EP Wealth Advisors LLC Increases Stock Holdings in Procter & Gamble Company (The) $PG

EP Wealth Advisors LLC boosted its holdings in Procter & Gamble Company (The) (NYSE:PG) by 44.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 217,039 shares of the company’s stock after buying an additional 66,848 shares during the quarter. EP Wealth Advisors LLC’s holdings in Procter & Gamble were worth $31,827,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Carson Advisory Inc. increased its stake in shares of Procter & Gamble by 0.5% during the 4th quarter. Carson Advisory Inc. now owns 12,124 shares of the company’s stock valued at $1,738,000 after acquiring an additional 65 shares during the last quarter. Cary Street Partners Investment Advisory LLC boosted its position in shares of Procter & Gamble by 1.8% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 3,829 shares of the company’s stock worth $549,000 after acquiring an additional 67 shares during the last quarter. Cowa LLC grew its holdings in Procter & Gamble by 2.4% in the fourth quarter. Cowa LLC now owns 2,985 shares of the company’s stock valued at $428,000 after purchasing an additional 70 shares during the period. KLCM Advisors Inc. grew its holdings in Procter & Gamble by 0.9% in the first quarter. KLCM Advisors Inc. now owns 7,890 shares of the company’s stock valued at $1,140,000 after purchasing an additional 70 shares during the period. Finally, Park Square Financial Group LLC increased its position in Procter & Gamble by 65.1% during the fourth quarter. Park Square Financial Group LLC now owns 180 shares of the company’s stock worth $26,000 after purchasing an additional 71 shares during the last quarter. 65.77% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Procter & Gamble

In other news, CAO Matthew W. Janzaruk sold 359 shares of the business’s stock in a transaction on Monday, August 24th. The shares were sold at an average price of $145.24, for a total transaction of $52,141.16. Following the transaction, the chief accounting officer directly owned 1,271 shares of the company’s stock, valued at approximately $184,600.04. The trade was a 22.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Marc S. Pritchard sold 4,030 shares of the firm’s stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $143.79, for a total transaction of $579,473.70. Following the sale, the insider directly owned 187,001 shares of the company’s stock, valued at approximately $26,888,873.79. The trade was a 2.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 6,627 shares of company stock valued at $953,417. Corporate insiders own 0.20% of the company’s stock.

Trending Headlines about Procter & Gamble

Here are the key news stories impacting Procter & Gamble this week:

• Positive Sentiment: Brokerages maintain a consensus “Moderate Buy” rating and an average price target of $161.19, above recent trading levels. The coverage includes an RBC “outperform” reiteration and bullish ratings from Jefferies and Wells Fargo. Procter & Gamble Given Average Recommendation of Moderate Buy
• Positive Sentiment: Investor attention is returning to PG’s dividend strength. The company’s quarterly payout of $1.0885 equals approximately $4.35 annually and a 3.0% yield, supporting its appeal as a defensive income holding. Procter & Gamble Dividend Strength Returns to Focus
• Neutral Sentiment: Two insiders sold shares to cover tax-withholding obligations tied to vested equity awards. Because these were not discretionary open-market sales, they provide limited information about management’s outlook. Procter & Gamble Insider Buying and Selling
• Neutral Sentiment: Dividend-investing commentary continues to identify PG as a long-term consumer-staples holding, though a 4.74% 10-year Treasury yield raises the return threshold for owning dividend stocks. Five Dividend Aristocrats to Own for Life
• Negative Sentiment: Chief Accounting Officer Matthew Janzaruk sold 359 shares worth $52,141, reducing his direct holdings by about 22%. The transaction is small, but the non-tax-related sale may add modest pressure to sentiment. Procter & Gamble CAO Stock Sale
• Negative Sentiment: PG’s latest results showed only 1.5% year-over-year revenue growth, revenue below expectations, and lower year-over-year EPS. With the stock valued at roughly 22 times earnings, investors may remain concerned that growth is not strong enough to justify the premium.

Procter & Gamble Price Performance

Shares of NYSE PG opened at $145.27 on Wednesday. Procter & Gamble Company has a 1-year low of $137.62 and a 1-year high of $167.25. The business has a 50-day moving average of $147.51 and a 200-day moving average of $148.52. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.68 and a quick ratio of 0.47. The company has a market capitalization of $337.67 billion, a price-to-earnings ratio of 21.94, a PEG ratio of 4.52 and a beta of 0.39.

Procter & Gamble (NYSE:PG) last posted its earnings results on Wednesday, July 29th. The company reported $1.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.41 by $0.02. The business had revenue of $21.20 billion during the quarter, compared to analyst estimates of $21.38 billion. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The company’s revenue for the quarter was up 1.5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.48 earnings per share. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. On average, equities analysts anticipate that Procter & Gamble Company will post 6.98 EPS for the current fiscal year.

Procter & Gamble Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 17th. Stockholders of record on Friday, July 24th were paid a dividend of $1.0885 per share. The ex-dividend date was Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a dividend yield of 3.0%. Procter & Gamble’s dividend payout ratio (DPR) is currently 65.71%.

Analysts Set New Price Targets

A number of equities analysts have weighed in on PG shares. JPMorgan Chase & Co. cut their price target on shares of Procter & Gamble from $164.00 to $162.00 and set an “overweight” rating on the stock in a research note on Thursday, July 16th. Royal Bank Of Canada restated an “outperform” rating on shares of Procter & Gamble in a research note on Wednesday, August 19th. Sanford C. Bernstein restated a “market perform” rating and issued a $149.00 price target on shares of Procter & Gamble in a report on Monday. Jefferies Financial Group boosted their price objective on shares of Procter & Gamble from $177.00 to $179.00 and gave the stock a “buy” rating in a research note on Friday, June 26th. Finally, Barclays increased their price objective on shares of Procter & Gamble from $146.00 to $152.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Thirteen equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $161.19.

About Procter & Gamble

Procter & Gamble (NYSE: PG) is a multinational consumer goods company headquartered in Cincinnati, Ohio. Founded in 1837 by William Procter and James Gamble, P&G has grown into one of the world’s largest producers of branded consumer packaged goods. The company focuses on developing, manufacturing and marketing a broad portfolio of household and personal care products sold to consumers and retailers worldwide.

P&G’s product offering spans several core business categories, including Beauty, Grooming, Health Care, Fabric & Home Care, and Baby, Feminine & Family Care.