Concurrent Investment Advisors LLC Has $23.40 Million Holdings in Procter & Gamble Company (The) $PG

Key Points

• Concurrent Investment Advisors LLC increased its stake in Procter & Gamble by 33.0% in Q4 to 163,287 shares, valued at about $23.40 million.
• Insider selling was significant: Chairman Jon R. Moeller sold 162,232 shares (~$26.35M) and insiders sold 252,715 shares totaling roughly $40.97 million in the last quarter, leaving insiders with about 0.20% ownership.
• Company results and payouts: P&G beat EPS estimates ($1.59 vs. $1.56), set FY2026 guidance of 6.83–7.09 EPS, and raised its quarterly dividend to $1.0885 (annualized $4.35, ~2.9% yield), though several analysts trimmed price targets.

Concurrent Investment Advisors LLC increased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG - Free Report) by 33.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 163,287 shares of the company's stock after buying an additional 40,507 shares during the quarter. Concurrent Investment Advisors LLC's holdings in Procter & Gamble were worth $23,401,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. Triodos Investment Management BV raised its stake in shares of Procter & Gamble by 7.3% in the 3rd quarter. Triodos Investment Management BV now owns 255,095 shares of the company's stock valued at $39,195,000 after purchasing an additional 17,400 shares during the period. Vanguard Group Inc. raised its stake in shares of Procter & Gamble by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 234,630,605 shares of the company's stock valued at $36,050,992,000 after purchasing an additional 1,419,322 shares during the period. Strengthening Families & Communities LLC raised its stake in shares of Procter & Gamble by 820.6% in the 3rd quarter. Strengthening Families & Communities LLC now owns 14,803 shares of the company's stock valued at $2,308,000 after purchasing an additional 13,195 shares during the period. Heritage Wealth Management Inc. raised its stake in shares of Procter & Gamble by 32.7% in the 3rd quarter. Heritage Wealth Management Inc. now owns 150,814 shares of the company's stock valued at $23,173,000 after purchasing an additional 37,198 shares during the period. Finally, Turtle Creek Wealth Advisors LLC raised its stake in shares of Procter & Gamble by 21.5% in the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 84,512 shares of the company's stock valued at $12,985,000 after purchasing an additional 14,954 shares during the period. Institutional investors and hedge funds own 65.77% of the company's stock.

Insiders Place Their Bets

In related news, Chairman Jon R. Moeller sold 162,232 shares of Procter & Gamble stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $162.45, for a total value of $26,354,588.40. Following the sale, the chairman owned 319,385 shares of the company's stock, valued at approximately $51,884,093.25. The trade was a 33.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Susan Street Whaley sold 1,809 shares of Procter & Gamble stock in a transaction dated Thursday, February 19th. The shares were sold at an average price of $159.46, for a total value of $288,463.14. Following the completion of the sale, the insider directly owned 30,215 shares in the company, valued at approximately $4,818,083.90. This represents a 5.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 252,715 shares of company stock valued at $40,966,904 in the last quarter. 0.20% of the stock is currently owned by corporate insiders.

Procter & Gamble Price Performance

NYSE:PG opened at $148.11 on Friday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.51 and a current ratio of 0.72. The stock's 50-day simple moving average is $150.32 and its 200 day simple moving average is $148.70. The company has a market cap of $344.21 billion, a P/E ratio of 21.94, a P/E/G ratio of 5.62 and a beta of 0.41. Procter & Gamble Company has a 52-week low of $137.62 and a 52-week high of $170.99.

Procter & Gamble (NYSE:PG - Get Free Report) last released its earnings results on Friday, April 24th. The company reported $1.59 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.56 by $0.03. The business had revenue of $21.24 billion for the quarter, compared to the consensus estimate of $21.52 billion. Procter & Gamble had a return on equity of 32.21% and a net margin of 19.30%.Procter & Gamble's quarterly revenue was up 7.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.54 earnings per share. Procter & Gamble has set its FY 2026 guidance at 6.830-7.090 EPS. As a group, sell-side analysts forecast that Procter & Gamble Company will post 6.95 EPS for the current fiscal year.

Procter & Gamble Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, April 24th will be given a $1.0885 dividend. This is an increase from Procter & Gamble's previous quarterly dividend of $1.06. This represents a $4.35 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Friday, April 24th. Procter & Gamble's dividend payout ratio (DPR) is presently 62.67%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on PG. BNP Paribas Exane dropped their price target on Procter & Gamble from $172.00 to $165.00 and set an "outperform" rating on the stock in a research note on Thursday. Wells Fargo & Company dropped their price target on Procter & Gamble from $177.00 to $158.00 and set an "overweight" rating on the stock in a research note on Wednesday, April 8th. The Goldman Sachs Group dropped their price target on Procter & Gamble from $159.00 to $155.00 and set a "neutral" rating on the stock in a research note on Wednesday, April 8th. Weiss Ratings reissued a "hold (c)" rating on shares of Procter & Gamble in a research note on Friday, March 27th. Finally, Rothschild & Co Redburn lifted their price target on Procter & Gamble from $155.00 to $157.00 and gave the company a "neutral" rating in a research note on Friday, January 23rd. Ten equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $160.24.

Trending Headlines about Procter & Gamble

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

• Positive Sentiment: Q3 earnings and core metrics beat expectations — adjusted EPS topped consensus and net sales/organic sales rose year‑over‑year, showing volume-led growth that suggests improving consumer demand. Business Wire: Q3 Results
• Positive Sentiment: Beauty and premium brands outperformed (e.g., SK‑II growth), supporting higher-margin mix and contributing to market‑share gains cited by management. Reuters: Beauty Demand Strength
• Positive Sentiment: Unusually heavy call-option buying and positive analyst notes pre/post‑release amplified buying momentum, signaling increased bullish positioning from traders and some brokers. (Options volume spike reported in market coverage.)
• Neutral Sentiment: Management reiterated fiscal‑2026 guidance (EPS range ~6.83–7.09) and maintained its outlook — that gives reassurance on the plan but leaves upside capped until guidance is raised. P&G Press Release / Slides
• Negative Sentiment: P&G disclosed a roughly $150 million hit to annual profits from Middle East disruptions (higher energy/logistics/input costs), a tangible near‑term headwind that pressure margins and could constrain FY earnings. Benzinga: $150M Hit
• Negative Sentiment: Some sell‑side desks trimmed price targets and highlighted input-cost risks (resin, energy), which tempers upside and keeps valuation scrutiny on the stock. MarketScreener: PT Adjustments

Procter & Gamble Company 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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