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
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: 147.430
Low
150.00
Averages
164.50
High
180.00
Current: 147.430
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 Shares Rise 2.7% Amid Earnings Anticipation
- Stock Performance: Procter & Gamble (PG) closed at $151.41, up 2.7% from the previous trading session, indicating positive market sentiment ahead of its earnings report, outperforming the Consumer Staples sector's 3.53% gain.
- Earnings Expectations: The company is expected to report an EPS of $1.43 on July 29, 2026, reflecting a 3.38% decline year-over-year, while projected revenue of $21.43 billion represents a 2.58% increase, highlighting challenges in a competitive market environment.
- Analyst Ratings: Currently rated #4 (Sell) by Zacks, Procter & Gamble shows cautious market sentiment regarding its short-term outlook, with a slight 0.26% decline in EPS estimates over the past month, suggesting investors should monitor analyst revisions closely.
- Valuation Analysis: With a forward P/E ratio of 20.88, significantly above the industry average of 18.73, and a PEG ratio of 6.27, the market anticipates strong future earnings growth, despite the Consumer Products - Staples industry ranking in the bottom 16% of Zacks Industry Rankings.
See More
Rising Medicare Costs and Investment Strategies
- Rising Medicare Costs: The standard monthly premium for Medicare Part B in 2026 is set at $202.90, reflecting a $17.90 increase from 2025, leading to an annual cost nearing $5,000, which continues to exert financial pressure on retirees.
- Investment Requirement Analysis: To cover the annual $5,000 healthcare bill, investors need approximately $143,000 in capital at a 3.5% yield or about $100,000 at a 5% yield, highlighting the urgent need for stable income sources in retirement planning.
- Yield Comparison: An investment portfolio yielding 3.5% can grow a $5,000 income stream to $19,300 over 20 years, while a 10% yield portfolio remains flat at $5,000, underscoring the significance of long-term investment and compounding returns.
- Retirement Income Planning: Retirees should focus on breaking down healthcare costs, ensuring coverage for Medicare expenses first before addressing other expenditures, thereby optimizing financial management and alleviating economic burdens.
See More
Procter & Gamble to Discuss Q4 Earnings on July 29
- Earnings Call Announcement: Procter & Gamble will host a webcast discussion of its fourth quarter earnings results on July 29, 2026, at 8:30 a.m. ET, aimed at providing the latest financial performance insights to media and investors.
- Access to Live Webcast: Media and investors can access the live audio webcast at https://www.pginvestor.com, with the discussion also available for replay, ensuring stakeholders unable to attend live can still receive the information.
- Global Brand Presence: P&G boasts a portfolio of trusted brands, including Always, Ariel, and Gillette, serving consumers in approximately 70 countries, highlighting its strong market influence and leadership in the global consumer goods sector.
- Latest Company Updates: For the latest news and information about P&G and its brands, users can visit https://www.pg.com, ensuring they stay informed about the company's developments and offerings.
See More
Federal Reserve Holds Rates Steady, Focus on High Dividend Stocks
- Fed Rate Decision: The Federal Reserve decided to keep interest rates steady in its June meeting, with expectations of rate hikes before the year ends, aiming for stabilization by 2027, reflecting a cautious optimism about economic recovery.
- Coca-Cola's Strong Performance: As a 'Dividend King', Coca-Cola has raised its dividend for 50 consecutive years, reporting a 10% organic revenue increase in Q1 2026 and an operating margin rise to 35%, showcasing its resilience and growth potential in an inflationary environment.
- Realty Income's Stability: Realty Income, with nearly 15,600 properties primarily leased to large retail chains, offers a 5.1% dividend yield and has paid dividends for 672 consecutive months, demonstrating its stability amid economic fluctuations.
- Procter & Gamble's Reliability: Another 'Dividend King', Procter & Gamble has raised its dividend for 70 years, with Q3 2026 sales up 7% year-over-year and earnings per share up 6%, ensuring long-term revenue growth through essential consumer products.
See More
Coca-Cola Demonstrates Strong Pricing Power
- Coca-Cola's Pricing Power: As a Dividend King, Coca-Cola has raised its dividend for over 50 consecutive years, demonstrating its ability to increase prices without curbing demand even amid inflation, thereby ensuring stable cash flow and market position.
- Strong Financial Performance: In Q1 2026, Coca-Cola reported a 10% year-over-year increase in organic revenue, with operating margin rising from 32.9% to 35%, indicating the company's capacity to achieve profit growth despite ongoing economic challenges, which bolsters investor confidence.
- Realty Income's Expansion: Realty Income, with nearly 15,600 properties leased to major retail chains, has substantial capital resources, having deployed $72 billion over the past four years to acquire quality properties, ensuring long-term shareholder returns and a stable 5.1% dividend yield.
- Procter & Gamble's Steady Growth: Another Dividend King, Procter & Gamble has raised its dividend for 70 years, with Q3 2026 sales up 7% and earnings per share up 6%, showcasing its strong competitiveness and reliability in the consumer goods market.
See More
IBM Stock Declines, Underperforming in Dow
- Stock Decline: International Business Machines (IBM) shares fell by 1.9% today, making it the worst-performing component in the Dow, reflecting market concerns about its future growth prospects.
- Poor Year-to-Date Performance: Year-to-date, IBM's stock has declined approximately 7.9%, indicating ongoing challenges the company faces in a competitive tech market, which could impact investor confidence.
- Other Component Movements: Within the Dow, Procter & Gamble's stock decreased by 1.6%, while NVIDIA saw a 1.0% increase, highlighting varied market reactions to different companies that may influence portfolio allocations.
- Market Sentiment Fluctuations: IBM's continued decline may prompt investors to reassess its future strategy, especially against the backdrop of rapid changes in the tech industry, potentially leading to broader market sentiment fluctuations.
See More
Procter & Gamble Shares Rise 2.7% Amid Earnings Anticipation
- Stock Performance: Procter & Gamble (PG) closed at $151.41, up 2.7% from the previous trading session, indicating positive market sentiment ahead of its earnings report, outperforming the Consumer Staples sector's 3.53% gain.
- Earnings Expectations: The company is expected to report an EPS of $1.43 on July 29, 2026, reflecting a 3.38% decline year-over-year, while projected revenue of $21.43 billion represents a 2.58% increase, highlighting challenges in a competitive market environment.
- Analyst Ratings: Currently rated #4 (Sell) by Zacks, Procter & Gamble shows cautious market sentiment regarding its short-term outlook, with a slight 0.26% decline in EPS estimates over the past month, suggesting investors should monitor analyst revisions closely.
- Valuation Analysis: With a forward P/E ratio of 20.88, significantly above the industry average of 18.73, and a PEG ratio of 6.27, the market anticipates strong future earnings growth, despite the Consumer Products - Staples industry ranking in the bottom 16% of Zacks Industry Rankings.
See More
Rising Medicare Costs and Investment Strategies
- Rising Medicare Costs: The standard monthly premium for Medicare Part B in 2026 is set at $202.90, reflecting a $17.90 increase from 2025, leading to an annual cost nearing $5,000, which continues to exert financial pressure on retirees.
- Investment Requirement Analysis: To cover the annual $5,000 healthcare bill, investors need approximately $143,000 in capital at a 3.5% yield or about $100,000 at a 5% yield, highlighting the urgent need for stable income sources in retirement planning.
- Yield Comparison: An investment portfolio yielding 3.5% can grow a $5,000 income stream to $19,300 over 20 years, while a 10% yield portfolio remains flat at $5,000, underscoring the significance of long-term investment and compounding returns.
- Retirement Income Planning: Retirees should focus on breaking down healthcare costs, ensuring coverage for Medicare expenses first before addressing other expenditures, thereby optimizing financial management and alleviating economic burdens.
See More
Procter & Gamble to Discuss Q4 Earnings on July 29
- Earnings Call Announcement: Procter & Gamble will host a webcast discussion of its fourth quarter earnings results on July 29, 2026, at 8:30 a.m. ET, aimed at providing the latest financial performance insights to media and investors.
- Access to Live Webcast: Media and investors can access the live audio webcast at https://www.pginvestor.com, with the discussion also available for replay, ensuring stakeholders unable to attend live can still receive the information.
- Global Brand Presence: P&G boasts a portfolio of trusted brands, including Always, Ariel, and Gillette, serving consumers in approximately 70 countries, highlighting its strong market influence and leadership in the global consumer goods sector.
- Latest Company Updates: For the latest news and information about P&G and its brands, users can visit https://www.pg.com, ensuring they stay informed about the company's developments and offerings.
See More
Federal Reserve Holds Rates Steady, Focus on High Dividend Stocks
- Fed Rate Decision: The Federal Reserve decided to keep interest rates steady in its June meeting, with expectations of rate hikes before the year ends, aiming for stabilization by 2027, reflecting a cautious optimism about economic recovery.
- Coca-Cola's Strong Performance: As a 'Dividend King', Coca-Cola has raised its dividend for 50 consecutive years, reporting a 10% organic revenue increase in Q1 2026 and an operating margin rise to 35%, showcasing its resilience and growth potential in an inflationary environment.
- Realty Income's Stability: Realty Income, with nearly 15,600 properties primarily leased to large retail chains, offers a 5.1% dividend yield and has paid dividends for 672 consecutive months, demonstrating its stability amid economic fluctuations.
- Procter & Gamble's Reliability: Another 'Dividend King', Procter & Gamble has raised its dividend for 70 years, with Q3 2026 sales up 7% year-over-year and earnings per share up 6%, ensuring long-term revenue growth through essential consumer products.
See More
Coca-Cola Demonstrates Strong Pricing Power
- Coca-Cola's Pricing Power: As a Dividend King, Coca-Cola has raised its dividend for over 50 consecutive years, demonstrating its ability to increase prices without curbing demand even amid inflation, thereby ensuring stable cash flow and market position.
- Strong Financial Performance: In Q1 2026, Coca-Cola reported a 10% year-over-year increase in organic revenue, with operating margin rising from 32.9% to 35%, indicating the company's capacity to achieve profit growth despite ongoing economic challenges, which bolsters investor confidence.
- Realty Income's Expansion: Realty Income, with nearly 15,600 properties leased to major retail chains, has substantial capital resources, having deployed $72 billion over the past four years to acquire quality properties, ensuring long-term shareholder returns and a stable 5.1% dividend yield.
- Procter & Gamble's Steady Growth: Another Dividend King, Procter & Gamble has raised its dividend for 70 years, with Q3 2026 sales up 7% and earnings per share up 6%, showcasing its strong competitiveness and reliability in the consumer goods market.
See More
IBM Stock Declines, Underperforming in Dow
- Stock Decline: International Business Machines (IBM) shares fell by 1.9% today, making it the worst-performing component in the Dow, reflecting market concerns about its future growth prospects.
- Poor Year-to-Date Performance: Year-to-date, IBM's stock has declined approximately 7.9%, indicating ongoing challenges the company faces in a competitive tech market, which could impact investor confidence.
- Other Component Movements: Within the Dow, Procter & Gamble's stock decreased by 1.6%, while NVIDIA saw a 1.0% increase, highlighting varied market reactions to different companies that may influence portfolio allocations.
- Market Sentiment Fluctuations: IBM's continued decline may prompt investors to reassess its future strategy, especially against the backdrop of rapid changes in the tech industry, potentially leading to broader market sentiment fluctuations.
See More
