CFC Planning Co LLC Makes New Investment in Procter & Gamble Company (The) $PG

Key Points

• CFC Planning Co LLC acquired 59,215 Procter & Gamble shares worth approximately $8.6 million, making PG its third-largest portfolio holding at 4.6%. Institutional investors and hedge funds collectively own 65.77% of the stock.
• Procter & Gamble reported quarterly EPS of $2.00 and revenue of $23.28 billion, exceeding analyst estimates, while revenue increased 4% year over year. The company also announced a quarterly dividend of $1.0885, equivalent to a 2.7% annual yield.
• Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and a $170.57 price target, although some firms maintain “Hold” ratings and caution about PG’s premium valuation. Insiders sold approximately $9.3 million of shares over the past 90 days.

CFC Planning Co LLC acquired a new position in Procter & Gamble Company (The) (NYSE:PG - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 59,215 shares of the company's stock, valued at approximately $8,603,000. Procter & Gamble comprises about 4.6% of CFC Planning Co LLC's investment portfolio, making the stock its 3rd biggest position.

Other institutional investors and hedge funds have also bought and sold shares of the company. BlackRock Inc. acquired a new stake in shares of Procter & Gamble during the second quarter worth $27,862,105,000. Bank of America Corp DE bought a new position in shares of Procter & Gamble in the second quarter valued at $3,850,628,000. Bank of New York Mellon Corp acquired a new position in shares of Procter & Gamble during the second quarter valued at about $2,281,505,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in shares of Procter & Gamble during the second quarter valued at about $1,480,650,000. Finally, Corient Private Wealth LP bought a new stake in shares of Procter & Gamble during the second quarter worth about $335,908,000. 65.77% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Balaji Purushothaman sold 4,181 shares of the company's stock in a transaction that occurred on Friday, October 23rd. The stock was sold at an average price of $160.71, for a total value of $671,928.51. Following the transaction, the insider owned 11,296 shares in the company, valued at approximately $1,815,380.16. This represents a 27.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Shailesh Jejurikar sold 35,000 shares of the firm's stock in a transaction 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 completion of the sale, the chief executive officer directly owned 55,391 shares of the company's stock, valued at $9,033,718.19. This represents a 38.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 58,647 shares of company stock worth $9,268,508. 0.23% of the stock is owned by insiders.

Procter & Gamble News Summary

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

A number of research firms recently weighed in on PG. Sanford C. Bernstein restated a "market perform" rating and issued a $149.00 target price on shares of Procter & Gamble in a report on Monday, August 24th. UBS Group set a $166.00 price target on Procter & Gamble in a research note on Friday, October 23rd. TD Cowen increased their price objective on Procter & Gamble from $150.00 to $166.00 and gave the stock a "hold" rating in a research note on Friday, October 23rd. JPMorgan Chase & Co. raised their target price on Procter & Gamble from $162.00 to $180.00 and gave the company an "overweight" rating in a report on Friday, October 23rd. Finally, Barclays lifted their target price on Procter & Gamble from $152.00 to $165.00 and gave the company an "equal weight" rating in a research report on Monday. Fifteen investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $170.57.

Procter & Gamble Trading Up 0.5%

NYSE:PG opened at $161.42 on Friday. Procter & Gamble Company has a 52 week low of $137.62 and a 52 week high of $167.25. The firm has a 50-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 quick ratio of 0.53 and a current ratio of 0.72. The firm has a market cap of $374.14 billion, a price-to-earnings ratio of 23.27, a price-to-earnings-growth ratio of 3.95 and a beta of 0.39.

Procter & Gamble (NYSE:PG - Get Free Report) last announced its earnings results on Thursday, October 22nd. The company reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.89 by $0.11. The firm had revenue of $23.28 billion during the quarter, compared to analyst estimates of $22.80 billion. Procter & Gamble had a return on equity of 31.02% and a net margin of 18.23%. The business's revenue was up 4.0% compared to the same quarter last year. During the same period last year, the firm posted $1.99 EPS. On average, equities analysts expect that Procter & Gamble Company will post 6.99 earnings per share for the current fiscal year.

Procter & Gamble Announces Dividend

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

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