Altium Investment Strategies LLC Purchases Shares of 100,702 Procter & Gamble Company (The) $PG

Key Points

• Altium Investment Strategies acquired 100,702 Procter & Gamble shares worth approximately $14.8 million, making PG its second-largest holding and representing 21.3% of its portfolio. Institutional investors collectively own 65.77% of the company.
• Procter & Gamble’s latest quarterly results beat EPS expectations at $1.43, though revenue of $21.2 billion fell short of forecasts; sales still increased 1.5% year over year. The company maintained fiscal 2027 EPS guidance of $6.89–$7.11.
• Analysts maintain a Moderate Buy consensus with an average price target of $161.52, while several firms recently lowered their targets. PG was trading at $144.79 and offers a quarterly dividend of $1.0885, equivalent to an annualized yield of about 3%.

Altium Investment Strategies LLC acquired a new position in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 100,702 shares of the company's stock, valued at approximately $14,807,000. Procter & Gamble comprises 21.3% of Altium Investment Strategies LLC's portfolio, making the stock its 2nd largest holding.

A number of other institutional investors also recently made changes to their positions in the company. Cibc World Market Inc. boosted its position in Procter & Gamble by 40.6% in the fourth quarter. Cibc World Market Inc. now owns 511,833 shares of the company's stock valued at $73,351,000 after buying an additional 147,701 shares in the last quarter. World Investment Advisors increased its holdings in Procter & Gamble by 15.9% in the 4th quarter. World Investment Advisors now owns 105,915 shares of the company's stock worth $15,179,000 after purchasing an additional 14,492 shares in the last quarter. Resources Management Corp CT ADV raised its position in Procter & Gamble by 41.8% in the fourth quarter. Resources Management Corp CT ADV now owns 81,511 shares of the company's stock valued at $11,681,000 after purchasing an additional 24,010 shares during the last quarter. Indivisible Partners acquired a new stake in shares of Procter & Gamble during the fourth quarter valued at about $2,120,000. Finally, Rokos Capital Management LLP acquired a new position in shares of Procter & Gamble in the first quarter valued at approximately $29,914,000. Institutional investors own 65.77% of the company's stock.

Key Procter & Gamble News

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

• Positive Sentiment: Calmer inflation is improving the outlook for consumer-staples companies by potentially easing pressure on household budgets and input costs. Procter & Gamble’s broad portfolio of essential brands is being viewed as relatively resilient. Why Is Procter & Gamble in Focus as Calmer Inflation Steadies Consumer Staples?
• Positive Sentiment: PG continues to attract income-oriented investors as a Dividend King, supported by more than six decades of dividend increases. Articles highlighting the dependability of its payout may provide a valuation and demand tailwind. All It Takes Is $17,000 Invested in This High-Yield Dividend King Stock
• Positive Sentiment: Zacks Research raised several individual forecasts, including Q3 fiscal 2027 EPS to $1.66 from $1.64 and Q4 fiscal 2027 EPS to $1.55 from $1.54. It also projects fiscal 2029 EPS of $7.85, above the current-year consensus of approximately $6.99. Procter & Gamble analyst estimates
• Neutral Sentiment: Coverage continues to frame Procter & Gamble as a steady blue-chip holding while investors await inflation data. That supports defensive positioning but does not represent a new fundamental catalyst. Procter & Gamble Draws Attention as Dividend Blue Chips Take Center Stage
• Negative Sentiment: Zacks reduced multiple estimates, including fiscal 2027 EPS to $6.97 from $7.05 and fiscal 2028 EPS to $7.42 from $7.47. Fiscal Q1 2027 EPS was cut to $1.89 from $1.96, signaling modest pressure on near-term growth expectations. Procter & Gamble earnings estimates
• Negative Sentiment: Higher gasoline prices could constrain consumer discretionary spending and increase pressure on value-conscious shoppers, even though PG sells everyday necessities. Erste Group Bank also issued a bearish fiscal 2027 earnings outlook. Why Is Procter & Gamble in Focus as Gasoline Prices Pressure Consumers?

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. JPMorgan Chase & Co. reduced their price objective 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. BNP Paribas Exane cut their target price on Procter & Gamble from $172.00 to $165.00 and set an "outperform" rating on the stock in a report on Thursday, April 23rd. Weiss Ratings reissued a "hold (c)" rating on shares of Procter & Gamble in a research note on Wednesday, June 24th. Bank of America cut their price objective on Procter & Gamble from $170.00 to $166.00 and set a "buy" rating on the stock in a research note on Friday, July 10th. Finally, HSBC reissued a "hold" rating and set a $149.00 target price (down from $182.00) on shares of Procter & Gamble in a research report on Thursday, July 30th. Thirteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $161.52.

Procter & Gamble Trading Up 0.4%

NYSE:PG opened at $144.79 on Friday. Procter & Gamble Company has a 12 month low of $137.62 and a 12 month high of $167.25. The company has a current ratio of 0.68, a quick ratio of 0.47 and a debt-to-equity ratio of 0.43. The firm's 50 day moving average is $148.17 and its 200 day moving average is $148.89. The stock has a market capitalization of $336.55 billion, a PE ratio of 21.87, a price-to-earnings-growth ratio of 4.44 and a beta of 0.39.

Procter & Gamble (NYSE:PG - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $1.43 EPS for the quarter, beating analysts' consensus estimates of $1.41 by $0.02. Procter & Gamble had a return on equity of 31.36% and a net margin of 18.44%.The firm had revenue of $21.20 billion for the quarter, compared to analysts' expectations of $21.38 billion. During the same quarter in the prior year, the firm earned $1.48 EPS. The business's revenue for the quarter was up 1.5% compared to the same quarter last year. Procter & Gamble has set its FY 2027 guidance at 6.890-7.110 EPS. Sell-side analysts expect that Procter & Gamble Company will post 6.98 earnings per share for the current year.

Procter & Gamble Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 24th will be issued a dividend of $1.0885 per share. The ex-dividend date of this dividend is Friday, July 24th. This represents a $4.35 dividend on an annualized basis and a yield of 3.0%. Procter & Gamble's dividend payout ratio is 65.71%.

Procter & Gamble Profile

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.

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