Bartlett & CO. Wealth Management LLC Has $151.86 Million Stake in Procter & Gamble Company (The) $PG

Key Points

• Bartlett & CO. Wealth Management trimmed its stake in Procter & Gamble by 2.2% in Q4 to 1,059,662 shares worth $151.86 million, representing about 2.0% of its portfolio and its 11th-largest holding.
• Insider selling was substantial: CEO Gary A. Coombe sold 36,093 shares and another insider sold 15,169, with insiders offloading 348,618 shares worth $55.46 million over the quarter (insiders now own 0.20%).
• Analyst sentiment is mixed-to-cautious—several firms cut price targets though the consensus is a "Moderate Buy" with an average target of $163.89; PG trades near $145 with a 2.9% dividend yield and 65.77% institutional ownership.

Bartlett & CO. Wealth Management LLC trimmed its stake in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,059,662 shares of the company's stock after selling 23,704 shares during the period. Procter & Gamble makes up about 2.0% of Bartlett & CO. Wealth Management LLC's investment portfolio, making the stock its 11th biggest position. Bartlett & CO. Wealth Management LLC's holdings in Procter & Gamble were worth $151,860,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Legacy Trust grew its stake in shares of Procter & Gamble by 6.7% during the fourth quarter. Legacy Trust now owns 6,307 shares of the company's stock worth $904,000 after purchasing an additional 398 shares during the period. Trilogy Capital Inc. grew its stake in shares of Procter & Gamble by 1.1% during the fourth quarter. Trilogy Capital Inc. now owns 6,289 shares of the company's stock worth $901,000 after purchasing an additional 67 shares during the period. Pinnacle Bancorp Inc. grew its stake in shares of Procter & Gamble by 1.8% during the fourth quarter. Pinnacle Bancorp Inc. now owns 17,166 shares of the company's stock worth $2,460,000 after purchasing an additional 310 shares during the period. Kennebec Savings Bank grew its stake in shares of Procter & Gamble by 10.2% during the fourth quarter. Kennebec Savings Bank now owns 9,892 shares of the company's stock worth $1,418,000 after purchasing an additional 918 shares during the period. Finally, Granite Harbor Advisors Inc. grew its stake in shares of Procter & Gamble by 10.8% during the fourth quarter. Granite Harbor Advisors Inc. now owns 4,553 shares of the company's stock worth $652,000 after purchasing an additional 442 shares during the period. 65.77% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Procter & Gamble news, CEO Gary A. Coombe sold 36,093 shares of the business's stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $162.33, for a total transaction of $5,858,976.69. Following the transaction, the chief executive officer owned 34,994 shares of the company's stock, valued at $5,680,576.02. The trade was a 50.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Moses Victor Javier Aguilar sold 15,169 shares of the business's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $162.28, for a total value of $2,461,625.32. Following the transaction, the insider directly owned 44,735 shares in the company, valued at approximately $7,259,595.80. This trade represents a 25.32% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 348,618 shares of company stock valued at $55,462,643. 0.20% of the stock is owned by insiders.

Procter & Gamble News Roundup

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

• Positive Sentiment: Launched Mr. Clean PRO to expand P&G’s professional/commercial cleaning lineup — targets higher-margin, recurring demand from businesses and could open a new commercial channel for the Mr. Clean franchise. PG Expands Professional Cleaning Portfolio With Mr. Clean PRO Launch
• Positive Sentiment: Multi-year, multi-brand WNBA partnership aims to boost brand relevance and consumer engagement across flagship personal-care brands — a strategic marketing move that can help sustain share and pricing power over time. P&G WNBA Partnership Aims To Build Brand Relevance And Investor Interest
• Neutral Sentiment: Executive change in health care: a long-tenured CEO retired and a successor was named — operationally important but likely a gradual transition with limited immediate impact on results. P&G names new health care CEO as 33-year veteran retires
• Neutral Sentiment: Bank of America trimmed its price target (keeps a buy rating) — signals slightly reduced upside expectations while preserving conviction in P&G’s longer-term cash generation. Benzinga
• Negative Sentiment: Multiple analyst price-target cuts and cautious ratings: RBC and UBS trimmed targets to the high‑$160s and Goldman remains at a hold — these actions amplify concerns about limited near-term upside and contribute to selling pressure. RBC cuts price target on Procter & Gamble to 167 from 172; keeps outperform rating UBS Group Lowers Procter & Gamble Price Target to $166.00 Goldman Sachs Sticks to Their Hold Rating for Procter & Gamble (PG)
• Negative Sentiment: Valuation critique: recent coverage highlights PG’s premium valuation versus peers amid soft demand and a modest growth outlook — a narrative that pressures sentiment until clearer upside from volume, pricing, or margin expansion emerges. Procter & Gamble's Premium Valuation: Buy Now or Stay on Sidelines?

Procter & Gamble Stock Performance

PG opened at $145.17 on Friday. The business's 50-day simple moving average is $153.04 and its 200 day simple moving average is $149.25. The firm has a market capitalization of $337.37 billion, a PE ratio of 21.51, a PEG ratio of 5.16 and a beta of 0.41. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.51 and a current ratio of 0.72. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $171.65.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its quarterly earnings results on Friday, January 23rd. The company reported $1.88 earnings per share for the quarter, topping analysts' consensus estimates of $1.86 by $0.02. The firm had revenue of $22.21 billion for the quarter, compared to the consensus estimate of $22.36 billion. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.The business's revenue was up 1.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.88 earnings per share. As a group, sell-side analysts expect that Procter & Gamble Company will post 6.91 earnings per share for the current fiscal year.

Procter & Gamble Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Friday, January 23rd were given a dividend of $1.0568 per share. This represents a $4.23 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Friday, January 23rd. Procter & Gamble's payout ratio is 62.67%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on PG shares. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Procter & Gamble in a research note on Friday, March 27th. Deutsche Bank Aktiengesellschaft decreased their price objective on Procter & Gamble from $171.00 to $162.00 and set a "hold" rating for the company in a research note on Monday, March 30th. TD Cowen decreased their price objective on Procter & Gamble from $156.00 to $142.00 and set a "hold" rating for the company in a research note on Wednesday, April 1st. Bank of America decreased their price objective on Procter & Gamble from $171.00 to $167.00 and set a "buy" rating for the company in a research note on Friday. Finally, The Goldman Sachs Group decreased their price objective on Procter & Gamble from $159.00 to $155.00 and set a "neutral" rating for the company in a research note on Wednesday. Twelve equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $163.89.

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.

Want to see what other hedge funds are holding PG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Procter & Gamble Company (The) (NYSE:PG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.