Capital Advisors Inc. OK Cuts Position in Procter & Gamble Company (The) $PG

Key Points

• Capital Advisors Inc. OK reduced its stake in Procter & Gamble by 6.1% in Q4, selling 20,851 shares and now holding 322,422 shares valued at about $46.21 million.
• Significant insider selling occurred this quarter: Chairman Jon R. Moeller sold 162,232 shares for roughly $26.35 million, and insiders sold a total of 348,618 shares valued at about $55.46 million.
• P&G slightly beat Q4 EPS expectations ($1.88 vs. $1.86) while revenue marginally missed, pays a $4.23 annualized dividend (a 2.9% yield), and carries a consensus "Moderate Buy" rating with a $167.83 price target despite some downgrades citing cost pressures.

Capital Advisors Inc. OK lowered its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 6.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 322,422 shares of the company's stock after selling 20,851 shares during the quarter. Capital Advisors Inc. OK's holdings in Procter & Gamble were worth $46,206,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Halbert Hargrove Global Advisors LLC acquired a new stake in shares of Procter & Gamble in the third quarter valued at about $25,000. Saranac Partners Ltd acquired a new position in Procter & Gamble during the third quarter worth about $30,000. Corundum Trust Company INC acquired a new position in Procter & Gamble during the third quarter worth about $32,000. Caitlin John LLC purchased a new position in Procter & Gamble in the third quarter valued at about $34,000. Finally, Marquette Asset Management LLC acquired a new stake in shares of Procter & Gamble during the 3rd quarter valued at approximately $37,000. 65.77% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Wells Fargo & Company reissued an "overweight" rating and set a $177.00 price target on shares of Procter & Gamble in a research note on Tuesday, February 17th. UBS Group lifted their price objective on Procter & Gamble from $161.00 to $170.00 and gave the stock a "buy" rating in a report on Friday, January 23rd. TD Cowen downgraded Procter & Gamble from a "buy" rating to a "hold" rating and boosted their target price for the stock from $150.00 to $156.00 in a research report on Tuesday, January 27th. Dbs Bank raised Procter & Gamble from a "hold" rating to a "buy" rating in a report on Friday, January 23rd. Finally, Jefferies Financial Group upgraded Procter & Gamble from a "hold" rating to a "buy" rating and raised their price target for the company from $156.00 to $179.00 in a research report on Tuesday, December 16th. Twelve equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $167.83.

Procter & Gamble Trading Down 0.2%

Shares of PG opened at $144.44 on Wednesday. The company has a debt-to-equity ratio of 0.49, a current ratio of 0.72 and a quick ratio of 0.51. The firm has a 50 day simple moving average of $153.88 and a 200-day simple moving average of $149.88. Procter & Gamble Company has a 1-year low of $137.62 and a 1-year high of $174.80. The stock has a market cap of $335.67 billion, a price-to-earnings ratio of 21.40, a price-to-earnings-growth ratio of 4.84 and a beta of 0.37.

Procter & Gamble (NYSE:PG - Get Free Report) last posted its earnings results on Friday, January 23rd. The company reported $1.88 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.86 by $0.02. The firm had revenue of $22.21 billion for the quarter, compared to analyst estimates of $22.36 billion. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.Procter & Gamble's revenue was up 1.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.88 EPS. Equities analysts forecast that Procter & Gamble Company will post 6.91 EPS for the current fiscal year.

Procter & Gamble Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Friday, January 23rd were given a $1.0568 dividend. This represents a $4.23 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Friday, January 23rd. Procter & Gamble's dividend payout ratio is currently 62.52%.

Insider Buying and Selling at Procter & Gamble

In related news, Chairman Jon R. Moeller sold 162,232 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $162.45, for a total transaction of $26,354,588.40. Following the sale, the chairman owned 319,385 shares of the company's stock, valued at $51,884,093.25. This trade represents a 33.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Susan Street Whaley sold 1,809 shares of the business's stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $159.46, for a total transaction of $288,463.14. Following the completion of the transaction, the insider directly owned 30,215 shares of the company's stock, valued at $4,818,083.90. The trade was a 5.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 company insiders.

Key Procter & Gamble News

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

• Positive Sentiment: OLAY peptide research — New clinical and mechanistic data presented for OLAY highlight proprietary peptide technology and cell‑adhesion targets that P&G plans to move rapidly into formulations; successful commercialization could bolster pricing power and organic growth for a core beauty brand. OLAY Peptide Research Puts New Spotlight On Procter And Gamble Valuation
• Positive Sentiment: Analysts remain constructive in places — coverage notes that P&G can fare better than peers amid sluggish consumer sentiment, supporting the view of PG as a relatively defensive consumer staples holding. Analysts Constructive on The Procter & Gamble (PG) Amid Sluggish Consumer Sentiment
• Neutral Sentiment: Recent trading strength — PG ticked higher while the broader market fell on 3/30, showing relative strength that may reflect defensive demand; however this was a short‑term move rather than new fundamental news. Procter & Gamble (PG) Ascends While Market Falls: Some Facts to Note
• Neutral Sentiment: Q4 results mixed — Q4 EPS slightly beat estimates (+$0.02) while revenue marginally missed; steady margins and cash flow help the case for the dividend and buybacks, but top‑line softness tempers upside. (Earnings detail from recent company report.)
• Neutral Sentiment: Deutsche Bank trimmed its price target (from $171 to $162) but kept a Hold — this narrows upside but is not a sell signal; investors should weigh this against other analyst views. Deutsche Bank Lowers Price Target on PG
• Neutral Sentiment: Unrelated retailer weakness — a separate report on RH’s weak quarter is unlikely to directly affect PG but signals broader discretionary‑spending challenges in retail. RH (RH) Lags Q4 Earnings and Revenue Estimates
• Negative Sentiment: TD Cowen cut its price target to $142 (from $156) and kept a Hold, citing oil‑linked input cost inflation tied to the Iran war that it believes P&G cannot fully absorb — this is the main near‑term headwind pressuring the stock. Wall Street Downgrades Procter & Gamble Amid Iran War Cost Pressures and More

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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