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How Procter and Gamble's Dividend Holds Up as Oil Prices Surge
Season 3
Episode 133
Published 3 weeks ago
Description
With oil prices ripping higher and the 10-year Treasury yield at 4.71 percent, dividend investors are questioning the safety of consumer staples like Procter & Gamble. In this episode, Lucas and Luna examine P&G's 68-year dividend growth streak, its free cash flow coverage, and how pricing power helps it absorb input cost inflation. They also discuss why rising bond yields are pulling income seekers away from stocks and what this means for building a resilient dividend portfolio in July 2026. If you're holding dividend stocks through a steepening yield curve and commodity shock, this episode gives you one concrete metric to watch: the payout ratio on free cash flow.