Cliftonlarsonallen Wealth Advisors LLC Has $6.21 Million Stock Holdings in Procter & Gamble Company (The) $PG

Key Points

• Cliftonlarsonallen Wealth Advisors increased its Procter & Gamble stake by 23% in the second quarter, bringing its holdings to 42,352 shares valued at approximately $6.21 million. Institutional investors own 65.77% of PG shares.
• Procter & Gamble reported quarterly EPS of $1.43, exceeding estimates of $1.41, while revenue rose 1.5% year over year to $21.20 billion but came in below expectations. Shares recently traded at $144.79.
• The company declared a quarterly dividend of $1.0885 per share, equivalent to an annualized $4.35 payout and a 3.0% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $161.52.

Cliftonlarsonallen Wealth Advisors LLC raised its holdings in Procter & Gamble Company (The) (NYSE:PG - Free Report) by 23.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 42,352 shares of the company's stock after buying an additional 7,920 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC's holdings in Procter & Gamble were worth $6,211,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in PG. Brighton Jones LLC grew its stake in shares of Procter & Gamble by 51.5% in the fourth quarter. Brighton Jones LLC now owns 40,068 shares of the company's stock worth $6,717,000 after acquiring an additional 13,617 shares during the last quarter. Taylor Financial Group Inc. increased its position in Procter & Gamble by 10.6% during the first quarter. Taylor Financial Group Inc. now owns 2,891 shares of the company's stock worth $493,000 after acquiring an additional 277 shares during the period. Sivia Capital Partners LLC raised its stake in Procter & Gamble by 19.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 6,144 shares of the company's stock valued at $979,000 after purchasing an additional 1,016 shares during the last quarter. Auxano Advisors LLC boosted its holdings in Procter & Gamble by 10.8% in the 2nd quarter. Auxano Advisors LLC now owns 7,315 shares of the company's stock valued at $1,165,000 after purchasing an additional 714 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in Procter & Gamble by 2.8% in the 2nd quarter. Schnieders Capital Management LLC. now owns 30,182 shares of the company's stock valued at $4,809,000 after purchasing an additional 809 shares during the period. 65.77% of the stock is owned by institutional investors.

Procter & Gamble Trading Up 0.4%

Shares of PG stock opened at $144.79 on Friday. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $167.25. The stock has a market cap of $336.55 billion, a price-to-earnings ratio of 21.87, a P/E/G ratio of 4.45 and a beta of 0.39. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.47 and a current ratio of 0.68. The firm has a fifty day moving average of $148.17 and a 200-day moving average of $148.89.

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

Procter & Gamble Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 17th. Shareholders of record on Friday, July 24th will be paid a dividend of $1.0885 per share. The ex-dividend date 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 (DPR) is currently 65.71%.

Procter & Gamble News Summary

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?

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on PG. BMO Capital Markets boosted their price objective on shares of Procter & Gamble from $169.00 to $170.00 and gave the stock an "outperform" rating in a report on Monday, June 29th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Procter & Gamble in a research report on Wednesday, June 24th. Citigroup decreased their target price on Procter & Gamble from $181.00 to $170.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. TD Cowen boosted their price target on Procter & Gamble from $142.00 to $150.00 and gave the company a "hold" rating in a research note on Monday, April 27th. Finally, Sanford C. Bernstein initiated coverage on Procter & Gamble in a research report on Thursday, June 11th. They issued a "market perform" rating and a $156.00 price objective for the company. Thirteen research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, Procter & Gamble has an average rating of "Moderate Buy" and an average price target of $161.52.

About Procter & Gamble

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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