Procter & Gamble Company (The) $PG Stock Holdings Lessened by Modera Wealth Management LLC

Modera Wealth Management LLC lessened its stake in Procter & Gamble Company (The) (NYSE:PG) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 134,441 shares of the company’s stock after selling 3,634 shares during the quarter. Modera Wealth Management LLC’s holdings in Procter & Gamble were worth $19,532,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in PG. Mowery & Schoenfeld Wealth Management LLC acquired a new position in Procter & Gamble during the second quarter worth $26,000. Montgomery Financial Services LLC bought a new stake in Procter & Gamble during the second quarter worth $28,000. Paladin Partners LLC acquired a new stake in Procter & Gamble in the second quarter valued at $29,000. Toews Corp ADV acquired a new stake in Procter & Gamble in the second quarter valued at $37,000. Finally, Evergreen Advisors LLC bought a new position in shares of Procter & Gamble in the 1st quarter valued at about $37,000. Institutional investors and hedge funds own 65.77% of the company’s stock.

Key Stories Impacting Procter & Gamble

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

• Positive Sentiment: Analyst upgrade: Freedom Broker upgraded PG from “hold” to “buy,” providing a positive signal for the stock and reflecting greater confidence in the company’s outlook. Freedom Broker upgrades Procter & Gamble to buy from hold
• Positive Sentiment: Dividend appeal remains strong: Articles highlighted PG as a long-standing dividend leader, supporting its appeal to income-focused and defensive investors. The company’s record of dividend increases may help underpin demand for the shares, particularly when investors favor stable consumer-staples businesses. Dividend Kings article Trusted dividend stocks article
• Neutral Sentiment: Bond issuance adds balance-sheet context: PG’s euro- and dollar-denominated bond sale provides liquidity and funding flexibility, but it also draws attention to leverage, interest costs, and the company’s relatively elevated valuation. Procter & Gamble bond sale
• Neutral Sentiment: Growth story under review: Commentary on PG points to accelerating revenue growth, while also noting that higher operating costs could pressure margins and earnings. Investors are weighing improved sales momentum against cost inflation. Procter & Gamble revenue growth and costs What changed in Procter & Gamble’s story
• Negative Sentiment: Mixed rating signals and valuation risk: DZ Bank downgraded PG from “strong-buy” to “hold.” With shares trading at a premium valuation, a more cautious analyst stance could weigh on upside unless earnings growth accelerates. DZ Bank rating change
• Negative Sentiment: Advertising challenge produced only a limited win: Following PG’s challenge, the National Advertising Division supported Carpe’s $19.95 reference price but recommended changes or removal of other savings, free-shipping, comparative-performance, and “first” 100-hour protection claims. The outcome may modestly strengthen competitive advertising standards, but it does not represent a material financial catalyst for PG. National Advertising Division decision involving Carpe

Analysts Set New Price Targets

PG has been the topic of several recent analyst reports. Citigroup boosted their price objective on shares of Procter & Gamble from $180.00 to $187.00 and gave the stock a “buy” rating in a research note on Friday, October 23rd. Barclays raised their target price on shares of Procter & Gamble from $152.00 to $165.00 and gave the company an “equal weight” rating in a research note on Monday. DZ Bank cut Procter & Gamble from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Piper Sandler lifted their price target on Procter & Gamble from $145.00 to $167.00 and gave the stock a “neutral” rating in a report on Monday. Finally, UBS Group set a $166.00 price target on Procter & Gamble in a research report on Friday, October 23rd. Fifteen equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $170.57.

Insiders Place Their Bets

In other Procter & Gamble news, CFO Andre Schulten sold 3,914 shares of the firm’s stock in a transaction that occurred on Monday, October 5th. The shares were sold at an average price of $145.34, for a total transaction of $568,860.76. Following the completion of the sale, the chief financial officer directly owned 65,618 shares in the company, valued at $9,536,920.12. This trade represents a 5.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Shailesh Jejurikar sold 35,000 shares of the business’s stock in a transaction that occurred on Friday, October 23rd. The stock was sold at an average price of $163.09, for a total value of $5,708,150.00. Following the sale, the chief executive officer owned 55,391 shares of the company’s stock, valued at approximately $9,033,718.19. This represents a 38.72% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 58,647 shares of company stock worth $9,268,508 in the last 90 days. Corporate insiders own 0.23% of the company’s stock.

Procter & Gamble Trading Up 0.5%

PG stock opened at $161.42 on Friday. Procter & Gamble Company has a one year low of $137.62 and a one year high of $167.25. The stock has a market cap of $374.14 billion, a price-to-earnings ratio of 24.31, a price-to-earnings-growth ratio of 3.95 and a beta of 0.39. The company has a fifty day moving average price of $149.99 and a two-hundred day moving average price of $148.94. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.72 and a quick ratio of 0.53.

Procter & Gamble (NYSE:PG) last issued its quarterly earnings data on Thursday, October 22nd. The company reported $2.00 earnings per share for the quarter, beating the consensus estimate of $1.89 by $0.11. The company had revenue of $23.28 billion for the quarter, compared to analyst estimates of $22.80 billion. Procter & Gamble had a net margin of 18.23% and a return on equity of 31.02%. The company’s revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the firm earned $1.99 earnings per share. Equities analysts anticipate that Procter & Gamble Company will post 6.99 EPS for the current year.

Procter & Gamble Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, November 16th. Investors of record on Friday, October 23rd will be paid a $1.0885 dividend. The ex-dividend date is Friday, October 23rd. This represents a $4.35 dividend on an annualized basis and a yield of 2.7%. Procter & Gamble’s dividend payout ratio is 65.51%.

Procter & Gamble Profile

Procter & Gamble Company (NYSE: PG) is a global consumer products company that develops, manufactures and markets branded products used in households and personal care. Its portfolio includes personal health and grooming products, beauty and skin care items, baby, feminine and family care products, fabric and home care products, and oral care products.

The company’s well-known brands include Pampers, Tide, Gillette, Crest, Oral-B, Head & Shoulders, Pantene, Olay, Old Spice, Dawn, Febreze and Mr.