment returns.
- P&G's Recommendation: Procter & Gamble strongly advises shareholders against tendering their shares in this unsolicited offer due to the below-market price and numerous conditions attached, which could adversely affect shareholder rights and interests.
- Withdrawal Opportunity: Shareholders who have tendered their shares may withdraw them within 14 days after submitting their acceptance form, and P&G emphasizes the importance of considering current market quotes and consulting financial advisors before making decisions.
- SEC Advisory: The SEC has issued warnings regarding mini-tender offers, advising investors to be cautious of offers made at below-market prices, and P&G urges shareholders to remain vigilant to protect their interests.
See More
CNBC Investing Club April Meeting Highlights
- Market Rebound Analysis: The S&P 500 index reached a record high in April, marking a significant recovery from the Iran war sell-off, indicating a renewed focus on company fundamentals despite the ongoing conflict, which underscores the importance of investor calmness.
- Nike Investment Reflection: Despite insider buying signals prompting us to increase our stake in Nike last December, we are now skeptical about CEO Elliott Hill's ability to turn the company around, and if next quarter's performance is disappointing, we will consider exiting.
- Amazon Cloud Business Recovery: Amazon's stock rebound highlights the importance of patience, as the market is gradually recognizing the strength of its AWS cloud division and online retail business, which are expected to continue growing in the future.
- Nvidia Market Leadership: Nvidia's leading position in the AI chip sector is paying off, and despite competitive pressures, its advantage in computing power positions it well to maintain market leadership going forward.
See More
Analysis of Changes in PG Holdings
- Number of Funds Holding: In the latest 13F filings, 34 hedge funds reported holding Procter & Gamble (PG), indicating sustained market interest, although these figures only reflect long positions.
- Holding Change Trends: As of March 31, 2026, 16 funds increased their PG holdings while 13 funds decreased theirs, suggesting a divergence in market sentiment regarding PG.
- Overall Holding Increase: The total PG shares held by hedge funds rose to 14,567,509 as of March 31, 2026, up from 14,375,510 on December 31, 2025, representing an increase of 191,999 shares or approximately 1.34%, reflecting a mildly bullish sentiment towards the stock.
- Research Value: Despite the limitations of 13F filings, analyzing changes across multiple funds can provide investors with a more comprehensive market insight, particularly when conducting in-depth research on blue-chip stocks like PG.
See More
Conagra Appoints New CEO Amid Market Concerns
- Leadership Change: Conagra announced the replacement of CEO Sean Connolly with John Brase, effective June 1, marking a significant shift after 11 years of leadership, which may indicate ongoing challenges faced by the company.
- Market Reaction: The appointment of the new CEO led to a 4% drop in Conagra's stock price on the day, raising investor concerns about the company's future strategic direction and highlighting market sensitivity to leadership changes.
- New CEO Background: John Brase brings extensive experience in the food industry, having served as COO of J.M. Smucker and spending 25 years at Procter & Gamble, where he was the general manager of North America's family care business, suggesting he may provide a fresh strategic perspective for Conagra.
- Strategic Adjustment Expectations: Despite the company's mention of a “thoughtful approach to succession planning” in the announcement, market expectations for future strategies remain low, prompting investors to monitor potential new strategies from Brase and his team to address current market challenges.
See More
Conagra's CEO Change Raises Market Concerns
- Leadership Change: Conagra announced the replacement of CEO Sean Connolly with John Brase, a move that raised concerns about the company's future and led to a 4% drop in stock price on the announcement day.
- New CEO Background: John Brase is a seasoned food industry executive, having served as COO at J.M. Smucker and spending 25 years at Procter & Gamble, which may bring a new strategic direction to the company.
- Market Reaction: Investors expressed nervousness over the abrupt leadership change, despite the company's press release mentioning a 'thoughtful approach to succession planning', indicating a cautious outlook on future performance.
- Strategic Adjustment Expectations: Analysts suggest that this change may reflect the company's recognition of the need for executive adjustments to address current poor performance and a product portfolio that does not align with health-conscious consumer trends.
See More
S&P 500 Dividend Yield Hits 50-Year Low
- Dividend Yield Decline: The average dividend yield of the S&P 500 has shrunk to just over 1.2%, marking a 50-year low, which poses challenges for income investors and may prompt a reevaluation of investment strategies.
- AbbVie's Strong Position: AbbVie boasts a current dividend yield of 3.3%, despite its stock price dropping over 7% due to the FDA approval of competitor Johnson & Johnson's drug Icotyde; however, its robust commercial portfolio and extensive pipeline maintain its competitive edge in the pharmaceutical sector.
- Procter & Gamble's Stability: Procter & Gamble offers a dividend yield of 2.9%, with net sales reaching $84.3 billion in 2025 and annual free cash flow ranging from $13.6 billion to $16.5 billion, ensuring its ability to sustain dividend payments and highlighting its significant influence in the consumer goods market.
- Coca-Cola's Continued Growth: Coca-Cola's dividend yield stands at 2.7%, as it maintains its
See More
Procter & Gamble Responds to Potemkin's Tender Offer
- Unsolicited Tender Offer: Potemkin Limited has made an unsolicited offer to purchase up to 100,000 shares of Procter & Gamble at $100.00 per share, which represents a 30% discount from the last closing price of $142.77 on April 6, 2026, potentially leading shareholders to sell at below-market prices and negatively impacting their investment returns.
- P&G's Recommendation: Procter & Gamble strongly advises shareholders against tendering their shares in this unsolicited offer due to the below-market price and numerous conditions attached, which could adversely affect shareholder rights and interests.
- Withdrawal Opportunity: Shareholders who have tendered their shares may withdraw them within 14 days after submitting their acceptance form, and P&G emphasizes the importance of considering current market quotes and consulting financial advisors before making decisions.
- SEC Advisory: The SEC has issued warnings regarding mini-tender offers, advising investors to be cautious of offers made at below-market prices, and P&G urges shareholders to remain vigilant to protect their interests.
See More
CNBC Investing Club April Meeting Highlights
- Market Rebound Analysis: The S&P 500 index reached a record high in April, marking a significant recovery from the Iran war sell-off, indicating a renewed focus on company fundamentals despite the ongoing conflict, which underscores the importance of investor calmness.
- Nike Investment Reflection: Despite insider buying signals prompting us to increase our stake in Nike last December, we are now skeptical about CEO Elliott Hill's ability to turn the company around, and if next quarter's performance is disappointing, we will consider exiting.
- Amazon Cloud Business Recovery: Amazon's stock rebound highlights the importance of patience, as the market is gradually recognizing the strength of its AWS cloud division and online retail business, which are expected to continue growing in the future.
- Nvidia Market Leadership: Nvidia's leading position in the AI chip sector is paying off, and despite competitive pressures, its advantage in computing power positions it well to maintain market leadership going forward.
See More
Analysis of Changes in PG Holdings
- Number of Funds Holding: In the latest 13F filings, 34 hedge funds reported holding Procter & Gamble (PG), indicating sustained market interest, although these figures only reflect long positions.
- Holding Change Trends: As of March 31, 2026, 16 funds increased their PG holdings while 13 funds decreased theirs, suggesting a divergence in market sentiment regarding PG.
- Overall Holding Increase: The total PG shares held by hedge funds rose to 14,567,509 as of March 31, 2026, up from 14,375,510 on December 31, 2025, representing an increase of 191,999 shares or approximately 1.34%, reflecting a mildly bullish sentiment towards the stock.
- Research Value: Despite the limitations of 13F filings, analyzing changes across multiple funds can provide investors with a more comprehensive market insight, particularly when conducting in-depth research on blue-chip stocks like PG.
See More
Conagra Appoints New CEO Amid Market Concerns
- Leadership Change: Conagra announced the replacement of CEO Sean Connolly with John Brase, effective June 1, marking a significant shift after 11 years of leadership, which may indicate ongoing challenges faced by the company.
- Market Reaction: The appointment of the new CEO led to a 4% drop in Conagra's stock price on the day, raising investor concerns about the company's future strategic direction and highlighting market sensitivity to leadership changes.
- New CEO Background: John Brase brings extensive experience in the food industry, having served as COO of J.M. Smucker and spending 25 years at Procter & Gamble, where he was the general manager of North America's family care business, suggesting he may provide a fresh strategic perspective for Conagra.
- Strategic Adjustment Expectations: Despite the company's mention of a “thoughtful approach to succession planning” in the announcement, market expectations for future strategies remain low, prompting investors to monitor potential new strategies from Brase and his team to address current market challenges.
See More
Conagra's CEO Change Raises Market Concerns
- Leadership Change: Conagra announced the replacement of CEO Sean Connolly with John Brase, a move that raised concerns about the company's future and led to a 4% drop in stock price on the announcement day.
- New CEO Background: John Brase is a seasoned food industry executive, having served as COO at J.M. Smucker and spending 25 years at Procter & Gamble, which may bring a new strategic direction to the company.
- Market Reaction: Investors expressed nervousness over the abrupt leadership change, despite the company's press release mentioning a 'thoughtful approach to succession planning', indicating a cautious outlook on future performance.
- Strategic Adjustment Expectations: Analysts suggest that this change may reflect the company's recognition of the need for executive adjustments to address current poor performance and a product portfolio that does not align with health-conscious consumer trends.
See More
S&P 500 Dividend Yield Hits 50-Year Low
- Dividend Yield Decline: The average dividend yield of the S&P 500 has shrunk to just over 1.2%, marking a 50-year low, which poses challenges for income investors and may prompt a reevaluation of investment strategies.
- AbbVie's Strong Position: AbbVie boasts a current dividend yield of 3.3%, despite its stock price dropping over 7% due to the FDA approval of competitor Johnson & Johnson's drug Icotyde; however, its robust commercial portfolio and extensive pipeline maintain its competitive edge in the pharmaceutical sector.
- Procter & Gamble's Stability: Procter & Gamble offers a dividend yield of 2.9%, with net sales reaching $84.3 billion in 2025 and annual free cash flow ranging from $13.6 billion to $16.5 billion, ensuring its ability to sustain dividend payments and highlighting its significant influence in the consumer goods market.
- Coca-Cola's Continued Growth: Coca-Cola's dividend yield stands at 2.7%, as it maintains its
See More
